日本周三公布的数据显示,5月核心机械订单环比下降12.4%。不过,农林中金综合研究所经济学家南武志表示,尽管中东局势存在不确定性,企业的潜在投资意愿预计仍将保持韧性。他表示,5月核心机械订单大幅下滑,主要反映4月增长8.7%后的回落,而非企业投资基本面出现恶化。稳健的企业盈利、人工智能投资、劳动力短缺,以及市场对首相高市早苗增长战略的预期,都将继续支撑资本支出。他表示:“如果伊朗局势朝着缓和方向发展,机械订单等资本支出指标很可能将继续保持稳健。”
日本周三公布的数据显示,5月核心机械订单环比下降12.4%。不过,农林中金综合研究所经济学家南武志表示,尽管中东局势存在不确定性,企业的潜在投资意愿预计仍将保持韧性。他表示,5月核心机械订单大幅下滑,主要反映4月增长8.7%后的回落,而非企业投资基本面出现恶化。稳健的企业盈利、人工智能投资、劳动力短缺,以及市场对首相高市早苗增长战略的预期,都将继续支撑资本支出。他表示:“如果伊朗局势朝着缓和方向发展,机械订单等资本支出指标很可能将继续保持稳健。”
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