美国制造商7月以四年多来最快速度增长，受益于人工智能热潮带来的巨大红利，但也正受到类似疫情时期的供应短缺和通胀上升的困扰。
备受关注的ISM制造业指数7月从6月的53.3%升至55.6%。任何高于50%的读数都表明行业正在增长。
一位金属零部件制造商的高管对供应管理协会表示：“业务仍然稳健。我们的收入将增长3%至5%。”
ISM每月对高管进行企业运营状况调查。制造业雇用约1300万人，在美国经济中仍扮演着重要角色。
大局：对美国制造商而言，这是好坏参半的时期。
它们正受益于人工智能领域的投资热潮，但与伊朗的冲突和新的特朗普关税正对增长构成拖累。
结果：制造商也持非常谨慎的态度，尤其是在招聘新员工方面。
市场反应：道琼斯工业平均指数和标普500指数周一交易中大幅上涨，逼近历史高点。
责任编辑：张俊 SF065
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