Bunny Hills
L1 1.0 amendment samdt796-118

samdt796-118

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

Why China-relevant: No TikTok on Government Devices Act

Sponsor: Schumer, Charles E.

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 low 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 marginal (1/5) precise 364 names

Reinforces the TikTok government-device ban; narrow.

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

Named unlisted entities (read-across to listed proxies)

ByteDance Ltd. private
0700.HK listed China internet peer (Tencent)BABA China internet/ADR peer