正如刘淼所言，AI已成为本届夏季达沃斯论坛的核心议题之一。 从议程设置到企业展区，与AI相关的讨论和应用展示占据显著位置。在会场展区内，天工机器人、脑机交互 设备、全自动无人机巡检系统等AI产品吸引了大量参会者驻足观看。 与每年1月在瑞士达沃斯小镇召开的世界经济论坛年会不同，夏季达沃斯更加聚焦商业未来和技术进步。 世界经济论坛第十六届新领军者年会（以下简称"2025夏季达沃斯"）即将拉开帷幕，证券时报记者第一时间探 访年会现场，捕捉2025夏季达沃斯的亮点。作为观察全球经济脉动和产业变革浪潮的重要窗口，本届夏季达沃 斯论坛参会人数创近年之最，充分彰显年会的影响力和中国超大规模市场的吸引力。 "这是我第二次参会，我个人最关注的话题是科技，特别是与人工智能（AI）相关的。"在夏季达沃斯开幕前一 日，证券时报记者在现场采访了图灵新智算创始人刘淼，他分享了对本届夏季达沃斯的前瞻观察。 面对一系列外部挑战，今年以来中国经济顶住压力，经济运行总体平稳，新动能成长壮大，较强的经济韧劲和 活力不断显现。世界经济论坛官网显示，"解读中国经济"是本届年会最受关注的会议之一，嘉宾们希望探讨由 科技驱动的经济增长模式为中国带来的新增 ...

编者按：科学制定和接续实施五年规划，是我们党治国理政的一条重要经验，也是中国特色社会主义一 个重要政治优势。我国将于2026年开始实施"十五五"规划，目前党中央正在组织起草"十五五"规划建 议。编制和实施"十五五"规划，对于全面落实党的二十大战略部署、推进中国式现代化意义重大。凝聚 共识，汇聚众智，证券时报即日起推出"专家建言'十五五'规划"专栏，敬请垂注。 中泰国际首席经济学家李迅雷 中泰证券研究所分析师贺钟慧 "十五五"时期，外部环境的复杂性、严峻性、不确定性将继续上升，国内需求成为大国博弈的一种重要 战略资源。近年来，我国面临国内有效需求不足的困扰，依靠投资拉动的经济增长模式逐渐受到产能过 剩、债务高企、回报率偏低等多重因素制约，这要求我们进一步增强消费对经济发展的基础性作用，充 分挖掘消费潜力、提高消费能力，持续提升消费在GDP中的比重。 一、当前消费占比 较低的表现及影响 当前，消费占我国经济的比重较低，可以从规模占比和增长贡献率两个角度来看。 最终消费占GDP比例方面，2024年我国最终消费占GDP的比例为56.6%，近年来持续处于55%左右水 平。世界银行数据显示，2023年中国最终消费支出占G ...

Group 1 - The article highlights the contradictory nature of U.S. trade policy, where the U.S. extends tariff exemptions for certain Chinese products while simultaneously discussing tax increases [1][2] - This behavior is not new and has been observed across multiple U.S. administrations, indicating a need to balance domestic political pressures with economic realities [2] - The article suggests that the decline of dollar hegemony is a symptom of these contradictions in trade policy [2] Group 2 - A new global economic landscape is emerging, characterized by a significant slowdown in GDP growth, with global GDP growth dropping below 2% and developed European countries around 1% [2] - The focus on domestic demand and consumption in economic reports reflects a necessary shift in the global growth model, emphasizing that investment can also drive demand [3] Group 3 - Current market conditions are described as a "slow bull market," where funds are taking time to find opportunities, leading to a cautious approach among investors [3] - Retail investors are warned against two common mistakes: losing patience and making erratic trades or holding onto poorly performing stocks [3] Group 4 - The article emphasizes the importance of understanding trading behavior data, as it reveals the true market dynamics beyond mere price movements [5][7] - It points out that having institutional ownership does not guarantee safety; the key is whether institutions are actively trading [7][11] Group 5 - The changing global economic landscape is reshaping the logic of A-shares, necessitating that ordinary investors utilize professional tools to discern market realities [11] - The article concludes that opportunities exist in the market, but the ability to identify them is crucial [11]