AI-Driven Economic Restructuring: Global Growth Patterns, Regional Divergence, and Critical Mineral Dominance

Five, Long-Term Cycle Perspective: Regional Competition Under the Trend of Deglobalization From a long-term economic cycle perspective, we are witnessing a new phase where "deglobalization" and "regional competition" coexist.V. Long-Term Cycle Perspective: Regional Competition Under the Trend of Deglobalization From a long-term economic cycle perspective, we are witnessing a new phase where "deglobalization" and "regional competition" coexist. On one hand, heightened geopolitical tensions are driving "friend-shoring" or "near-shoring" for supply chains of certain industries, leading to a reshaping of the trade landscape. On the other hand, technological advancements (such as AI) allow the production of certain high-value industries to become highly concentrated in specific regions, forming new economic poles of growth. This trend foreshadows the structural fragmentation of the global economy, where future growth narratives will focus more on regional competitive advantages and ecosystem integrity rather than the maximization of single-point global efficiency.

In summary, the current macroeconomic picture of the global economy is dynamic, layered, and uncertain. Successful economic strategies require researchers and decision-makers to look beyond short-term data noise, deeply understand how technological change reshapes the allocation logic of production factors, and cautiously assess the long-term systemic challenges brought about by geopolitical risks and structural divergence.