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《大行報告》美銀證券:疫情衝擊下 料內地3月零售銷售轉錄負增長3%
美銀證券發表報告表示,料中國2022年首季GDP按年增長會加快至4.3%,對比2021年第四季增長4%,但略低於該行原先預期增長4.6%,主要受到投資需求疲弱(特別是地產行業)及疫情爆發對消費(特別是服務)的衝擊。 該行表示在新冠疫情下,估計中國2022年3月零售銷售會錄負增長,料零售銷售將按年下跌3%,對比2022年首兩個月按年升6.7%,主要受到貨品及餐飲消費支出疲弱所拖累,而經歷「封城」的大城市所受衝擊會特別大。
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