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在中国需求的推动下,世界经济有好转的迹象,美国经济可能在第三季度开始温和复苏,率先复苏的中国经济面临着过热的压力。政策转变时机或许就在外需恢复之际,政策的微调已经非常迫切。由于固定资产投资的刚性,对新开工项目的适度调控非常迫切;考虑到未来内需和外需的均衡,也有必要适度控制投资。
Driven by China’s demand, the world economy is showing signs of improvement. The U.S. economy may begin to moderately recover in the third quarter, and the Chinese economy that is recovering first is facing overheating. The timing of the policy change may be just as recovery of external demand is taking place. The fine-tuning of policies has become very urgent. Due to the rigidity of investment in fixed assets, proper regulation and control of newly started projects is very urgent. Given the balance between domestic demand and external demand in the future, it is also necessary to moderately control investment.