美國10月核心資本財訂單增長，企業投資動能強韌
根據路透社報導，美國10月核心資本財訂單與出貨量雙雙增長，顯示企業投資動能強韌。此數據雖降低經濟衰退風險，但也可能使聯準會維持更長時間的高利率政策。
美國經濟衰退的警報是否言之過早？根據路透社報導，美國商務部公布的10月份數據顯示，被視為企業支出計畫關鍵指標的「核心資本財」訂單與出貨量雙雙上揚。這項數據意味著，即便在高利率的環境下，美國企業的投資步伐依然穩健。
企業支出的強勁動能
核心資本財指的是扣除飛機的非國防資本財，其訂單狀況是衡量企業長期投資信心的重要風向標。10月份的增長，顯示出從製造業到科技業，企業對未來的擴張與設備升級抱持樂觀態度。此一跡象，無疑為市場上甚囂塵上的經濟衰退論調，提供了一劑鎮定劑。
聯準會的兩難抉擇
然而，這份強勁的數據也讓美國聯準會（Fed）陷入兩難。一方面，經濟的韌性是好消息；但另一方面，持續火熱的經濟活動可能助長通膨氣焰，迫使聯準會在更長時間內維持高利率的鷹派立場。市場對於明年降息的預期，可能因此受到挑戰。
投資者應注意，單一月份的數據不足以斷定長期趨勢。必須結合後續的通膨、就業等宏觀數據，才能對經濟全貌做出更準確的判斷。
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