China’s AI Boom Can’t Lift the Consumer: Factories Surge as Investment and Demand Sink

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‼️ 🇨🇳 China likely entered 2H 2026 on the same uneven footing that defined the first half: AI-led manufacturing and exports remain strong, but they are failing to offset a deepening investment slump and weak consumer demand. July data may also show disruption from typhoons, flooding and shipping delays.

The core risk is clear: China’s AI buildout lifts industrial output and productivity—but its capital-intensive, highly automated nature offers limited support for jobs, household income or persistent deflationary pressures.
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