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《大行報告》花旗:內地7月CPI跌入收縮區間 或屬季節性 及時實施促增長措施將至關重要
阿思達克 08-09 14:35
花旗發表研究報告指,不會對7月中國整體CPI通脹跌入通縮區間這種單月數據進行太多解讀,但認為食品價格可能是主要原因,而核心商品和服務價格亦有所改善。不過,該行指,由於內地房地產市場憂慮加劇,消費者信心仍然低迷,隨著夏季旅遊旺季來臨,服務業再次恢復通脹,但僅屬季節性及短暫。 該行表示,PPI通縮已見底,但按季變化仍為負值,這可能不會對工業利潤產生太大的推動作用,尤其是在全球需求的引力開始拉動中國出口的情況之下。該行相信,及時實施促增長措施及其後續影響將會是未來幾個月的關鍵。
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