金吾财讯 | 国泰海通研究称，国内经济呈结构性修复态势，外需强于内需，仍需关注国内需求恢复进度。上周政策聚焦科技赋能产业、消费扩容提质两大主线，智能航运、普惠算力、物联网等行动方案密集出台，科技金融协同发力支撑实体经济创新升级；消费端同步推进国际消费季与服务消费提质，内外需协同激活市场。高频数据显示，消费受清明假期带动服务消费回暖，汽车消费仍偏弱；投资端基建资金与施工双回暖，地产销售弱修复、土地市场低迷。外贸外需季节性回升，港口船舶离港量与载重吨环比改善，出口运价走高印证外需强劲。生产端修复节奏偏缓，钢铁、石化开工分化，光伏、轮胎生产仍显疲软。物价方面，iCPI边际回升，交通通信受油价支撑走强，工业品价格分化，能化偏强、金属反弹。流动性平稳，跨月后资金利率回落，人民币小幅升值。
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