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经济学家：AI技术是推动经济“K型”分化的关键变量,经济学家：AI技术是推动经济“K型”分化的关键变量_我的网站

A |     Neeraj Ghaywan's emotional drama, Homebound, has once again grabbed attention as it progresses towards the Oscars International Feature Film shortlist at the 98th Academy Awards.            The film, which stars Ishaan Khatter, Janhvi Kapoor, and Vishal Jethwa, is India's official submission in its category, and it has now received a positive review from Shah Rukh Khan himself.          #Homebound is gentle, honest and soulful. Lots of love and big hugs to the phenomenal team for creating something so human and engaging. You have won hearts world over by making something truly special!@ghaywan #IshaanKhatter @vishaljethwa06 #JanhviKapoor #KaranJohar…     — Shah Rukh Khan (@iamsrk) December 10, 2025                    With the shortlist scheduled for announcement on Tuesday, December 16, 2025, Shah Rukh’s praise has brought new enthusiasm and optimism for the film's journey.           Shah Rukh shared his review of the film on X, writing, “#Homebound is gentle, honest and soulful. Lots of love and big hugs to the phenomenal team for creating something so human and engaging. You have won hearts world over by making something truly special!”            Fans instantly shared their excitement on social media. One user commented, “Homebound is a masterpiece! SRK’s praise makes it even sweeter.” Another user tweeted, “Probably one of the best things for Homebound. SRK’s tweet will boost the reach internationally. Right before the announcement of Oscars international film shortlist, fingers crossed.” Another fan wrote, “When the King himself calls it soulful, you know #Homebound has etched its place in cinematic history. Hats off to the team for crafting art that speaks straight to the heart!”            Homebound draws its inspiration from the true story of two close friends. Its gentle tone and sincere emotional connect have impressed audiences in both India and internationally. The film debuted globally few months back in the Un Certain Regard section of the 2025 Cannes Film Festival, where it was lauded for its heartfelt approach and sensitive narrative.           The movie was released in Indian cinemas this September and received praise for its emotional depth and the compelling performances delivered by Ishaan Khatter, Janhvi Kapoor, and Vishal Jethwa.           Despite receiving critical acclaim, the film did not achieve much success during its theatrical release. After its run-in cinemas, Homebound released on OTT. Since then, it has reached a much broader audience, who have shared their appreciation for the film online.      Also Read: Karan Johar Reveals Dad Yash Johar Sold Kabhi Khushi Kabhie Gham’s European Rights For 5000 Dollars。    　　上海8月23日电 (记者 陈静)记者23日获悉，在22日举行的2026中国首席经济学家复旦管院科创论坛上，中国经济“K型”分化话题引发专家的关注。　　中国首席经济学家论坛副理事长殷剑峰表示，当前经济与产业结构正呈现显著的“K型”分化特征。排名前二十的高景气行业主要由产业升级与全球化出海驱动，集中在有色金属、电子产业链、家用电器及电力设备等领域；而排名后二十的行业则较多面临内需收缩或周期底部的压力，尤其是房地产链及相关传统制造业。

B | 　　在殷剑峰看来，AI技术是推动这一分化的关键变量，在加速高端增长的同时也加剧了传统行业的转型阵痛。他认为，下半年财政政策力度将加大，货币政策以结构性工具为主，全年经济有望呈V型走势并摆脱通缩。　　“当前中国经济正在经历新旧经济结构性跨越，GDP、投资、出口、就业权重全面重构。”中国首席经济学家论坛成员张瑜指出，经济转型伴随显著K型分化难题，也是转型过程中的“幸福的烦恼”。应对转型挑战既要推动产业升级、参与全球竞争获取超额利润，也要强化二次分配体系建设，依托公共服务均等化等举措对冲分化，保障经济转型平稳推进。　　中国首席经济学家论坛副理事长洪灏指出，中国经济呈现K型转型格局，房地产持续调整，但市场流动性正向新能源、半导体等硬科技产业转移。

C | 此外，人民币具备长期升值空间，伴随经济市场化推进与结构优化，国内股市底部持续抬升，长期创新高将是大概率趋势。

D | 　　据了解，在2026中国首席经济学家复旦管院科创论坛上，学者、企业家等从宏观大势、产业实战、资本定价三大维度，深度解码中国经济转型逻辑，探寻科创产业高质量发展的全新路径。　　中国首席经济学家论坛理事长、国际金融研究院院长、复旦大学管理学院特聘教授连平认为，经济国际化是长期客观规律，中国外贸已经实现向高附加值分工体系跃迁，出口展现较强韧性。

E | 企业不能因短期压力停滞国际化布局，应当保持理性审慎，充分研判目标市场，合理把控出海节奏，稳妥推进海外布局，服务中国经济长远发展。　　中国首席经济学家论坛理事董忠云表示，应对全球变局，中国的关键在于深化“十五五”规划，以扩大内需、强化科技自主与稳定开放为战略支点，把握发展主动权。复旦大学管理学院院长、李达三讲席教授张付强指出，人工智能正在改变技术路径和商业逻辑，这是一次生产函数层面的变革。中国制造正在向更高附加值迈进，资本市场正在重新理解企业价值。　　复旦大学管理学院科创管理研究中心首席经济学家、中国首席经济学家论坛副理事长邵宇指出，依托新质生产力发展逻辑，国内涵盖人工智能、商业航天、低空经济等诸多赛道将迎来长期投资机遇。他提示，当前AI、半导体板块波动仅为阶段性调整，建议践行“左手黄金、右手科技”的哑铃型配置策略，黄金对冲风险，科技捕捉产业红利。　　“面对AI变革带来的颠覆性挑战，管理学理论也需要全面迭代升级。”复旦大学管理学院党委书记、科创管理研究中心主任陆雄文教授认为，AI技术的飞速发展正在颠覆传统经济学与管理学底层逻辑。AI作为新型产业基础设施，打破了很多经典经济学假设。同时，智能体的普及弱化了传统专业分工价值，重构企业边界与市场估值逻辑，对现有经管学科体系和企业经营范式形成全面冲击。他希望以更多与时俱进的全新研究，去解答当代经济组织模式、企业边界定义等核心命题，重构适配AI时代的管理理论体系。

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