《大行》招商证券国际:中国出口增长料第三季见顶后逐步放缓 急挫并非基准情景

阿斯达克财经
Sep 07

招商证券国际发表报告指,中国出口增长较可能于今年第三季维持强劲,其后逐步放缓,但急速下跌并非该行基准情景。按Trade Map数据HS4分类以美元计,今年上半年出口按年升17.3%,自3月以来维持强劲增长。该行预期,人工智能及半导体增长自极高水平正常化,加上比较基数上升,将拖累整体出口增速;惟只要其他具韧性产品类别保持稳定,出口增长更可能逐步减速,而非断崖式下滑。该行表示,广义人工智能相关板块于...

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