美国8月商业活动加速 制造业PMI升至53.3创三年新高

Group 1 - The core viewpoint of the articles indicates that the U.S. business activity accelerated significantly in August, primarily driven by a strong recovery in the manufacturing sector [1][2] - The S&P Global U.S. Composite PMI output index rose to 55.4 in August, up from 55.1 in July, marking the highest level since December of the previous year and indicating continued expansion in the private sector [1] - The manufacturing PMI surged to 53.3, reversing the contraction seen in July (49.8) and exceeding market expectations for a second consecutive month of contraction [1][2] Group 2 - Chris Williamson, Chief Business Economist at S&P Global Market Intelligence, noted that the strong PMI reading supports a robust performance by U.S. businesses in Q3, with the economy expanding at an annualized rate of 2.5%, higher than the average of 1.3% in the first half of the year [2] - There is an increase in both manufacturing and service sector demand, but companies are struggling to meet sales growth, leading to a rise in unfinished orders at the fastest pace since early 2022 [2] - The input cost index rose to a three-month high of 62.3, and prices for goods and services reached a three-year high, indicating a significant increase in inflationary pressures [2]