直击达沃斯|对话IMD商学院院长David Bach：地缘政治冲击下，欧洲仍是最值得投资的地区之一

Core Insights - The 2026 World Economic Forum in Davos highlighted the duality of geopolitical tensions and long-term issues like energy transition and AI, reflecting the current global challenges [3][4][12][13] Geopolitical Tensions - The atmosphere at Davos was marked by intense discussions on geopolitical issues, particularly the Greenland situation, which has shocked European nations [3][13] - Media coverage has been dominated by geopolitical friction between the US and Europe, indicating the severity of the current global landscape [3][12] Long-term Discussions - Despite the political backdrop, discussions on energy transition, artificial intelligence, and equitable global development continued, showcasing ongoing efforts in these critical areas [4][13] - The cost competitiveness of renewable energy has significantly improved, providing a solid economic foundation for energy transition even if government support wanes [4][13] European Investment Outlook - Europe is viewed as an attractive investment destination, with major stock indices recently outperforming those in the US [5][14] - Five of the top ten most competitive economies, according to the IMD World Competitiveness Ranking, are located in Europe, with Switzerland at the top [5][14] Innovation and Competitiveness - European companies are characterized by high levels of innovation, particularly among mid-sized firms that play crucial roles in global supply chains [6][16] - While the US and China dominate in AI scale and influence, Europe's strength lies in integrating technology deeply into its industrial framework [5][14][16] Recommendations for Business Leaders - Continuous learning is emphasized as essential for business leaders in a rapidly changing world, as stability is unlikely to return [8][17] - Leaders should acknowledge their knowledge gaps and seek to understand various dimensions, including geopolitics, AI, and generational shifts in the workforce [8][17][18]