高盛：美国_标普全球 PMI 略好于预期；新屋销售超出预期；推动第三季度 GDP 跟踪至 3.2%

Investment Rating - The report indicates a positive outlook for the industry, with a Q3 GDP tracking estimate boosted to +3.2% quarter-over-quarter annualized, reflecting strong economic indicators [1][4]. Core Insights - The S&P Global US manufacturing PMI increased by 0.5 to 47.8, slightly above expectations, with strong underlying components in output, new orders, and employment [2][4]. - The S&P Global US services PMI rose by 0.1 to 55.3, also slightly above expectations, with a mixed-to-strong composition, particularly in new business [2][4]. - New home sales increased by 4.1% to a seasonally-adjusted annualized rate of 738,000 units, surpassing consensus expectations [4][5]. Summary by Sections Manufacturing Sector - The manufacturing PMI's output component increased by 0.9 points to 48.8, new orders rose by 0.6 points to 45.3, and employment increased by 0.2 points to 48.6 [2][4]. - Input prices decreased by 0.5 points to 56.2, while output prices fell by 0.7 points to 54.0 [2][4]. Services Sector - The services PMI's new business component increased by 1.8 points to 55.8, while the employment component remained unchanged at 49.7 [4][5]. - Input prices in the services sector declined by 0.7 points to 58.5, and output prices decreased by 3.5 points to 51.1 [4][5]. Housing Market - New single-family home sales rose to 738,000 units, with significant increases in the South and Northeast regions, while the Midwest saw a slight decline [4][5]. - The report noted revisions in previous months' sales figures, indicating a downward adjustment in August and July sales [4][5].