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歐中美PMI回升 全球景氣復甦確立
Sep 24th 2013, 09:16

摩根全球發現基金經理人趙心盈指出,不確定因素逐漸消弭,全球景氣復甦態勢亦更加鮮明,歐美陸採購經理人(PMI)指數均在50以上的擴張水準,歐洲PMI指數更來到2011年6月以來新高,匯豐中國PMI指數更是連續二個月站上50。

除了美國景氣擺脫衰退,歐洲景氣也有明顯改善,從PMI 指數連續三個月重回50之上可見一斑。趙心盈表示,成熟市場製造業活動回溫,帶領全球經濟從觸底回升進入擴張階段,再者,製造業領先指標新訂單/存貨比大幅攀高,反應庫存下滑與訂單回升,預期第4季庫存回補行情可期。

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