China's trade volumes are on track to exceed last year's record levels, driven by an investment boom in artificial intelligence. The AI-led surge has largely offset disruptions from higher oil prices in the weeks after the war in Iran, supporting export/import activity and benefiting technology and export-linked sectors despite energy cost pressures.
China's trade volumes are on track to exceed last year's record levels, driven by an investment boom in artificial intelligence. The AI-led surge has largely offset disruptions from higher oil prices in the weeks after the war in Iran, supporting export/import activity and benefiting technology and export-linked sectors despite energy cost pressures.
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mildly positive
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