亚洲一周展望：印尼利率决议，中国、台湾、新加坡数据THINK 经济与金融分析

关键论点

• 预计印尼央行维持利率5.75%不变，但ING仍预计第四季度最后加息25个基点。
• 中国LPR料不变，增长弱、通胀低和信贷疲软支持降息，但可能推迟至明年。
• 台湾出口订单预计约同比增长60.9%，工业产出预计同比增长29.4%。
• 新加坡整体和核心通胀料因油价上涨、厄尔尼诺食品影响和AI相关服务需求而加速。

对应原文证据

1. As such, we continue to expect one final 25bp rate hike in the fourth quarter.
2. Conditions still support a rate cut before year-end amid slowing growth, low inflation, and weak credit activity.
3. It’s increasingly possible, though, that the move could be pushed into next year if China remains on track to hit its 2026 growth target. · 2026