外国直接投资正转向以技术巨头和海湾基金为首的未来产业,由美国和中国主导AI,而地缘政治变化则改变全球流动。 Foreign direct investment is shifting to future industries, led by tech giants and Gulf funds, with U.S. and China dominating AI, while geopolitical changes reshape global flows.

McKinsey的一项2025年McKinsey分析显示,自2022年以来,75%的新的外国直接投资认捐以半导体、AI数据中心和可再生能源等以未来为重点的行业为目标,比2020年之前的一半有所增加。 A 2025 McKinsey analysis shows that 75% of new foreign direct investment pledges since 2022 target future-focused industries like semiconductors, AI data centers, and renewable energy, up from half before 2020. 大型交易,虽然只占项目总数的1%,但占投资价值的一半,其驱动力是技术开发的高成本。 Mega deals, though just 1% of projects, account for half the investment value, driven by high costs in tech development. 地缘政治的转变减少了发达经济体对中国的投资,而发达经济体内部的资金流动也有所增加。 Geopolitical shifts have reduced investment from advanced economies into China, while intra-developed economy flows have risen. 与此同时,哈萨克斯坦正在通过阿斯塔纳日益扩大的技术枢纽,在阿联酋建造的超级计算机和新的政府举措的支持下,推进其AI的雄心壮志,尽管筹资和监管等挑战依然存在。 Meanwhile, Kazakhstan is advancing its AI ambitions through a growing tech hub in Astana, backed by a UAE-built supercomputer and new government initiatives, though challenges like funding and regulation persist. 从全球来看,美国和中国在AI生产方面领先,而许多区域则侧重于收养,2025年,海湾主权财富基金占全球国有制交易的40%,尽管美国和欧洲继续大力投资,但越来越以亚洲为对象。 Globally, the U.S. and China lead in AI production, while many regions focus on adoption, with Gulf sovereign wealth funds making up 40% of global state-owned dealmaking in 2025, increasingly targeting Asia despite continued strong investments in the U.S. and Europe.