Bunny Hill
CAUTION Act of 2023
Why China-relevant: Chinese-owned Applications Using The Information of Our Nation Act ... Any person that sells or distributes a covered application that the Federal Government has prohibited ... under the No TikTok on Government Devices Act ... shall disclose ... that the use of the covered application is prohibited on Government-owned
Path to becoming law
- Introduced
- Passed committee
- Passed House
- Passed Senate
- Sent to President
- Became law
done next step still ahead did not advance
Legislative timeline — dated actions so far
- Filed
- Advanced in committee
Resolved. Model had estimated 1% to become law
- + Bipartisan support (1/3 cosponsors from across the aisle)
- − No companion bill in the other chamber
- − Sponsor's party does not control both chambers
Legislative likelihood — a tracking indicator, not investment advice.
Signals — secondary, directional
Directional context (see Methodology); the pinned, high-confidence axes are relevance and asset impact.
Shares that might be influenced
Each sector shows a direction (which way its China-related names are pushed) and, for precise mappings, how hard this bill hits the sector — rated marginal → very strong (1–5). Hover any chip for its definition. The headline 0–5 impact is at the top of the card.
Sector-level estimate — mapped by policy area, not from this bill's specific text.
Top 10 of 420 by market cap Full roster · Premium
| Ticker | Name (Local) | Name (EN) | Restriction Lists |
|---|---|---|---|
| 2513.HK | 智谱 | Knowledge Atlas Technology Joint Stock Company Limited | |
| 301666.SZ | 大普微-UW | 大普微-UW | |
| 002415.SZ | 海康威视 | HIKVISION | 1260HEntityListNS-CMIC |
| 0100.HK | MINIMAX-W | MiniMax Group Inc. | |
| 603019.SS | XD中科曙 | Sugon | 1260HNS-CMIC |
| 6082.HK | 壁仞科技 | Shanghai Biren Technology Co., Ltd. | |
| 002230.SZ | 科大讯飞 | IFLYTEK | EntityList |
| 688111.SS | 金山办公 | kingsoft office | |
| 000977.SZ | 浪潮信息 | LCXX | |
| 301638.SZ | 南网数字 | CSG DGRI |
Sector-level estimate — mapped by policy area, not from this bill's specific text.
Top 10 of 187 by market cap Full roster · Premium
| Ticker | Name (Local) | Name (EN) | Restriction Lists |
|---|---|---|---|
| TSM | 台积电 | Taiwan Semiconductor (ADR) | |
| 688981.SS | 中芯国际 | SMIC (STAR) | 1260HNS-CMIC |
| 688256.SS | 寒武纪 | CAMBRICON | EntityList |
| 688041.SS | 海光信息 | HYGON | |
| 002371.SZ | 北方华创 | NAURA | EntityList |
| 688347.SS | 华虹公司 | H-GRACE | |
| 688820.SS | 盛合晶微 | SJ Semi | |
| 603986.SS | 兆易创新 | GigaDevice | |
| 688795.SS | 摩尔线程-U | 摩尔线程-U | |
| 688008.SS | 澜起科技 | Montage Technology |
Sector-level estimate — mapped by policy area, not from this bill's specific text.
Top 10 of 131 by market cap Full roster · Premium
| Ticker | Name (Local) | Name (EN) | Restriction Lists |
|---|---|---|---|
| 600941.SS | 中国移动 | CHINA MOBILE | 1260HNS-CMIC |
| 300308.SZ | 中际旭创 | ZHONGJI INNOLIGHT | 1260H |
| 300502.SZ | 新易盛 | EOPTOLINK | |
| 601728.SS | 中国电信 | China Telecom | 1260HNS-CMIC |
| 601869.SS | 长飞光纤 | YOFC | |
| 000063.SZ | 中兴通讯 | ZTE | |
| 600487.SS | 亨通光电 | HTGD | |
| 002281.SZ | 光迅科技 | ACCELINK | |
| 300442.SZ | 润泽科技 | RANGE TECHNOLOGY | |
| 600522.SS | 中天科技 | ZTT |