Possible scenario
Export Controls Broaden
25% Chance
Washington uses the MiraclePlus case to widen enforcement against Chinese AI venture networks, especially where U.S. cloud credits, model weights, or advanced GPUs were used. This becomes a broader technology-sector policy event, pressuring companies with China AI exposure.
Secondary impacts
- Technology -2.1%
- Business Services -0.8%
- Industrials -0.2%
Tickers
- NVDA-1.1%
- AMD-0.8%
Portfolio impact
S&P 500-0.9%
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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