中美贸易紧张局势蔓延至软件领域-Greater China IT Services and Software-Trade Tensions Spread to Software

October 13, 2025 01:00 AM GMT M Update Greater China IT Services and Software | Asia Pacific Trade Tensions Spread to Software We expect a positive, sentiment-driven stock reaction on the software localization thematic. But we note that US export controls will not resolve the main issue facing China's software industry, which is tight budgets domestically. President Donald Trump has announced that the US will put export controls on all critical software (link). So far there has been no update on the definit ...