中东欧与中欧亚一周前瞻：匈牙利与捷克增长，以及中欧亚利率决议THINK 经济与金融分析

关键论点

• 匈牙利：农业拖累三季度，新增出口产能支撑工业，服务业仍为正向贡献
• 捷克受霍尔木兹冲突推动的提前备货提振环比，但预计年末消退
• 乌兹别克斯坦按兵不动属战术性暂停，核心通胀稳定在5.5%使宽松理由累积
• 阿塞拜疆维持利率，因通胀接近目标上限、PPI与信贷压力仍存

对应原文证据

1. We therefore maintain our full-year growth forecast of 1.9% and continue to expect growth to pick up in the final quarter of the year.
2. Czech Republic: Confidence likely to weaken as growth softens Monday brings the release of October confidence indicators, and on Friday we'll get the preliminary 3Q26 GDP estimate.
3. We expect the CBRU to keep the policy rate unchanged at 14.00%, although a 50bp cut remains a close alternative.