核心美国工厂订单在3月份大幅增加，创下自2022年11月以来最佳的同比增长率。

核心美国工厂订单在3月份大幅增加，创下自2022年11月以来最佳的同比增长率。
Core US Factory Orders Surged In March To Best YoY Growth Since Nov 2022

原始链接: https://www.zerohedge.com/economics/core-us-factory-orders-surged-march-best-yoy-growth-nov-2022-0

工厂订单3月份环比增长1.5%（远好于预期的0.6%），为11月以来最佳。2月份数据也已向上修正。然而，总体而言，订单仅同比增长2.1%，为2025年7月以来最低。来源：彭博核心工厂订单环比激增1.6%（也优于预期的1.3%），连续第五个月增长。这带动核心订单同比增长4.09%，为2022年11月以来最佳。来源：彭博鉴于ISM制造业新订单分项的激增…来源：彭博…“软”调查数据与“硬”数据之间存在明显分歧。

Headline Factory Orders rose 1.5% MoM in March (dramatically better than the 0.6% MoM expected) - the best since November. February's data was also revised higher. However, overall, orders were only up 2.1% YoY - the lowest since JUly 2025

Source: Bloomberg

Core Factory Orders surge 1.6% MoM (also better than the 1.3% MoM expected) and up for the 5th straight month. That dragged the YoY growth in core orders up 4.09% YoY - the best since Nov 2022...

Source: Bloomberg

Given the surge in ISM Manufacturing's New Orders sub-component...

Source: Bloomberg

...there is a notable divergence between the 'soft' survey data and the 'hard' data.

核心美国工厂订单在3月份大幅增加，创下自2022年11月以来最佳的同比增长率。 Core US Factory Orders Surged In March To Best YoY Growth Since Nov 2022

核心美国工厂订单在3月份大幅增加，创下自2022年11月以来最佳的同比增长率。
Core US Factory Orders Surged In March To Best YoY Growth Since Nov 2022