-- 根據標普全球的數據,日本製造業活動在4月以四年多來最快的速度擴張,產出和新訂單都大幅成長。 4月製造業採購經理人指數(PMI)從3月的51.6升至55.1,創下自2022年1月以來的最高水平,顯示商業環境穩健成長。 受中東衝突帶來的不確定性影響,需求強勁成長和庫存增加,工廠產出成長率創下自2014年2月以來的最快水準。新訂單增速也創下自2022年1月以來的最快水平,企業表示,客戶需求增加以及對人工智慧相關產品的興趣日益濃厚是主要原因。 供應鏈狀況急劇惡化,供應商交貨時間以15年來最快的速度延長,而原料、石油和運輸成本上漲推動投入成本通膨加速至三年半以來的最高水準。 為了抵銷成本上漲,製造商加快了產品售價的上漲速度,同時,就業成長也達到了2022年初以來的最高水準之一。 儘管數據強勁,但企業信心卻減弱,企業普遍反映全球需求和供應中斷存在不確定性。
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