报告摘要⭕前言：科技出海指数创新高，制造消费能否跟上？2025年初至今，科技出海指数显著领涨。其核心催化来自美国科技股AI资本开支的强劲增长，以及市场对美联储降息预期的持续升温。反观制造与消费出海指数，则因美国传统经济部门需求疲软而相对跑输大盘。随着美联储已正式开启降息通道，有望通过提振广义需求与改善经济预期，带动国内相关制造与消费部门的景气度步入修复轨道。⭕美联储降息或提振本土经济回升预期，或...
Source Link报告摘要⭕前言：科技出海指数创新高，制造消费能否跟上？2025年初至今，科技出海指数显著领涨。其核心催化来自美国科技股AI资本开支的强劲增长，以及市场对美联储降息预期的持续升温。反观制造与消费出海指数，则因美国传统经济部门需求疲软而相对跑输大盘。随着美联储已正式开启降息通道，有望通过提振广义需求与改善经济预期，带动国内相关制造与消费部门的景气度步入修复轨道。⭕美联储降息或提振本土经济回升预期，或...
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