今年3月，长和集团以228亿美元试图向美国贝莱德财团出售全球23国43个港口，包括巴拿马运河咽喉要道——巴尔博亚港与克里斯托瓦尔港，这占全球航运 贸易量6%，中国21%海运依赖此航线。当时他们的说法是，迫于地缘政治压力，特朗普多次威胁武力收回巴拿马运河，施压巴拿马政府终止长河运营权， 李嘉诚此举是主动避险。还有人辩解，这是在商言商，国家管不了。事实真的如此吗？ 看看华为、TikTok，即使美国再怎么施压，只要背靠祖国，美国根本就没办法，对TikTok的禁令一再推迟，就是最好的例子。而李家怎么做的？这么大一笔 交易，港府都是事后才知道，完全看不出任何尊重。即使港府第一时间接洽，大公报多次发文劝告，也不为所动。所谓在商言商更是瞎扯，之前就传出国企 以更高价格与其洽谈，但遭到拒绝。你跟谁谈生意那是自由，但却是以损害国家利益为前提，这能是在商言商吗？美国不让荷兰卖光刻机给中国，阻止台积 电给华为代工高端芯片时，这些人怎么不提在商言商了？ 此时事关国家安全，是因为贝莱德财团可以借此控制全球10.4%集装箱吞吐量，能对中国商船加收通行费或限制通行，交易附加条款甚至允许"中美冲突时 暂停中国船只通行"。目前，中国市场监管总 ...

Core Viewpoint - Li Ka-shing, once the richest man in China, is liquidating a significant portion of his overseas assets, indicating a cautious approach amidst global economic instability [1][10][21]. Group 1: Asset Liquidation - Li Ka-shing has sold 43 ports globally, including a major deal with BlackRock for assets in Panama, generating approximately $19 billion in cash flow, equivalent to about 137.8 billion RMB [10][15]. - The sale does not include domestic port assets, suggesting a strategic decision to mitigate overseas investment risks while maintaining a foothold in the stable domestic market [21][23]. - Following the announcement of the asset sale, shares of Cheung Kong Holdings surged by 22%, indicating market confidence in the decision [17]. Group 2: Investment Strategy - Li Ka-shing's investment portfolio spans various sectors, including real estate, telecommunications, and infrastructure, with a notable presence in the UK [4][6]. - The decision to divest from overseas ports may reflect a shift in focus towards more lucrative sectors such as AI and technology, as indicated by market trends [21][23]. - The family has a history of strategic asset management, having previously avoided losses during real estate downturns by selling off properties at opportune times [19]. Group 3: Market Implications - The sale of overseas assets by Li Ka-shing has drawn significant attention from international media, highlighting the potential shifts in global port control dynamics [10][13]. - Observers speculate that the divestment may be a response to geopolitical tensions and the complexities of managing port operations in volatile regions [19][21]. - The liquidity generated from these sales could provide opportunities for reinvestment in emerging sectors, aligning with current economic trends [21][23].