中国三季度 GDP 增长 4.5% 超预期
Trung Quốc tăng trưởng kinh tế vượt dự báo
China's GDP grew 4.5% year-on-year in the third quarter, beating market expectations and breaking away from a nearly four-year low in the previous quarter. Manufacturing and exports, especially the production of AI-related high-tech products, were the main drivers, with a nine-month trade surplus of nearly $940 billion. However, fixed asset investment fell by 7.2%, retail sales increased by 2.6%, and consumption and private investment were weak.
The higher-than-expected GDP in the third quarter was mainly driven by manufacturing and exports, but consumption and private investment data were weak, indicating that the recovery of domestic demand is still uneven. Traders need to pay attention to the potential impact of this structural temperature difference on RMB exchange rate expectations and subsequent policy rhythm.
三季度 GDP 4.5% 高于预期,制造业和出口是主引擎,但消费和投资数据偏弱,凸显复苏结构的温差。
来源:VnExpress Kinh doanh · vnexpress.net