Possible scenario
Expanded IP Crackdown
25% Chance
US agencies use the MiraclePlus action as a template for a broader campaign against AI trade-secret theft and cross-border talent programs. This would still be sector-specific, but it would pressure Chinese AI firms, venture networks, and service providers more visibly.
Secondary impacts
- Technology -1.0%
- Business Services -0.5%
- Finance -0.3%
Tickers
- GOOG-0.2%
Portfolio impact
S&P 500-0.5%
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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