美国 6 月核心资本品订单环比增长 0.9%,超预期,反映 AI 投资与国防支出强劲支撑企业资本意愿。四大科技巨头计划 2026 年投入 7250 亿美元用于 AI 基建。尽管全部耐用品订单仅增 0.3% 不及预期,但核心指标显示私营部门设备投资持续坚挺。
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