中国股市在最新增长数据出炉后获得支撑

中国经济增长缓慢,但股市受到提振。

China 50 – Daily Chart

CN50日线图

CN50指数已在12000点关口找到支撑,可能回归看涨基调。

6月份对中国工厂经理的调查显示,这个全球第二大经济体的前景好坏参半,增长稳定,但表现仍不佳。中国物流与采购联合会6月份官方PMI维持在49.5。50标志着扩张与收缩的差别。

国家统计局高级统计师赵清河表示:“从产出的角度来看,中国经济正在保持扩张,但复苏的势头仍需巩固。”

新出口订单PMI下滑,可能是由于欧盟和美国宣布提高从中国进口电动汽车的关税。

金融媒体集团财新周一发布的一项私营部门调查显示,消费者对未来的预期更为乐观,从上月的51.7升至51.8。这是两年来工厂产出增长最快的一次。

分析师原本预计会有所下降,但尽管市场情绪乐观,但采购经理人的信心水平降至逾4年半以来的最低水平。财新网称,人们对竞争和不确定的市场状况感到担忧。

高盛分析师表示,财新指数与官方PMI之间的“分歧”正在扩大,这可能是因为所涵盖行业的差异。

“对消费品和中间产品的需求强于对投资品的需求,”财新资深经济学家王哲表示。

“总体而言,6月份制造业持续改善,供应、国内需求和出口继续增长,”他补充说。

 

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