达沃斯论坛宣告旧世界瓦解，新世界来临

Core Viewpoints - The 2026 Davos Forum marks a watershed moment, showcasing a world "without the West," signaling the end of the old order and the rise of a new one, where the rules-based order is replaced by a jungle law of power and interests [2] - The fragmentation of the Western alliance is accelerating, with the U.S. adopting unilateralism and tariff coercion, while middle powers like Canada, Denmark, and France awaken to the reality and abandon their illusions [2][4] - Amidst the geopolitical turmoil, a technological revolution driven by AI is set to unleash a productivity explosion, indicating a new world order [3][9] Group 1: Western Fragmentation - The Western world is divided into four camps: the U.S. promoting unilateralism; middle powers like Canada and France awakening to the need for collective action; traditional allies remaining silent; and smaller nations seeking their own security [5] - Canadian Prime Minister Mark Carney emphasized the death of the old rules-based international order, criticizing the U.S. for weaponizing tariffs and financial sanctions, and advocating for a coalition of middle powers [5][6] - U.S. President Trump asserted "America First," promoting fossil fuels and criticizing European energy policies, while also engaging in a pragmatic compromise to avoid a full-blown trade war [6][7] Group 2: New Economic and Technological Order - The emergence of a new Kondratiev wave driven by AI is anticipated, representing a significant leap in productivity that will reshape human production and lifestyle [9][10] - The transition from a carbon-based world to a silicon-based civilization is underway, with AI expected to solve complex scientific problems and drive economic growth [13][14] - The demand for computing power, essential for AI applications, will lead to a surge in energy and commodity investments, marking the arrival of a new commodity cycle [14][15] Group 3: China's Role in Global Trade - China is positioned as a pillar of free trade and world peace, advocating for multilateralism and opposing protectionism, while seeking to expand economic cooperation with other nations [19][20] - The fragmentation of U.S. alliances may lead some countries to seek deeper economic ties with China, as evidenced by discussions with Canada and European nations during the Davos Forum [20][21] - Long-term strategies for China include enhancing self-reliance in key technologies and diversifying energy and resource supply chains to mitigate external risks [21]