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摩根大通和瑞士信貸預計中國新增病例的激增對GDP的影響很小
格隆匯3月18日丨摩根大通和瑞士信貸在他們的報告中說,最近中國各地新冠病例激增,可能對中國今年的GDP影響很小,同時補充說可能會降低對一些商品的需求。 瑞士信貸在週四晚的一份報告中說,就目前的封鎖規模而言,預計封鎖的每一週對GDP增長的損失爲0.03至0.05個百分點。摩根大通表示,預計中國20%的GDP將經歷與"動態清零"政策相關的"更嚴重的經濟衝擊",但預計將在5月和6月恢復。同時還預測中國全年的GDP增長爲4.9%,低於之前預計的5.1%。
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