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经济增速回落符合预期二季度GDP环比增速可能被高估。2011年二季度GDP同比增长9.5%,增速比第一季度回落0.2个百分点,略高于市场预期的9.4%,季调环比增长年率为9%。从国家统计局2011年首次公布的经济增速环比数据来看,可能存在一季度被低估,而二季度被高估的可能。首先,环比数据与统计局公布的同比数据似乎存在矛盾。利
Economic growth fell in line with expectations Second quarter GDP growth rate may be overestimated. In the second quarter of 2011, GDP grew by 9.5% YoY, a deceleration of 0.2 percentage point from the first quarter, slightly above the market expectation of 9.4% and a quarterly quarterly growth of 9%. From the first published by the National Bureau of Statistics in 2011, it is possible that the economy will be undervalued in the first quarter and overvalued in the second quarter. First, there seems to be a contradiction between the QoQ and the comparable figures released by the Bureau of Statistics. Lee