目前的经济增长不会像2008年那样实现V型反转,而是在缓慢地企稳8月份CPI同比上涨2%,PMI增长49.8%,进出口增长负0.5%,这些数据究竟对当前的经济形势发出了什么信号?有观点认为,8月份数据显示经济增长仍然没有企稳,最近发改委连续批准万亿投资项目便是对经济增长的进一步“刺激”。但我们认为要客观判断经济形势, Instead of achieving a V-shaped reversal as it did in 2008, the current economic growth will slowly stabilize in August with a 2% YoY increase in CPI, 49.8% in PMI and 0.5% in import and export growth. What is the impact of these data on the current economic situation? What signals have been sent? Some believe that the data in August showed that economic growth is still not stabilized. The recent approval by the NDRC of one trillion yuan investment project is a further “stimulus” to economic growth. However, we think that we should objectively judge the economic situation,