隐秘的较量，数字贸易成为争抢对象，AI成贸易新战场

Core Insights - The digital economy is rapidly reshaping global trade dynamics, with digital trade experiencing explosive growth even as goods trade slows down [1][3] - The share of digital services trade in overall services trade has increased from 43.2% in 2015 to 53.4% in 2024, marking a strategic shift from a supplementary role to a core pillar [1] - The resilience of digital trade was highlighted during the pandemic, with cross-border e-commerce platforms showing significant growth despite physical trade disruptions [3] Digital Trade and Rule Formation - By September 2025, 138 free trade agreements will incorporate digital rules, covering over 110 countries, with topics evolving from e-commerce to advanced areas like data flow and supply chain resilience [5] - The emergence of AI has created regulatory challenges, as existing trade rules struggle to define service providers in the context of AI-generated content [5][9] Global Rule Systems and AI Governance - As of 2025, 17 international trade agreements will include AI provisions, with the EU's AI Act being particularly notable for its risk-based regulatory framework [7] - The "Brussels Effect" is evident as EU standards influence other countries, with Canada and Japan adopting similar AI governance measures [7][10] Regional Dynamics and Digital Trade - The Asia-Pacific region is the most active in forming digital agreements, with significant cross-border e-commerce activity between China and ASEAN countries [10][12] - North America is facing challenges in rule reconstruction, particularly with the USMCA's data localization provisions causing compliance issues for Mexican e-commerce businesses [12] Future of Digital Governance - China's digital economy is growing rapidly, with service exports, particularly in AI, increasing significantly [14][16] - The country is pursuing international cooperation on digital governance, with initiatives like the Global AI Governance Initiative gaining support from multiple nations [16][19] Conclusion on Global Digital Order - The digital trade landscape, valued at $4.64 trillion, is characterized by complex rule-making processes influenced by varying governance philosophies from the EU, US, and China [17][19] - The balance between innovation, security, and fairness will be crucial in shaping the future of the global digital order, with collaboration being essential for an inclusive digital future [19]