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Muddy Waters shorts Lemonade: There are serious security vulnerabilities and should be offline immediately
GotoAlan
2021-05-12
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Why can Xiaomi escape US sanctions?
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Affected by this news, Lemonade's stock price once fell by more than 7% before the market, and then gradually recovered. As of press time at the beginning of the session, Lemonade rose 0.68% to $60.57.</p><p><img src=\"https://static.tigerbbs.com/98446c1f3c305e0b0e624ee8263a4356\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>It is understood that Muddy Waters is not the first short seller to target Lemonade, with The Friendly Bear also shorting the company late last year.</p><p>Affected by the loss per share in the first quarter being larger than market expectations, several investment banks downgraded their ratings on Internet insurance company Lemonade. among<a href=\"https://laohu8.com/S/UBS\">UBS</a>Analyst Andrew Kligerman pointed to the unexpected losses caused by the Texas storm as the main reason for the stock's losses. The financial report shows that the gross loss rate of 121% in the first quarter included 50% of the catastrophe impact. While the adjusted EBITDA loss of $41 million was in line with the bank's expectations, the<a href=\"https://laohu8.com/S/UBS\">UBS</a>Or give Lemonade an \"underperform\" rating.</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Muddy Waters shorts Lemonade: There are serious security vulnerabilities and should be offline immediately</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMuddy Waters shorts Lemonade: There are serious security vulnerabilities and should be offline immediately\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-05-13 21:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Thursday, May 13, Muddy Waters claimed that,<a href=\"https://laohu8.com/S/LMND\">Lemonade</a>The website has a serious security vulnerability that may expose customer personally identifiable information (PII), requiring the company to immediately take the website offline and fix the vulnerability. Affected by this news, Lemonade's stock price once fell by more than 7% before the market, and then gradually recovered. As of press time at the beginning of the session, Lemonade rose 0.68% to $60.57.</p><p><img src=\"https://static.tigerbbs.com/98446c1f3c305e0b0e624ee8263a4356\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>It is understood that Muddy Waters is not the first short seller to target Lemonade, with The Friendly Bear also shorting the company late last year.</p><p>Affected by the loss per share in the first quarter being larger than market expectations, several investment banks downgraded their ratings on Internet insurance company Lemonade. among<a href=\"https://laohu8.com/S/UBS\">UBS</a>Analyst Andrew Kligerman pointed to the unexpected losses caused by the Texas storm as the main reason for the stock's losses. The financial report shows that the gross loss rate of 121% in the first quarter included 50% of the catastrophe impact. While the adjusted EBITDA loss of $41 million was in line with the bank's expectations, the<a href=\"https://laohu8.com/S/UBS\">UBS</a>Or give Lemonade an \"underperform\" rating.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/474595.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21a485199ba4d98518695cb468836114","relate_stocks":{"LMND":"Lemonade, Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/474595.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135621359","content_text":"5月13日(周四),浑水公司(Muddy Waters)声称,Lemonade网站存在严重安全漏洞,可能会暴露客户个人身份信息(PII),要求公司立即让网站下线,修复漏洞。受此消息影响,Lemonade盘前股价一度跌逾7%,后逐步回暖,盘初截至发稿,Lemonade涨0.68%,报60.57美元。据了解,浑水并不是第一家瞄准Lemonade的做空者,去年年底,The Friendly Bear也做空该公司。受第一季度每股亏损大于市场预期的影响,多家投行降低了对互联网保险公司Lemonade的评级。其中瑞银分析师Andrew Kligerman指出,德州风暴造成的超预期的损失是该股亏损的主要原因。财报显示,第一季度121%的毛损率中包含50%的巨灾影响。虽然调整后的EBITDA亏损4100万美元符合该行预期,但瑞银还是给予Lemonade“跑输大市”评级。","news_type":1,"symbols_score_info":{"LMND":0.9}},"isVote":1,"tweetType":1,"viewCount":2607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191071623,"gmtCreate":1620830599662,"gmtModify":1704349076779,"author":{"id":"3582538486924451","authorId":"3582538486924451","name":"GotoAlan","avatar":"https://static.tigerbbs.com/309928d11befbebb3717aa8a8868ea2c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582538486924451","idStr":"3582538486924451"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/191071623","repostId":"1176763588","repostType":4,"repost":{"id":"1176763588","kind":"news","pubTimestamp":1620828353,"share":"https://ttm.financial/m/news/1176763588?lang=en_US&edition=fundamental","pubTime":"2021-05-12 22:05","market":"hk","language":"zh","title":"Why can Xiaomi escape US sanctions?","url":"https://stock-news.laohu8.com/highlight/detail?id=1176763588","media":"字母榜","summary":"在4个月的交锋之后,小米艰难赢得了这场战争的阶段性胜利。","content":"<p>Text/Yan Fei</p><p>On May 12, a U.S. District Court document showed that Xiaomi had reached a settlement with the U.S. Department of Defense and would be removed from the so-called \"related to the Chinese military\" blacklist.</p><p><img src=\"https://static.tigerbbs.com/6f3c51b64c22eb6014721499d5ccc17d\" tg-width=\"550\" tg-height=\"593\" referrerpolicy=\"no-referrer\"></p><p>This means that American institutions and individuals can still invest in Xiaomi's equity in the primary market, or buy Xiaomi shares or ADRs (American Depositary Receipts) in the secondary market.</p><p>Affected by this positive news, Xiaomi's share price rose 6.1% to HK $26.1 in Hong Kong stock trading on Wednesday, a new high in the past five trading days.</p><p>On January 14th this year, the U.S. government suddenly issued an executive order to \"blacklist\" nine Chinese companies, including Xiaomi, on the grounds that they were related to the Chinese military.</p><p>Pang Ming, chief economist of Huaxing Securities, said in an interview that once blacklisted, U.S. institutional and individual investors need to abide by the ban and strictly implement stock selling. If you are found to continue to buy Xiaomi shares, the penalty cost will be extremely high.</p><p>On the other hand, a number of U.S. brokerages hold large amounts of Xiaomi stocks and will be the first to bear the brunt if the ban is implemented.</p><p>Among them, JPMorgan Chase holds 2.53 billion shares, accounting for 12.35% of the issued share capital; Citibank holds 2.093 billion shares, accounting for 10.22%; Morgan Stanley holds 480 million shares, accounting for 2.34%; The three together hold 24.91% of the shares.</p><p>The panic quickly spread to the stock price. The day after being included in the \"blacklist\", Xiaomi's stock price plummeted by more than 10%, and the upward momentum that lasted for nearly a year was cut off.</p><p>Xiaomi subsequently announced that its services and products are for civilian or commercial use, and the company is not owned, controlled or related to the Chinese military, nor is it a Chinese military company as defined by US law. At the end of January, Xiaomi sued the U.S. government's Ministry of National Defense and Ministry of Finance over its investment restrictions, asking the court to declare it illegal to put it on the \"blacklist\".</p><p>After four months of confrontation, Xiaomi struggled to win the staged victory of this war.</p><p>The damage has been done: Since the sudden attack in mid-January, Xiaomi's stock price has fluctuated from around HK $35 to around HK $25, and its market value has shrunk by nearly 1/3 in less than 4 months.</p><p><img src=\"https://static.tigerbbs.com/5d4a086aa37bacf244550af2e6fb0054\" tg-width=\"840\" tg-height=\"470\"></p><p>But compared with other Chinese companies such as Huawei and ZTE that have been suppressed by the United States, Xiaomi is lucky. Although it suffered setbacks in the capital market, the business did not suffer a real blow. The situation faced by Huawei and other companies is much more dangerous, and they still need patience and wisdom to really get out.</p><p><b>A</b></p><p>Xiaomi's ability to repel strong enemies is directly related to the \"nonsense\" of the attacker.</p><p>\"Military involvement\" is a common excuse used by the U.S. government to suppress foreign companies, from ZTE, Huawei to Xiaomi. Against the background of the cold Sino-US relations, this trick has been tried and tested, making it difficult for Huawei and other companies to defend themselves and fall into a quagmire.</p><p>However, compared with communication equipment companies, Xiaomi's main business is consumer products such as mobile phones and computers, as well as entertainment services such as film and television. Whether it is the product and technology itself, or the customer group it targets, it is difficult for Americans to grasp the actual handle, and they can only criticize the founders. This eventually became a key breakthrough for Xiaomi to win the lawsuit.