内容来源：https://techcrunch.com/2025/11/29/black-friday-sets-online-spending-record-of-11-8b-adobe-says/

内容总结：

根据数据机构Adobe Analytics统计，今年美国“黑色星期五”线上销售额达到118亿美元，创下历史新高，较去年108亿美元显著增长。当天上午十点至下午两点期间，消费者每分钟线上消费额高达1250万美元。分析指出，这反映出“黑色星期五”已转型为重要电商节点，越来越多消费者选择居家网购。

展望即将到来的“网络星期一”，路透社援引预测称其线上销售额有望达到142亿美元，或将再创新高。今年整个假日季线上消费总额预计达2534亿美元，较2024年的2411亿美元持续增长。

另一机构Salesforce数据显示，全球“黑色星期五”销售额达790亿美元，其中美国市场贡献180亿美元，同比分别增长6%和3%。但分析指出，这种增长可能主要源于物价上涨（平均涨幅7%），实际订单量反而下降1%。

值得关注的是，人工智能正逐渐影响假日消费模式。Salesforce称在感恩节至“黑色星期五”期间，人工智能技术在全球带动了220亿美元销售额。不过对于实体店销售情况，各机构数据存在分歧：有报告显示全美门店客流量下降3.4%，另有数据表明总体客流量增长1.17%，其中百货商场客流量增幅达7.9%。

中文翻译：

根据Adobe Analytics的数据显示，"黑色星期五"当天美国消费者在线消费额达118亿美元，较去年108亿美元再创新高。该机构追踪了美国零售网站超1万亿次访问量，数据显示在上午10点至下午2点高峰时段，平均每分钟产生1250万美元线上交易。《福布斯》报道称，Adobe在声明中指出这标志着"黑色星期五已成为电商盛会，越来越多消费者选择居家享受购物优惠"。

路透社报道称，Adobe预测即将到来的"网络星期一"（12月1日）将呈现更强劲势头，线上销售额预计达142亿美元。来自Adobe和Salesforce等机构的"黑五"数据可作为整体假日购物趋势的先行指标——Adobe预计今年假日季总消费额将达2534亿美元，而2024年该数字为2411亿美元。

Salesforce统计显示全球"黑五"线上消费达790亿美元，其中美国市场贡献180亿美元，同比增幅分别为6%和3%。但这一增长可能并非源于消费需求扩张，而是物价上涨所致：该机构数据表明商品均价上涨7%，订单量反而下降1%。

两家机构均注意到人工智能对假日购物影响加深。Salesforce称在感恩节至"黑五"期间，人工智能技术助推全球销售额达220亿美元，不过该统计口径尚未明确。

关于线上线下购物趋势对比，数据呈现不同景象：RetailNext向《福布斯》透露全美实体店客流量同比下降3.4%，而Pass_by统计则显示客流量总体上升1.17%，百货商场客流增幅更是达到7.9%。

英文来源：

American consumers spent $11.8 billion online on Black Friday, according to data from Adobe Analytics, which says it tracks more than 1 trillion visits to U.S. retail websites.
That’s a new record, and up from $10.8 billion spent on Black Friday last year, Adobe says. Between 10am and 2pm, online shoppers were supposedly spending $12.5 million every minute. Forbes reports that Adobe said in a statement that the numbers show Black Friday has become “a major e-commerce moment, as more shoppers opt to stay home and take advantage of deals.”
The company projects that Cyber Monday (coming in two days, on December 1) will be even bigger, with $14.2 billion spent online, according to Reuters.
Black Friday data from companies like Adobe and Salesforce can provide an early indicator of broader holiday shopping trends. Adobe is projecting a total of $253.4 billion in holiday spending this year, compared to $241.1 billion in 2024.
Salesforce said it tracked $79 billion in global spending on Black Friday, with $18 billion of that in the United States, year-over-year increases of 6% and 3%, respectively. But this growth may have less to do with increased consumer demand and instead reflecting higher prices — Salesforce data also shows that prices were up an average of 7%, while order volumes were down 1%.
And both Adobe and Salesforce claim to see a growing influence of AI on holiday shopping. For example, Salesforce said that between Thanksgiving and Black Friday, AI and AI agents influenced $22 billion in global sales, though it’s not clear how broadly that’s defined.
The data is less clear about how online trends compare to in-person shopping at brick-and-mortar stores, with RetailNext telling Forbes that in-store traffic appears to be down 3.4% nationwide, while Pass_by said foot traffic is up 1.17% overall, and up an even more impressive 7.9% in department stores.