AI Data Insight
According to the latest data, the month-over-month (MoM) growth rate of US manufacturing new orders reached 3.4% in the third quarter (up to August), significantly rebounding from the previous value of -6.6% and indicating a renewed strengthening of manufacturing demand. Although some external market statistics show only a slight increase in recent orders, based on this authoritative data, overall order momentum has returned to track, benefiting from AI infrastructure demand and the rebound in transportation equipment. Looking ahead, soaring input costs and geopolitical disruptions remain the primary short-to-medium-term risks.