US President Biden will be signed in the next few weeks.A highly anticipated administrative order restricts the US investment in some high -tech fields in China, which is a new signs of Washington's preparation for a strong position on China.
According to the Wall Street Journal, the 22V Research analyst led by Kim Wallace team pointed out in a report on Thursday (April 20) that Biden's administrative order will try to cope withNational security issues brought by investment in "concerned countries, especially China".Wallace served as an official of the US Treasury as a presidential period in Obama.
22V Research analysts said, "Some industries will face a comprehensive investment ban, including semiconductors, may also include AI and quantum technology, and some other industries may be supervised through a notification program."Essence
Wallace team said that some common US investment in China is unlikely to be affected by the upcoming administrative order.
22V analysts wrote: "Although the details and parameters of this administrative order are still not completely clear (it is likely that it has not been completely finalized), we still firmly believe that the scope will not cover common ones inInvestment of Hua asset portfolio. The main goal of the administrative order will be the investment of the enterprise, but it may also affect private equity and venture capital. "
The important thing is that this is a pilot, which means that it must be developed and scope.It may also be expanded. "
According to Bloomberg report on Thursday last Thursday, Bayeng's administrative order to China will be introduced around May 19th to 21st.The United States hopes that the G7 ally can recognize its restrictions.However, a report from the Politico News website last Tuesday (April 18) stated that Biden's administrative order is expected to be launched later this month.
The Wall Street Journal said last month that American officials tried to prevent US investors from providing Chinese companies with funds and technologies that can improve Chinese military decision -making speed and accuracy.According to reports, VCCA Capital has begun to evaluate the new investment of Chinese semiconductor or quantum computing companies to prepare for the new regulations that the United States may introduce.
22V analyst team said: "Around the above measures, the United States has been brewing and discussed internally for more than a year."
Lawyer Akin Gump's lawyer of law and lobbying companyIn a report, the administrative order that Biden is about to sign is "the first step in regulating overseas investment". They predict that the information collected by the notification program will help determine the next operation, and over time, with the time of timePush, restricted technology may increase.
"The U.S. government still seems to be arguing whether it should be included in passive investment, or only limits some forms of investment involving the transfer or support of the transfer or support of 'proprietary technology'," Akin Gump's team said."However, the speech of the US Minister of Commerce Raymond suggest that the focus may be the latter investment, such as non -passive private equity and venture capital."
Brendan Ahern) A similar point of view was expressed in a blog post last Friday.He believes that the upcoming restrictions will be mainly targeted at "an investment in American individuals and enterprises in management, that is, private equity and risk capital investment."
"I don't think there is something unexpected in it, but it is only the natural extension of the export restriction measures introduced last year." Erheng wrote.His company has a fund focusing on the Chinese market, such as CICC CSI China Internet Index ETF.
The Wall Street Journal reported that the Democratic and Republicans of the Washington Special Administrative Region seemed to be eager to take a strong position on China.This tendency was exposed when Tiktok was interviewed by Congress last month.In addition, the House of Representatives in the United States also passed the establishment of a new CCP issue special committee resolution in January this year.
Earlier this month, in response to the increasing influence of Chinese companies, members of the CCP ’s special committees held a meeting with several American companies such as Alphabet, Apple, Microsoft, and other American companies.
