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怎么看一季度宏观数据?一季度数据大体靠谱宏观经济企稳。房地产业强势反弹带动钢铁建材等产业复苏。工业增加值大超预期应该是有些水分,因为之前的先行数据PMI和PPI都不支持这个增幅。进出口、固定资产投资和消费数据变化不大只有工业增加值可以凑齐6.7,推算出来可能性大。5.9左右更可信

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