Las acciones de Alibaba en Hong Kong cayeron 2.2% en las operaciones del jueves.Las acciones de Alibaba en Hong Kong cayeron 2.2% en las operaciones del jueves.

Alibaba, Baidu y BYD caen por posible inclusión en la lista militar del Pentágono

2025/11/28 10:19
2 min read

Las acciones de Alibaba, Baidu y BYD cayeron el jueves, luego de darse a conocer un informe que indica que el gobierno de Estados Unidos considera incluirlas en una lista de empresas que apoyan al ejército chino.

Alibaba cayó 2.2%, Baidu perdió 1.57% y BYD descendió 1.37% en Hong Kong. Las tres también afectaron al Hang Seng, que subió un marginal 0.07 por ciento.

El subsecretario de Defensa, Stephen Feinberg, informó a los legisladores sobre la conclusión en una carta el 7 de octubre, tres semanas antes de que los presidentes Donald Trump y Xi Jinping acordaran una amplia tregua comercial, según el informe.

No está claro de inmediato si las empresas han sido agregadas a la lista 1260H del Pentágono de empresas chinas consideradas vinculadas a lo militar pero que operan en Estados Unidos, informó Bloomberg.

Si bien la designación no implica prohibiciones inmediatas, puede ser un golpe a la reputación de las empresas afectadas y representa una dura advertencia a las entidades y firmas estadounidenses sobre los riesgos de realizar negocios con ellas.

Feinberg dijo que las tres empresas y otras cinco (Eoptolink Technology, Hua Hong Semi, RoboSense Tech, WuXi AppTec y Zhongji Innolight) merecen ser incluidas en la lista 1260H, según el informe.

Reaccionaron

Un portavoz del gigante de comercio electrónico, Alibaba, dijo a Reuters en una declaración enviada por correo electrónico que “no hay base para concluir que Alibaba debería ser incluida en la Lista de la Sección 1260H”, aclarando que “Alibaba no es una empresa militar china ni forma parte de ninguna estrategia de fusión militar-civil”.

La compañía también agregó que “estar en la Lista de la Sección 1260H no afectaría nuestra capacidad de realizar negocios normalmente en Estados Unidos o en cualquier parte del mundo”, ya que no realiza ningún negocio relacionado con las adquisiciones militares estadounidenses.

La lista del Pentagono, que es actualizada anualmente, de empresas militares chinas, formalmente ordenada por la ley estadounidense como la “lista de la Sección 1260H”, designó a 134 empresas en su última actualización en enero, incluido el gigante tecnológico chino Tencent Holdings y el fabricante de baterías CATL.

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