2月industrial output数据说明关税战初步有效，制造业正在回流美国，尤其是汽车行业

America's industrial output just outperformed expectations by TRIPLE for February.

Total industrial:
???? Expectation: +0.2%
???? Reality: +0.7%

Manufacturing:
???? Expectation: +0.3%
???? Reality: +0.9%

Auto: +8.5%, averaged -0.5% per month in 2024.

https://x.com/EricLDaugh/status/1902000595008995395