Bank of America: Overall online consumption in Q1 increased by 11% year-on-year, with penetration rate expanding to 30.1%

格隆汇2026/04/09 14:56

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Glonghui April 9th｜According to Bank of America’s aggregated credit and debit card data, online spending in March increased by 12% year-on-year, accelerating by 1 percentage point compared to February. In addition, total online spending in the first quarter grew by 11% year-on-year, outpacing the 8% growth in the fourth quarter and surpassing physical store spending, which remained unchanged year-on-year; online penetration rate expanded by 2.1 percentage points year-on-year to reach 30.1%. The data suggests that Amazon’s North American retail business may still have upside potential.

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Duan Yongping has made it clear that he will not sell Nvidia and sold a large number of put options on the day the news was released. Nvidia may invite Jensen Huang to serve as an advisor, taking on a “shadow CEO” role to retain his influence, but he would no longer have signing authority. Whether this scenario materializes will likely only become clear after the hearing concludes.

华尔街见闻•2026/11/13 07:48