《大行报告》高盛内地7月数据远低预期料本月推保增长措施指美延加关税成短期利好
高盛发表报告表示,中国公布7月规模以上工业增加值增速,由6月6.3%降至期内升4.8%,明显低於市场预期,固定资产投资增长亦逊於市场预期,随着汽车销售疲弱,内地7月零售销售增长亦见明显放缓。
该行指,内地7月经济数据低於市预期,从零售销售数据所见,汽车自6月见短暂反弹後,料汽车零售销售录按年下滑2.6%(对比6月按年增长17.2%)。
高盛称,内地7月经济数据显示正向GDP增长6至6.5%以下水平推进,估计内地政府将於8月再出台放松措施,以支持经济增长,基於中华人民共和国将於今年10月将迎来成立七十周年庆典,料当局难以再等待多一个月经济数据才决定出台措施,估计内地8月及9月经济数据可转强。而该行亦表示,美国最新调整对中国部份开徵关税措施,相信可支持中国短期经济增长。
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