以色列TA100指数 (TA100) 加自选

2024年11月，以色列的贸易逆差从去年同期的20.4亿美元扩大到26.8亿美元，因为进口增长远快于出口。进口同比增长15.7%，达到74.5亿美元，主要受消费品（45.7%）、原材料（8.7%）和投资品（22.4%）采购增加的推动。与此同时，出口增长8.2%，达到47.7亿美元，主要原因是农业、林业和渔业（11.8%）以及制造业、采矿业和采石业（不包括钻石）的销售额增加（9.3%）。

Israel’s trade deficit widened to USD 2.68 billion in November 2024 from 2.04 billion in the same month last year, as imports rose much faster than exports. Imports climbed 15.7% year-on-year to USD 7.45 billion, mainly driven by increased purchases of consumer goods (45.7%), raw materials (8.7%), and investment goods (22.4%). Meanwhile, exports rose 8.2% to USD 4.77 billion, primarily due to higher sales of agriculture, forestry & fishing (11.8%) and manufacturing, mining & quarrying, excluding diamonds (9.3%).

2024年第三季度，以色列的经常账户盈余为55.3亿美元，高于上一季度向下修正的48.9亿美元。商品和服务盈余从42.5亿美元增加到50.1亿美元，初级收入赤字从24.8亿美元扩大到20.9亿美元。与此同时，中等收入盈余从31.1亿美元收窄至26.2亿美元。

Israel recorded a current account surplus of $5.53 billion in the third quarter of 2024, up from a downwardly revised $4.89 billion in the previous quarter. The goods and services surplus increased to $5.01 billion from $4.25 billion and the primary income deficit widened to $2.09 billion from $2.48 billion. Meanwhile, the secondary income surplus narrowed to $2.62 billion from $3.11 billion.

正如第二次估计所证实的那样，截至2024年9月的三个月里，以色列经济的年化增长率为3.8%，比上一季度向下修正的0.1%的增长率有所加快。增长是由固定投资的急剧增长（第二季度为23.3%对8.5%）和家庭消费的持续增长（8.4%对13.1%）推动的，尽管增长速度较慢。相比之下，政府支出进一步下降（-6.8%对-0.7%），净贸易对GDP造成压力，因为进口激增（11.1%对-8.4%），而出口增长速度放缓（1.8%对-6.9%）。

The Israeli economy grew at an annualized rate of 3.8% in the three months to September 2024, as confirmed by second estimates, accelerating from a downwardly revised 0.1% expansion in the previous quarter. Growth was driven by a sharp rise in fixed investments (23.3% vs. 8.5% in Q2) and sustained, though slower, household consumption growth (8.4% vs. 13.1%). In contrast, government spending declined further (-6.8% vs. -0.7%), and net trade weighed on GDP as imports surged (11.1% vs. -8.4%) while exports rose at a softer rate (1.8% vs. -6.9%).

以色列的年通货膨胀率在连续两个月稳定在3.5%后，于2024年11月小幅降至3.4%，而市场预测为3.6%。食品价格有所放缓，包括水果和蔬菜（10月份为4.7%对5.7%）、交通和通讯（2.1%对2.5%）以及教育、文化和娱乐（2.7%对3.7%）。与此同时，住房（4.1%对3.5%）和杂项商品和服务（6.8%对6.7%）的成本增长速度更快。按月计算，2024年11月消费者价格指数较上月0.5%的涨幅下跌0.4%，高于市场预期的0.2%的跌幅。

Israel’s annual inflation rate edged down to 3.4% in November 2024, after remaining steady at 3.5% for two consecutive months, and compared to a market forecasts of 3.6%. Prices moderated for food, including fruits and vegetables (4.7% vs 5.7% in October), transport and communication (2.1% vs 2.5%), and education, culture, and entertainment (2.7% vs 3.7%). Meanwhile, costs increased at a faster pace for housing (4.1% vs 3.5%) and miscellaneous goods and services (6.8% vs 6.7%). On a monthly basis, consumer prices slipped 0.4% in November 2024 from a 0.5% rise in the previous month, above market expectations of 0.2% decline.