AI Data Insight
The latest announced MoM growth rate of China's export value for Q4 2026 unexpectedly plummeted to -8.0%, cooling significantly from the previous 11.3%. Although external macroeconomic data indicates that YoY foreign demand for AI chips and new energy vehicles remains robust, the sudden freeze in short-term single-month momentum reflects that the front-loading wave ahead of trade barriers has come to an end.