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《大行報告》花旗料中國經濟受俄烏戰事影響有限 料油價影響今年CPI約0.3個百分點
阿思達克 03-01 14:31
花旗發表研究報告預期,中國經濟受俄烏戰事影響有限,估計對油價的衝擊可能將2022財年的中國工業生產者出廠價格指數(PPI)及居民消費價格指數(CPI),分別推高1.2及0.3個百分點,均為可控。 該行指出,中國企業和金融機構的俄羅斯業務或將面臨更高的制裁相關風險。該行傾向於認為對中國/香港的地緣政治擔憂可能過度,期望投資者通過了解更多俄烏衝突的資訊並重新聚焦穩增長的主題上。 然而,在俄烏衝突急速發展的情況下,該行不排除會有更多的破壞性情景,可能導致中國增加通脹壓力和對經濟有更大的影響。
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