AI Data Insight
The contribution of goods imports to US GDP in the second quarter of 2026 was -1.51%. Although the decline narrowed slightly compared to -2.43% in the previous quarter, it remains the main drag on overall GDP. Strong domestic consumption and AI-related capital expenditures drove a surge in hardware equipment imports, slowing US real GDP growth to 1.5%, below the market consensus. Going forward, attention should be paid to the actual impact of tariff policies and high oil prices on consumption and import momentum.