中国：漫长赛程中令人欣慰的喘息-渣打银行

中国：漫长赛程中令人欣慰的喘息-渣打银行

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美中贸易休战带来了受欢迎的缓解。市场预计下半年经济放缓，并预测2025年增长为4.9%；渣打银行经济学家报告称，通货紧缩压力将持续。

美中贸易休战带来了受欢迎的缓解。市场预计下半年经济放缓，并预测2025年增长为4.9%；渣打银行经济学家报告称，通货紧缩压力将持续。

美中贸易休战减轻了中国的压力

“随着美中贸易休战带来欢迎的缓解，我们认为没有必要在年底前加大刺激力度。我们维持对第四季度再降息10个基点的预期，但存在暂停至2026年的风险。”

“从长远来看，中国可能会专注于发展自主技术，同时推动人民币国际化。政府似乎旨在未来五年实现平均约4.5%的增长。”

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