对话阿里国际站张阔：全球贸易越动荡，越需要尊重常识

Core Viewpoint - The article emphasizes the resilience of Chinese manufacturing and trade in the face of high tariffs and global trade tensions, highlighting the significant role of AI in enhancing efficiency and driving growth in foreign trade [2][3][4]. Group 1: Trade Dynamics - The recent trade negotiations between the US and China have led to a reduction in tariffs from 145% to 30%, resulting in a resurgence of foreign trade orders, with Alibaba's international platform reporting a 42% year-on-year growth in orders [3][6]. - The share of private enterprises in China's export value has increased from 2% in 1999 to 65% in 2024, showcasing the adaptability and competitiveness of Chinese companies [2][3]. - The global trade environment remains volatile, but improvements in digital infrastructure and AI integration are enhancing transaction efficiency and order volumes [9][10]. Group 2: AI's Impact on Trade - AI is viewed as a long-term game-changer for the foreign trade industry, improving efficiency and lowering barriers for participation [4][20]. - Alibaba's international platform plans to launch AI-driven tools to assist merchants in operations, customer service, marketing, and compliance, with the aim of enhancing overall operational efficiency [4][20]. - The introduction of the AI-native search engine Accio is expected to significantly improve user experience and drive growth in cross-border trade, with projections suggesting a potential 10% increase in trade volume due to AI [4][24]. Group 3: Market Insights - The article discusses the challenges faced by other countries in replacing China's manufacturing capabilities, noting that China's manufacturing output accounts for over 30% of global production [13][14]. - The article highlights the importance of understanding local markets and the need for collaboration with local businesses to ensure mutual benefits in international trade [19][30]. - The article also points out the varying levels of digital understanding and infrastructure in different regions, which can impact their ability to engage in global trade effectively [15][16].