The AI Economy: Macro Trends, Industrial Shifts, and Governance Issues
暫譯: AI經濟：宏觀趨勢、產業變遷與治理議題
CICC Global Institute, CICC Research
相關主題
商品描述
This book presents a systematic examination of AI-related economic issues from three perspectives: computing power layer, model layer, and application layer. It examines the productivity characteristics of this round of AI advancement and its impact on production relations, focusing on macro-level implications, industrial impacts, governance challenges, and providing systematic, forward-looking, and trend-based economic analysis.
The book posits that scaling law is a prominent feature of this round of AI technological progress, signifying that China and the United States, as two major powers, possess distinct advantages in cultivating the AI economy. At the industry level, the promotion of robust "AI+" development is pivotal for China to expedite its catch-up. At the macro level, AI is projected to contribute an additional annual growth of 0.8 percentage points to China's economy on the supply side over the next decade. Achieving supply-side growth necessitates active coordination from fiscal policies, particularly the need to enhance the social security system to stimulate demand.
This book combines academic rigor with accessible language, aiming to provide incremental observations on AI economics for the general public, research institutes, enterprises, and financial institutions. It aims to provide valuable industry references to inform the formulation of policy frameworks and support macro policies for AI industrialization and the adoption of industrial AI in China.This book is Open access.
商品描述(中文翻譯)
本書從計算能力層、模型層和應用層三個角度系統性地探討與人工智慧（AI）相關的經濟議題。它分析了這一輪AI進步的生產力特徵及其對生產關係的影響，重點關注宏觀層面的意涵、產業影響、治理挑戰，並提供系統性、前瞻性和趨勢導向的經濟分析。
本書認為，規模法則是這一輪AI技術進步的顯著特徵，這意味著中國和美國作為兩個主要大國，在培育AI經濟方面擁有不同的優勢。在產業層面，推動強健的「AI+」發展對中國加速追趕至關重要。在宏觀層面，預計在未來十年，AI將為中國經濟的供給側貢獻額外的年增長0.8個百分點。實現供給側增長需要財政策略的積極協調，特別是需要加強社會保障體系以刺激需求。
本書結合學術嚴謹性與易於理解的語言，旨在為公眾、研究機構、企業和金融機構提供有關AI經濟的漸進觀察。它旨在提供有價值的產業參考，以指導政策框架的制定，並支持中國AI產業化及工業AI的採用。本書為開放存取。
作者簡介
CICC Research has been established since the foundation of China International Capital Corporation, due to its great emphasis on research. CICC Research was the first to establish the sell-side research system, conduct fundamental analysis in market research, and set a cross-border research model of "One team, Global market" in China. With extensive coverage, rigorous research methods, attitudes of independence and objectivity, and thorough prospecting views, CICC Research has positioned itself among the most influential research institutions in the domestic and foreign markets, and has won the reputation of "Chinese experts" among clients.
Established in November 2020, the CICC Global Institute (CGI) is positioned as a new high-end think tank that is oriented to serving public policy research and decision-making. CGI focuses on the economic and financial fields, grasps the trends of frontier industries, and strives to establish a communication link between China and the world. CGI and CICC Research possess different strengths from each other, serving complementary roles in supporting the national strategy and the company's business development together.
作者簡介(中文翻譯)
CICC研究自中國國際金融股份有限公司成立以來便已成立，因其對研究的高度重視。CICC研究是首個建立賣方研究系統的機構，進行市場研究中的基本面分析，並在中國設立了「一個團隊，全球市場」的跨境研究模式。憑藉廣泛的覆蓋範圍、嚴謹的研究方法、獨立客觀的態度以及深入的前景觀點，CICC研究已在國內外市場中定位為最具影響力的研究機構之一，並在客戶中贏得了「中國專家」的聲譽。
成立於2020年11月的CICC全球研究院（CGI），定位為一個新型高端智庫，旨在服務公共政策研究和決策。CGI專注於經濟和金融領域，掌握前沿產業的趨勢，並努力建立中國與世界之間的溝通聯繫。CGI與CICC研究各自擁有不同的優勢，互為補充，共同支持國家戰略和公司的業務發展。
