中信银行(国际)首席经济师丁孟表示，基于地缘政治局势未明朗，通胀风险上升，预期今年美联储仅减息一次，减幅约0.25厘；如战事持续至6月或更久，全年或不会减息。中国方面，丁孟认为虽然国际供应链受阻拖累出口，但今年首季出口表现较预期好，商品竞争力依然存在，料今年出口增长按年略为放缓至5%。另外，由于存在通胀风险，他认为今年上半年内地未有减息降准的空间，料全年GDP增长约4.9%，落于国家目标4.5%至...
Source Link中信银行(国际)首席经济师丁孟表示，基于地缘政治局势未明朗，通胀风险上升，预期今年美联储仅减息一次，减幅约0.25厘；如战事持续至6月或更久，全年或不会减息。中国方面，丁孟认为虽然国际供应链受阻拖累出口，但今年首季出口表现较预期好，商品竞争力依然存在，料今年出口增长按年略为放缓至5%。另外，由于存在通胀风险，他认为今年上半年内地未有减息降准的空间，料全年GDP增长约4.9%，落于国家目标4.5%至...
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