Managed Carve-Outs

its chance, of the story’s futures

0.0%on the S&P 500, if it happens

Beijing keeps the headline ban but narrows its application to production deployment. This lets regulators promote domestic chips while avoiding an abrupt hit to Chinese AI firms that already planned around U.S.-approved H200 purchases.

What it moves

Telecommunications+0.2%
Technology+0.1%

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.

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