-- 美國政府週二公佈的數據顯示,由於進口成長超過創紀錄的出口成長速度,美國3月貿易逆差擴大。 美國人口普查局和經濟分析局表示,經季節性調整後,3月商品及服務貿易逆差較上季擴大4.4%,達603.1億美元。彭博社彙整的一項調查顯示,市場普遍預期3月貿易逆差為610億美元。 官方數據顯示,3月美國出口成長2%,達3,208.6億美元,創歷史新高,其中商品出口也創下歷史新高。進口成長2.3%,達3811.7億美元。 BMO資本市場高級經濟學家普里西拉·蒂亞加穆爾蒂在一份報告中指出:“3月份的貿易數據顯示,美國國內潛在需求強勁。然而,這種強勁的需求也帶動了進口,從而擴大了貿易逆差。” 蒂亞加穆爾蒂表示,出口強勁成長主要集中在能源相關產品上,而非「強勁且廣泛的」全球需求,這主要是由於美以與伊朗的戰爭所致。她指出,汽車是進口成長的「關鍵」驅動力,消費品和資本貨物也實現了強勁成長。 始於2月底的伊朗戰爭導致霍爾木茲海峽關閉,能源價格飆升。霍爾木茲海峽是全球最重要的原油運輸咽喉要道。據報道,美國國防部長皮特·赫格塞斯週二表示,近期與伊朗達成的停火協議仍然有效。 官方數據顯示,3月美國對台灣的貨物貿易逆差為206億美元,低於上月的211.2億美元。對中國的貨物貿易逆差從130.9億美元擴大至140.1億美元。對歐盟的貨物貿易逆差從2月的50.9億美元增加至92.4億美元。與越南的貿易逆差從165.5億美元增加到192.4億美元。 報告顯示,截至3月的一年中,貨物和服務貿易逆差較去年同期下降55%。
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