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《大行报告》杰富瑞:拜登上任聚焦美国本土事务 料中美科技战进入安全阶段
阿思达克 01-21 14:25

杰富瑞发表的研究报告指,该行指出特朗普离任前未有再将更多中资企业纳入军方联系的清单,更重要的是外国资产控制办公室未有公布相关企业子公司名单,由於未有正式被外国资产控制办公室列入其清单,所以即使其母公司被指与军方有联系,相关子公司不受美国投资禁令限制。不过除非拜登撤销相关行政命令,於1月15日被纳入与军方有连系名单的9家企业包括小米(01810.HK)等仍有机会出现在外国资产控制办公室的名单上。

该行认为拜登首六个月将聚焦於本地事务上,未来半年中资企业被加入名单的风险有限,不过仍有机会被纳入实体清单,以阻止中资企业应用美国技术协助中国军方。总体而言,该行料中美两国上半年科技战升温风险不大。

杰富瑞指出有三只股份被纳入与军方有联系或是外国资产控制办公室的清单,但仍未被纳入,当中包括中国铁塔(00788.HK)、中国通信服务(00552.HK)及中兴通讯(00763.HK)。

 

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