Tus Thawj Kav Tebchaws Biden tau hais tias Asmeskas tau sib tw nrog Tuam Tshoj thiab txwv tsis pub muaj peev xwm ntawm Asmeskas cov lag luam muag cov khoom siv thev naus laus zis siab rau Tuam Tshoj.
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BEIJING - Kev txwv tsis pub Asmeskas kev nqis peev hauv Suav cov thev naus laus zis tuaj yeem ua rau muaj kev lag luam tsis hloov pauv - tab sis qee qhov kev lag luam yuav khiav tsis tau, Bank of America cov kws tshuaj ntsuam xyuas tau hais.
Lub Tsev Dawb tau tshaj tawm tias xav txog ib qho cov thawj coj txiav txim txwv tsis pub US kev nqis peev rau hauv high-end Suav tech, xws li kev txawj ntse txawj ntse, quantum xam, 5G thiab qib siab semiconductors, raws li tsab ntawv ceeb toom Politico lub lim tiam dhau los.
Nws tsis paub meej tias lossis thaum twg txoj cai no yuav siv tau. Daim ntawv tshaj tawm qhia txog kev sib cav tsis tu ncua hauv tsoomfwv Meskas.
"Yog tias muaj kev txwv nruj kev nqis peev rau Asmeskas cov tub ua lag luam, nws tuaj yeem tsim cov khoom lag luam tseem ceeb hauv lub sijhawm muaj txiaj ntsig thiab yog li muaj peev xwm hloov pauv loj nyob rau lub sijhawm ze," Bank of America cov kws tshuaj ntsuam xyuas Hong Kong tau hais hauv tsab ntawv Tuesday. "Qhov kev cuam tshuam mus sij hawm ntev yog qhov tseeb tsawg dua."
"Txawm hais tias AI muaj ntau heev hauv lub ntiaj teb niaj hnub no, cov tuam txhab uas tsis muaj kev lag luam loj hauv cov kev daws teeb meem AI sab nraud [yuav] yuav pom muaj tsawg dua [ntawm] raug tsom los ntawm Asmeskas sab," cov kws tshuaj ntsuam tau hais.
"Cov tuam txhab kev mus ncig hauv online, cov tuam txhab ua si ua si thiab suab paj nruag, online verticals hauv nws pib thiab vaj tse, niche eCommerce specialties, thiab logistics-focus eCommerce tuam txhab uas muag yog ib co piv txwv," lub Bank of America qhia tau hais tias.
Cov kws tshuaj ntsuam tsis tau npe tshwj xeeb cov khoom lag luam.
Suav cov khoom lag luam tsis ntev los no tau sim rov qab los tom qab poob qis hauv ob xyoos dhau los.
Lub teb chaws tau xaus nws txoj cai nruj xoom-Covid nyob rau lub Kaum Ob Hlis. Nyob rau hauv ib nrab xyoo tas los, Asmeskas thiab Tuam Tshoj kuj tau mus txog qhov kev tshuaj xyuas qhov ntawd ho txo qhov kev pheej hmoo Suav tuam txhab uas muag yuav tsum delist los ntawm US Tshuag pauv.
Qee qhov ntawm Asmeskas cov ntawv teev npe suav nrog cov tuam txhab loj tshaj plaws hauv Teb Chaws Asmeskas cov tswv lag luam ua tswv cuab ntawm feem pua ntawm cov neeg ua haujlwm KFC Yum Suav Teb, livestreaming tuam txhab Xyoos thiab tuam txhab tshuaj Zai Lab, raws li tsab ntawv ceeb toom Lub Ib Hlis 25 Morgan Stanley.
Semiconductor kev lag luam tuam txhab Daqo Tshiab Zog Morgan Stanley tau hais tias muaj ze li ntawm 27% ntawm US cov tswv cuab hauv tsev.
Cov ntaub ntawv qhia Alibaba muaj cov tswv cuab feem ntau hauv Teb Chaws Asmeskas los ntawm tus nqi duas, tab sis nws tsuas yog suav txog 8.2% ntawm cov Tshuag.
Hauv tsab ntawv tshaj tawm hnub Monday, Morgan Stanley tus kws tshaj lij kev ncaj ncees Laura Wang tau taw qhia Biden cov thawj coj tau tsom mus rau kev tsom mus rau kev siv thev naus laus zis nrog kev sib raug zoo rau cov tub rog Suav.
Nws tau sau tseg cov cim ntawm kev ruaj ntseg hauv Asmeskas-Tuam Tshoj kev sib raug zoo, suav nrog US Secretary of State Antony Blinken qhov kev npaj mus ntsib Beijing nyob rau hnub tom ntej thiab lub peev xwm rau Suav Thawj Tswj Hwm. XI Jinping mus ntsib Asmeskas thaum lub rooj sib tham Asia-Pacific Economic Cooperation Leaders 'Summit - teem kom muaj nyob rau hauv San Francisco thaum lub Kaum Ib Hlis.
Lub Tsev Dawb thiab Tuam Tshoj Lub Tsev Haujlwm Saib Xyuas Kev Ua Haujlwm Txawv Tebchaws tsis tau teb tam sim ntawd rau kev thov tawm tswv yim ntawm Politico tsab ntawv ceeb toom.
- CNBC's Michael Bloom tau pab txhawb rau daim ntawv tshaj tawm no.
Tau qhov twg los: https://www.cnbc.com/2023/02/02/potential-us-ban-investment-on-chinese-tech-could-hurt-these-sectors.html