感觉大家普遍都好乐观,好像很少答主提到外媒的报道,
选两篇外媒报道大家看看
雅虎财经
Trump took out 30-year loan on $18.5 million home in 2018Trump’s Huawei Threat Is the Nuclear Option to Halt China’s Rise
暂停中国崛起的核弹级别攻击
If it follows through, the move could cripple China’s largest technology company, depress the business of American chip giants from Qualcomm to Micron Technology, and potentially disrupt the rollout of critical 5G wireless networks around the world.
削弱中国最大的技术公司,打击美国芯片巨头高通、美光的业务,破坏全球5G网络建设。
The threat is likely to elevate fears in Beijing that President Donald Trump’s broader goal is to contain China, leading to a protracted cold war between the world’s biggest economies.
冷战
In addition to a trade fight that has rattled global markets for months, the U.S. has pressured both allies and foes to avoid using Huawei for 5G networks that will form the backbone of the modern economy.
除了几个月来扰乱全球市场的贸易外,美国还向盟友和对手施压,
以避免将华为用于构成现代经济支柱的5G网络。
(5G技术这么重要啊?)
Cnn
Losing Huawei as a customer could cost US tech companies $11 billion
失去华为可能会使美国科技公司损失110亿美元
https://edition.cnn.com/2019/05/17/tech/huawei-us-ban-suppliers/index.htmlShares in Qualcomm, whose sales to Huawei account for less than 10% of its revenue, closed down 4% on Thursday in New York. Huawei sales make up 15% of optical maker Lumentum's (LITE) revenue. Its stock plummeted nearly 12%.
高通周四在纽约收盘时下跌了4%,其对华为销售占比不到10%。对华为销售占比15%的Lumentum(LITE), 股价暴跌近12%。
虽然思科有备胎计划
但经纪公司杰富瑞表示,华为很难承受长期暂停与美国供应商交易。
Jefferies分析师Rex Wu在一份报告中说,美国公司在智能手机和电信设备软件方面占主导地位。华为还缺乏美国电信基站计算机芯片的替代品。
嗯,其他报道基本差不多
简要总结:
1.5G很重要,华为很强悍
2.制裁对华为是一种打击,对华为供应商的美国科技公司也是打击
所以评价:削弱华为,打击美国芯片巨头,破坏全球5G网络建设
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