The recent news that JPMorgan Chase & Co $JPM and Bank of America $BAC may withdraw as organizers from the upcoming IPO of Chinese EV battery leader Contemporary Amperex Technology Co. Limited $300750.SZ casts a spotlight on how deeply political and national security issues now permeate global financial markets. This development, driven by Congressional concerns in the United States, signals a possible paradigm shift for IPO involvement—affecting stakeholders ranging from institutional investors to issuers.

ByteDance, a Chinese company and its subsidiary TikTok, remain at the epicenter of international attention. The dispute between President Donald Trump's administration and the U.S. Senate has intensified over the decision to extend the deadline for selling TikTok's American assets. The main question is whether such a decision complies with legislative norms and contributes to eliminating the security threats repeatedly voiced by officials.

In recent days, the US Department of Commerce has implemented significant changes to its export control list that affect a number of companies involved in cyber technologies and defense developments. The updated list now includes six subsidiaries of Inspur Group—one of China's leading cloud computing and big data service providers—as well as dozens of other organizations from China and several other countries.