</p><p>In March this year, the Wall Street Journal and other foreign media exposed the reasons why the US government sanctioned Xiaomi. Incredibly, Americans list Xiaomi as a \"military-related\" company. One of the reasons is that Xiaomi President and CEO Lei Jun was commended by the Chinese government in 2019.</p><p><img src=\"https://static.tigerbbs.com/57b925d84cab8e0f96aa5b6aab9f930f\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">Lei Jun</p><p>According to public information, Lei Jun was named the \"Fifth National Outstanding Builder of Socialism with Chinese Characteristics for Non-public Economy Persons\" that year. The award was jointly selected by the United Front Work Department of the Central Committee, the Ministry of Industry and Information Technology, the Ministry of Human Resources and Social Security, the State Administration for Market Regulation and the All-China Federation of Industry and Commerce, and has nothing to do with the military.</p><p>But the U.S. Department of Defense concocted an extremely far-fetched logic in the document:</p><p>Xiaomi Founder Wins Government Award; The company plans to invest RMB 50 billion in 5G, artificial intelligence and other fields in the next five years; These technologies have wide application prospects in the military field. Therefore, \"there are good reasons to include Xiaomi Group in sanctions\".</p><p>In addition, the Pentagon also made a fuss about the Ministry of Industry and Information Technology, one of the award-awarding institutions, claiming that the Ministry of Industry and Information Technology is promoting \"integration of defense and civilian technologies\" to promote the development of Chinese military technology. Xiaomi will play an important role in this plan.</p><p>Even in the American judicial circles, this set of twists and turns is unconvincing.</p><p>On March 12th, the U.S. District Judge in Washington temporarily suspended the ban of the U.S. Department of Defense. Judge Contreras believed that as the lawsuit unfolded, Xiaomi was likely to completely reverse this injunction, so he issued a preliminary injunction to prevent Xiaomi from suffering \"irreparable losses\".</p><p>Regarding the concern raised by the U.S. government that national security is threatened, Contreras said: \"The court has some doubts about whether this case actually involves major national security interests.\"</p><p>More importantly, the ban on companies such as Xiaomi was hastily issued by the Trump administration a week before leaving office, with the purpose of digging a few more holes for the new Biden administration in the diplomatic field. After Biden took office, his primary goal is to control the epidemic. Although he has not given up suppressing Chinese companies, he does not want to create another incident at the critical time of \"putting out the fire\" in China.</p><p>This is the fundamental difference between the difficulties faced by Xiaomi and Huawei: Xiaomi is just a hot potato thrown by Trump to Biden, while Huawei is regarded by Trump as the key to suppressing China and maintaining the global hegemony of American technology and even politics. \"hand\". Although the methods of attack are similar, the use value of the two in the eyes of American politicians is very different.</p><p>After the change of personnel in American political circles, Xiaomi's so-called \"military-related\" issues have much more room for mediation. This week, the U.S. government finally admitted that the \"blacklist\" had procedural justice issues, was willing to reach a settlement with Xiaomi, and gave up the appeal.</p><p><b>B</b></p><p>In early March, after the U.S. District Court temporarily suspended the ban, someone asked on the social networking site Maimai: \"The United States has sanctioned so many domestic companies, how can it just lift the ban on Xiaomi?\"</p><p>Regardless of external factors, an important reason why Xiaomi is exempted from sanctions is that it does not master the core technologies related to national security, but relies heavily on foreign imports.</p><p>Taking the core mobile phone product line as an example, Xiaomi is still inseparable from Qualcomm Snapdragon processor and Samsung OLED screen, and even regards it as one of the core selling points of its main models.</p><p>In order to ensure the supply of chips, Xiaomi accepted investment from Qualcomm in the early days of its establishment; When Xiaomi went to Hong Kong for an IPO in 2018, Qualcomm, as one of the seven cornerstone investors, subscribed for 46 million shares, accounting for 2.1% of the listed share capital.</p><p>In recent years, Xiaomi's R&D investment and the number of patents have continued to rise, learning from Huawei's experience of being stuck and forced to sell its mobile phone business. But like all domestic mobile phone manufacturers, Xiaomi is still far from being self-sufficient in key components such as processors.</p><p>More importantly, the consumer electronics field in which Xiaomi is located is a long-term advantageous project for Americans, and it does not particularly require \"off-the-market moves\" such as government intervention.</p><p><img src=\"https://static.tigerbbs.com/42226ac256c5415aff0de082be351536\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>On this track, Apple is the number one player. In addition to its strong industrial design and software development capabilities, its chip research and development capabilities are also first-class. Whether it is A-series chips on the mobile side or M-series chips on the desktop side, Apple has surpassed Qualcomm and Intel respectively.</p><p>At least at this stage, Xiaomi will not pose a significant challenge to American interests in terms of its field or its own strength, so it is destined not to become a thorn in the side of American political circles.</p><p>The American legal profession seems to hold a similar view. In addition to questioning whether Xiaomi can threaten U.S. national security, District Court Judge Contreras also expressed his views on Xiaomi's investment in 5G and artificial intelligence, as well as Lei Jun's personal honor.</p><p>He pointed out that 5G and artificial intelligence are rapidly becoming new standards in consumer electronics; In addition, since 2004, more than 500 entrepreneurs have won the same award as Lei Jun, including the boss of infant formula companies.</p><p>Alphabet List (ID: wujicaijing) checked the information and found that dozens of entrepreneurs such as NetEase CEO Ding Lei and Laoganma founder Tao Huabi also won awards at the same time as Lei Jun.</p><p>For Xiaomi's narrow victory, some people quipped on the Internet: It's not harmful, but it's extremely insulting.</p><p><b>C</b></p><p>Despite this, Xiaomi's victory against the U.S. government still gives Chinese companies suffering from sanctions a glimmer of hope.</p><p>Brain Egan, a lawyer in Washington, D.C., told Reuters, \"The facts used to accuse Xiaomi are simply ridiculous; I think this will definitely lead to more companies seeking immunity.\"</p><p>And so is the truth. In mid-March, encouraged by the temporary injunction of the U.S. District Court, a number of Chinese companies on the \"blacklist\" together with Xiaomi began to contact law firms and consider suing the U.S. government to challenge the basis and decision of blacklisting them.</p><p>In addition to Xiaomi, the list also includes COMAC, China Aviation Group, and Grand China Airlines in the aviation field, China Micro Semiconductor and Gaoyun Semiconductor in the chip field, Luokung Technology and Chinese-to-Chinese Communication in the big data and AI field, and Beijing Zhongguancun Development Investment Center.</p><p><img src=\"https://static.tigerbbs.com/f92d530607636142959ffb37cf5bbad4\" tg-width=\"550\" tg-height=\"673\" referrerpolicy=\"no-referrer\"></p><p>But compared with Xiaomi, the businesses of these companies are more sensitive, and some of them are related to the competition of underlying technologies. It is not easy to follow Xiaomi's example and get out of trouble quickly.</p><p>For reference, the U.S. Department of Commerce included Huawei in the \"Entity List\" in May 2019, prohibiting U.S. companies from selling technology and products to Huawei. To this day, this ban still shows no signs of loosening.</p><p>The reasons why the United States suppresses Huawei are very complicated, but one of the key considerations is that Huawei has a leading edge in 5G technology and poses a challenge to the interests of the United States in the global market. For such enterprises, Americans are bound to do everything possible to suppress them.</p><p>In the past two years, in order to get out of the predicament, Huawei has split Honor, developed emerging businesses such as cloud computing, and even entered the market to build cars, selling well-off electric vehicles in its flagship store. Although the U.S. suppression did not kill Huawei, it also caused a big impact on the giant.</p><p>This also shows from the side that Xiaomi's victory against the U.S. government this time is just a victory with multiple benefits, and it does not mean a turn in the Biden administration's policy towards Chinese companies. For more Chinese companies, the danger of US sanctions will still exist for a long time.