【中信证券：预计年中美国制造业PMI或仍在荣枯线以下波动运行】金十数据6月5日讯，中信证券研报称，2025年5月全球制造业PMI指数呈现“中国稳健、新兴分化、欧洲企稳、美国回落”的特征，关税缓解对出口的短时带动和海外市场负面影响预期逐渐显现。欧元区制造业PMI变化不大，出现阶段性企稳的迹象。5月美国ISM制造业PMI指数录得48.5，并呈现“供需较弱、通胀粘性、就业市场降温、外贸大幅回落”的特点。整体而言，关税扰动对美国及全球宏观经济的影响已经初步显现，美国经济读数或仍小幅回落，我们预计年中美国制造业PMI或仍在荣枯线以下波动运行。
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