直击达沃斯｜走进美国之家首日，商界在聊什么

Core Insights - The 2026 Winter Davos Forum is set to open, with a notable presence of the "American House" attracting public attention, which serves as a communication buffer rather than a formal conference venue [1] - The project is led by former hockey player and investor Stronbach, who claims it is a "private organization" not representing the U.S. government, yet actively recruits sponsors [4] - Sponsorship tiers are established, with the highest level, "Stars and Stripes," including major companies like McKinsey, Microsoft, C3.ai, and Pfizer, with sponsorship fees reportedly reaching $1 million [4] Technology Discussions - The first day's discussions cover topics such as AI, space, sovereign cloud, and crypto assets, highlighting a recurring theme that technology is advancing faster than regulatory frameworks [4] - In discussions about space investment, there was a pragmatic business response to proposals, focusing on conditions for implementation and long-term responsibilities [4] - The roundtable on sovereign cloud emphasized the necessity of cross-border collaboration for global AI deployment, with examples from Core42 and Microsoft adapting to regulatory differences [5] Regulatory Environment - The discussions on crypto assets reveal a divergence in regulatory approaches between the U.S. and Europe, with the U.S. still working on digital asset market structure legislation while Europe has established a unified framework through MiCA [5] - The differences in regulatory paths and their implications for investment risk premiums are acknowledged as critical variables for investors [5] - The American House serves as a buffer zone for U.S. businesses and regulators to communicate, especially for those unable to access the main forum [5] Political Context - The agenda includes participation from U.S. Treasury Secretary Becerra and Energy Secretary Chris Wright, indicating a focus on innovation and industry expansion alongside the need for broader social understanding and political support as midterm elections approach [6]