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July 22, 2021
Uncategorized

企業獲利下跌美國一季度GDP增速下修至3.1%

美國第一季經濟成長小幅低於原先估計,主要原因在於企業投資轉弱。企業獲利連續第二季下降,顯示美國經濟增長略為放緩。

商務部周四公布數據顯示,美國一季度實際GDP修正值年化季率3.1%,雖然低於初值為增長3.2%,但略高於預期增長3.0%。第一季稅前企業獲利年率下降 2.8%,創 2015 年以來最大降幅。修正後 GDP 報告也顯示,今年第一季企業投資下修至增長 2.3%,企業庫存價值亦小幅下修至 1255 億美元。第一季出口上升 4.8%,進口則下降 2.5%。

此外,通脹數據比初值更為溫和,年率上升 1.4%,大幅低於美聯儲的 2% 目標。整體經濟而言,第一季 GDP 上升,是因為地方政府與州政府的支出大幅上升。企業庫存上升,貿易赤字下降,亦有助推升 GDP 成長;但這些上升趨勢於第二季可能反轉,使得 GDP 上升幅度縮小。華爾街分析師預估,第二季 GDP 成長將低於 2%。企業獲利下降,製造業減緩及中美貿易談判破局,亦將對 GDP 造成衝擊。中美另一波的加徵關稅,讓許多企業謹慎,生產計畫受阻。目前為止影響不大,但中美僵局持續得越久,對經濟的傷害將會越大。

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