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UK Follows US in ‘Upgrading’ Taiwan Ties & Escalating Tensions With China, Analysts Say_我的网站

A |     The timing of the London visit by Taipei’s trade negotiator John Deng was important, says Dr. Victor Teo, political scientist specializing in international relations in the Asia-Pacific, because if China were to join the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) before the island, “it would mean the certain exclusion of Taiwan from this trade body in the future.”,After the reported trade talks in London on 16 June, Beijing, whose official policy envisions a peaceful unification of Taiwan with Mainland China, was quick to reiterate its stance.,“Taiwan is an inseparable part of China, it is not a country, which is universally recognized by the international community,” a Chinese diplomatic spokesperson was cited by Politico as saying.,The UK Trade Department stopped short of offering any clarifications, while confirming the meeting of its officials with Deng.,The British side was governed by “political and economic interests” when it opted to risk igniting China’s wrath, suggests Dr. Victor Teo.,The trade talks between the UK and Taiwan may also reflect a “change in UK’s policy toward Taiwan as a result of changes in its China policy,” notes Dr. Zhang Baohui, director of the Center for Asian Pacific Studies at Lingnan University in Hong Kong.,“The US led this trend by comprehensively upgrading its relations with Taipei since the Trump administration,” says Baohui, adding that Britain tended to tread with caution in its relations with Taiwan in the past. However, now the UK is “adjusting its China policy.”,The clash over Hong Kong, according to Dr. Zhang Baohui, “significantly enhanced their differences and mutual strategic mistrust.”,“For example, it sent an aircraft carrier to the South China Sea last summer, very much to the disliking of Beijing. The UK also formed a new trilateral security mechanism with Australia and the US last year while not naming China as its target. The UK's trade talk with Taiwan could be consistent with this new trend,” he said.,Beijing's reaction to any improper statement such as challenging Taiwan as an inseparable part of China can be expected, insisted Dr. Chang Ching, research fellow at the Taiwan-based Society for Strategic Studies.,However, the British government has a clear policy towards the sensitive One-China issue, the prominent military expert on the People's Liberation Army and regional security in Taiwan noted.,China Urges US to ‘Revoke Arms Sales Plan’ With Taiwan on News of $120 Million Deal for Ship Parts9 June, 20:46 GMT,“In the aspect of trade and commerce, any discussion with representatives from Taipei regarding the participation in the Comprehensive and Progressive Agreement for Trans-Pacific Partnership trading arrangement does not violate the One-China principle kept by Her Majesty's government. Nonetheless, it is originated by a media report and cannot be fully verified as the British official position,” he stated.,Dr. Chang Ching advised against defining such a statement as a “policy shift” within British government diplomacy.,US Provokes China in New Row Over Taiwan17 June, 09:14 GMT,‘Trade With China’ Factor,Regarding the regional fallout from a possible row between the UK and China over Taiwan, it is too early to predict the consequences, according to Dr. Zhang Baohui.,Underscoring that unlike Sino-US relations, Britain and China are not “strategic competitors,” he clarified:,“The UK has already boosted its presence in the region by its new trilateral security pact with Australia and the United States. It has also enhanced defense cooperation with Japan, by jointly developing the next generation jet fighter. However, Britain should have less incentives, compared to the US to have a contentious relationship with China.”,Sino-British relations should not have a major impact on the region in the foreseeable future, Dr. Zhang Baohui concluded.,Any spat over Taiwan would boost tensions in UK-China relations and West-China relations, Dr. Victor Teo suggested, but underscored the “declining economic circumstances” currently being faced by many countries. Accordingly, trade with China would likely become more important, according to him.,“As most Western countries have agreed on the 'One China Principle', it is hard to see how they can persist in promoting Taiwan’s interests steadfastly at the expense of their relationship with China,” Dr. Victor Teo said.,A row between London and Beijing would not affect anything in the region at all, Dr. Chang Ching asserted, adding:,“After all, Beijing is very near and London is too remote."。    8月25日消息，据上证报消息，8月24日，阿里巴巴宣布完成800亿港元（约102亿美元）新股配售定价，配售所得款项净额将100%用于投资全栈AI能力，加强AI基础设施建设。    据接近交易的消息人士称，本次配售获近3倍超额认购，超2000亿港元。主权和长线基金最终认购比例超40%，反响热烈，订单质量很高。

B |     阿里AI投入清晰可见的回报路径，让全球长线资本对此次配售投出信任票。

C | 中东、欧洲、亚洲等地区的主要主权基金均积极参与了此次认购。    公告显示，中金公司、汇丰、摩根士丹利、瑞银为本轮新股配售的联席整体协调人、联席账簿管理人及联席配售代理，巴克莱、花旗、摩根大通为联席账簿管理人。    值得一提的是，据港交所最新信息显示，在阿里巴巴宣布800亿港元新股配售计划后，集团主席蔡崇信、CEO吴泳铭出手增持合计约1.2亿港元阿里股票，对公司AI战略投下信心票。     具体来看，蔡崇信以约112港元的均价买入72万股阿里巴巴港股，耗资约 8000万港元；吴泳铭以约111.6 港元均价买入35万股，耗资约4000万港元。二人合计增持107万股港股，总投入约1.2 亿港元。    公开资料显示，阿里巴巴近年持续加大AI投入，构建起涵盖算力、芯片、模型、应用的全栈AI布局。    最新财报显示，阿里AI相关产品年化收入已突破495亿元人民币，预计下季度达到100亿美元，预计2030年阿里云外部商业化收入将达1000亿美元，利润率达20%。管理层预计AI资本开支2至3年即可收回。

D |     与此同时，过去几年阿里已累计回购注销约11%的股份，以提升股东回报。    

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