通胀降温与消费者信心回升 - 5月CPI环比仅增长0.1%，低于预期的0.2%，同比增幅2.4%符合预期 [3] - 核心CPI（剔除食品和能源）环比增0.1%，同比增2.8%，均低于预期值0.3%和2.9% [3] - 能源价格环比下降1%，新车和二手车价格分别下跌0.3%和0.5% [4] 美联储政策与贸易形势改善 - 市场预期美联储可能在9月重启降息，全年或累计降息50个基点 [6] - 美国与中国达成贸易协议，暂停关税措施缓解经济衰退担忧 [1][7] 消费板块投资机会 - 建议关注消费者 discretionary 板块股票：嘉年华邮轮(CCL)、福克斯(FOX)、奈飞(NFLX)、Interface(TILE) [2][8] - 过去60天内四家公司均获盈利预测上调，Zacks评级均为"买入"级 [2] 重点公司盈利预期 - **嘉年华邮轮(CCL)**：全球最大邮轮运营商，当前财年盈利预期增长率31.7%，60天内盈利预测上调1.1% [9][10] - **福克斯(FOX)**：涵盖新闻/体育/娱乐内容，当前财年盈利预期增长32.4%，60天内盈利预测上调1.1% [11] - **奈飞(NFLX)**：流媒体行业先驱，当前财年盈利预期增长27.7%，60天内盈利预测上调3.3% [12] - **Interface(TILE)**：全球最大模块地毯制造商，当前财年盈利预期增长8.2%，60天内盈利预测上调2.6% [13]

U.S. retail sales slowed in April compared to the prior month. However, the sector has shown immense resilience amid price pressure and tariff threats. Retail sales grew in April, which is a positive sign for the sector and the economy.Moreover, President Donald Trump announced a temporary pause on tariffs after the United States and China reached a trade truce last weekend. Also, the White House said that more trade deals are upcoming as negotiations with other countries are ongoing.This is likely to benef ...