AI OVERWATCH Act
Why China-relevant: country of concern means— (A) the People's Republic of China, including the Hong Kong and Macau Special Administrative Regions ... the Under Secretary of Commerce for Industry and Security ... shall require a license for the export, reexport, or in-country transfer of a covered integrated circuit to an entity that is l
Path to becoming law
- Introduced
- Passed committee next step
- Passed House
- Passed Senate
- Sent to President
- Became law
done next step still ahead
Legislative timeline — dated actions so far
- Filed
2% to become law · 18% to clear committee
- + Broad cosponsorship (34 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
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.
Bars advanced-AI-chip exports to Chinese entities, restricting Chinese AI/semiconductor firms' access to leading-edge compute
| 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 |
Restricts Chinese AI/cloud/tech companies' access to advanced compute, pressuring Chinese tech equities
| 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 |