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3月耐久財訂單反彈幅度超出預期

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-- 美國政府週三公佈的數據顯示,3月美國耐久財需求反彈幅度超過預期,其中電腦和電子產品的需求成長尤為顯著,而民用飛機新訂單則大幅下滑。 美國人口普查局表示,3月平均使用壽命至少三年的有形商品訂單季增0.8%,達到3,188.8億美元,此前2月份該訂單下降了1.2%。彭博社總結的一項調查顯示,市場普遍預期3月該訂單將成長0.5%。 電腦和電子產品的需求成長了3.7%,其他一些零件的需求也有所成長。國防飛機及零件的新訂單上月激增約17%,而民用飛機新訂單則暴跌了21%。 數據顯示,3月國防資本貨物的需求較上月增加18%,而非國防資本貨物的需求則下降了1.2%。 本月初,飛機製造商波音公司(BA)表示,第一季共接161架飛機訂單,低於去年同期的241架。光是3月份,該公司就接到了33架訂單。 政府數據顯示,美國3月新屋開工量意外大幅成長,單戶住宅及多戶住宅項目均表現強勁。 BMO資本市場高級經濟學家薩爾·瓜蒂耶里在一份報告中指出:“3月份資本貨物訂單和新屋開工量的激增表明,美國經濟在第一季顯著走強。” 政府數據顯示,剔除運輸業後,耐久財單上月成長0.9%,高於華爾街0.4%的預期。 瓜蒂耶里週三表示,官方數據預計將於週四公佈,顯示美國經濟第一季年化成長率為2.3%,表現「穩健」。 “人工智慧驅動的投資熱潮似乎沒有減弱的跡象。”

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