位置:中游情绪:中性参考度:1/10


世界贸易组织发布报告指出,当前全球贸易面临复杂性与不确定性。虽今年上半年表现强劲,但下半年及2026年前景不容乐观。全球贸易受人工智能相关产品服务拉动,也受关税上涨与贸易政策不确定性拖累。各国需加强政策协调,以促进贸易稳定可持续发展。

商品贸易未来增长前景堪忧。报告预测,2025年全球商品贸易量增长2.4%,2026年降至0.5%,增速大幅下降与贸易政策不确定性直接相关。2025年上半年美国企业抢购囤积商品,拉动全球商品贸易量同比增长4.9%,但该短期增长不可持续。北美贸易流动将拖累2025 – 2026年全球商品贸易增长,预计2025年下半年起增长放缓,2026年表现更疲软。

人工智能相关商品贸易成为新增长极。2025年上半年其贸易额同比增长超20%,高于其他商品增速。从商品类别看,人工智能产业链各环节均有贡献,增长主...

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