南方财经党委副书记杨云飞：中国经济处于“创新质变”的前夜

Core Insights - The forum highlighted the transformative impact of the new technological revolution, particularly driven by artificial intelligence, indicating that China is on the brink of an "innovative qualitative change" [1] Group 1: Technological Revolution - The rise of generative AI represents a disruptive shift in foundational technology platforms, with unprecedented complexity affecting the control of capital, computing power, and energy [2] - Traditional network effects are weakening, leading to an escalation in commercial competition, where future tech giants will compete based on systemic and ecological strengths [2] Group 2: Business Dynamics - A pragmatic return to business practices is emerging, as the performance gap between top AI models is rapidly narrowing, suggesting a forthcoming period of commercial value diffusion [2] - The acceleration of breakthroughs in frontier technologies is slowing, which will enhance profitability in downstream sectors as AI models transition from digital to physical realms [2] Group 3: Globalization and Market Expansion - The new cycle of globalization necessitates the development of "outbound wisdom" and "open ecosystems," as many countries face a shortage of new technological supply [2] - For Chinese companies, international expansion is becoming essential, with a call to actively shape global technology ethics, data security, and innovation ecosystems [2]