AI Data Insight
According to the latest release by DataTrack, U.S. manufacturing new orders in Q2 2026 fell by 0.8% MoM, a sharp pullback from the previous 16.5% growth, contradicting the expansion expectations shown in external surveys. Although AI drove electronic equipment orders to stellar results, soaring costs and supply chain constraints triggered by Middle East geopolitical conflicts are suppressing traditional manufacturing momentum. Moving forward, close attention must be paid to whether end demand faces continuous downside risks under a high base and inflationary environment.