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According to a research report from Sinolink Securities, the ongoing global investment surge in artificial intelligence (AI) is propelling significant growth in AI-related trade, with regions boasting a larger proportion of such trade reaping considerable benefits. Export growth during the January-February period was shaped by a confluence of factors, including the timing of the Spring Festival, a low comparative base from the previous year, the burgeoning AI trade, and the accelerated pace of overseas expansion by companies. As these transient influences wane, March emerges as a pivotal month for gauging the true strength of exports. Should export performance in March surpass typical seasonal trends, it could prompt the market to adjust its export forecasts upwards.
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