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近期经济指标表现较好,包括去年四季度GDP增速与固定资产投资增速回升、发电耗煤与粗钢产量等高频生产数据向好、地方政府投资目标较高、贸易数据明显好转、工程机械销量增速提升、PMI数据持续高位、社融创新高等方面。从这些信号看,短期经济企稳反弹迹象较为明显,但在乐观的同时,一些解释逻辑尚需进一步确认,这对于分析未来经济走势是有意义的。
Recent economic indicators performed well, including the fourth quarter of last year, GDP growth and fixed asset investment growth picked up, power generation coal consumption and crude steel production and other high-frequency production data to a good, local government investment goals higher, trade data significantly improved, engineering Machinery sales growth increased, PMI data continued to high, financial innovation and innovation. Judging from these signals, the signs of a rebound in the short-term economic stabilization are obvious. However, while there is some optimism, some explanation logic needs to be further confirmed, which is significant for analyzing future economic trends.