本文来自格隆汇专栏:中金研究,作者: 郭朝辉、王炙鹿、陈雷等宏观回顾:国内供需走弱出口平稳,美国政策不确定性加剧国内方面,10月中采制造业PMI环比下降0.8ppt至49.0%,低于市场预期(Bloomberg预测中值为49.6%),10月非制造业商务活动指数环比上升0.1ppt至50.1%。制造业方面,季节性因素以外,供需皆走弱,新订单收缩速度高于生产,显示有效需求不足或仍是主要问题。10月以...
Source Link本文来自格隆汇专栏:中金研究,作者: 郭朝辉、王炙鹿、陈雷等宏观回顾:国内供需走弱出口平稳,美国政策不确定性加剧国内方面,10月中采制造业PMI环比下降0.8ppt至49.0%,低于市场预期(Bloomberg预测中值为49.6%),10月非制造业商务活动指数环比上升0.1ppt至50.1%。制造业方面,季节性因素以外,供需皆走弱,新订单收缩速度高于生产,显示有效需求不足或仍是主要问题。10月以...
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