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《大行報告》高盛料內地今年經濟增長2.6% 明年加快至5.2%
阿思達克 12-16 10:13
高盛發表研究報告指,內地11月經濟活動增長普遍下降,低於市場預期,反映重新開放政策實施初期對經濟的負面影響。 其中11月工業生產增長較10月放緩,主要受電腦及汽車產出增長放緩所拖累,部分是歸因於近期供應鏈中斷及需求疲軟;期內固定資產投資增長顯著下滑;另外,受汽車與線上商品銷售增長下滑的拖累,11月零售銷售增長顯著下跌。同時與房地產相關的數據亦從10月份低位進一步走弱。 因應最新數據,高盛將2022年第四季度中國GDP增長預測從之前的按季升1.2%下調至跌4%,意味著按年增幅預測由3%下降至1.7%。高盛並預計中國實際GDP增長率將從今年的2.6%,加快至2023年的5.2%,對比此前預測分別為3%及4.5%。
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