AI Data Insight
According to the latest data, US real GDP in the second quarter of 2026 grew by 2.1% year-over-year, significantly cooling from 2.7% in the first quarter, with the seasonally adjusted annual rate (SAAR) also falling below market consensus. Although a surge in imports and inventory destocking severely dragged down economic growth, private consumption and AI infrastructure investment continued to demonstrate strong resilience. Moving forward, close attention must be paid to the potential impact of rebounding energy prices and a declining savings rate on end-consumer momentum.