Bunny Hills
L2 3.0 amendment samdt1884-118

samdt1884-118

Amendment to: National Security Supplemental, 2024 (incl. TikTok divest-or-ban / PAFACA)

Why China-relevant: controlled by a foreign adversary

Sponsor: Lee, Mike

Timeline

  1. Filed
  2. Passed chamber (vote) [house]vehicle
  3. Passed chamber (vote) [senate]vehicle
  4. Passed chamber (vote) [house]vehicle
  5. Passed chamber (vote) [senate]vehicle
  6. Sent to President vehicle
  7. Became law vehicle

Vehicle: National Security Supplemental, 2024 (incl. TikTok divest-or-ban / PAFACA)

  1. Introduced
  2. Passed committee
  3. Passed House
  4. Passed Senate
  5. Sent to President
  6. Became law

done next step still ahead

Stage: Became law

Resolved. Model had estimated 50% to become law

  • + Is/rides a must-pass vehicle (NDAA or appropriations)
  • + Broad cosponsorship (6 cosponsors)
  • + Sponsored by a member of the majority party
  • − Cosponsors are nearly all one party

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk medium Hawkishness 1–5 3

Directional context (see Methodology); the pinned, high-confidence axes are relevance and asset impact.

Shares that might be influenced

Each sector shows a direction (which way its China-related names are pushed) and, for precise mappings, how hard this bill hits the sector — rated marginal → very strong (1–5). Hover any chip for its definition. The headline 0–5 impact is at the top of the card.

Social Media negative moderate (3/5) precise 364 names

Clarifies control tests for foreign-adversary-controlled applications, including China-linked apps.

Ticker Name (Local) Name (EN) Restriction Lists
0700.HK 腾讯控股 Tencent Holdings 1260H
9999.HK 网易-S NetEase, Inc.
9888.HK 百度集团-SW Baidu, Inc.
1024.HK 快手-W Kuaishou Technology
1698.HK 腾讯音乐-SW Tencent Music Entertainment Group
002602.SZ 世纪华通 CENTURY HUATONG
002027.SZ 分众传媒 FOCUS MEDIA
688387.SS 信科移动-U CICT MOBILE
300058.SZ 蓝色光标 BLUEFOCUS
9626.HK 哔哩哔哩-W Bilibili Inc.
+354 more