AI Data Insight
Relevant data on US industrial production for November shows that Capacity Utilization recorded 75.98%, a significant decline from 77.6% in the same period last year, indicating intensified pressure from idle capacity in the manufacturing sector. Although demand for AI and electric power equipment remains strong, the lagging effects of high interest rates and tariff uncertainties have heavily impacted the automotive supply chain, with the market expecting data to fluctuate at low levels in the short term.