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中国宏观经济-AI 超级周期驱动贸易增长-China Economics AI Supercycle Powers Trade
2026-06-10 10:17
Vi e w p o i n t | 09 Jun 2026 04:46:42 ET │ 11 pages China Economics AI Supercycle Powers Trade CITI'S TAKE China exports and imports accelerated materially in May, both beating market expectations. Export growth was overwhelmingly driven by the AI hardware super-cycle, masking weakness in labor-intensive goods. Imports were also heavily tech-led, while commodities showed sharper price-volume divergence. Looking ahead, the export strength is set to extend through the summer and will provide crucial support ...