</p>","source":"ZMB","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why can Xiaomi escape US sanctions?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy can Xiaomi escape US sanctions?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">字母榜</strong><span class=\"h-time small\">2021-05-12 22:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Text/Yan Fei</p><p>On May 12, a U.S. District Court document showed that Xiaomi had reached a settlement with the U.S. Department of Defense and would be removed from the so-called \"related to the Chinese military\" blacklist.</p><p><img src=\"https://static.tigerbbs.com/6f3c51b64c22eb6014721499d5ccc17d\" tg-width=\"550\" tg-height=\"593\" referrerpolicy=\"no-referrer\"></p><p>This means that American institutions and individuals can still invest in Xiaomi's equity in the primary market, or buy Xiaomi shares or ADRs (American Depositary Receipts) in the secondary market.</p><p>Affected by this positive news, Xiaomi's share price rose 6.1% to HK $26.1 in Hong Kong stock trading on Wednesday, a new high in the past five trading days.</p><p>On January 14th this year, the U.S. government suddenly issued an executive order to \"blacklist\" nine Chinese companies, including Xiaomi, on the grounds that they were related to the Chinese military.</p><p>Pang Ming, chief economist of Huaxing Securities, said in an interview that once blacklisted, U.S. institutional and individual investors need to abide by the ban and strictly implement stock selling. If you are found to continue to buy Xiaomi shares, the penalty cost will be extremely high.</p><p>On the other hand, a number of U.S. brokerages hold large amounts of Xiaomi stocks and will be the first to bear the brunt if the ban is implemented.</p><p>Among them, JPMorgan Chase holds 2.53 billion shares, accounting for 12.35% of the issued share capital; Citibank holds 2.093 billion shares, accounting for 10.22%; Morgan Stanley holds 480 million shares, accounting for 2.34%; The three together hold 24.91% of the shares.</p><p>The panic quickly spread to the stock price. The day after being included in the \"blacklist\", Xiaomi's stock price plummeted by more than 10%, and the upward momentum that lasted for nearly a year was cut off.</p><p>Xiaomi subsequently announced that its services and products are for civilian or commercial use, and the company is not owned, controlled or related to the Chinese military, nor is it a Chinese military company as defined by US law. At the end of January, Xiaomi sued the U.S. government's Ministry of National Defense and Ministry of Finance over its investment restrictions, asking the court to declare it illegal to put it on the \"blacklist\".</p><p>After four months of confrontation, Xiaomi struggled to win the staged victory of this war.</p><p>The damage has been done: Since the sudden attack in mid-January, Xiaomi's stock price has fluctuated from around HK $35 to around HK $25, and its market value has shrunk by nearly 1/3 in less than 4 months.</p><p><img src=\"https://static.tigerbbs.com/5d4a086aa37bacf244550af2e6fb0054\" tg-width=\"840\" tg-height=\"470\"></p><p>But compared with other Chinese companies such as Huawei and ZTE that have been suppressed by the United States, Xiaomi is lucky. Although it suffered setbacks in the capital market, the business did not suffer a real blow. The situation faced by Huawei and other companies is much more dangerous, and they still need patience and wisdom to really get out.</p><p><b>A</b></p><p>Xiaomi's ability to repel strong enemies is directly related to the \"nonsense\" of the attacker.</p><p>\"Military involvement\" is a common excuse used by the U.S. government to suppress foreign companies, from ZTE, Huawei to Xiaomi. Against the background of the cold Sino-US relations, this trick has been tried and tested, making it difficult for Huawei and other companies to defend themselves and fall into a quagmire.</p><p>However, compared with communication equipment companies, Xiaomi's main business is consumer products such as mobile phones and computers, as well as entertainment services such as film and television. Whether it is the product and technology itself, or the customer group it targets, it is difficult for Americans to grasp the actual handle, and they can only criticize the founders. This eventually became a key breakthrough for Xiaomi to win the lawsuit.</p><p>In March this year, the Wall Street Journal and other foreign media exposed the reasons why the US government sanctioned Xiaomi. Incredibly, Americans list Xiaomi as a \"military-related\" company. One of the reasons is that Xiaomi President and CEO Lei Jun was commended by the Chinese government in 2019.</p><p><img src=\"https://static.tigerbbs.com/57b925d84cab8e0f96aa5b6aab9f930f\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">Lei Jun</p><p>According to public information, Lei Jun was named the \"Fifth National Outstanding Builder of Socialism with Chinese Characteristics for Non-public Economy Persons\" that year. The award was jointly selected by the United Front Work Department of the Central Committee, the Ministry of Industry and Information Technology, the Ministry of Human Resources and Social Security, the State Administration for Market Regulation and the All-China Federation of Industry and Commerce, and has nothing to do with the military.</p><p>But the U.S. Department of Defense concocted an extremely far-fetched logic in the document:</p><p>Xiaomi Founder Wins Government Award; The company plans to invest RMB 50 billion in 5G, artificial intelligence and other fields in the next five years; These technologies have wide application prospects in the military field. Therefore, \"there are good reasons to include Xiaomi Group in sanctions\".</p><p>In addition, the Pentagon also made a fuss about the Ministry of Industry and Information Technology, one of the award-awarding institutions, claiming that the Ministry of Industry and Information Technology is promoting \"integration of defense and civilian technologies\" to promote the development of Chinese military technology. Xiaomi will play an important role in this plan.</p><p>Even in the American judicial circles, this set of twists and turns is unconvincing.</p><p>On March 12th, the U.S. District Judge in Washington temporarily suspended the ban of the U.S. Department of Defense. Judge Contreras believed that as the lawsuit unfolded, Xiaomi was likely to completely reverse this injunction, so he issued a preliminary injunction to prevent Xiaomi from suffering \"irreparable losses\".</p><p>Regarding the concern raised by the U.S. government that national security is threatened, Contreras said: \"The court has some doubts about whether this case actually involves major national security interests.\"</p><p>More importantly, the ban on companies such as Xiaomi was hastily issued by the Trump administration a week before leaving office, with the purpose of digging a few more holes for the new Biden administration in the diplomatic field. After Biden took office, his primary goal is to control the epidemic. Although he has not given up suppressing Chinese companies, he does not want to create another incident at the critical time of \"putting out the fire\" in China.</p><p>This is the fundamental difference between the difficulties faced by Xiaomi and Huawei: Xiaomi is just a hot potato thrown by Trump to Biden, while Huawei is regarded by Trump as the key to suppressing China and maintaining the global hegemony of American technology and even politics. \"hand\". Although the methods of attack are similar, the use value of the two in the eyes of American politicians is very different.</p><p>After the change of personnel in American political circles, Xiaomi's so-called \"military-related\" issues have much more room for mediation. This week, the U.S. government finally admitted that the \"blacklist\" had procedural justice issues, was willing to reach a settlement with Xiaomi, and gave up the appeal.</p><p><b>B</b></p><p>In early March, after the U.S. District Court temporarily suspended the ban, someone asked on the social networking site Maimai: \"The United States has sanctioned so many domestic companies, how can it just lift the ban on Xiaomi?\"</p><p>Regardless of external factors, an important reason why Xiaomi is exempted from sanctions is that it does not master the core technologies related to national security, but relies heavily on foreign imports.</p><p>Taking the core mobile phone product line as an example, Xiaomi is still inseparable from Qualcomm Snapdragon processor and Samsung OLED screen, and even regards it as one of the core selling points of its main models.</p><p>In order to ensure the supply of chips, Xiaomi accepted investment from Qualcomm in the early days of its establishment; When Xiaomi went to Hong Kong for an IPO in 2018, Qualcomm, as one of the seven cornerstone investors, subscribed for 46 million shares, accounting for 2.1% of the listed share capital.