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任务特异性技术变革与比较优势

Task-Specific Technical Change and Comparative Advantage
NBER Working Papers · 2026 · [{"name": "Lukas Althoff", "affiliation": []}, {"name": "Hugo Reichardt", "affiliation": []}]

中文摘要

人工智能(AI)通过改变工人所从事的任务及这些任务所需要的技能,重塑了工人的比较优势。我们构建了一个基于任务的动态模型,以量化任务特定技术变革的一般均衡效应。工人拥有多维技能,选择职业,并在工作中积累技能;职业由多项任务组合而成,生产率取决于工人的技能与任务要求的匹配程度。我们开发了一种计算效率高的方法,利用面板数据和一个新的任务层面技能要求数据库来估计该模型。我们将该模型应用于人工智能,使其能够增强、自动化和简化任务。我们发现,在从缓慢到快速的人工智能发展情景中,人工智能均会缩小工资不平等并提高平均工资。关键的均等化力量是简化:通过降低任务的技能要求,人工智能使低技能工人得以参与竞争此前无法进入的工作岗位。采用成本对低技能工人而言最高,这抑制了但并未消除不平等程度的下降。

Abstract

Artificial intelligence (AI) reshapes workers’ comparative advantage by altering the tasks they perform and the skills those tasks require. We develop a dynamic task-based model to quantify the general-equilibrium effects of task-specific technical change. Workers have multidimensional skills, choose occupations, and accumulate skills on the job; occupations combine tasks, and productivity depends on how workers’ skills match task requirements. We develop a computationally efficient procedure to estimate the model using panel data and a new database of task-level skill requirements. We apply the model to AI, allowing it to augment, automate, and simplify tasks. We find that AI narrows wage inequality and raises average wages across scenarios ranging from slow to rapid AI progress. The key equalizing force is simplification: by lowering tasks’ skill requirements, AI lets lower-skill workers compete for previously inaccessible jobs. Adoption costs, highest for lower-skill workers, dampen but do not eliminate the decline in inequality.

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