中国三季度GDP增长4.5%,AI相关出口带动回升
中国国家统计局数据显示,2026年第三季度经济同比增长4.5%,较此前一个季度回升,但低于一季度的5%,处于全年4.5%—5%增长目标区间的下限。据BBC报道,全球对芯片及AI数据中心所需零部件的需求推动高科技产品出口增长14.3%,电池与工业机器人产量增幅均超过29%,在一定程度上抵消了疲弱的国内消费。房地产投资在前九个月同比下降超过20%,分析人士认为内需疲弱、贸易紧张与AI投资前景的不确定性仍是风险;Techmeme的摘要提到二季度增速为4.3%,但BBC原文未给出该数字。
报道把中国增长回升部分归因于AI相关硬件出口和数据中心需求,说明AI基础设施投资周期已体现在宏观贸易数据中;报道同时提到外界对巨额AI基础设施投入能否兑现盈利承诺存在担忧。

ByOsmond Chia
Business reporter
Updated 7 minutes ago
China's economic growth picked up in the three months to the end of September, rebounding from a three-year low as the artificial intelligence (AI) boom helped boost exports.
The world's second largest economy grew by 4.5% in the third quarter, up from the previous period but below the 5% expansion recorded from January to March, according to official Chinese data.
#China National Bureau of Statistics#Oxford Economics#Moody's Analytics#China