互联网资本的特性、行为规律与发展策略

The Characteristics,Behavior Rules and Development Strategies of Internet Capital

互联网资本及平台企业作为科技革命和产业变革的核心主体,是推动先进生产要素向发展新质生产力集聚的关键力量。从性质看,互联网资本是极富创造力和黏合力的新兴资本要素,是带有网络外部性、兼具技术垄断和自然垄断属性的社会先行资本。从行为看,互联网资本通过投资开发互联网关键硬件和软件并创建数字堆栈,成为数据资源采掘和经济创新变革的主导力量,同时通过对前沿技术和数据资源的掌控而形成平台垄断,具有较强的全球流动性与跨界扩张倾向。一方面,互联网资本适应新的生产社会化需求,驱动数智技术革命和产业变革、共享模式创新和治理现代化,为新质生产力发展及人类福祉增进注入创新动能、制度势能和治理效能;但另一方面也可能导致资本无序扩张并引发垄断侵权、数字鸿沟乃至数字安全和意识形态风险,侵蚀高质量发展与共同富裕的经济基础和安全保障。为此,应处理好互联网资本发展与规范的关系,既要充分发挥互联网资本的创新引领功能,又要构建互联网资本健康发展新秩序,加快形成数智经济发展新格局。

As the core subject of scientific and technological revolution and industrial reform,internet capital and its platform enterprises are the key forces to promote the agglomeration of advanced production factors to develop new quality productive foeces.In terms of nature,internet capital is an emerging capital element with great creativity and cohesion.It is also a social first capital with network externalities and the attributes of technological monopoly and natural monopoly.In terms of behavior,internet capital plays a leading role in data resource mining and economic innovation and reform by investing in the development of key internet hardware and software and creating a digital stack.At the same time,it forms a platform monopoly by controlling cutting-edge technology and data resources,showing a high degree of global liquidity and cross-border expansion.On the one hand,this has adapted to the needs of new production socialization,driven the revolution of digital intelligence technology and industrial transformation,innovation of sharing models,and modernization of governance,injecting innovative momentum,institutional potential,and governance efficiency into the development of new quality productive forces and the improvement of human well-being.However,on the other hand,it may also lead to disorderly expansion of capital,causing monopoly infringement,digital divide,and even digital security and ideological risks,eroding the economic foundation and security guarantee of high-quality development and common prosperity.To this end,we should properly handle the relationship between the development and standardization of internet capital.We should not only give full play to the innovative leading function of internet capital,but also build a new order for the healthy development of internet capital and accelerate the formation of a new development pattern of digital and artificial intelligence economy.