Part 8/11:

Politicians and analysts warn that these executive orders could initiate a decoupling of U.S. and Chinese technology ecosystems, with far-reaching consequences. American investors may reassess the growth viability of Chinese internet stocks if access to key markets becomes restricted. Chinese tech companies might adjust their strategies, potentially delisting from U.S. exchanges or seeking listings in Hong Kong or mainland China to mitigate risks.

The ambiguity surrounding enforcement details—what specific transactions might be restricted—raises concerns about operational continuity for Chinese firms. With U.S.-based access to essential components like processors and operating systems at risk, Chinese companies face hurdles in both domestic markets and global expansion.