报告：东南亚数字经济 2026 年将达 3680 亿美元
原标题：Southeast Asia’s digital economy to hit $368 billion
AI 摘要
Google、Temasek 与 Bain & Company 发布第 11 版 e-Conomy SEA 报告，指出东南亚生成式 AI 已被 2.43 亿人使用，普及速度是移动互联网的 4 倍，推动区域数字经济 GMV 在 2026 年同比增长 17% 至 3680 亿美元，并有望在 2035 年突破 1 万亿美元。报告称消费者对 AI 的信任上升，75% 用户愿意让 AI 代理自主比价和完成交易，预计未来五年区域 AI 使用量将激增 60 倍。报告还提出需在代理式商务、数据中心扩容、模型与能效、区域治理四方面同步演进。
正文节选
Southeast Asia’s digital economy to hit $368 billion In Southeast Asia, generative AI has become an essential part of daily life, actively used by 243 million people (58% of the working population) and scaling four times faster than the rollout of the mobile internet. This has major implications for the region’s economy, according to the 11th edition of the annual e-Conomy SEA report 1 . Building the Intelligent Economy, by Google, Temasek, and Bain & Company, finds that widespread AI implementa