中信证券研报表示,8月外贸出口仍有较强韧性,有望支撑工业生产景气边际回升,但内外需求分化可能会有所加大,社零和固投增速或延续回落。生产端方面,8月工业景气水平总体有所回升,或与极端天气减少等因素相关。高频数据显示8月份出口链景气仍有支撑,预计8月出口增速录得6.5%左右。
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