《大行報告》高盛:內地上季GDP及去年12月經濟數據遠勝市場預期
高盛發表報告指,內地上季國內生產總值(GDP)及去年12月經濟數據遠勝市場預期。上季GDP按年增長2.9%,市場預期為1.6%。
報告指,內地12月工業生產增長從11月的2.2%放緩至1.3%。12月汽車產量跌幅由11月9.9%擴大至跌16.7%。12月鋼鐵產品產量和水泥產量的按年變幅均降至負值,而發電量增長有所改善。12月的零售銷售從11月按年跌5.9%收窄至跌1.8%。單月計算,12月固定資產投資增長由11月的1%升至3.6%。而12月全國範圍和31個城市的調查失業率都有所下降。
該行指,12月經濟數據無變差令市場喜出望外,因為在重新開放下,上月出現了較大規模疫情,而且許多高頻指標甚至比去年較早時間的上海封城期間更差。
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