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ISM 制造业采购经理指数(PMI)显示,美国制造业3月出现正面转向。 该指数从2月的47.8升至50.3,超乎市场预期的48.4。 制造业在连续16个月收缩后首次迎来扩张。 (PMI读数高于50表示扩张)
数据标出令人鼓舞的需求趋势,新订单指数(51.4)和新出口订单指数(51.6)都较上月的49.2和51.6有所增长。 然而,未完成订单(46.3)仍处于微萎缩状态。
值得注意的是,制造业提高生产水准,生产指数由上月的48.4攀升至54.6。 另一方面,就业人数持续下滑,就业指数为47.4,而上月报45.9。
尽管出现乐观迹象,但在大宗商品成本不稳定的推动下,物价继续温和上涨,价格指数从52.5骤升至55.8。

(美国制造业PMI,供应管理协会ISM)
强劲制造业数据将强化联准会对降息谨慎态度。 复活节周末后,10年期美国公债殖利率跃至4.3%,是3月18日触及三个月高点4.34%以来的最高水准。 殖利率上涨对股市带来压力,标普500指数下跌0.2%,道琼指数从4万点的历史高位回落,失240点(-0.60%)。 然而,在 AMD 和美光科技股价上涨的支撑下,那斯达克指数上涨0.1%。

(美国10年期公债殖利率)
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