抱
歉，中国政府似乎并未拥有谷歌(Google)的任何股份。中国投资有限责任公司(简称：中投公司)首次公开披露了其美国股票组合的情况，但对那些希望从中能有些重大发现的中国问题观察家来说，这份披露报告肯定是令人失望的。从该报告中，人们只能看出中投公司持有一系列美国公司总计96亿美元的股票，却得不到一个显示中国收购美国某些产业情况的路线图。
不过，报告还是有一些值得挖掘之处。还记得中国海洋石油总公司(简称：中海油)如何觉得自己是被迫放弃了2005年对美国加州联合石油公司(Unocal)的竞购吗？此前美国监管机构对一家中国公司拥有一家美国能源企业的前景表示了担忧。你看，中国正在美国能源业小插一腿，举例来说，它持有Chesapeake Energy Corp.和Valero等能源公司的股票，并持有交易所买卖基金U.S. Oil Fund的股份，后者是石油市场的最大参与者之一。
与中海油类似，也是由于美国监管机构出于对国家安全方面的担忧，中国的华为技术有限公司也未获准在2008年与贝恩资本(Bain Capital)联合竞购电信企业3Com。中投公司目前持有摩托罗拉(Motorola)和Sprint-Nextel的少量股份(价值分别为380万美元和140万美元)。
中投公司已在美国金融业押下了一些大额赌注，它购有摩根士丹利(Morgan Stanley)价值17亿美元的股份、贝莱德（Black Rock）价值7.13亿美元的股份和花旗集团价值2,970万美元的900万股股份。中投公司的披露报告没有说这些投资是何时进行的，也没有说这些股票是以什么价格购买的，所以难以衡量这些投资的表现如何。
评论人员都指出了如下事实：中投公司在私募股权公司百仕通集团(Blackstone Group)于2007年中期举行首次公开募股(IPO)前不久向其投资了30亿美元，但这笔投资却并未在这份披露报告中提及。百仕通目前的股价较其IPO价格低64%。
中投公司是世界上最被密切关注的机构投资者之一，它于上周五向美国监管部门提交的披露报告虽然是首次如此详细地列出了其持股情况，但正如《华尔街日报》一篇文章指出的那样，人们并不清楚中投公司为何要现在提交这份报告，以及为何这份报告未全部披露其投资情况。文章只援引中投公司一位发言人的话说，该公司是根据美国证券交易委员会(SEC)的要求作此披露的。
所以，外界依然存在大量疑问。比如说，为什么中国会购买苹果(Apple)和Research in Motion等科技公司的股票，但却没有购买谷歌的股票，后者为抗议中国的审查规定正威胁要撤离中国市场。
或许还有些秘密没有被揭开。
Michael Corkery
Sorry, the Chinese government doesn't appear to own any shares of Google.
For China watchers expecting some big revelations from China Investment Corp.'s first public disclosure of its U.S. stock portfolio, the filing must be disappointing. CIC's $9.6 billion of holdings of U.S. stocks represent a plain-vanilla swath of companies rather than a road map for a Chinese take-over of certain U.S. industries.
Still, there are some notable picks. Remember how China National Offshore Oil Corp., or Cnooc, felt forced to scuttle its 2005 bid for Unocal after regulators raised concerns about a Chinese company owning a U.S. energy company? Well, China is keeping a small hand in the U.S energy industry by owning stakes, for example, in energy companies Chesapeake Energy Corp, Valero and U.S. Oil Fund, an exchange traded fund that is one of the biggest players in the oil market.
In a similar vein, China's Huawei Technologies was rebuffed in its bid to acquire telecommunications concern 3Com in a join venture with Bain Capital in 2008 because of national security concerns. CIC now owns small stakes in Motorola and Sprint-Nextel (valued at $3.8 million and $1.4 million respectively).
The CIC has made some big bets on the financial industry, buying stakes in Morgan Stanley (valued at $1.7 billion), Black Rock ($713 million) and Citigroup (9 million shares valued at $29.7 million). The filing doesn't reveal when these investments were made or at what prices the shares were bought, so it is difficult to gauge how the investments have fared.
Commentators have picked up on the fact that CIC's $3 billion investment in Blackstone Group, made shortly before the private-equity firm's mid-2007 IPO, isn't mentioned in the filing. Blackstone's shares are down 64% from the IPO price.
The CIC report, filed Friday, marks the first time the fund-one of the world's most-watched investors-has listed its holdings in such detail, but as this WSJ article notes, it isn't clear why CIC made the filing now or why the list isn't complete. It quotes at a CIC spokeswoman as saying only that it made the disclosure 'according to SEC requirements.'
So, questions abound. Why, for instance, did China buy into such tech staples as Apple and Research in Motion, but not Google, the company threatening to pull out of China to protest censorship.
Maybe there is still room for intrigue after all.
Michael Corkery
For China watchers expecting some big revelations from China Investment Corp.'s first public disclosure of its U.S. stock portfolio, the filing must be disappointing. CIC's $9.6 billion of holdings of U.S. stocks represent a plain-vanilla swath of companies rather than a road map for a Chinese take-over of certain U.S. industries.
Still, there are some notable picks. Remember how China National Offshore Oil Corp., or Cnooc, felt forced to scuttle its 2005 bid for Unocal after regulators raised concerns about a Chinese company owning a U.S. energy company? Well, China is keeping a small hand in the U.S energy industry by owning stakes, for example, in energy companies Chesapeake Energy Corp, Valero and U.S. Oil Fund, an exchange traded fund that is one of the biggest players in the oil market.
In a similar vein, China's Huawei Technologies was rebuffed in its bid to acquire telecommunications concern 3Com in a join venture with Bain Capital in 2008 because of national security concerns. CIC now owns small stakes in Motorola and Sprint-Nextel (valued at $3.8 million and $1.4 million respectively).
The CIC has made some big bets on the financial industry, buying stakes in Morgan Stanley (valued at $1.7 billion), Black Rock ($713 million) and Citigroup (9 million shares valued at $29.7 million). The filing doesn't reveal when these investments were made or at what prices the shares were bought, so it is difficult to gauge how the investments have fared.
Commentators have picked up on the fact that CIC's $3 billion investment in Blackstone Group, made shortly before the private-equity firm's mid-2007 IPO, isn't mentioned in the filing. Blackstone's shares are down 64% from the IPO price.
The CIC report, filed Friday, marks the first time the fund-one of the world's most-watched investors-has listed its holdings in such detail, but as this WSJ article notes, it isn't clear why CIC made the filing now or why the list isn't complete. It quotes at a CIC spokeswoman as saying only that it made the disclosure 'according to SEC requirements.'
So, questions abound. Why, for instance, did China buy into such tech staples as Apple and Research in Motion, but not Google, the company threatening to pull out of China to protest censorship.
Maybe there is still room for intrigue after all.
Michael Corkery
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