更新:各家关于宏观经济数据的报告标题
Goldman Sachs - China: Strong headline activity data in January-February, preceding recent shocks
Morgan Stanley - Caution on the Seemingly Strong Jan-Feb Data
Citi - Growth Still Faces Headwinds Post a Strong Start
UBS - Downgrade Growth Forecast, Expect More Easing
Credit Suisse - China Data: Covid lockdowns are raining on China’s parade
Deutsche Bank - A strong start to the year
HSBC - Upside surprise, but no time to stay complacent
Nomura - China: Despite impressive NBS activity data, policymakers are still likely to step up easing
Nomura - Confusing signals from NBS Feb dataset NBS data notably ahead of our expectation; actual trend, however, may not be as good as it appears
Daiwa - Off to a good start in 2022, but outlook still clouded
UOB - China: Jan-Feb Data Surprised On The Upside, But Lockdown Of Key Cities Come At Significant Economic Costs
中金公司 - 1-2月经济数据点评: 数据亮眼,但政策宽松态势不变
建银国际 - 经济数据超预期;财政支持效果初现
农银国际 - 中国首两月宏观经济数据大幅超市场预期
光银国际 - 中国 1-2 月经济数据出炉,延续温和增长态势
浦银国际 - 2月中国宏观数据点评——信贷和通胀面临短暂低迷,需关注长期趋势
