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Guojin Securities: Global AI Investment Cycle Continues to Drive High Growth in Global AI Trade
Everyday Economic News AI Express, March 13 — Guojin Securities research report states that the global AI investment cycle continues to drive high growth in global AI trade. Regions with a high proportion of AI trade are benefiting from this AI cycle. The high export growth in January and February is the result of multiple short-term and long-term factors, including the Spring Festival, low base effects, AI trade, and companies accelerating their overseas expansion. As short-term impacts fade, March becomes an important window to observe the quality of exports. If March exports exceed seasonal expectations, the market may need to further revise upward its export forecasts.
Daily Economic News