国海证券点评腾讯被列入CMC清单:实质影响有限,急跌亦是买入时点

国海证券01-07

事件:2025年1月6日,美国国防部将包括腾讯(Tencent)和宁德时代(CATL)在内的多家中国知名科技企业纳入1260H清单(Chinese Military Companies List,简称CMC清单)。CMC清单上的中国涉军企业,是指任何符合下述条件之一的在美国境内从事商业服务、制造、生产或出口业务的实体(不包括自然人):(1)由中国军方或隶属于中国军方的任何其他组织直接或间接拥有、...

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