США пришли к выводу, что Alibaba и BYD связаны с китайскими военными

Stock Market News

16 February 2026, 15:20

Пентагон внес Alibaba Group Holding (BABA), Baidu (BIDU) и BYD Co. в список компаний, которые, по оценке США, оказывают поддержку китайской армии.

В перечень также включены RoboSense Technology и TP-Link Technologies. Одновременно из списка исключен производитель чипов памяти YMTC. Обновление перечня расширило список 1260H, который Пентагон публикует с 2021 года. Сейчас в нем более 130 компаний из разных отраслей.

Alibaba назвала включение в список безосновательным и заявила, что не является китайской военной компанией. В компании сообщили о намерении использовать все доступные юридические меры для защиты своей репутации.

На дополнительных торгах 13 февраля акции Alibaba снизились на 5%. Бумаги Baidu потеряли 4,5%. Акции BYD снизились на 2%.

Включение в список 1260H не влечет прямых юридических последствий, однако ограничивает сотрудничество с американскими государственными структурами, служит сигналом для инвесторов и несет репутационные риски.

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