samdt841-118
Amendment to: FY2024 National Defense Authorization Act (NDAA, Senate vehicle)
Why China-relevant: IMPOSITION OF SANCTIONS WITH RESPECT TO TIKTOK
Timeline
- Filed
- Passed chamber (vote) [senate]vehicle
Vehicle: FY2024 National Defense Authorization Act (NDAA, Senate vehicle)
- Introduced
- Passed committee
- Passed Senate
- Passed House
- Sent to President
- Became law
done next step still ahead did not advance
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
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.
Direct blocking sanctions against TikTok/ByteDance are a high-impact market-access lever.
| 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. |
Major Chinese app sanctions could spill into broader China tech risk premium.
| 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 |