
IMF总裁格奥尔基耶娃在新加坡表示,全球经济受能源供给冲击和人工智能冲击双重拉扯,AI相关贸易占全球货物贸易十分之一以上,但投资集中于美中印等经济体,加剧全球不平等;同时能源需求上升导致油价高企,公共债务接近二战以来最高水平。
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IMF总裁格奥尔基耶娃在新加坡发表IMF秋季年会预热讲话,分析当前全球经济形势。
中新社华盛顿10月7日电 国际货币基金组织(IMF)总裁格奥尔基耶娃当地时间7日在新加坡表示,自今年春季以来,全球经济整体保持稳步增长,但各国之间存在显著差异。
格奥尔基耶娃当天在新加坡发表IMF秋季年会预热讲话时说,当前全球经济正被两股方向相反的力量拉扯,分别是负面的能源供给冲击和正面的人工智能冲击。这两股力量的总体影响在全球范围内分布极不均衡。
格奥尔基耶娃说,IMF预计,人工智能硬件及相关技术产品如今已占到全球货物贸易总额的十分之一以上,且这一比重还在持续上升。融入人工智能价值链的经济体投资繁荣,包括美国、中国、印度等。这种投资和贸易在推动当今“人工智能经济体”发展的同时,很大程度上将其他多数经济体排除在外,加剧了全球经济不平等扩大的风险。
格奥尔基耶娃还表示,人工智能还推高了能源需求。尽管海湾地区能源供应正在缓慢恢复,但受高昂运输成本等因素影响,国际油价目前仍维持在每桶约100美元的水平。此外,受全球炼油产能不足影响,柴油等成品油零售价格处于历史高位。
格奥尔基耶娃认为,即使海湾地区战事能在短期内结束,能源价格高企的问题也很可能持续一段时间。
格奥尔基耶娃指出,另一影响全球经济的主要因素是公共债务。全球公共债务已接近二战以来最高水平,并将很快超过国内生产总值(GDP)的100%。发达经济体的债务问题最为突出,新兴市场的债务与GDP之比普遍较低,低收入国家则更低。各经济体需采取措施应对债务问题。
2026年IMF和世界银行秋季年会将于10月12日至18日在泰国曼谷举行。(完)
AI outlook — possibilities, not facts
2026年IMF和世界银行秋季年会将于10月12日至18日在泰国曼谷举行
Very likely · Within weeks

The EU is preparing to impose import quotas on China's imports of gasoline-electric hybrid vehicles to reduce the trade deficit. This move will be implemented through tariff quotas and is time-effective. If successful, it will be extended to other trade imbalance industries. China has warned that it will use countermeasures to deal with trade tensions.

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U.S. stocks closed lower on Wednesday, with the S&P 500 and Nasdaq ending their consecutive gains, and the Dow Jones Index falling 0.66%. U.S. Treasury bond yields climbed to their highest level since 2002, triggering concerns about inflation and debt. Banks and technology stocks led the decline, with TSMC ADR falling 2.09%.

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