2026—2027+全球经济半场展望:AI守住增长局,全球增速放缓至2.5%++++Half-Time+Outlook+2026–27.pptx

2026—2027+全球经济半场展望:AI守住增长局,全球增速放缓至2.5%++++Half-Time+Outlook+2026–27.pptx

Half-TimeOutlook2026-27:

AIholdsthescore,

growthslowsto+2.5%

8July2026

AllianzResearch

Content

4

ExecutiveSummary

7

AIisproppinguptheworldeconomy

9

Peakinflationshouldbebehindus

14

Developedmarkets:Energyshockmanageable

16

Emergingmarkets:TheMiddleEasttakesahit

18

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