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彭博社:特朗普無法阻止華為,反而給了華為一根打擊美國的棍棒

Trump Hands Huawei a Stick to Beat the U.S. With

特朗普給了華為一根打擊美國的棍棒

素材來源:彭博社

By Tim Culpan(評論員:蒂姆?卡爾潘)

Twin moves by the White House and Commerce Department have made clear where the U.S. stands on Chinese technology, specifically Huawei Technologies Co.

白宮和商務部的兩項舉措已經表明了美國對中國技術的立場,這其中尤其明顯的是美國對華為技術有限公司的態度。

The message to U.S. companies seeking to buy products from the telecom-equipment vendor is unambiguous: Don』t even think about it. The message to Huawei, meanwhile, is: Don』t push us.

想從這家電信設備供應商那裡購買產品的美國公司得到的信息是明確的:想都別想。與此同時,向華為傳達的信息是:不要逼迫我們。

In his executive order, President Donald Trump summarized the administration』s view:

唐納德?特朗普總統在他的行政命令中總結了政府的觀點:

「Foreign adversaries are increasingly creating and exploiting vulnerabilities in information and communications technology and services.」

「外國對手越來越多地在信息、通信技術和服務領域製造和利用漏洞。」

The order then handed bureaucratic and administrative matters to Commerce, which said it』s going to add Huawei to its already extensive 「Entity List,」 meaning U.S. firms may need a license to sell to the Chinese company.

隨後,該命令將官僚和行政事務移交給了美國商務部。美國商務部表示,將把華為列入其一份已經很長的「實體清單」中,這意味著美國公司需要獲得許可證才能向這家中國公司銷售產品。

The development shouldn』t be a great surprise. U.S. officials have been campaigning against Huawei for some time. The clarity that U.S. businesses can』t buy its equipment is a good thing for both sides. On the other hand, dangling the risk of a ban on U.S. component sales to the company is bad. On the former, all parties know where they stand. On the latter, no one does.

這一事態的發展並沒有讓人感到太意外。美國官員反對華為已有一段時間。明確規定美國企業無法購買華為設備對雙方來說都是一件好事。另一方面,冒著禁止向該公司銷售美國零部件的風險並不明智。就前者而言,各方都知道自己的立場。但對於後者,沒有人清楚。

This is dangerous territory. Huawei』s compatriot ZTE Corp. felt the full force of such curbs last year when the inability to buy U.S. chips prevented the company from building products. Huawei would be similarly crippled by such a move, even if its own semiconductor prowess would limit the impact.

現在處於一個十分危險的境地。華為的友商中興通訊股份有限公司在去年就感受到了此類限制措施帶來的全面影響,由於無法購買美國晶元,該公司無法生產產品。同樣,華為也將受到類似的打擊,不過該公司自主研發半導體的實力將減弱這種影響。

Yet there』s a huge difference between the two companies. ZTE was not only caught selling equipment to Iran in contravention of an embargo, it reneged on a deal with the U.S. to make amends. It was the second infraction that led to the ban.

然而,這兩家公司之間存在著巨大的差異。中興通訊不僅被發現向伊朗售賣禁運設備,而且還違反了與美國達成的一項和解協議。這也導致美國向其實施了第二次制裁。

Huawei hasn』t been charged with anything, nor has the U.S. made any evidence publicly available that supports its assertion the company』s equipment could enable espionage. To ban Huawei without levying charges would raise tensions between Washington and Beijing by an order of magnitude greater than anything we』ve seen so far.

相反,華為沒有受到任何指控,美國也沒有公開任何證據支持其有關華為設備可能從事間諜活動的說法。在不提出指控的情況下禁止華為,將使華盛頓和北京之間的緊張關係急速升級,這種緊張局勢超過了我們迄今為止所見的任何程度。

No Big Deal

沒什麼大不了

A ban on sales to the U.S. is less of a concern for Huawei. The $109 billion company had pretty much given up there anyway. Any restriction on trade is an annoyance, but its executives can at least stop entertaining any dreams of growing in a market where it has minimal presence. Nokia Oyj, Ericsson AB and Samsung Electronics Co. can now fight it out for the U.S. business.

對華為來說,美國對其採取的銷售禁令無關痛癢。這家市值1,090億美元的公司基本上已經放棄了美國市場。任何針對貿易的限制都是一件令人煩惱的事情,但該公司的高管們至少可以停止在一個它幾乎不存在的市場上實現任何增長的夢想。諾基亞、愛立信和三星電子現在可以競相爭奪美國的業務了。

More importantly, the U.S. actions feed a narrative that the campaign against Huawei is political rather than security-related. Europe, Asia and emerging markets in Latin America and Africa stand to be far more lucrative customers in any case.

更重要的是,美國的一系列舉動恰恰證實了這樣一種說法,即針對華為的行動是帶有政治性的,而非與安全相關。無論如何,華為未來都會在歐洲、亞洲以及拉丁美洲和非洲的新興市場繼續大展宏圖。

Donald Trump may have stopped Huawei entering the U.S. But he hasn』t stopped Huawei.

唐納德?特朗普或許阻止了華為進入美國,但他沒有阻止華為走向世界。


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