《大行報告》高盛:內地7月經濟數據廣泛地遜預期 人行降政策利率10個基點冀保經濟增長
高盛發表研究報告指,內地7月份經濟數據廣泛地遜於預期,令市場意外下行,反映在零星疫情、部分高耗能行業減產以及樓市風險等不利影響下,雖然政策支持力度加大,但中國內需仍然疲軟。
7月份工業生產按年增長3.8%,低於市場預期的4.3%及6月份升幅約3.9%。期內鋼材及水泥產量按年比較依然低迷,汽車產量在消費刺激措施帶動下進一步加快至7月的增長31.5%。而零售銷售增長則放緩至2.7%,較預期弱,當中餐飲銷售仍錄得下跌,固定資產投資增長亦放緩。
該行表示,7月份失業率輕微下降,反映隨著政策支持增加,勞動力市場壓力有所緩解。中國人民銀行近日將政策利率下調10個基點,期望有助提振銀行貸款、經濟增長和市場情緒。
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