中國經濟

Brave hearts follow as China sucks in materials
別對中國進出口數據太樂觀


從表面上看,中國7月進出口數據說明,中國經濟比想像中更加健康。但目前還很難確定這是不是標誌着大宗商品價格和礦業股價已到達谷底。

Buying anything on the strength of Chinese trade data might seem brave, even foolhardy. It is only four months since the country clamped down on the falsifying of exports to bypass capital controls and convert dollars to renminbi. But investors did not seem to care on Thursday, when the figures showed a jump in exports and imports in July, beating forecasts and raising hopes that the economy was doing better than thought.

依據中國貿易數據做出任何買入決定,看起來都很大膽,甚至可以說魯莽。因爲僅僅在四個月前,中國纔剛剛開始大力打擊僞造出口以繞過資本管制、並將美元兌換成人民幣的行爲。不過 ,在本週四中國進出口數據出爐之際,投資者似乎對此毫不在乎。週四數據顯示,7月份中國進出口都大幅上升,這不但打破了之前的預期,還激起人們的希望——中國經濟比預期要好。

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