Wanjia CSI Software & Services ETF(560360.SH)

IMF raises global economic growth forecast for this year, warns of AI hype

The International Monetary Fund (IMF) has raised its forecast for global economic growth in 2023 to 3.3%, primarily driven by investments in the technology sector. However, the IMF warns that if the productivity gains from artificial intelligence (AI) are reassessed or trade tensions resurface, it could impact economic trends. The IMF predicts that the U.S. economy will grow by 2.4%, the Eurozone by 1.3%, while China and India are showing strong growth. The global inflation rate is expected to decrease from 4.1% to 3.8%. The IMF emphasizes that the current economic resilience still has vulnerabilities and cautions against the potential risks of the AI boom

Cloud ERP Market Surges to USD 128.3 Billion by 2033, Propelled by 10.9% CAGR - Verified Market Reports®

The Cloud ERP market is projected to grow from USD 50.3 billion in 2024 to USD 128.3 billion by 2033, with a CAGR of 10.9%. This growth is driven by digital transformation, demand for scalable SaaS solutions, and real-time operational visibility. Industries like manufacturing and healthcare are adopting cloud-native architectures and AI analytics to optimize workflows and reduce costs. The market is evolving towards industry-specific solutions and composable ERP models, while security and regulatory compliance remain critical for adoption.

The World Economic Forum announced that nearly half of the "AI Application Stars" cases come from China

The World Economic Forum released its latest report on the 19th, selecting a new batch of "AI Application Stars" with high global influence. The first batch was announced during the Summer Davos Forum in 2025. Together, the two batches include nearly half of the cases from China. (Xinhua News Agency)

As the new year approaches, is there still hope for AI in the Hong Kong stock market?

Guolian Minsheng Securities pointed out that the current Hong Kong stock market is replaying the mirror market of "weak liquidity but strong AI catalysis" from early last year, and the excess returns in 2026 will mainly come from grasping the "revaluation of Chinese AI value." The report believes that the iteration and application landing speed of global large models are key, and it is recommended to focus on AI hardware infrastructure, platform-based internet companies, and large-scale application directions such as intelligent driving

Notice: The State Council Information Office will hold a press conference on January 21, 2026 (Wednesday) at 10:00 AM, where Zhang Yunming, Vice Minister of the Ministry of Industry and Information Technology, will introduce the achievements of industrial and information technology development in 2025 and answer questions from reporters