BABA(US:BABA) Sou Hu Cai Jing·2025-05-08 13:14Group 1 - Two Republican lawmakers urged the SEC to delist Chinese companies, including Alibaba, claiming ties to the military pose a national security risk [1] - The U.S. has over 100 Chinese companies listed on its exchanges, with a total market capitalization of approximately $1 trillion [1] - The competitive landscape between the U.S. and China is characterized by a long-term strategy of suppression from the U.S. side, with tariffs being a common tool used by the government [1] Group 2 - Trump stated that the American film industry is rapidly declining, with foreign countries attracting U.S. filmmakers through incentives, which he claims poses a national security threat [3] - He proposed a 100% tariff on films produced abroad to protect the U.S. film industry, although this could lead to retaliatory measures from other countries [3] - The decision to increase tariffs on foreign films may reduce audience choices and shrink Hollywood's market share, given the industry's reliance on global box office revenue [3] Group 3 - Trump indicated a willingness to lower tariffs on China at some point, suggesting that without such action, the U.S. would struggle to do business with China [5] - He criticized China for taking advantage of the U.S. in global trade, claiming that the U.S. lost $1 trillion during Biden's presidency [6] - Recent inflation trends in the U.S. have led to concerns about shortages, with reports of empty supermarket shelves and dwindling supplies of Chinese-made products [6] Group 4 - Trump's focus on Hollywood stems from the industry's significant cultural influence, which plays a role in the U.S.'s global image and talent attraction [8] - The film industry, while relatively small in trade terms, has a large impact on the ideological and cultural output of the U.S. [8]