金吾财讯 | 汇丰发报指，内地5月制造业PMI收缩幅度收窄至49.5，生产重回扩张轨道；新出口订单持续下降，但降幅放缓。尽管消费者信心低迷仍是一大拖累，但5月服务业PMI轻微回升至50.2，扩大服务业消费的支撑措施可望持续。该行指，昨日公布的PMI数据表明，美国自5月中旬起取消“对等关税”，为当月国内制造业活动提供了一定程度的喘息机会。然而，考虑到目前美国对中国出口产品的平均关税仍在高位，外部不确定性依然很高，同时该行也不能排除未来可能进一步加征关税的可能性。尽管短期内一些出口前期投入可能会持续，但刺激国内需求，尤其是消费，仍将是政策制定者的首要任务。
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