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《大行報告》花旗:內地11月製造業PMI降 料至今年底前政策放寬空間有限 明年財政政策逐步加碼
阿思達克 11-30 14:33
花旗發表研究報告指,由於內地新冠疫情爆發,內地11月製造業和非製造業採購經理人指數均出現下滑。與上海封城相比,迄今為止的相關措施影響似較輕,但隨著確診人數增加,不確定性仍然很高。 該行料內地至今年底前政策的放寬空間有限,只要重新開放的方向仍然明確,料市場近期仍會波動,但指今年的低基數可能為明年的反彈奠定基礎。 花旗表示,讓經濟重回正軌可能是新領導層的首要任務,重新開放的方向在現階段非常明確,料明年財政政策逐步加碼。
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