9月CPI同比涨3.7%超预期：汽油价单月涨9.1%占月涨幅过半，美股午盘纳指跌约2%、10月加息概率升至41.5%
华盛顿——美国劳工统计局（BLS）10月14日上午8时30分（美东时间）发布9月消费者价格指数（CPI，发布号USDL-26-1574）：经季节调整，CPI较8月上涨0.6%，涨幅高于8月的0.4%；过去12个月上涨3.7%，高于8月的3.4%，也高于道琼斯调查经济学家3.6%的预期中值。
剔除食品与能源的核心CPI 9月环比上涨0.3%，与8月持平；同比上涨2.6%，高于8月的2.4%，同样高于市场预期的环比0.2%、同比2.5%。BLS称，这是美联储10月27日至28日议息会议前收到的最后一份CPI报告，劳工统计局将于10月15日发布9月生产者价格指数（PPI）。
汽油是本月涨价的主因。BLS数据显示，汽油指数9月上涨9.1%，占全部项目月涨幅的一半以上；过去12个月汽油价格上涨34.2%。能源指数9月上涨5.2%（8月为2.1%），同比上涨20.4%，其中燃油价格单月上涨15.3%、同比上涨74.2%。据AAA数据，10月14日全美普通汽油平均价格为每加仑4.33美元。
住房成本继续上行：住房指数9月上涨0.4%（8月为0.3%），其中业主等值租金涨0.3%、实际租金涨0.2%、外住宿价格涨2.0%。食品指数9月总体持平，在家食品跌0.1%、在外餐饮涨0.2%，食品价格同比上涨2.5%。其余上涨的类别包括娱乐（涨0.5%）、二手车与卡车（涨0.7%）、教育（涨0.6%）、机票（涨1.2%，同比涨22.4%）、医疗与服装（涨0.3%）；通信指数下跌0.2%。9月CPI指数水平为336.940。
金融市场午盘走低。据《投资者商业日报》（Investor's Business Daily）与《华尔街日报》午间行情，纳斯达克综合指数下跌约2%，标普500指数跌约1.2%至1.3%，道琼斯工业平均指数跌约0.4%，小盘股罗素2000指数跌约2%，费城半导体指数跌约4%；AI概念股CoreWeave与Nebius分别下跌约15%与10%。10年期美国国债收益率在CPI公布后一度升破5.32%，午盘回落至约5.21%。CME FedWatch工具显示，交易员对美联储10月加息25个基点的定价概率升至41.5%，高于周二的22.1%。西德克萨斯中质原油期货上涨约2%，至每桶约95.60美元。美国银行股价当日下跌约7%，该行此前公布三季度业绩并涉及一笔12亿美元监管罚款。
白宫经济顾问凯文·哈塞特（Kevin Hassett）当天表示，本月核心通胀数据属于短暂波动，在美联储作出利率决定前还需要更多数据。
（资料来源：美国劳工统计局2026年10月14日CPI发布USDL-26-1574；Investor's Business Daily、华尔街日报、CNBC、Morningstar 2026年10月14日报道）
September CPI Rises 3.7% From a Year Earlier as Gasoline Jumps 9.1%; Nasdaq Falls About 2% at Midday as October Rate-Hike Odds Climb to 41.5%
WASHINGTON — The U.S. Bureau of Labor Statistics (BLS) reported on October 14 that the Consumer Price Index for All Urban Consumers rose 0.6 percent in September on a seasonally adjusted basis, after rising 0.4 percent in August, and was 3.7 percent higher than a year earlier, up from a 3.4 percent annual rate in August and above the 3.6 percent median forecast of economists surveyed by Dow Jones (release USDL-26-1574).
Core CPI, which excludes food and energy, rose 0.3 percent for the month, matching August, and 2.6 percent over the year, up from 2.4 percent in August and above consensus expectations of 0.2 percent monthly and 2.5 percent annually. The report is the final CPI reading before the Federal Reserve's October 27-28 policy meeting; the BLS is scheduled to release September producer prices on October 15.
Gasoline accounted for more than half of the monthly all-items increase, jumping 9.1 percent in September and 34.2 percent over the year. The energy index rose 5.2 percent in September, after a 2.1 percent increase in August, and was up 20.4 percent over the year; fuel oil rose 15.3 percent for the month and 74.2 percent over the year. AAA put the national average price of regular gasoline at $4.33 a gallon on October 14.
Shelter costs rose 0.4 percent in September after a 0.3 percent August increase, with owners' equivalent rent up 0.3 percent, rent up 0.2 percent and lodging away from home up 2.0 percent. The food index was unchanged, as food at home fell 0.1 percent and food away from home rose 0.2 percent; food prices were up 2.5 percent over the year. Other categories that rose included recreation (up 0.5 percent), used cars and trucks (up 0.7 percent), education (up 0.6 percent), airline fares (up 1.2 percent, and up 22.4 percent over the year), medical care and apparel (up 0.3 percent), while the communication index fell 0.2 percent. The September CPI-U level was 336.940.
Stocks were lower at midday. According to Investor's Business Daily and Wall Street Journal live market coverage, the Nasdaq Composite fell about 2 percent, the S&P 500 dropped about 1.2 to 1.3 percent, the Dow Jones Industrial Average shed about 0.4 percent, the Russell 2000 fell about 2 percent and the PHLX Semiconductor Index lost about 4 percent, with AI-linked shares CoreWeave and Nebius down about 15 percent and 10 percent. The 10-year Treasury yield, which had spiked above 5.32 percent after the CPI release, eased to about 5.21 percent by midday. CME FedWatch pricing put the odds of a quarter-point Fed rate hike in October at 41.5 percent, up from 22.1 percent on Tuesday. West Texas Intermediate crude rose about 2 percent to around $95.60 a barrel. Bank of America shares fell about 7 percent as investors weighed its third-quarter results and a $1.2 billion regulatory penalty.
White House economic adviser Kevin Hassett said the month's core inflation reading was a temporary blip and that more data was needed before the Fed decides on rates.
(Sources: U.S. Bureau of Labor Statistics CPI release USDL-26-1574, Oct. 14, 2026; Investor's Business Daily, The Wall Street Journal, CNBC and Morningstar, Oct. 14, 2026)
图片来源：美国俄勒冈州尤金市一处加油站油价牌（2026年9月26日资料图，牌面为当地当日价格）。图片来源：Wikimedia Commons，Rick Obst 摄，CC BY 4.0 授权
