国家多部委先后公布了三季度主要宏观经济数据。从数据来看,三季度中国经济虽有所下滑,但9月消费、投资、工业生产以及社会融资总量数据的转好提振了市场信心,甚至有乐观者预期中国经济将在四季度实现显著反弹。但是,笔者认为,针对仅一个月的数据做如此乐观的解读,应该更加慎重,因为即便9月宏观指标比预期稍好,显示经济确有企稳迹象,但未来风险仍然存在,特别是笔者年初便提到的房地产市场与海外经济运行风险,都是影响未来中国经济走势的不确定因素。消费和基建遏制中国经济下滑国家统计最新公布的数据显示,三季度中国GDP回落 National ministries and commissions have announced the third quarter of major macroeconomic data. Judging from the data, although the Chinese economy declined in the third quarter, the improvement in the data on total consumption, investment, industrial production and social financing in September boosted market confidence. Some optimists even expected that the Chinese economy will be realized in the fourth quarter Rebound significantly. However, in my opinion, we should be more cautious about doing so optimistic readings for only one month’s data because future risks will still exist even if the macroeconomic indicators are slightly better than expected in September, indicating that the economy is indeed stabilizing. However, in the early part of the year, The mentioned real estate market and the risks of overseas economic operations are all uncertainties that will affect the future economic trend in China. Consumption and infrastructure to curb China’s economic downturn National statistics released the latest data show that China’s GDP fell in the third quarter