</p><p>In recent years, Xiaomi's R&D investment and the number of patents have continued to rise, learning from Huawei's experience of being stuck and forced to sell its mobile phone business. But like all domestic mobile phone manufacturers, Xiaomi is still far from being self-sufficient in key components such as processors.</p><p>More importantly, the consumer electronics field in which Xiaomi is located is a long-term advantageous project for Americans, and it does not particularly require \"off-the-market moves\" such as government intervention.</p><p><img src=\"https://static.tigerbbs.com/42226ac256c5415aff0de082be351536\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>On this track, Apple is the number one player. In addition to its strong industrial design and software development capabilities, its chip research and development capabilities are also first-class. Whether it is A-series chips on the mobile side or M-series chips on the desktop side, Apple has surpassed Qualcomm and Intel respectively.</p><p>At least at this stage, Xiaomi will not pose a significant challenge to American interests in terms of its field or its own strength, so it is destined not to become a thorn in the side of American political circles.</p><p>The American legal profession seems to hold a similar view. In addition to questioning whether Xiaomi can threaten U.S. national security, District Court Judge Contreras also expressed his views on Xiaomi's investment in 5G and artificial intelligence, as well as Lei Jun's personal honor.</p><p>He pointed out that 5G and artificial intelligence are rapidly becoming new standards in consumer electronics; In addition, since 2004, more than 500 entrepreneurs have won the same award as Lei Jun, including the boss of infant formula companies.</p><p>Alphabet List (ID: wujicaijing) checked the information and found that dozens of entrepreneurs such as NetEase CEO Ding Lei and Laoganma founder Tao Huabi also won awards at the same time as Lei Jun.</p><p>For Xiaomi's narrow victory, some people quipped on the Internet: It's not harmful, but it's extremely insulting.</p><p><b>C</b></p><p>Despite this, Xiaomi's victory against the U.S. government still gives Chinese companies suffering from sanctions a glimmer of hope.</p><p>Brain Egan, a lawyer in Washington, D.C., told Reuters, \"The facts used to accuse Xiaomi are simply ridiculous; I think this will definitely lead to more companies seeking immunity.\"</p><p>And so is the truth. In mid-March, encouraged by the temporary injunction of the U.S. District Court, a number of Chinese companies on the \"blacklist\" together with Xiaomi began to contact law firms and consider suing the U.S. government to challenge the basis and decision of blacklisting them.</p><p>In addition to Xiaomi, the list also includes COMAC, China Aviation Group, and Grand China Airlines in the aviation field, China Micro Semiconductor and Gaoyun Semiconductor in the chip field, Luokung Technology and Chinese-to-Chinese Communication in the big data and AI field, and Beijing Zhongguancun Development Investment Center.</p><p><img src=\"https://static.tigerbbs.com/f92d530607636142959ffb37cf5bbad4\" tg-width=\"550\" tg-height=\"673\" referrerpolicy=\"no-referrer\"></p><p>But compared with Xiaomi, the businesses of these companies are more sensitive, and some of them are related to the competition of underlying technologies. It is not easy to follow Xiaomi's example and get out of trouble quickly.</p><p>For reference, the U.S. Department of Commerce included Huawei in the \"Entity List\" in May 2019, prohibiting U.S. companies from selling technology and products to Huawei. To this day, this ban still shows no signs of loosening.</p><p>The reasons why the United States suppresses Huawei are very complicated, but one of the key considerations is that Huawei has a leading edge in 5G technology and poses a challenge to the interests of the United States in the global market. For such enterprises, Americans are bound to do everything possible to suppress them.</p><p>In the past two years, in order to get out of the predicament, Huawei has split Honor, developed emerging businesses such as cloud computing, and even entered the market to build cars, selling well-off electric vehicles in its flagship store. Although the U.S. suppression did not kill Huawei, it also caused a big impact on the giant.</p><p>This also shows from the side that Xiaomi's victory against the U.S. government this time is just a victory with multiple benefits, and it does not mean a turn in the Biden administration's policy towards Chinese companies. For more Chinese companies, the danger of US sanctions will still exist for a long time.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://finance.sina.com.cn/tech/csj/2021-05-12/doc-ikmyaawc4937569.shtml\">字母榜</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-05-12/doc-ikmyaawc4937569.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176763588","content_text":"文/彦飞\n5月12日,一份美国地方法院文件显示,小米公司已经与美国国防部达成和解,将被移出所谓“与中国军方相关”的黑名单。\n\n这意味着,美国机构和个人仍然可以在一级市场投资小米公司股权,或是在二级市场购买小米股票或ADR(美国存托凭证)。\n受此利好影响,周三港股交易中,小米股价上涨6.1%,报于26.1港元,为近5个交易日之新高。\n今年1月14日,美国政府突然颁布行政令,将小米等9家中国公司列入“黑名单”,理由是它们与中国军方存在关联。\n华兴证券首席经济学家庞溟在接受采访时表示,一旦列入黑名单,美国机构和个人投资者都需要遵守禁令,严格执行股票卖出。若被发现继续买入小米股票,处罚成本极高。\n另一方面,多家美国券商握有大笔小米股票,如果禁令落地将首当其冲。\n其中,摩根大通持有25.3亿股,占已发行股本的12.35%;花旗银行持有20.93亿股,占比10.22%;摩根士丹利持有4.8亿股,占比2.34%;三者合计持股24.91%。\n恐慌情绪很快传导到了股价上。被列入“黑名单”次日,小米股价大跌逾10%,绵延近一年的上涨势头被掐断。\n小米随后发布公告称,其服务和产品皆为民用或商用,公司并非中国军方拥有、控制或关联方,亦非美国法律定义的中国军方公司。1月底,小米针对美国政府限制投资一事起诉该国国防部和财政部,要求法院宣布将其列入“黑名单”为非法行为。\n在4个月的交锋之后,小米艰难赢得了这场战争的阶段性胜利。\n损害已经造成:自从1月中旬遭遇突然袭击以来,小米股价从35港元附近一路震荡下跌至25港元左右,不到4个月市值缩水约近1/3。\n\n但与华为、中兴等其他被美国打压的中国企业相比,小米又是幸运的。虽然在资本市场上受挫,但业务并未遭遇真正打击。而华为等企业面对的形势要凶险的多,想要真正走出来仍需要耐心和智慧。\nA\n小米能够击退强敌,与进攻方的“无厘头”直接相关。\n“涉军”是美国政府打压外国企业的常用借口,从中兴、华为到小米皆是如此。在中美关系趋冷的时代背景下,这一阴招屡试不爽,让华为等公司难以自辩,深陷泥潭。\n但与通信设备企业相比,小米的主营业务是手机、电脑等消费级产品,以及影视等娱乐服务。无论是产品和技术本身,还是面向的客户群体,美国人都很难抓住实际把柄,只能围绕创始人大作诛心之论。这最终成为小米打赢官司的关键突破口。\n今年3月,《华尔街日报》等国外媒体曝光了美国政府制裁小米的理由。匪夷所思的是,美国人将小米列为“涉军”企业,原因之一是小米总裁兼CEO雷军2019年曾受到中国政府表彰。\n雷军\n公开信息显示,雷军当年被评为“第五届全国非公有制经济人士优秀中国特色社会主义事业建设者”,该奖项由中央统战部、工信部、人社部、市场监管总局和全国工商联联合评选,与军方毫无关联。\n但美国国防部在文件中炮制了一个极为牵强的逻辑:\n小米创始人获得政府奖项;该公司计划未来5年在5G、人工智能等领域投入人民币500亿元;这些技术又在军事领域有广泛应用前景。因此,“有充分理由将小米集团列入制裁”。\n此外,五角大楼还围绕评奖机构之一工信部做文章,声称工信部正在推动“军民融合”,以促进中国军用技术的发展。小米将在这一计划中扮演重要角色。\n即使在美国司法界,这套七拐八绕的说辞也无法令人信服。\n3月12日,美国华盛顿地方法官临时叫停美国国防部禁令。法官孔特雷拉斯认为,随着诉讼的展开,小米很可能会完全扭转这项禁令,于是发布初步禁制令,以防止小米遭受“不可挽回的损失”。\n对于美国政府提出的国家安全遭到威胁的担忧,孔特雷拉斯表示:“法院有些怀疑,本案是否实际上牵扯到了重大国家安全利益。”\n更关键的是,针对小米等公司的禁令,是特朗普政府在离任前一周匆忙发布的,目的是在外交领域给新一届拜登政府多挖几个坑。而拜登上台后的首要目标是控制疫情,尽管并未放弃对中国企业的打压,却也并不想在国内“灭火”的关键时间点另生枝节。\n这就是小米和华为所面临困境的根本区别:小米只是特朗普扔给拜登的一枚烫手山芋,而华为则被特朗普当做了打压中国、维系美国科技乃至政治全球霸权的关键“抓手”。尽管发难方式类似,两者在美国政客眼中的利用价值却有天壤之别。\n美国政界人事更迭之后,小米所谓“涉军”问题的斡旋空间大了许多。本周,美国政府终于承认“黑名单”存在程序正义问题,愿意与小米达成和解,并放弃上诉。\nB\n3月上旬,在美国地方法院临时叫停禁令后,有人在社交网站脉脉上发出疑问:“美国制裁了国内这么多公司,怎么单单解禁了小米?”\n抛开外部因素不论,小米之所以免遭制裁,一个重要原因是它确实不掌握关系国家安全的核心技术,反而非常依赖国外进口。\n以核心的手机产品线为例,小米仍然离不开高通骁龙处理器和三星OLED屏,甚至将其作为主力机型的核心卖点之一。\n为了确保芯片供给,小米在创办初期就接受了高通的投资;2018年小米赴港IPO,高通作为7位基石投资者之一认购4600万股,占上市发行股本的2.1%。\n近些年来,有了华为惨遭卡脖子、被迫出售手机业务的前车之鉴,小米的研发投入和专利数量不断上升。但与国内所有手机厂商一样,在处理器等关键零部件上,小米距离自给自足仍然十分遥远。\n更关键的是,小米身处的消费电子领域,是美国人的长期优势项目,并不特别需要政府干预之类的“盘外招”。\n\n在这条赛道上,苹果是一号选手。它除了具备强大的工业设计和软件开发能力外,芯片研发实力同样一流。无论是移动端的A系列芯片,还是桌面端的M系列芯片,苹果都已经分别压过高通和英特尔一头。\n至少在目前阶段,小米无论是所处领域还是自身实力,都不会对美国利益构成显著挑战,也就注定不会成为美国政界的眼中钉。\n美国法律界似乎也持有类似看法。地方法院法官孔特雷拉斯除了质疑小米是否能够威胁美国国家安全外,还对小米投资5G和人工智能,以及雷军个人荣誉表达了看法。\n他指出,5G和人工智能正迅速成为消费电子领域的新标准;此外,自2004年以来,已经有超过500位企业家获得了与雷军相同的奖项,其中包含婴儿配方食品公司的老板。\n字母榜(ID: wujicaijing)查阅资料发现,与雷军同期获奖的还包括网易CEO丁磊、老干妈创始人陶华碧等数十位企业家。\n对于小米这场险胜,有人在网络上调侃道:伤害性不大,但侮辱性极强。\nC\n尽管如此,小米告赢美国政府,仍然让饱受制裁折磨的中国企业看到了一丝希望。\n美国华盛顿特区律师布莱恩·伊根(Brain Egan)对路透社表示,“用于指控小米的事实简直可笑;我认为,这肯定会导致更多公司寻求豁免。”\n事实也是如此。3月中旬,在美国地方法院临时禁令的鼓舞下,与小米一道登上“黑名单”的多家中国企业开始与律师事务所接触,考虑起诉美国政府,挑战将其列入黑名单的依据和决定。\n该批名单除了小米外,还包括航空领域的中国商飞、中国航空集团、大新华航空,芯片领域的中微半导体、高云半导体,大数据与AI领域的箩筐技术和中译语通,以及北京中关村发展投资中心。\n\n但与小米相比,这些公司的业务更加敏感,其中一部分关系到底层技术竞争,想要效法小米迅速脱困并非易事。\n可供参考的是,美国商务部2019年5月将华为列入“实体清单”,禁止美国企业向华为出售技术和产品。时至今日,这一禁令仍然未有任何松动迹象。\n美国打压华为的原因十分复杂,但关键考量因素之一是,华为在5G技术上具有领先优势,在全球市场上对美国利益构成挑战。对于这类企业,美国人势必要千方百计进行压制。\n过去两年间,为了摆脱困境,华为拆分荣耀,发力云计算等新兴业务,甚至入局造车,在自家旗舰店开售小康电动车。美国打压虽然并未杀死华为,却也让这家巨头遭到不小的冲击。\n这也从侧面表明,小米此次告赢美国政府,只是一场多方利好交错之下的胜利,并不意味着拜登当局对中国公司的政策转弯。对于更多中国企业而言,美国的制裁危险仍将长期存在。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":3380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":191071623,"gmtCreate":1620830599662,"gmtModify":1704349076779,"author":{"id":"3582538486924451","authorId":"3582538486924451","name":"GotoAlan","avatar":"https://static.tigerbbs.com/309928d11befbebb3717aa8a8868ea2c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582538486924451","idStr":"3582538486924451"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/191071623","repostId":"1176763588","repostType":4,"repost":{"id":"1176763588","kind":"news","pubTimestamp":1620828353,"share":"https://ttm.financial/m/news/1176763588?lang=en_US&edition=fundamental","pubTime":"2021-05-12 22:05","market":"hk","language":"zh","title":"Why can Xiaomi escape US sanctions?","url":"https://stock-news.laohu8.com/highlight/detail?id=1176763588","media":"字母榜","summary":"在4个月的交锋之后,小米艰难赢得了这场战争的阶段性胜利。","content":"<p>Text/Yan Fei</p><p>On May 12, a U.S. District Court document showed that Xiaomi had reached a settlement with the U.S. Department of Defense and would be removed from the so-called \"related to the Chinese military\" blacklist.