金吾财讯 | 花旗研报认为，中美在伦敦举行经贸会谈，双方达成一项交易性协议的可能性上升；不过中国可能只会作出谨慎的让步，如在稀土出口管制方面，以换取美国放松部分出口管制或下调关税等。该行指，鉴于中国出口仍保持韧性，中国可能并无迫切与美国达成协议，或是刺激经济的压力。高频追踪数据显示，6月以来航运活动依然表现良好，中国到美国的集装箱船离港量跌幅收窄，同时整体货物吞吐量保持稳定。预计90天的关税暂缓窗口期间，抢出口情况可能还会持续。花旗预期，中国第二季国内生产总值(GDP)实际增速有望超过5%，第三季经济增速也将受益于低基数效应，因此在7月政治局会议上或9月之前料不会有重大政策变动。另外，该行在中国发布5月外贸数据后的点评报告中重申，20%的芬太尼关税有很大机会通过谈判暂停甚至取消。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.