官媒引述專家:美若限華部份高科技投資 料實質影響不大
官媒《證券時報》報道,就美國總統拜登發表了講話,其中涉及到了美國部分產業對華投資的限制,從多方瞭解到,美國本來就沒有對中國相關行業進行投資,未來不投資也不會對中國有實質性影響。天風證券副總裁、研究所所長趙曉光認爲美國對於中國的限制過去一直存在,但是看到在美國的不斷限制下,中國的科技產業是在不斷壯大、不斷往向前發展的。
他表示,從企業自身來講,是基於自己經濟最大化的行爲作出的決策,不太容易受政府的影響。再次,開放和發展是全世界的趨勢。近期,很多國家與政府首腦到中國來訪問,也是希望更好的與中國合作發展。最後,美國的科技機構在中國的人工智能芯片等方面投資比較少,涉及的A股上市公司更少,A股不必反應過激。中國的人工智能、晶片科技產業未來也會在獨立自主和開放合作中不斷的向前發展。
中信建投TMT首席分析師武超則表示,考慮到美資過去對中國AI、芯片和量子計算等領域的投資規模不大,尤其是在過去幾年的科技領域的制裁使得美資已有迴避國內投資的的趨勢,比如進入BIS實體名單的企業美資早已不能進行直接投資,即使措施落地,對中國相關產業實質影響不大。(wl/s)
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