我国网络消费延续向好向新的良好态势，2025年网上零售额15.97万亿元，同比增长8.6%，增速比上年全年加快1.4个百分点。其中，实物商品网上零售额13.09万亿元，增长5.2%，拉动同期社会消费品零售总额增长1.3个百分点。直播带货、即时零售等消费新业态新模式快速成长。直播电商行业保持良好发展态势，2025年直播交易额比上年增长11.3%，即时配送快速发展，更快更好满足消费者需求。
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Ultimately, Goldman’s findings paint a picture of an economy in transition. While Wall Street is consumed by “AI-nxiety” and tech giants pour hundreds of billions into infrastructure, the promised productivity revolution remains highly localized to software coders and customer service representatives. For the broader U.S. economy, the true macroeconomic benefits of the AI revolution have yet to arrive.
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