</p><p><img src=\"https://static.tigerbbs.com/6f3c51b64c22eb6014721499d5ccc17d\" tg-width=\"550\" tg-height=\"593\" referrerpolicy=\"no-referrer\"></p><p>This means that American institutions and individuals can still invest in Xiaomi's equity in the primary market, or buy Xiaomi shares or ADRs (American Depositary Receipts) in the secondary market.</p><p>Affected by this positive news, Xiaomi's share price rose 6.1% to HK $26.1 in Hong Kong stock trading on Wednesday, a new high in the past five trading days.</p><p>On January 14th this year, the U.S. government suddenly issued an executive order to \"blacklist\" nine Chinese companies, including Xiaomi, on the grounds that they were related to the Chinese military.</p><p>Pang Ming, chief economist of Huaxing Securities, said in an interview that once blacklisted, U.S. institutional and individual investors need to abide by the ban and strictly implement stock selling. If you are found to continue to buy Xiaomi shares, the penalty cost will be extremely high.</p><p>On the other hand, a number of U.S. brokerages hold large amounts of Xiaomi stocks and will be the first to bear the brunt if the ban is implemented.</p><p>Among them, JPMorgan Chase holds 2.53 billion shares, accounting for 12.35% of the issued share capital; Citibank holds 2.093 billion shares, accounting for 10.22%; Morgan Stanley holds 480 million shares, accounting for 2.34%; The three together hold 24.91% of the shares.</p><p>The panic quickly spread to the stock price. The day after being included in the \"blacklist\", Xiaomi's stock price plummeted by more than 10%, and the upward momentum that lasted for nearly a year was cut off.</p><p>Xiaomi subsequently announced that its services and products are for civilian or commercial use, and the company is not owned, controlled or related to the Chinese military, nor is it a Chinese military company as defined by US law. At the end of January, Xiaomi sued the U.S. government's Ministry of National Defense and Ministry of Finance over its investment restrictions, asking the court to declare it illegal to put it on the \"blacklist\".</p><p>After four months of confrontation, Xiaomi struggled to win the staged victory of this war.</p><p>The damage has been done: Since the sudden attack in mid-January, Xiaomi's stock price has fluctuated from around HK $35 to around HK $25, and its market value has shrunk by nearly 1/3 in less than 4 months.</p><p><img src=\"https://static.tigerbbs.com/5d4a086aa37bacf244550af2e6fb0054\" tg-width=\"840\" tg-height=\"470\"></p><p>But compared with other Chinese companies such as Huawei and ZTE that have been suppressed by the United States, Xiaomi is lucky. Although it suffered setbacks in the capital market, the business did not suffer a real blow. The situation faced by Huawei and other companies is much more dangerous, and they still need patience and wisdom to really get out.</p><p><b>A</b></p><p>Xiaomi's ability to repel strong enemies is directly related to the \"nonsense\" of the attacker.</p><p>\"Military involvement\" is a common excuse used by the U.S. government to suppress foreign companies, from ZTE, Huawei to Xiaomi. Against the background of the cold Sino-US relations, this trick has been tried and tested, making it difficult for Huawei and other companies to defend themselves and fall into a quagmire.</p><p>However, compared with communication equipment companies, Xiaomi's main business is consumer products such as mobile phones and computers, as well as entertainment services such as film and television. Whether it is the product and technology itself, or the customer group it targets, it is difficult for Americans to grasp the actual handle, and they can only criticize the founders. This eventually became a key breakthrough for Xiaomi to win the lawsuit.</p><p>In March this year, the Wall Street Journal and other foreign media exposed the reasons why the US government sanctioned Xiaomi. Incredibly, Americans list Xiaomi as a \"military-related\" company. One of the reasons is that Xiaomi President and CEO Lei Jun was commended by the Chinese government in 2019.</p><p><img src=\"https://static.tigerbbs.com/57b925d84cab8e0f96aa5b6aab9f930f\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">Lei Jun</p><p>According to public information, Lei Jun was named the \"Fifth National Outstanding Builder of Socialism with Chinese Characteristics for Non-public Economy Persons\" that year. The award was jointly selected by the United Front Work Department of the Central Committee, the Ministry of Industry and Information Technology, the Ministry of Human Resources and Social Security, the State Administration for Market Regulation and the All-China Federation of Industry and Commerce, and has nothing to do with the military.</p><p>But the U.S. Department of Defense concocted an extremely far-fetched logic in the document:</p><p>Xiaomi Founder Wins Government Award; The company plans to invest RMB 50 billion in 5G, artificial intelligence and other fields in the next five years; These technologies have wide application prospects in the military field. Therefore, \"there are good reasons to include Xiaomi Group in sanctions\".</p><p>In addition, the Pentagon also made a fuss about the Ministry of Industry and Information Technology, one of the award-awarding institutions, claiming that the Ministry of Industry and Information Technology is promoting \"integration of defense and civilian technologies\" to promote the development of Chinese military technology. Xiaomi will play an important role in this plan.</p><p>Even in the American judicial circles, this set of twists and turns is unconvincing.</p><p>On March 12th, the U.S. District Judge in Washington temporarily suspended the ban of the U.S. Department of Defense. Judge Contreras believed that as the lawsuit unfolded, Xiaomi was likely to completely reverse this injunction, so he issued a preliminary injunction to prevent Xiaomi from suffering \"irreparable losses\".</p><p>Regarding the concern raised by the U.S. government that national security is threatened, Contreras said: \"The court has some doubts about whether this case actually involves major national security interests.\"</p><p>More importantly, the ban on companies such as Xiaomi was hastily issued by the Trump administration a week before leaving office, with the purpose of digging a few more holes for the new Biden administration in the diplomatic field. After Biden took office, his primary goal is to control the epidemic. Although he has not given up suppressing Chinese companies, he does not want to create another incident at the critical time of \"putting out the fire\" in China.</p><p>This is the fundamental difference between the difficulties faced by Xiaomi and Huawei: Xiaomi is just a hot potato thrown by Trump to Biden, while Huawei is regarded by Trump as the key to suppressing China and maintaining the global hegemony of American technology and even politics. \"hand\". Although the methods of attack are similar, the use value of the two in the eyes of American politicians is very different.</p><p>After the change of personnel in American political circles, Xiaomi's so-called \"military-related\" issues have much more room for mediation. This week, the U.S. government finally admitted that the \"blacklist\" had procedural justice issues, was willing to reach a settlement with Xiaomi, and gave up the appeal.</p><p><b>B</b></p><p>In early March, after the U.S. District Court temporarily suspended the ban, someone asked on the social networking site Maimai: \"The United States has sanctioned so many domestic companies, how can it just lift the ban on Xiaomi?\"</p><p>Regardless of external factors, an important reason why Xiaomi is exempted from sanctions is that it does not master the core technologies related to national security, but relies heavily on foreign imports.</p><p>Taking the core mobile phone product line as an example, Xiaomi is still inseparable from Qualcomm Snapdragon processor and Samsung OLED screen, and even regards it as one of the core selling points of its main models.</p><p>In order to ensure the supply of chips, Xiaomi accepted investment from Qualcomm in the early days of its establishment; When Xiaomi went to Hong Kong for an IPO in 2018, Qualcomm, as one of the seven cornerstone investors, subscribed for 46 million shares, accounting for 2.1% of the listed share capital.</p><p>In recent years, Xiaomi's R&D investment and the number of patents have continued to rise, learning from Huawei's experience of being stuck and forced to sell its mobile phone business. But like all domestic mobile phone manufacturers, Xiaomi is still far from being self-sufficient in key components such as processors.