In July 2025, the U.S. government issued Winning the Race: America’s AI Action Plan, marking a shift in the focus of U.S. AI policy from “risk governance” to “competition priority.” This study conducts a systematic analysis of the plan’s background, core provisions, and potential risks, while comparing it with the AI governance frameworks of the European Union (EU) and China. The research argues that this shift not only imposes direct competitive pressures on China but also provides valuable references for the refinement of China’s AI strategy. Based on the actual development of China’s AI industry, it is recommended to make efforts in five dimensions: top-level design, infrastructure, innovation ecosystem, governance mechanisms, and international cooperation, so as to mitigate the impact of the U.S. AI strategy shift on the global AI governance landscape.