AI Data Insight
China's Q3 2026 (July) export value month-over-month (MoM) growth rate fell to -3.7% from the previous 9.1%. Although the single-month growth turned negative, driven by the global AI infrastructure boom and the front-loading of exports, the overall year-over-year (YoY) export growth still exceeded market expectations. Going forward, it is necessary to closely monitor the subsequent impact of US-Europe trade frictions and weak domestic demand on foreign trade.