</p><p>More importantly, the consumer electronics field in which Xiaomi is located is a long-term advantageous project for Americans, and it does not particularly require \"off-the-market moves\" such as government intervention.</p><p><img src=\"https://static.tigerbbs.com/42226ac256c5415aff0de082be351536\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>On this track, Apple is the number one player. In addition to its strong industrial design and software development capabilities, its chip research and development capabilities are also first-class. Whether it is A-series chips on the mobile side or M-series chips on the desktop side, Apple has surpassed Qualcomm and Intel respectively.</p><p>At least at this stage, Xiaomi will not pose a significant challenge to American interests in terms of its field or its own strength, so it is destined not to become a thorn in the side of American political circles.</p><p>The American legal profession seems to hold a similar view. In addition to questioning whether Xiaomi can threaten U.S. national security, District Court Judge Contreras also expressed his views on Xiaomi's investment in 5G and artificial intelligence, as well as Lei Jun's personal honor.</p><p>He pointed out that 5G and artificial intelligence are rapidly becoming new standards in consumer electronics; In addition, since 2004, more than 500 entrepreneurs have won the same award as Lei Jun, including the boss of infant formula companies.</p><p>Alphabet List (ID: wujicaijing) checked the information and found that dozens of entrepreneurs such as NetEase CEO Ding Lei and Laoganma founder Tao Huabi also won awards at the same time as Lei Jun.</p><p>For Xiaomi's narrow victory, some people quipped on the Internet: It's not harmful, but it's extremely insulting.</p><p><b>C</b></p><p>Despite this, Xiaomi's victory against the U.S. government still gives Chinese companies suffering from sanctions a glimmer of hope.</p><p>Brain Egan, a lawyer in Washington, D.C., told Reuters, \"The facts used to accuse Xiaomi are simply ridiculous; I think this will definitely lead to more companies seeking immunity.\"</p><p>And so is the truth. In mid-March, encouraged by the temporary injunction of the U.S. District Court, a number of Chinese companies on the \"blacklist\" together with Xiaomi began to contact law firms and consider suing the U.S. government to challenge the basis and decision of blacklisting them.</p><p>In addition to Xiaomi, the list also includes COMAC, China Aviation Group, and Grand China Airlines in the aviation field, China Micro Semiconductor and Gaoyun Semiconductor in the chip field, Luokung Technology and Chinese-to-Chinese Communication in the big data and AI field, and Beijing Zhongguancun Development Investment Center.</p><p><img src=\"https://static.tigerbbs.com/f92d530607636142959ffb37cf5bbad4\" tg-width=\"550\" tg-height=\"673\" referrerpolicy=\"no-referrer\"></p><p>But compared with Xiaomi, the businesses of these companies are more sensitive, and some of them are related to the competition of underlying technologies. It is not easy to follow Xiaomi's example and get out of trouble quickly.</p><p>For reference, the U.S. Department of Commerce included Huawei in the \"Entity List\" in May 2019, prohibiting U.S. companies from selling technology and products to Huawei. To this day, this ban still shows no signs of loosening.</p><p>The reasons why the United States suppresses Huawei are very complicated, but one of the key considerations is that Huawei has a leading edge in 5G technology and poses a challenge to the interests of the United States in the global market. For such enterprises, Americans are bound to do everything possible to suppress them.</p><p>In the past two years, in order to get out of the predicament, Huawei has split Honor, developed emerging businesses such as cloud computing, and even entered the market to build cars, selling well-off electric vehicles in its flagship store. Although the U.S. suppression did not kill Huawei, it also caused a big impact on the giant.</p><p>This also shows from the side that Xiaomi's victory against the U.S. government this time is just a victory with multiple benefits, and it does not mean a turn in the Biden administration's policy towards Chinese companies. For more Chinese companies, the danger of US sanctions will still exist for a long time.</p>","source":"ZMB","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why can Xiaomi escape US sanctions?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy can Xiaomi escape US sanctions?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">字母榜</strong><span class=\"h-time small\">2021-05-12 22:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Text/Yan Fei</p><p>On May 12, a U.S. District Court document showed that Xiaomi had reached a settlement with the U.S. Department of Defense and would be removed from the so-called \"related to the Chinese military\" blacklist.</p><p><img src=\"https://static.tigerbbs.com/6f3c51b64c22eb6014721499d5ccc17d\" tg-width=\"550\" tg-height=\"593\" referrerpolicy=\"no-referrer\"></p><p>This means that American institutions and individuals can still invest in Xiaomi's equity in the primary market, or buy Xiaomi shares or ADRs (American Depositary Receipts) in the secondary market.</p><p>Affected by this positive news, Xiaomi's share price rose 6.1% to HK $26.1 in Hong Kong stock trading on Wednesday, a new high in the past five trading days.</p><p>On January 14th this year, the U.S. government suddenly issued an executive order to \"blacklist\" nine Chinese companies, including Xiaomi, on the grounds that they were related to the Chinese military.</p><p>Pang Ming, chief economist of Huaxing Securities, said in an interview that once blacklisted, U.S. institutional and individual investors need to abide by the ban and strictly implement stock selling. If you are found to continue to buy Xiaomi shares, the penalty cost will be extremely high.</p><p>On the other hand, a number of U.S. brokerages hold large amounts of Xiaomi stocks and will be the first to bear the brunt if the ban is implemented.</p><p>Among them, JPMorgan Chase holds 2.53 billion shares, accounting for 12.35% of the issued share capital; Citibank holds 2.093 billion shares, accounting for 10.22%; Morgan Stanley holds 480 million shares, accounting for 2.34%; The three together hold 24.91% of the shares.</p><p>The panic quickly spread to the stock price. The day after being included in the \"blacklist\", Xiaomi's stock price plummeted by more than 10%, and the upward momentum that lasted for nearly a year was cut off.</p><p>Xiaomi subsequently announced that its services and products are for civilian or commercial use, and the company is not owned, controlled or related to the Chinese military, nor is it a Chinese military company as defined by US law. At the end of January, Xiaomi sued the U.S. government's Ministry of National Defense and Ministry of Finance over its investment restrictions, asking the court to declare it illegal to put it on the \"blacklist\".</p><p>After four months of confrontation, Xiaomi struggled to win the staged victory of this war.</p><p>The damage has been done: Since the sudden attack in mid-January, Xiaomi's stock price has fluctuated from around HK $35 to around HK $25, and its market value has shrunk by nearly 1/3 in less than 4 months.</p><p><img src=\"https://static.tigerbbs.com/5d4a086aa37bacf244550af2e6fb0054\" tg-width=\"840\" tg-height=\"470\"></p><p>But compared with other Chinese companies such as Huawei and ZTE that have been suppressed by the United States, Xiaomi is lucky. Although it suffered setbacks in the capital market, the business did not suffer a real blow. The situation faced by Huawei and other companies is much more dangerous, and they still need patience and wisdom to really get out.</p><p><b>A</b></p><p>Xiaomi's ability to repel strong enemies is directly related to the \"nonsense\" of the attacker.</p><p>\"Military involvement\" is a common excuse used by the U.S. government to suppress foreign companies, from ZTE, Huawei to Xiaomi. Against the background of the cold Sino-US relations, this trick has been tried and tested, making it difficult for Huawei and other companies to defend themselves and fall into a quagmire.</p><p>However, compared with communication equipment companies, Xiaomi's main business is consumer products such as mobile phones and computers, as well as entertainment services such as film and television. Whether it is the product and technology itself, or the customer group it targets, it is difficult for Americans to grasp the actual handle, and they can only criticize the founders. This eventually became a key breakthrough for Xiaomi to win the lawsuit.</p><p>In March this year, the Wall Street Journal and other foreign media exposed the reasons why the US government sanctioned Xiaomi. Incredibly, Americans list Xiaomi as a \"military-related\" company. One of the reasons is that Xiaomi President and CEO Lei Jun was commended by the Chinese government in 2019.