這波增長主要受益於全球（特別是美國）對AI資料中心建設的鉅額投資，帶動了對中國製造硬體的龐大需求。與美國主要依賴國內資本支出不同，中國的龐大工業基礎在這波AI浪潮中獲得了巨大的提振。高盛的報告指出，中國企業目前佔全球AI相關營收的16%。
儘管高科技和綠色產業今年有望首次超越房地產相關產業，但專家警告，單靠AI無法完全解決中國面臨的廣泛經濟挑戰。勞動力減少、過度競爭（內卷）以及去全球化等長期不利因素依然存在。如果全球AI投資熱潮停滯，中國經濟可能會面臨額外的風險。
As traditional sectors like real estate contract, artificial intelligence (AI) is emerging as a crucial engine driving China's economic growth. According to estimates, AI-related exports alone contributed 1.1 percentage points to China's nominal GDP growth in the first four months of this year. The technology has rapidly shifted from near irrelevance to economic dominance, with electronics and IT contributing over half of the economic expansion in the second quarter.
This growth is largely fueled by massive global investments, particularly in the US, in building AI data centers, which has driven immense demand for Chinese-manufactured hardware. Unlike the US, which relies heavily on domestic capital expenditures, China's vast industrial base is experiencing a significant boost from this AI wave. A Goldman Sachs report notes that Chinese firms currently account for 16% of global AI-related revenues.
Although high-tech and green industries are on track to surpass property-related sectors for the first time this year, experts warn that AI alone cannot fully solve China's broader economic challenges. Long-term headwinds such as a shrinking workforce, intense internal competition (involution), and de-globalization persist. Furthermore, if the global AI investment boom stalls, China's economy could be exposed to additional risks.