科技智囊Issue(5)：10-20,11.DOI:10.19881/j.cnki.1006-3676.2026.05.02
数字贸易下的"算力外汇"与价值链重构
"Computing Power Foreign Exchange"and Value Chain Restructuring in Digital Trade:A Qualitative Study Based on the"Energy-Computing Power"Substitution Mechanism
摘要
Abstract
[Research purpose]The rapid development of large-scale artificial intelligence models has driven the continuous growth of global demand for computing power.Although China has a strong capacity for clean energy supply,the cross-border allocation of computing resources is still limited by physical transmission,network channels,and platform organizational mechanisms.From the perspective of digital trade networks,this study examines the formation mechanism and economic impact of the"energy-computing power"spatial substitution.[Research method]This study combines constructivist grounded theory and multi-case research methods,selecting different research subjects such as computing infrastructure,transoceanic routing platforms,and overseas large-scale models,and conducting three-level coding and pattern matching based on relevant business archives and case materials.[Research conclusion]The study shows that the international expansion of computing power mainly goes through three stages:At the physical foundation level,standardized mapping converts green electricity and computing resources into measurable digital value units.At the transmission channel level,transoceanic networks and platform-based mechanisms are conducive to promoting the cross-border flow of computing services and reducing allocation costs.At the application reconfiguration level,open-source models,interface services,and ecosystem outputs enhance the embedding capacity of China's computing power system in overseas application networks.This study proposes the concept of"computing power foreign exchange",providing a new theoretical perspective for understanding the reconfiguration of global value chains in the digital era.关键词
算力外汇/空间置换机制/要素禀赋(H-O模型)/价值链重构/扎根理论Key words
computing power foreign exchange/spatial substitution mechanism/factor endowment(H-O model)/value chain restructuring/grounded theory分类
管理科学引用本文复制引用
施志晖,陆顺..数字贸易下的"算力外汇"与价值链重构[J].科技智囊,2026,(5):10-20,11.基金项目
上海市2025年度"高水平机构建设运行计划"软科学研究项目"上海加快构建'科技-产业-金融'高水平循环生态研究"(25692102700). （25692102700）
