China GDP Beats Forecasts as AI Boom Lifts Exports

China's economy grew faster than forecast, with an AI-driven boom in exports powering the expansion, according to data published today. The stronger-than-expected reading points to resilient external demand for Chinese technology goods even as domestic conditions remain a focus for policymakers.

For investors, the beat cuts both ways. Firmer growth supports global risk sentiment and underpins demand for commodities tied to Chinese industrial activity, a positive for cyclical assets and export-exposed sectors. At the same time, a more robust economy reduces the urgency for Beijing to roll out additional stimulus, potentially tempering expectations for further policy support that markets have priced in.

The data lands as a key input for global markets assessing the trajectory of the world's second-largest economy. Investors will now watch whether the export-led momentum can be sustained, particularly as the AI trade continues to shape trade flows, and whether Chinese authorities adjust their policy stance in response to the stronger figures. Any follow-up data on domestic demand and industrial output will be closely scrutinised for confirmation that the growth is broadening beyond exports.