Just saw an interesting data point—the export numbers for November skyrocketed, far exceeding market expectations.

The reason behind this is actually quite straightforward: after the trade agreement was implemented, manufacturers ramped up production to clear out inventory, rushing to ship their goods. What does this move indicate? It shows that manufacturers have a good understanding of the future policy environment and are seizing the window of opportunity to lock in orders.

In the short term, the supply chain is accelerating, but how long can this surge last? That will depend on future policy directions and whether global demand can hold up.