俺看了下,觉得亮点不少,全面超过3季度:
Durable goods increased 14.8 percent
Real exports of goods and services increased 4.7 percent
Real imports of goods and services increased 4.4 percent
Real residential fixed investment increased 10.9 percent,
难怪BUILDER的股票这俩月涨得抽风,(今天又抽了),SECTION还是很重要地。
除了在两个方面收缩得厉害:政府开销和国防开销。估计军工股会继续疲软下去了。
Real federal government consumption expenditures and gross investment decreased 7.3 percent in the fourth quarter, in contrast to an increase of 2.1 percent in the third. National defense decreased 12.5 percent, in contrast to an increase of 5.0 percent in the third.
当然全年的1.7% GDP growth 还是比2010年的3%差了很多,所以还得搞宽松 |