2009年下半年以来,出口增长对美国经济复苏推动显著。特别是商品出口名义增速在过去一年中超过了“国家出口倡议”的预期增速。其中,国内消费与投资需求高增长的新兴市场,特别是金砖四国对美国的出口增长较为关键。综合各种因素看,近期内美国出口尚属恢复性增长范畴,未来五年要实现出口翻番仍有难度。 Export growth has contributed significantly to the U.S. economic recovery since the second half of 2009. In particular, the nominal growth rate of commodity exports surpassed the expected growth of the “State Export Initiative” in the past year. Among them, the emerging markets with high growth in domestic consumption and investment demand, especially the BRICs, are more crucial to the U.S. export growth. Based on various factors, the U.S. exports are still recovering in the near future. It is still difficult to double their exports in the next five years.