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中国的房地产投资是判断2009年增长预期的最大不确定因素。目前几乎可以肯定,2009年中国的外部需求将非常疲软,因为经济迅速放缓的关键原因是房地产投资的减速而非出口疲软。
China’s real estate investment is the biggest uncertainty in forecasting 2009 growth. Almost certainly, China’s external demand will be weak in 2009, as the key to a rapidly slowing economy is the slowdown in real estate investment rather than weak exports.