AI Data Insight
The year-on-year growth rate of China's general trade exports for the month of May reached 14.7%, a significant expansion from the previous 7.3%, indicating a robust recovery in foreign trade momentum. Driven by the AI infrastructure boom and the doubling of integrated circuit exports, overall foreign trade performance—including all types of trade—beat market expectations. In the short term, the "rush to export" effect is expected to provide continued support, but medium-to-long-term vigilance is needed regarding the variables of US and European tariff policies.