-- 荷兰银行(ABN Amro)指出,全球制造业采购经理人指数(PMI)在2月份升至44个月高点51.8后,3月份回落至51.3。 该行在一份致客户的报告中表示,这在很大程度上似乎与美国/以色列和伊朗之间始于2月28日的冲突升级有关。 荷兰银行表示,3月份新兴市场制造业PMI的下滑是主要原因,新兴市场综合指数从2月份的52.0回落至50.7。 该行指出,部分原因是RatingDog公布的中国制造业PMI(已纳入全球PMI指数)在2月份飙升至52.1后回落至50.8。该行补充说,这主要反映了伊朗冲突导致出口前景恶化,中国出口分项指数在2月份飙升后再次大幅下降。 荷兰银行指出,印度制造业采购经理人指数(PMI)跌幅更大,反映出该国对来自中东的石油进口高度依赖。 该行指出,美国/以色列与伊朗达成的停火协议可能意味着冲突的影响最终只是暂时的,尽管该协议目前仍显脆弱,现在就此得出确切结论还为时过早。
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