【财经分析】跨大西洋摩擦持续 欧洲寻求数字主权突破之路

Core Viewpoint - The ongoing tensions between the EU and the US regarding digital sovereignty have escalated, with the US imposing visa restrictions on European advocates, highlighting the geopolitical struggle and the challenges Europe faces in strengthening its digital sovereignty amidst external pressures and internal weaknesses [1][2][3]. Group 1: US-EU Tensions - The US State Department announced visa restrictions on five European individuals, including former EU Commissioner Thierry Breton, which Breton described as "political persecution" [2]. - This escalation follows the EU's first non-compliance decision under the Digital Services Act, where a fine of €120 million was imposed on Elon Musk's social media platform X [2]. - The EU has been increasingly enforcing regulations against US tech giants, with significant fines imposed on companies like Apple, Meta, and Google for various violations [2][4]. Group 2: Europe's Digital Sovereignty Challenges - Europe is starting from a "weak position" in the digital economy, with significant reliance on external sources for key infrastructure and industry capabilities, which poses a challenge to its digital sovereignty [4][5]. - A report indicated that European cloud infrastructure providers hold only about 15% of the local market, while US companies dominate the sector, making it difficult for European competitors [4]. - In the artificial intelligence sector, Europe lacks sufficient local models and is falling behind the US and China in innovation and deployment [4]. Group 3: EU's Strategic Adjustments - In response to US pressures, the EU is adjusting its strategies to enhance competitiveness, including launching a project for "AI super factories" in 2026 and aiming to triple data center capacity within 5 to 7 years [6][7]. - The EU is also proposing reforms to digital and tech regulations to reduce compliance costs for businesses, which some view as an attempt to improve competitiveness and signal stability in US relations [7].