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3月份贸易逆差扩大,进口增速超过创纪录的出口增速

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-- 美国政府周二公布的数据显示,由于进口增速超过创纪录的出口增速,美国3月份贸易逆差扩大。 美国人口普查局和经济分析局表示,经季节性调整后,3月份商品和服务贸易逆差环比扩大4.4%,达到603.1亿美元。彭博社汇总的一项调查显示,市场普遍预期3月份贸易逆差为610亿美元。 官方数据显示,3月份美国出口增长2%,达到3208.6亿美元,创历史新高,其中商品出口也创下历史新高。进口增长2.3%,达到3811.7亿美元。 BMO资本市场高级经济学家普里西拉·蒂亚加穆尔蒂在一份报告中指出:“3月份的贸易数据显示,美国国内潜在需求强劲。然而,这种强劲的需求也带动了进口,从而扩大了贸易逆差。” 蒂亚加穆尔蒂表示,出口强劲增长主要集中在能源相关产品上,而非“强劲且广泛的”全球需求,这主要是由于美以与伊朗的战争所致。她指出,汽车是进口增长的“关键”驱动力,消费品和资本货物也实现了强劲增长。 始于2月底的伊朗战争导致霍尔木兹海峡关闭,能源价格飙升。霍尔木兹海峡是全球最重要的原油运输咽喉要道。据报道,美国国防部长皮特·赫格塞斯周二表示,近期与伊朗达成的停火协议仍然有效。 官方数据显示,3月份美国对台湾的货物贸易逆差为206亿美元,低于上月的211.2亿美元。对中国的货物贸易逆差从130.9亿美元扩大至140.1亿美元。对欧盟的货物贸易逆差从2月份的50.9亿美元增至92.4亿美元。与越南的贸易逆差从165.5亿美元增至192.4亿美元。 报告显示,截至3月份的一年中,货物和服务贸易逆差同比下降55%。

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