AI Data Insight

In September 2026, China's international trade in goods and services debit reached USD 380.086 billion, significantly expanding from the previous month, with overall import growth far exceeding market consensus. This strong wave of data is primarily driven by component demand in the AI technology supply chain and the restocking effect ahead of the National Day long holiday, but it also highlights the medium-term risk of potential tariff barriers from the US and Europe.

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