China Upside Extends

18%its chance, of the story’s futures

+0.4%on the S&P 500, if it happens

China demand remains stronger than expected after the iPhone Duo launch, helped by premium-device replacement cycles and carrier promotions. The positive revenue read-through outweighs memory-cost concerns for Apple and selected suppliers.

What it moves

Technology+0.5%

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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