标普料制裁华为或导致亚太区科技企业损失250亿美元
评级机构标准普尔发表报告,美国近期对中国电讯设备商华为的制裁,将使其给予评估亚太区科技企业面临约250亿美元收入可能受影响。其中台积电及中芯国际(00981.HK)等代工商收入或减少15%至20%,即接近70亿美元。这并可能对其他获评级覆盖的亚太区科技企业带来打击,有关公司的间接收入影响料达180亿美元。
但标准普尔指,随亚太区科技企业适应有关制裁,对收入及信贷评级的最终影响可能温和,市场对更先进晶片组的需求有助抵销华为被制裁的损失。标准普尔亦预期中国会推出反制措施,但只会影响获评级覆盖亚太区科技企业收入2%至5%。在极端情况下,美国科技公司将失去在中国的一半销售额。
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