Bunny Hills
L2 4.0 amendment samdt650-118

samdt650-118

Amendment to: FY2024 National Defense Authorization Act (NDAA, Senate vehicle)

Why China-relevant: country of concern' means, subject to such regulations as may be prescribed in accordance with section 806, a country specified in section 4872(d)(2) of title 10

Sponsor: Cornyn, John

Timeline

  1. Filed
  2. Passed chamber (vote) [senate]vehicle

Vehicle: FY2024 National Defense Authorization Act (NDAA, Senate vehicle)

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

done next step still ahead did not advance

Stage: Died in the 118th Congress

Resolved. Model had estimated 18% to become law

  • + Is/rides a must-pass vehicle (NDAA or appropriations)
  • + Sponsored by a member of the majority party
  • − No cosponsors

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk medium Hawkishness 1–5 4

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.

Semiconductors negative strong (4/5) precise 186 names

Outbound investment screening in semiconductor/AI/quantum critical capabilities can materially restrict capital/technology flows to China-linked sectors.

Ticker Name (Local) Name (EN) Restriction Lists
688981.SS 中芯国际 SMIC (STAR) 1260HNS-CMIC
688256.SS 寒武纪 CAMBRICON EntityList
688041.SS 海光信息 HYGON
002371.SZ 北方华创 NAURA EntityList
688347.SS 华虹公司 H-GRACE
688820.SS 盛合晶微 SJ Semi
603986.SS 兆易创新 GigaDevice
688795.SS 摩尔线程-U 摩尔线程-U
688008.SS 澜起科技 Montage Technology
688012.SS 中微公司 AMEC
+176 more
China Financials negative moderate (3/5) precise 359 names

Investment-screening mechanism directly affects China-exposed capital flows.

Ticker Name (Local) Name (EN) Restriction Lists
601939.SS 建设银行 CCB
601398.SS 工商银行 ICBC
0005.HK 汇丰控股 HSBC Holdings
601288.SS 农业银行 AGRICULTURAL BANK OF CHINA
601988.SS 中国银行 Bank of China
601318.SS 中国平安 Ping An Insurance
601628.SS 中国人寿 China Life
600036.SS 招商银行 CMB
1299.HK 友邦保险 AIA Group Limited
601658.SS 邮储银行 PSBC
+349 more
China ADRs (Broad) negative moderate (3/5) precise 286 names

Country-of-concern critical-capabilities restrictions are a meaningful China-asset signal.

Ticker Name (Local) Name (EN) Restriction Lists
9988.HK 阿里巴巴-W Alibaba Group Holding Limited
9618.HK 京东集团-SW JD.com, Inc.
9961.HK 携程集团-S Trip.com Group Limited
2057.HK 中通快递-W ZTO Express (Cayman) Inc.
PDD 拼多多 PDD Holdings (ADR)
9987.HK 百胜中国 Yum China Holdings, Inc.
1179.HK 华住集团-S H World Group Limited
9901.HK 新东方-S NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC.
2076.HK BOSS直聘-W KANZHUN LIMITED
9896.HK 名创优品 MINISO Group Holding Limited
+276 more