</p><p><img src=\"https://static.tigerbbs.com/57b925d84cab8e0f96aa5b6aab9f930f\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">Lei Jun</p><p>According to public information, Lei Jun was named the \"Fifth National Outstanding Builder of Socialism with Chinese Characteristics for Non-public Economy Persons\" that year. The award was jointly selected by the United Front Work Department of the Central Committee, the Ministry of Industry and Information Technology, the Ministry of Human Resources and Social Security, the State Administration for Market Regulation and the All-China Federation of Industry and Commerce, and has nothing to do with the military.</p><p>But the U.S. Department of Defense concocted an extremely far-fetched logic in the document:</p><p>Xiaomi Founder Wins Government Award; The company plans to invest RMB 50 billion in 5G, artificial intelligence and other fields in the next five years; These technologies have wide application prospects in the military field. Therefore, \"there are good reasons to include Xiaomi Group in sanctions\".</p><p>In addition, the Pentagon also made a fuss about the Ministry of Industry and Information Technology, one of the award-awarding institutions, claiming that the Ministry of Industry and Information Technology is promoting \"integration of defense and civilian technologies\" to promote the development of Chinese military technology. Xiaomi will play an important role in this plan.</p><p>Even in the American judicial circles, this set of twists and turns is unconvincing.</p><p>On March 12th, the U.S. District Judge in Washington temporarily suspended the ban of the U.S. Department of Defense. Judge Contreras believed that as the lawsuit unfolded, Xiaomi was likely to completely reverse this injunction, so he issued a preliminary injunction to prevent Xiaomi from suffering \"irreparable losses\".</p><p>Regarding the concern raised by the U.S. government that national security is threatened, Contreras said: \"The court has some doubts about whether this case actually involves major national security interests.\"</p><p>More importantly, the ban on companies such as Xiaomi was hastily issued by the Trump administration a week before leaving office, with the purpose of digging a few more holes for the new Biden administration in the diplomatic field. After Biden took office, his primary goal is to control the epidemic. Although he has not given up suppressing Chinese companies, he does not want to create another incident at the critical time of \"putting out the fire\" in China.</p><p>This is the fundamental difference between the difficulties faced by Xiaomi and Huawei: Xiaomi is just a hot potato thrown by Trump to Biden, while Huawei is regarded by Trump as the key to suppressing China and maintaining the global hegemony of American technology and even politics. \"hand\". Although the methods of attack are similar, the use value of the two in the eyes of American politicians is very different.</p><p>After the change of personnel in American political circles, Xiaomi's so-called \"military-related\" issues have much more room for mediation. This week, the U.S. government finally admitted that the \"blacklist\" had procedural justice issues, was willing to reach a settlement with Xiaomi, and gave up the appeal.</p><p><b>B</b></p><p>In early March, after the U.S. District Court temporarily suspended the ban, someone asked on the social networking site Maimai: \"The United States has sanctioned so many domestic companies, how can it just lift the ban on Xiaomi?\"</p><p>Regardless of external factors, an important reason why Xiaomi is exempted from sanctions is that it does not master the core technologies related to national security, but relies heavily on foreign imports.</p><p>Taking the core mobile phone product line as an example, Xiaomi is still inseparable from Qualcomm Snapdragon processor and Samsung OLED screen, and even regards it as one of the core selling points of its main models.</p><p>In order to ensure the supply of chips, Xiaomi accepted investment from Qualcomm in the early days of its establishment; When Xiaomi went to Hong Kong for an IPO in 2018, Qualcomm, as one of the seven cornerstone investors, subscribed for 46 million shares, accounting for 2.1% of the listed share capital.</p><p>In recent years, Xiaomi's R&D investment and the number of patents have continued to rise, learning from Huawei's experience of being stuck and forced to sell its mobile phone business. But like all domestic mobile phone manufacturers, Xiaomi is still far from being self-sufficient in key components such as processors.</p><p>More importantly, the consumer electronics field in which Xiaomi is located is a long-term advantageous project for Americans, and it does not particularly require \"off-the-market moves\" such as government intervention.</p><p><img src=\"https://static.tigerbbs.com/42226ac256c5415aff0de082be351536\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>On this track, Apple is the number one player. In addition to its strong industrial design and software development capabilities, its chip research and development capabilities are also first-class. Whether it is A-series chips on the mobile side or M-series chips on the desktop side, Apple has surpassed Qualcomm and Intel respectively.</p><p>At least at this stage, Xiaomi will not pose a significant challenge to American interests in terms of its field or its own strength, so it is destined not to become a thorn in the side of American political circles.</p><p>The American legal profession seems to hold a similar view. In addition to questioning whether Xiaomi can threaten U.S. national security, District Court Judge Contreras also expressed his views on Xiaomi's investment in 5G and artificial intelligence, as well as Lei Jun's personal honor.</p><p>He pointed out that 5G and artificial intelligence are rapidly becoming new standards in consumer electronics; In addition, since 2004, more than 500 entrepreneurs have won the same award as Lei Jun, including the boss of infant formula companies.</p><p>Alphabet List (ID: wujicaijing) checked the information and found that dozens of entrepreneurs such as NetEase CEO Ding Lei and Laoganma founder Tao Huabi also won awards at the same time as Lei Jun.</p><p>For Xiaomi's narrow victory, some people quipped on the Internet: It's not harmful, but it's extremely insulting.</p><p><b>C</b></p><p>Despite this, Xiaomi's victory against the U.S. government still gives Chinese companies suffering from sanctions a glimmer of hope.</p><p>Brain Egan, a lawyer in Washington, D.C., told Reuters, \"The facts used to accuse Xiaomi are simply ridiculous; I think this will definitely lead to more companies seeking immunity.\"</p><p>And so is the truth. In mid-March, encouraged by the temporary injunction of the U.S. District Court, a number of Chinese companies on the \"blacklist\" together with Xiaomi began to contact law firms and consider suing the U.S. government to challenge the basis and decision of blacklisting them.</p><p>In addition to Xiaomi, the list also includes COMAC, China Aviation Group, and Grand China Airlines in the aviation field, China Micro Semiconductor and Gaoyun Semiconductor in the chip field, Luokung Technology and Chinese-to-Chinese Communication in the big data and AI field, and Beijing Zhongguancun Development Investment Center.</p><p><img src=\"https://static.tigerbbs.com/f92d530607636142959ffb37cf5bbad4\" tg-width=\"550\" tg-height=\"673\" referrerpolicy=\"no-referrer\"></p><p>But compared with Xiaomi, the businesses of these companies are more sensitive, and some of them are related to the competition of underlying technologies. It is not easy to follow Xiaomi's example and get out of trouble quickly.</p><p>For reference, the U.S. Department of Commerce included Huawei in the \"Entity List\" in May 2019, prohibiting U.S. companies from selling technology and products to Huawei. To this day, this ban still shows no signs of loosening.</p><p>The reasons why the United States suppresses Huawei are very complicated, but one of the key considerations is that Huawei has a leading edge in 5G technology and poses a challenge to the interests of the United States in the global market. For such enterprises, Americans are bound to do everything possible to suppress them.</p><p>In the past two years, in order to get out of the predicament, Huawei has split Honor, developed emerging businesses such as cloud computing, and even entered the market to build cars, selling well-off electric vehicles in its flagship store. Although the U.S. suppression did not kill Huawei, it also caused a big impact on the giant.</p><p>This also shows from the side that Xiaomi's victory against the U.S. government this time is just a victory with multiple benefits, and it does not mean a turn in the Biden administration's policy towards Chinese companies. For more Chinese companies, the danger of US sanctions will still exist for a long time.