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8月13日,统计局公布7月经济数据,前7月固定资产投资、商品房销售面积、工业增加值增加、发电量、社会消费品零售总额一蹶不振……对这一组数据,当日海通证券分析师姜超、高远得出的结论“灰常灰”——经济反弹或已结束!“基建投资受制于稳增长效应减弱,地产销售下降压制地产投资,产能过剩和企业去杠杆令制造业投资低迷。7月货币融
August 13, Bureau of Statistics released in July economic data, the first seven months of investment in fixed assets, commercial housing sales, industrial added value increased, power generation, total retail sales of social consumer goods slump ... ... For this set of data, the day Haitong Securities analyst Jiang Chao, lofty conclusion ”ash gray “ - the economic rebound or has ended! ”Infrastructure investment subject to the steady growth weakened, the decline in real estate sales suppress real estate investment, overcapacity and corporate deleveraging to the manufacturing sector Investment downturn. July monetary financial