Lian Ping: There is still room for macroeconomic policy to exert force in the second half of the year, and manufacturing production and investment will be the biggest bright spots in the economy

华尔街见闻
2024.07.03 12:10
广开首席产业研究院院长兼首席经济学家连平表示，2024 年下半年，国内的出口、消费和投资仍将不同程度地增长。“尤其是出口增长、科创政策、设备更新、以旧换新、金融支持等因素，将促进制造业继续保持高速增长，制造业生产和投资将是下半年经济的最大亮点。” 连平指出。海外方面，连平预测，预计最快三季度末美联储将开启首次降息，全年可能降息 1 次，约 25 个基点。美联储降息 “靴子” 落地以及 11 月美国大选前后，国际金融市场可能出现较大震荡。（澎湃）
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