大新銀行:與西方關係趨緊張 或不利未來內地高端技術產品出口
大新銀行經濟研究及投資策略部表示,1至2月內地整體進口按年跌10.2%,跌幅大過市場預期的5.5%。由於進口跌幅較出口大,上月貿易順差擴大至1,169億美元,多過市場預期的825億美元。
該行認為,外圍經濟前景仍然不穩,內地整體進出口,特別是出口往主要成熟市場,或仍會受壓一段時間。同時,中國與西方國家關係轉趨緊張,或不利未來中國高端技術產品出口。而隨著內地經濟開始復甦,內地需求預料逐步恢復,進口表現未必會持續惡化。(ca/u)
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