Google、Temasek 与 Bain 报告：东南亚数字经济 GMV 预计 2026 年达 3680 亿美元
Southeast Asia’s US$1T digital dream slips five years, and AI is the new reason to keep believing
Google、Temasek 和 Bain 每年给东南亚数字经济把脉，今年数字是 3680 亿美元，但 1 万亿目标推迟了五年，AI 成了新看点。
Google、Temasek 和 Bain & Company 联合发布的年度报告预测，东南亚数字经济 2026 年 GMV 将达 3680 亿美元，同比增长 17%。原定 2030 年前突破 1 万亿美元的目标如今推迟到 2035 年，比此前预期晚了五年。报告将 AI 视为重新拉动区域增长的核心动力。
Southeast Asia’s US$1T digital dream slips five years, and AI is the new reason to keep believing
Every October, Google, Temasek and Bain & Company gather Southeast Asia’s tech crowd around one seductive number. This year it is US$368 billion, the gross merchandise value (GMV) the region’s digital economy is projected to reach in 2026, up 17 per cent year-on-year. The longer-range promise is more than US$1 trillion by 2035. Long-time readers […] The post Southeast Asia’s US$1T digital dream slips five years, and AI is the new reason to keep believing appeared first on e27 .
