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《大行報告》傑富瑞:拜登上任聚焦美國本土事務 料中美科技戰進入安全階段
阿思達克 01-21 14:25
傑富瑞發表的研究報告指,該行指出特朗普離任前未有再將更多中資企業納入軍方聯繫的清單,更重要的是外國資產控制辦公室未有公布相關企業子公司名單,由於未有正式被外國資產控制辦公室列入其清單,所以即使其母公司被指與軍方有聯繫,相關子公司不受美國投資禁令限制。不過除非拜登撤銷相關行政命令,於1月15日被納入與軍方有連繫名單的9家企業包括小米(01810.HK)等仍有機會出現在外國資產控制辦公室的名單上。

該行認為拜登首六個月將聚焦於本地事務上,未來半年中資企業被加入名單的風險有限,不過仍有機會被納入實體清單,以阻止中資企業應用美國技術協助中國軍方。總體而言,該行料中美兩國上半年科技戰升溫風險不大。

傑富瑞指出有三隻股份被納入與軍方有聯繫或是外國資產控制辦公室的清單,但仍未被納入,當中包括中國鐵塔(00788.HK)、中國通信服務(00552.HK)及中興通訊(00763.HK)。(el/w) ~

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