A man looks at his phone near a giant image of the Chinese national flag Greg Baker/Getty Images

中国,晋身数字化巨头

上海——中国已经稳固奠定了自身作为消费者导向型数字技术全球领导者的地位。它是全球最大的电子商务市场,占据了全球零售电商40%以上的交易额,在自动驾驶汽车,3D打印,机器人,无人机和人工智能等领域,其风险投资规模位列全球三甲。全世界1/3的独角兽企业(估值超过10亿美元的创业公司)都来自中国,同时,中国科技企业的运算效率依然保持着世界纪录。虽然中国的总体服务贸易仍呈现逆差,但近年来,在数字服务贸易方面,中国已实现每年150亿美元的顺差。

推动中国数字经济取得如此瞩目进步的是阿里巴巴、百度和腾讯等互联网巨头,这些巨头正在大规模地将其服务商业化,为全球带来新的商业模式。这三家公司在各自领域分别拥有5~9亿月活跃用户。而它们的崛起则得益于宽松——或者更准确地说,是略显滞后——的监管。比如,监管机构在支付宝推出网上转账服务整整11年后才开始对转账额度进行了限制。

如今,这些互联网巨头正利用其强势地位不断投资中国的数字生态系统,以及那些层出不穷的,持续拓展着数字生态系统定义的创业群体。阿里巴巴,百度和腾讯总共投资了30%的本土领先创业公司,例如滴滴出行(500亿美元),美团-点评(300亿美元)和京东(560亿美元)。

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