Possible scenario
Conditional US Clearance
38% Chance
The most likely path is a negotiated federal clearance that lets Waymo use Zeekr-built vehicles if Chinese hardware, telemetry, and remote-access risks are mitigated. This preserves the robotaxi rollout while giving Commerce, NHTSA, and lawmakers a visible national-security framework.
Secondary impacts
- Technology +0.5%
- Consumer Cyclicals +0.3%
- Industrials +0.2%
Tickers
- GOOGL+1.9%
- UBER+0.9%
- TSLA-0.9%
Portfolio impact
S&P 500+0.3%
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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