华尔街这次没按剧本走。 巴拿马运河那个深水港，之前是中企在运营。最近那边传出消息，当地有收回的打算。明眼人都知道这风往哪边吹。 照常理，这时候该是秃鹫盘旋的时辰了。局面一乱，资产价格就容易松动，正是国际资本捡便宜的好机会。 马士基和贝莱德向来是这桌牌局上的熟客。 可这回，两家都没伸手。 他们的声明几乎是挨着发的，措辞谨慎得有点过分。核心意思差不多，都说要等中方和巴拿马方面谈出个明确结果，在此之前，不考虑介入港口的事。 这很不像他们。 声明里那种保持距离的味道，几乎能隔着纸闻出来。 资本还是那些资本，贪婪没变，算计也没变。但当一局牌的底牌还没完全亮开，当合作方之间最终要唱哪一出还没定调，最精明的赌徒会选择先不下注。这 不是发善心，是风险计算器跳出了不一样的数字。 他们或许嗅到了点什么。不是通常那种混乱带来的血腥味，是别的，更复杂的气味。 国际生意有国际生意的规矩。有时候，一个稳定的长期预期，远比眼前那点价差来得值钱。这个道理平时挂在嘴上，到了某些节骨眼，才会显出它全部的分 量。 马士基和贝莱德的沉默，就是这个道理的一次现场演示。 港口最后归谁，怎么归，那是后话。但就这个回合来看，那些平素最饥渴的猎手，居然集体表 ...

Group 1 - The Hong Kong government expressed strong dissatisfaction and opposition to the Panama Supreme Court's ruling that deemed the contract renewal for the Panama Port Company unconstitutional, emphasizing the potential damage to Panama's business environment and international trade rules [1] - The Hong Kong government urged the Panama government to respect contractual agreements and ensure a fair business environment for local enterprises [1] - The Hong Kong company, Cheung Kong Infrastructure, announced it has initiated arbitration against the Panama Supreme Court's ruling, claiming significant and imminent losses and seeking extensive compensation [2] Group 2 - The Chinese government has indicated it may take various countermeasures against Panama, including suspending negotiations on new projects and evaluating further responses in trade and shipping sectors, potentially affecting investments worth billions [6][7] - Chinese state-owned enterprises have been instructed to consider rerouting shipments through other ports without significantly increasing costs, and customs inspections on imports from Panama have been intensified [7] - Legal experts suggest that if Cheung Kong wins arbitration, it could seek enforcement of the ruling in 172 countries under the New York Convention, although Panama may claim sovereign immunity to protect its assets [3]

Panama’s Supreme Court on Friday, scrapped the contract granted to Li Ka-shing’s CK Hutchison Holdings Ltd. to operate two ports near the Panama canal. The court ruled the deal as unconstitutional, rattling shares of the Hong Kong-based multinational conglomerate.Following the ruling, China's foreign ministry has said it will take all measures to protect lawful rights and interests of Chinese companies.CK Hutchison’s shares fell as much as 5.7% in Hong Kong trading Friday, the steepest drop since April, men ...