基于2012~2022年沪深A股上市公司数据，以动态能力理论为基础，融合熊彼特租金与李嘉图租金机制，构建“感知—捕捉—重构”三阶段理论模型，考察人工智能技术水平对国际化绩效（强度、深度与广度）的影响。研究表明，人工智能技术水平会促进企业国际化绩效，在考虑稳健性和内生性后结果仍然成立；人工智能技术通过提升知识重组能力、提升创新质量与缓解融资约束来促进企业国际化绩效。异质性检验发现，人工智能技术赋能效果在出口技术复杂度高、非国有企业以及数字金融发展水平较低的情境中更为显著。

Using 2012 to 2022 panel data of Chinese A-share listed firms, this study examines how the level of artificial intelligence (AI) affects firms’ internationalization performance, measured in terms of intensity, depth, and breadth. Grounded in dynamic capabilities and integrating Schumpeterian and Ricardian rents, we develop a three-stage sensing—seizing—reconfiguring framework. The results show that the level of AI technology significantly improves firms ‘internationalization performance, with effects robust to endogeneity and alternative specifications. Mechanism analyses indicate AI promotes internationalization by improving knowledge recombination, enhancing innovation quality, and easing financing constraints. Heterogeneity tests reveal stronger effects for firms with higher export technological complexity, non-state-owned firms, or in regions with lower digital financial development.