宏觀經(jīng)濟(jì)總需求層面比市場(chǎng)預(yù)期要強(qiáng),有兩個(gè)關(guān)鍵變量在走強(qiáng),房地產(chǎn)投資和進(jìn)出口貿(mào)易。全球?qū)用娴慕?jīng)濟(jì)復(fù)蘇共振,推動(dòng)全球貿(mào)易強(qiáng)勢(shì)回升,盡管人民幣匯率對(duì)美元出現(xiàn)了持續(xù)升值,我國(guó)的貿(mào)易尤其是出口超預(yù)期增長(zhǎng),對(duì)經(jīng)濟(jì)