Export Licenses Revisited

its chance, of the story’s futures

−0.6%on the S&P 500, if it happens

The combination of the ballroom pledge, congressional scrutiny, and reports that a blacklisted Chinese university obtained H200 chips pushes officials to revisit the export approvals. This scenario has the clearest industry impact because it could affect future AI-chip sales into China.

What it moves

Technology−1.0%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

Export Licenses Revisited

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