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Pentagon Sasar Alibaba, Baidu, BYD di Daftar Perusahaan Militer China

Pentagon Sasar Alibaba, Baidu, BYD di Daftar Perusahaan Militer China

Administrasi Trump dikabarkan akan menambahkan Alibaba dan sejumlah perusahaan China lainnya ke daftar entitas yang diduga mendukung militer Tiongkok, dengan pengumuman direncanakan secepatnya pada Jumat (13/2/2026).

Latar Belakang Pengumuman

Menurut sumber familiar dengan isu ini, langkah Pentagon ini bertujuan mengirim sinyal kuat kepada pemasok AS dan lembaga pemerintah untuk menghindari kerjasama dengan perusahaan-perusahaan tersebut. Daftar 1260H tersebut tidak langsung memberlakukan sanksi, tapi berdampak reputasi dan memperingatkan risiko bisnis bagi mitra AS.

Diskusi serupa sudah muncul sejak November 2025, ketika Wakil Menteri Pertahanan Stephen Feinberg menyatakan Alibaba, Baidu, dan BYD layak dimasukkan ke daftar karena dugaan keterlibatan dalam strategi fusi militer-sipil China.

Perusahaan yang Disebutkan

Selain Alibaba (9988.HK), perusahaan lain yang pernah disebut dalam konteks ini meliputi:

Baidu Inc.

BYD Co.

Eoptolink Technology Inc.

Hua Hong Semiconductor Ltd.

RoboSense Technology Co.

WuXi AppTec Co.

Zhongji Innolight Co.

Alibaba sendiri membantah tuduhan, menyatakan tidak ada dasar untuk memasukkan mereka sebagai perusahaan militer China.

Dampak Potensial

Penambahan ke daftar ini bisa merusak reputasi perusahaan di pasar global, meski tidak ada larangan langsung. Beberapa perusahaan sebelumnya menggugat AS atas keputusan serupa, sementara investor khawatir soal tekanan geopolitik AS-China yang memanas.

Reaksi pasar sempat terlihat di forum seperti Reddit, di mana saham Alibaba dibahas sebagai target "saber-rattling" AS. Pengumuman ini datang di tengah ketegangan perdagangan pasca-restorasi hubungan Trump-Xi.

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