AI Data Insight
In Q2 2026, the YoY growth rate of total US imports of goods and services rebounded sharply to 9.13%, sweeping away the gloom of the severe -9.03% plunge in Q1 2026. This surge in imports mainly benefited from the expansion of corporate capital expenditure on AI infrastructure and the early pull-in effect triggered by the shift in tariff policies. Looking ahead, strong domestic demand will support import performance, but attention must still be paid to supply chain cost fluctuations brought about by geopolitics and the new universal tariffs.