摩根士丹利：中国经济-第一季度GDP跟踪预测为 5.4%，未来政策行动有限

March 17, 2025 04:21 AM GMT China Economics | Asia Pacific Q1 GDP Tracking at 5.4%, Limited Policy Actions Ahead Key Takeaways Strong start to the year: FAI saw the largest beat, with a large uptick in housing investment as we expected, but manufacturing and infrastructure investment also came in stronger than we expected on policy support. The beat in industrial production also defied softer-than-expected (yet still decent) exports somewhat amid possible front-loading. Growth mix echoes policy support: Loc ...