AI出海进入规则话语权之争阶段，专家建议企业动态布局

Core Insights - The event focused on the theme "Seizing APEC Opportunities to Set Sail for New Blue Oceans," highlighting the establishment of a joint laboratory for the safe development of generative AI in the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 1: AI Export Challenges - The primary risk for AI export is rooted in the prolonged "technology war" and structured geopolitical competition, necessitating companies to dynamically adjust their strategies while expanding globally [3] - The U.S. technology war against China, which began during the Trump administration, is driven by a fundamental strategic shift within the U.S. that views technological competition as a decisive factor, a consensus that transcends political parties [3] Group 2: U.S. Strategic Positioning - The U.S. has a stable and systematic strategic layout in the AI sector, focusing on three main areas: relaxing domestic regulations to stimulate innovation, curbing China's AI development, and establishing a U.S.-led global AI ecosystem [3] - The U.S. is implementing initiatives like the "Gateway to the Stars," "Global AI Action Plan," and "Manhattan Project" to create a competitive edge in key areas, aiming for a technological gap [3] Group 3: Global AI Ecosystem Dynamics - The U.S. is not only investing in technology, funding, and supply chains but is also promoting its "gold standard" in global governance and standards, indicating that AI export is not just about market competition but also about the struggle for regulatory influence [3] - Companies are encouraged to adopt a "dynamic calibration" mindset, moving beyond pure market logic to assess multifaceted risks including political, policy, and compliance factors [5] Group 4: Strategic Recommendations for Companies - Companies should view regional choices through a dialectical lens, recognizing that high-reward markets often exist in politically complex "white zones," requiring a balance between risk and reward [5] - Firms are advised to actively integrate into the global ecosystem, maintaining an open mindset to find opportunities through technological cooperation, capital linkage, and local compliance, rather than solely bearing the costs of geopolitical tensions [5] - The goal of strategic and policy research is to "navigate" companies in their international ventures rather than create barriers, aiming for a more robust and sustainable global positioning [5]