AI Data Insight
According to the latest provided data, the US capacity utilization rate for May 2026 (Q2) abnormally plummeted to 1.3% from 76.1% in April. However, external web searches and actual data released by the Federal Reserve show that the May capacity utilization rate actually rose slightly to 76.2%, and the 1.3% figure is highly likely a misplacement of the monthly growth rate of mining output. Investors should clearly identify this data discrepancy and evaluate fundamentals based on the actual manufacturing landscape, which benefits from AI infrastructure and supply chain reshoring.