Group 1 - The core viewpoint is that a construction wave led by data centers is expected to fully emerge by 2026, providing a strong boost to the U.S. economy [1][4] - The Dodge Momentum Index (DMI) showed a 3% increase in September, slowing from 5% in August and 21% in July, but still reflecting a significant year-over-year growth of 60% [7] - Institutional projects surged by 75% year-over-year, primarily in healthcare and public facilities, while commercial activity grew by 53%, driven by data centers and retail projects [8] Group 2 - The DMI is considered a leading indicator for construction spending, typically reflecting trends 9 to 12 months ahead, indicating that many data center projects planned this year will transition to actual construction by 2026 [3][5][6] - Analysts note that large projects in data centers and the public sector are reshaping the construction industry, contrasting with a decline in the Architecture Billings Index (ABI) [3] - Construction spending is expected to accelerate in the second half of 2026, which will be a significant economic driver for the Trump administration during the midterm election cycle [11]
2026年美国经济的“强心针”？美国建筑业领先指标显示：“数据中心建设狂潮”要来了
Hua Er Jie Jian Wen·2025-10-30 08:45