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://finance.sina.com.cn/tech/csj/2021-05-12/doc-ikmyaawc4937569.shtml\">字母榜</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-05-12/doc-ikmyaawc4937569.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176763588","content_text":"文/彦飞\n5月12日,一份美国地方法院文件显示,小米公司已经与美国国防部达成和解,将被移出所谓“与中国军方相关”的黑名单。\n\n这意味着,美国机构和个人仍然可以在一级市场投资小米公司股权,或是在二级市场购买小米股票或ADR(美国存托凭证)。\n受此利好影响,周三港股交易中,小米股价上涨6.1%,报于26.1港元,为近5个交易日之新高。\n今年1月14日,美国政府突然颁布行政令,将小米等9家中国公司列入“黑名单”,理由是它们与中国军方存在关联。\n华兴证券首席经济学家庞溟在接受采访时表示,一旦列入黑名单,美国机构和个人投资者都需要遵守禁令,严格执行股票卖出。若被发现继续买入小米股票,处罚成本极高。\n另一方面,多家美国券商握有大笔小米股票,如果禁令落地将首当其冲。\n其中,摩根大通持有25.3亿股,占已发行股本的12.35%;花旗银行持有20.93亿股,占比10.22%;摩根士丹利持有4.8亿股,占比2.34%;三者合计持股24.91%。\n恐慌情绪很快传导到了股价上。被列入“黑名单”次日,小米股价大跌逾10%,绵延近一年的上涨势头被掐断。\n小米随后发布公告称,其服务和产品皆为民用或商用,公司并非中国军方拥有、控制或关联方,亦非美国法律定义的中国军方公司。1月底,小米针对美国政府限制投资一事起诉该国国防部和财政部,要求法院宣布将其列入“黑名单”为非法行为。\n在4个月的交锋之后,小米艰难赢得了这场战争的阶段性胜利。\n损害已经造成:自从1月中旬遭遇突然袭击以来,小米股价从35港元附近一路震荡下跌至25港元左右,不到4个月市值缩水约近1/3。\n\n但与华为、中兴等其他被美国打压的中国企业相比,小米又是幸运的。虽然在资本市场上受挫,但业务并未遭遇真正打击。而华为等企业面对的形势要凶险的多,想要真正走出来仍需要耐心和智慧。\nA\n小米能够击退强敌,与进攻方的“无厘头”直接相关。\n“涉军”是美国政府打压外国企业的常用借口,从中兴、华为到小米皆是如此。在中美关系趋冷的时代背景下,这一阴招屡试不爽,让华为等公司难以自辩,深陷泥潭。\n但与通信设备企业相比,小米的主营业务是手机、电脑等消费级产品,以及影视等娱乐服务。无论是产品和技术本身,还是面向的客户群体,美国人都很难抓住实际把柄,只能围绕创始人大作诛心之论。这最终成为小米打赢官司的关键突破口。\n今年3月,《华尔街日报》等国外媒体曝光了美国政府制裁小米的理由。匪夷所思的是,美国人将小米列为“涉军”企业,原因之一是小米总裁兼CEO雷军2019年曾受到中国政府表彰。\n雷军\n公开信息显示,雷军当年被评为“第五届全国非公有制经济人士优秀中国特色社会主义事业建设者”,该奖项由中央统战部、工信部、人社部、市场监管总局和全国工商联联合评选,与军方毫无关联。\n但美国国防部在文件中炮制了一个极为牵强的逻辑:\n小米创始人获得政府奖项;该公司计划未来5年在5G、人工智能等领域投入人民币500亿元;这些技术又在军事领域有广泛应用前景。因此,“有充分理由将小米集团列入制裁”。\n此外,五角大楼还围绕评奖机构之一工信部做文章,声称工信部正在推动“军民融合”,以促进中国军用技术的发展。小米将在这一计划中扮演重要角色。\n即使在美国司法界,这套七拐八绕的说辞也无法令人信服。\n3月12日,美国华盛顿地方法官临时叫停美国国防部禁令。法官孔特雷拉斯认为,随着诉讼的展开,小米很可能会完全扭转这项禁令,于是发布初步禁制令,以防止小米遭受“不可挽回的损失”。\n对于美国政府提出的国家安全遭到威胁的担忧,孔特雷拉斯表示:“法院有些怀疑,本案是否实际上牵扯到了重大国家安全利益。”\n更关键的是,针对小米等公司的禁令,是特朗普政府在离任前一周匆忙发布的,目的是在外交领域给新一届拜登政府多挖几个坑。而拜登上台后的首要目标是控制疫情,尽管并未放弃对中国企业的打压,却也并不想在国内“灭火”的关键时间点另生枝节。\n这就是小米和华为所面临困境的根本区别:小米只是特朗普扔给拜登的一枚烫手山芋,而华为则被特朗普当做了打压中国、维系美国科技乃至政治全球霸权的关键“抓手”。尽管发难方式类似,两者在美国政客眼中的利用价值却有天壤之别。\n美国政界人事更迭之后,小米所谓“涉军”问题的斡旋空间大了许多。本周,美国政府终于承认“黑名单”存在程序正义问题,愿意与小米达成和解,并放弃上诉。\nB\n3月上旬,在美国地方法院临时叫停禁令后,有人在社交网站脉脉上发出疑问:“美国制裁了国内这么多公司,怎么单单解禁了小米?”\n抛开外部因素不论,小米之所以免遭制裁,一个重要原因是它确实不掌握关系国家安全的核心技术,反而非常依赖国外进口。\n以核心的手机产品线为例,小米仍然离不开高通骁龙处理器和三星OLED屏,甚至将其作为主力机型的核心卖点之一。\n为了确保芯片供给,小米在创办初期就接受了高通的投资;2018年小米赴港IPO,高通作为7位基石投资者之一认购4600万股,占上市发行股本的2.1%。\n近些年来,有了华为惨遭卡脖子、被迫出售手机业务的前车之鉴,小米的研发投入和专利数量不断上升。但与国内所有手机厂商一样,在处理器等关键零部件上,小米距离自给自足仍然十分遥远。\n更关键的是,小米身处的消费电子领域,是美国人的长期优势项目,并不特别需要政府干预之类的“盘外招”。\n\n在这条赛道上,苹果是一号选手。它除了具备强大的工业设计和软件开发能力外,芯片研发实力同样一流。无论是移动端的A系列芯片,还是桌面端的M系列芯片,苹果都已经分别压过高通和英特尔一头。\n至少在目前阶段,小米无论是所处领域还是自身实力,都不会对美国利益构成显著挑战,也就注定不会成为美国政界的眼中钉。\n美国法律界似乎也持有类似看法。地方法院法官孔特雷拉斯除了质疑小米是否能够威胁美国国家安全外,还对小米投资5G和人工智能,以及雷军个人荣誉表达了看法。\n他指出,5G和人工智能正迅速成为消费电子领域的新标准;此外,自2004年以来,已经有超过500位企业家获得了与雷军相同的奖项,其中包含婴儿配方食品公司的老板。\n字母榜(ID: wujicaijing)查阅资料发现,与雷军同期获奖的还包括网易CEO丁磊、老干妈创始人陶华碧等数十位企业家。\n对于小米这场险胜,有人在网络上调侃道:伤害性不大,但侮辱性极强。\nC\n尽管如此,小米告赢美国政府,仍然让饱受制裁折磨的中国企业看到了一丝希望。\n美国华盛顿特区律师布莱恩·伊根(Brain Egan)对路透社表示,“用于指控小米的事实简直可笑;我认为,这肯定会导致更多公司寻求豁免。”\n事实也是如此。3月中旬,在美国地方法院临时禁令的鼓舞下,与小米一道登上“黑名单”的多家中国企业开始与律师事务所接触,考虑起诉美国政府,挑战将其列入黑名单的依据和决定。\n该批名单除了小米外,还包括航空领域的中国商飞、中国航空集团、大新华航空,芯片领域的中微半导体、高云半导体,大数据与AI领域的箩筐技术和中译语通,以及北京中关村发展投资中心。\n\n但与小米相比,这些公司的业务更加敏感,其中一部分关系到底层技术竞争,想要效法小米迅速脱困并非易事。\n可供参考的是,美国商务部2019年5月将华为列入“实体清单”,禁止美国企业向华为出售技术和产品。时至今日,这一禁令仍然未有任何松动迹象。\n美国打压华为的原因十分复杂,但关键考量因素之一是,华为在5G技术上具有领先优势,在全球市场上对美国利益构成挑战。对于这类企业,美国人势必要千方百计进行压制。\n过去两年间,为了摆脱困境,华为拆分荣耀,发力云计算等新兴业务,甚至入局造车,在自家旗舰店开售小康电动车。美国打压虽然并未杀死华为,却也让这家巨头遭到不小的冲击。\n这也从侧面表明,小米此次告赢美国政府,只是一场多方利好交错之下的胜利,并不意味着拜登当局对中国公司的政策转弯。对于更多中国企业而言,美国的制裁危险仍将长期存在。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":3380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192340674,"gmtCreate":1621151587498,"gmtModify":1704353425511,"author":{"id":"3582538486924451","authorId":"3582538486924451","name":"GotoAlan","avatar":"https://static.tigerbbs.com/309928d11befbebb3717aa8a8868ea2c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582538486924451","idStr":"3582538486924451"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/192340674","repostId":"2135498979","repostType":4,"isVote":1,"tweetType":1,"viewCount":2946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198952903,"gmtCreate":1620920581902,"gmtModify":1704350564253,"author":{"id":"3582538486924451","authorId":"3582538486924451","name":"GotoAlan","avatar":"https://static.tigerbbs.com/309928d11befbebb3717aa8a8868ea2c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582538486924451","idStr":"3582538486924451"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198952903","repostId":"2135621359","repostType":4,"repost":{"id":"2135621359","kind":"news","pubTimestamp":1620912742,"share":"https://ttm.financial/m/news/2135621359?lang=en_US&edition=fundamental","pubTime":"2021-05-13 21:32","market":"us","language":"zh","title":"Muddy Waters shorts Lemonade: There are serious security vulnerabilities and should be offline immediately","url":"https://stock-news.laohu8.com/highlight/detail?id=2135621359","media":"智通财经","summary":"可能会暴露客户个人身份信息,要求公司立即让网站下线,修复漏洞。","content":"<p>On Thursday, May 13, Muddy Waters claimed that,<a href=\"https://laohu8.com/S/LMND\">Lemonade</a>The website has a serious security vulnerability that may expose customer personally identifiable information (PII), requiring the company to immediately take the website offline and fix the vulnerability. Affected by this news, Lemonade's stock price once fell by more than 7% before the market, and then gradually recovered. As of press time at the beginning of the session, Lemonade rose 0.68% to $60.57.</p><p><img src=\"https://static.tigerbbs.com/98446c1f3c305e0b0e624ee8263a4356\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>It is understood that Muddy Waters is not the first short seller to target Lemonade, with The Friendly Bear also shorting the company late last year.</p><p>Affected by the loss per share in the first quarter being larger than market expectations, several investment banks downgraded their ratings on Internet insurance company Lemonade. among<a href=\"https://laohu8.com/S/UBS\">UBS</a>Analyst Andrew Kligerman pointed to the unexpected losses caused by the Texas storm as the main reason for the stock's losses. The financial report shows that the gross loss rate of 121% in the first quarter included 50% of the catastrophe impact. While the adjusted EBITDA loss of $41 million was in line with the bank's expectations, the<a href=\"https://laohu8.com/S/UBS\">UBS</a>Or give Lemonade an \"underperform\" rating.</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Muddy Waters shorts Lemonade: There are serious security vulnerabilities and should be offline immediately</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMuddy Waters shorts Lemonade: There are serious security vulnerabilities and should be offline immediately\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-05-13 21:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Thursday, May 13, Muddy Waters claimed that,<a href=\"https://laohu8.com/S/LMND\">Lemonade</a>The website has a serious security vulnerability that may expose customer personally identifiable information (PII), requiring the company to immediately take the website offline and fix the vulnerability. Affected by this news, Lemonade's stock price once fell by more than 7% before the market, and then gradually recovered. As of press time at the beginning of the session, Lemonade rose 0.68% to $60.57.</p><p><img src=\"https://static.tigerbbs.com/98446c1f3c305e0b0e624ee8263a4356\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>It is understood that Muddy Waters is not the first short seller to target Lemonade, with The Friendly Bear also shorting the company late last year.</p><p>Affected by the loss per share in the first quarter being larger than market expectations, several investment banks downgraded their ratings on Internet insurance company Lemonade. among<a href=\"https://laohu8.com/S/UBS\">UBS</a>Analyst Andrew Kligerman pointed to the unexpected losses caused by the Texas storm as the main reason for the stock's losses. The financial report shows that the gross loss rate of 121% in the first quarter included 50% of the catastrophe impact. While the adjusted EBITDA loss of $41 million was in line with the bank's expectations, the<a href=\"https://laohu8.com/S/UBS\">UBS</a>Or give Lemonade an \"underperform\" rating.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/474595.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21a485199ba4d98518695cb468836114","relate_stocks":{"LMND":"Lemonade, Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/474595.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135621359","content_text":"5月13日(周四),浑水公司(Muddy Waters)声称,Lemonade网站存在严重安全漏洞,可能会暴露客户个人身份信息(PII),要求公司立即让网站下线,修复漏洞。受此消息影响,Lemonade盘前股价一度跌逾7%,后逐步回暖,盘初截至发稿,Lemonade涨0.68%,报60.57美元。据了解,浑水并不是第一家瞄准Lemonade的做空者,去年年底,The Friendly Bear也做空该公司。受第一季度每股亏损大于市场预期的影响,多家投行降低了对互联网保险公司Lemonade的评级。其中瑞银分析师Andrew Kligerman指出,德州风暴造成的超预期的损失是该股亏损的主要原因。财报显示,第一季度121%的毛损率中包含50%的巨灾影响。虽然调整后的EBITDA亏损4100万美元符合该行预期,但瑞银还是给予Lemonade“跑输大市”评级。","news_type":1,"symbols_score_info":{"LMND":0.9}},"isVote":1,"tweetType":1,"viewCount":2607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}