【凯投宏观:德国制造业摆脱伊朗战争担忧】凯投宏观的Andrew Kenningham在一份报告中表示,在上周公布了强劲的零售额数据之后,工业出现好转,德国似乎正在经受住伊朗战争的考验。5月份工业产值环比增长0.9%,这与其他数据一起表明,德国经济可能在今年第二季度实现了扩张。不过,Kenningham说,工业产出的增长主要是由于汽车产量的增加,鉴于该行业面临的挑战,这种情况不太可能持续下去。他说:“虽然德国制造业似乎没有受到伊朗冲突的太大影响,但这并不能改变一个现实,即中期内其占该国经济的比重可能会缩小。”
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