罗兰贝格：2025年人工智能（AI）主权：欧洲产业战略要务研究报告（英文版）

Europe's economic backbone is facing a fundamental shift in the competitive environment, driven by two converging forces. On the one hand, increasing geopolitical uncertainty and tech nationalism are putting pressure on global trade and fragmenting established value chains. Recent US tariffs on European steel and aluminum exports, for example, are already leading to production relocations to Asia and North America – to the detriment of EU industry. Meanwhile, Europe's broader industri