花旗:政策及時落地可助中國經濟周期年內確認觸底 X
10/09/2026 12:22
<匯港通訊>   花旗發表報告指,中國8月CPI及PPI均有所回升,幾乎完全由供應衝擊帶動,對通脹前景仍持審慎態度,但若政策及時落地,可能有助經濟周期在年內確認觸底。

該行表示,國內需求仍然疲弱,從疲弱的耐用消費品CPI及暑期旅遊季可見一斑,這種成本推動型通脹雖然幫助了整體數字,但屬於「不良通脹」,可能令部分下游行業的利潤率進一步受壓。

(JC)



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