-- 荷蘭銀行(ABN Amro)指出,全球製造業採購經理人指數(PMI)在2月升至44個月高點51.8後,3月回落至51.3。 該行在一份致客戶的報告中表示,這在很大程度上似乎與美國/以色列和伊朗之間始於2月28日的衝突升級有關。 荷蘭銀行表示,3月新興市場製造業PMI的下滑是主要原因,新興市場綜合指數從2月的52.0回落至50.7。 該行指出,部分原因是RatingDog公佈的中國製造業PMI(已納入全球PMI指數)在2月飆升至52.1後回落至50.8。該行補充說,這主要反映了伊朗衝突導致出口前景惡化,中國出口分項指數在2月飆升後再次大幅下降。 荷蘭銀行指出,印度製造業採購經理人指數(PMI)跌幅更大,反映出該國對來自中東的石油進口高度依賴。 該行指出,美國/以色列與伊朗達成的停火協議可能意味著衝突的影響最終只是暫時的,儘管該協議目前仍顯脆弱,現在就此得出確切結論還為時過早。
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