出口拉动超预期 马来西亚二季度GDP大增5.8% 通胀降温

智通财经
Jul 17
【出口拉动超预期 马来西亚二季度GDP大增5.8% 通胀降温】受服务业向好、电子产品出口强劲提振,抵消中东战事带来的冲击,马来西亚二季度经济增速大幅超出市场预期。马来西亚统计局周五发布初值数据显示,今年4至6月国内生产总值同比增长5.8%,高于彭博调研经济学家给出的5.2%预期中值;2026年一季度该国经济增速为5.4%。内需旺盛叠加半导体出口景气,对冲了中东冲突造成的扰动,市场进一步看好马来西亚今年维持东南亚经济高增速梯队地位。尽管全球经济前景不确定性上升,但半导体与人工智能相关投资大幅扩张,持续托举本国经济增长。统计局表示:“2026年二季度,服务业仍是拉动经济增长的核心动力。”矿业板块亦实现复苏,同比增长10.2%。通胀方面,6月居民消费价格指数回落至1.9%,而分析师此前预估该数据将维持5月2%的水平。马来西亚依靠燃油补贴对冲国际原油高价影响,基本稳住国内消费品涨价幅度。

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