中国早有布局,美国能否能认清这一点
Sou Hu Cai Jing·2026-02-17 02:12

Core Insights - The article highlights the disparity between individual data valuation and the lack of formal recognition of data as an economic asset at the national level in the U.S. [1][3][10] Group 1: Data Valuation and Recognition - The U.S. has not formally integrated data into its institutional framework despite recognizing its value, contrasting with China's approach of categorizing data as a production factor [3][4] - China's new regulations, effective in 2024, will allow data to be recognized as intangible assets or inventory, marking a significant shift in asset structure and information disclosure [3][9] - The U.S. regulatory framework has historically treated data as privacy and compliance issues, avoiding its economic resource aspect, while China acknowledges data's foundational role in the digital economy [3][4] Group 2: Market Dynamics and Economic Impact - The data brokerage industry generates over $200 billion annually, indicating that the market actively utilizes data despite regulatory uncertainties [4][6] - Historical cases, such as the Toysmart and RadioShack bankruptcy cases, illustrate the recognition of data as a valuable asset, yet the U.S. legal system has not established a stable governance framework for data [6][9] - The absence of a unified valuation framework for data in the U.S. leads to significant governance challenges, especially as data becomes a core element in AI and digital trade [4][9] Group 3: Future Implications and Governance - China's proactive approach to data assetization aims to create a governance framework that will support future developments in AI, digital trade, and public governance [9][10] - The U.S. reliance on market self-regulation is becoming increasingly inadequate as data emerges as a critical production factor, revealing systemic delays in governance [9][10] - The article suggests that the ongoing avoidance of data valuation in the U.S. could lead to significant long-term costs, emphasizing the need for institutional reform [10]