全球数字经济发展研究报告（2024年）

Group 1: Global Digital Economy Overview - The global digital economy is showing strong resilience and vitality, with significant achievements in digital infrastructure, technology, and investment, supporting economic growth and transformation[8] - Major countries are actively constructing and improving their digital economy strategic systems, focusing on top-level design and policy optimization[8] - Digital investment and ICT product trade are becoming crucial supports for economic recovery, enhancing the scale of the digital economy in major countries[8] Group 2: Key Developments and Trends - Significant progress has been made in key areas of the global digital economy, including accelerated construction of digital infrastructure and increased data center capabilities[9] - The global data volume continues to grow, with the data trading market expanding and data value being further released[10] - Digital capital is a key driver of economic growth, with the contribution of digital capital to GDP growth in China and the US being 0.71% and 0.18% respectively from 2014 to 2023[45] Group 3: Investment and Trade Insights - In 2023, the top five countries for foreign direct investment in the digital industry were India, the US, UAE, Germany, and the UK, with investment counts of 444, 429, 342, 319, and 257 respectively[51] - Software and IT services accounted for the largest share of foreign digital industry direct investment, with India at 73.4% and the US at 61.3%[52] - Digital capital-intensive enterprises have become key to enhancing capital returns, with 86.7% of the top 30 companies by investment return rate being digital capital-intensive[59]