花旗集團(citi)經濟學家丁爽表示,中國經濟成長進一步趨緩,但放緩幅度較為溫和,尚未達到足以引發政府採取政策應對措施的程度。丁爽指出,中國政府持續緊縮信貸市場,將是本季和下季經濟最大的變因。 美銀美林(Bank of America Merrill Lynch)經濟學家陸挺表示,美國冰風暴影響當地消費意願與支出,應該是影響中國2月PMI出口訂單數據不佳的因素之一。 人民幣匯率上周五意外貶值將近1%,不少市場人士預期,若貶勢持續,或許有利短期中國出口表現。
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