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geopolitical··severity 6

США добавили Alibaba, BYD и других китайских технологических лидеров в список военных компаний

Пентагон назвал Alibaba, BYD, Baidu и более дюжины других известных китайских компаний «китайскими военными компаниями», действующими в Соединенных Штатах, расширяя черный список, который становится все более эффективным инструментом в кампании Вашингтона по ограничению доступа Китая к американскому капиталу, технологиям и государственным контрактам. В уведомлении Федерального реестра, которое планируется опубликовать в среду, Министерство обороны США сообщило, что заместитель министра обороны по закупкам и...

Сценарии цепочки

A

Escalation

50%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** US restrictions on Chinese tech companies expand to include export controls on specific technologies and equipment. This triggers retaliatory measures from China, including increased scrutiny of US investments in China's technology sector. Diplomatic tensions rise between the US and China, potentially leading to a trade war or even military escalation. * **Confirmation Indicators:** Increased media coverage of Chinese companies being restricted by the US government. A public statement from the Chinese Ministry of Commerce expressing dissatisfaction with the US actions. * **Time Horizon:** 1-3 months **Scenario B (Status Quo): 38%** * **Chain:** The US continues to maintain its list of "Chinese military companies" but avoids further action or escalation, focusing on diplomatic channels and economic pressure. Compa

Индикаторы подтверждения: ** Increased media coverage of Chinese companies being restricted by the US government. A public statement from the Chinese Ministry of Commerce expressing dissatisfaction with the US actions., * **Time Horizon:** 1, 3 months
B

Status Quo

38%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** US restrictions on Chinese tech companies expand to include export controls on specific technologies and equipment. This triggers retaliatory measures from China, including increased scrutiny of US investments in China's technology sector. Diplomatic tensions rise between the US and China, potentially leading to a trade war or even military escalation. * **Confirmation Indicators:** Increased media coverage of Chinese companies being restricted by the US government. A public statement from the Chinese Ministry of Commerce expressing dissatisfaction with the US actions. * **Time Horizon:** 1-3 months **Scenario B (Status Quo): 38%** * **Chain:** The US continues to maintain its list of "Chinese military companies" but avoids further action or escalation, focusing on diplomatic channels and economic pressure. Compa

Индикаторы подтверждения: ** Increased media coverage of Chinese companies being restricted by the US government. A public statement from the Chinese Ministry of Commerce expressing dissatisfaction with the US actions., * **Time Horizon:** 1, 3 months
C

De-escalation

13%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** US restrictions on Chinese tech companies expand to include export controls on specific technologies and equipment. This triggers retaliatory measures from China, including increased scrutiny of US investments in China's technology sector. Diplomatic tensions rise between the US and China, potentially leading to a trade war or even military escalation. * **Confirmation Indicators:** Increased media coverage of Chinese companies being restricted by the US government. A public statement from the Chinese Ministry of Commerce expressing dissatisfaction with the US actions. * **Time Horizon:** 1-3 months **Scenario B (Status Quo): 38%** * **Chain:** The US continues to maintain its list of "Chinese military companies" but avoids further action or escalation, focusing on diplomatic channels and economic pressure. Compa

Индикаторы подтверждения: ** Increased media coverage of Chinese companies being restricted by the US government. A public statement from the Chinese Ministry of Commerce expressing dissatisfaction with the US actions., * **Time Horizon:** 1, 3 months

Первичный источник: South China Morning Post

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