App ban and App Store ban may have a negative impact on overseas business development of Chinese apps such as wechat and tiktok, but it is less likely that Apple App Stores in China cant download Chinese apps such as wechat.
The direct impact of this measure on the use and sales of Apple mobile phones in China is limited.
Cloud ban may affect the overseas expansion speed of Chinese cloud computing manufacturers. If the ban takes effect, it may affect the overseas development speed of Chinese cloud computing enterprises and the ability to provide customers with global complete solutions. As the underlying hardware of cloud computing services, we expect that servers and switches may be negatively affected when they go out to sea, and we need to look for more opportunities in other regions.
Source of this article: Wang Fengzhi, editor in charge of CFA_ NT2541