《大行報告》高盛內地7月數據遠低預期料本月推保增長措施指美延加關稅成短期利好
高盛發表報告表示,中國公布7月規模以上工業增加值增速,由6月6.3%降至期內升4.8%,明顯低於市場預期,固定資產投資增長亦遜於市場預期,隨著汽車銷售疲弱,內地7月零售銷售增長亦見明顯放緩。
該行指,內地7月經濟數據低於市預期,從零售銷售數據所見,汽車自6月見短暫反彈後,料汽車零售銷售錄按年下滑2.6%(對比6月按年增長17.2%)。
高盛稱,內地7月經濟數據顯示正向GDP增長6至6.5%以下水平推進,估計內地政府將於8月再出台放鬆措施,以支持經濟增長,基於中華人民共和國將於今年10月將迎來成立七十周年慶典,料當局難以再等待多一個月經濟數據才決定出台措施,估計內地8月及9月經濟數據可轉強。而該行亦表示,美國最新調整對中國部份開徵關稅措施,相信可支持中國短期經濟增長。
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