AI Data Insight
In the third quarter of 2026, the US nominal export annualized quarter-over-quarter growth rate slowed significantly to 1.4%, far below the previous value of 25.1%. Although net exports became the largest drag on the economy, driven by resilient consumer spending and the AI investment boom, overall real GDP still outperformed market expectations with a 3.4% growth rate. Going forward, attention should be paid to the continuous suppression of export momentum by the strong US dollar and high-interest-rate environment.