AI Data Insight
In June 2026, the month-over-month growth rate of total US manufacturing new orders reached 5.4%, rebounding sharply from the previous -1.5% and strongly shattering sluggish market expectations. Benefiting from AI infrastructure deployment and the front-loading effect to hedge against geopolitical risks, the manufacturing sector demonstrated resilient momentum. Going forward, it is necessary to closely monitor subsequent supply chain disruptions caused by the situation in the Middle East and high costs.