特朗普的微信攻击危及到了市值猛涨2800亿美元的腾讯

很难再夸大微信对腾讯的重要性：它是腾讯向10亿人介绍游戏和其他在线内容的重要渠道，每年微信都向苹果、沃尔玛等公司输送数百亿美元的付款。微信的影响力支撑起了腾讯自3月18日COVID-19低谷以来高达2800亿美元的市值增长，相当于一个三星公司，也是同期全球第五大美元收益。
而特朗普针对微信的禁令，则一手将这一涨势打入冷宫。上周特朗普签署的一项行政命令，在45天内禁止美国实体与微信和tiktok进行交易。投资者们正努力应对特朗普这个模糊的法令，混乱和不确定在市场上蔓延开来，腾讯股票连续下跌两天，亏损了660亿美元，然后部分反弹。腾讯高管们在周三公布财报，试图向市场保证，腾讯可以抵御白宫的这一波禁令，尽管这场“禁止中国企业”的运动已经困住了包括华为在内的数十家中国新兴企业。
一位美国官员澄清说，特朗普的制裁只涉及微信这款应用程序，而不是其所有者。但是特朗普命令中的模糊措辞--禁止与中国公司的“交易”，为美国政府将其扩大到微信之外留下了大门。"如果禁令实施的内容包括禁止美国公司在中国的业务与腾讯整体的所有交易，对腾讯估值的影响将更为严重，因为这也会伤害到微信、美国关联公司在中国大陆的广告、国际云业务、国际游戏业务等。"Morningstar的分析师Chelsey Tam本周写道。

It’s hard to overstate WeChat’s importance to Tencent Holdings Ltd. It’s the means through which Tencent introduces a billion people to games and other online content, funneling trillions of dollars in annual payments to brands from Apple Inc. to Walmart Inc. WeChat’s reach underpinned Tencent’s $280 billion gain in market value since a March 18 Covid-19 trough -- equivalent to one Samsung Electronics Co. and the fifth biggest dollar-gain on the planet over that period. Trump single-handedly stopped that rally cold. The U.S. President signed an executive order last week to ban U.S. entities from dealing with WeChat -- along with TikTok, ByteDance Ltd.’s viral video platform -- in 45 days. Confusion and uncertainty reigned as investors grappled with the vague edict. Tencent shed $66 billion over two days before it partly bounced back.

Executives unfurling earnings Wednesday will seek to reassure the market it can withstand a White House campaign that’s already ensnared Huawei Technologies Co. and dozens of Chinese up-and-comers. A U.S. official clarified the sanction involves only the app and not its owner. But the sweeping language of Trump’s order -- which bars “transactions” with the Chinese company -- leaves the door open for the administration to extend it well beyond WeChat, dubbed Weixin locally. “The impact on valuation would be more severe if the implementation included banning all transactions of Chinese businesses of U.S. companies with Tencent as a whole, as this would also hurt Weixin, advertising in mainland China by U.S. affiliated firms, the international cloud business, the international gaming business, and so on,” Morningstar analyst Chelsey Tam wrote this week.  source



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