AI Data Insight
In Q2 2026 (April), the seasonally adjusted month-over-month growth rate of U.S. exports reached 2.61%, further expanding from the previous value of 1.97%, leading to a better-than-expected overall trade deficit. Benefiting from geopolitical factors pushing up oil prices and AI infrastructure demand, crude oil and capital goods such as computers served as the core dual engines of this export growth. Looking ahead, continued attention should be paid to the support of the Middle East situation on short-term energy exports, as well as the medium-term impact of a strong U.S. dollar on overall export competitiveness.