新加坡:通胀和制造业预计加速 – 星展银行
星展集团研究经济学家蔡汉腾预测,2026年1月新加坡核心和总体通胀率将从12月的1.2%上升至1.5%,这得益于低基数效应和服务价格的上涨。

星展集团研究经济学家蔡汉腾预测,2026年1月新加坡核心和整体通胀将同比上升至1.5%,高于12月的1.2%,这得益于低基数效应和服务价格的上涨。预计工业生产将连续第五个月扩张,1月的增长将跃升至20.0%,主要受强劲的电子和人工智能相关需求的推动。

价格和科技密集型产出将稳固

"我们预计2026年1月新加坡的核心和整体通胀将同比上升至1.5%,高于2025年12月的1.2%。"

"自2025年第四季度以来,价格压力有所上升,结束了之前的疲软期。"

"对于工业生产(IP),我们预计将连续第五个月扩张,2026年1月的增长将加速至20.0%,相比2025年12月的8.3%有显著提升。"

"制造业的增长显著得益于电子产品的强劲表现。"

"1月电子产品国内出口同比激增至56.1%,这主要是由于对内存芯片和服务器相关产品的强劲人工智能(AI)需求,表明科技密集型制造产出的加速。"

(本文由人工智能工具生成,并经过编辑审核。)

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