AI能否成为全球贸易的“共享”机遇？

Core Insights - The World Trade Organization (WTO) predicts that artificial intelligence (AI) could drive global trade growth by nearly 40% by 2040, primarily by reducing trade costs and enhancing supply chain efficiency [4] - The report highlights a shift in global trade dynamics, where data control becomes a core competitive advantage, potentially exacerbating the digital divide and posing challenges for developing countries [4] Group 1: Opportunities - AI is enabling small and medium-sized enterprises (SMEs) to enter international markets by overcoming language and information barriers, allowing them to utilize AI tools as easily as calculators [5][6] - In Yiwu, nearly 30,000 merchants are regularly using various AI tools for business, benefiting from real-time communication in 116 languages and enhanced operational efficiency [5] - AI assists SMEs in analyzing historical sales data, market trends, and compliance regulations, thereby improving logistics and reducing risks associated with inventory management [6] Group 2: Changes - Data is becoming more valuable than goods in international trade, with AI technologies reducing prediction errors and enhancing market analysis capabilities [7][8] - Companies like SHEIN are leveraging AI to capture fashion trends from social media, allowing for rapid design and production adjustments based on real-time data analysis [8] Group 3: Challenges - Developing countries face significant risks of imbalance in global trade due to a lack of digital infrastructure, talent, and funding, which hinders their ability to participate in AI-driven markets [9][10] - The report indicates that without improvements in digital infrastructure, income growth for high-income countries could reach 14% by 2040, while low-income countries may only see an 8% increase [9] Group 4: Directions - A new inclusive global trade order driven by AI is necessary, as traditional trade rules are inadequate for the AI era [12][13] - China is positioned to play a crucial role in promoting inclusive growth in AI-driven trade, leveraging its digital infrastructure and experience in providing AI solutions to developing countries [12][13]