Possible scenario
North American Pivot
22% Chance
Alphabet may try to preserve the Zeekr vehicle design while moving final assembly, sensitive electronics, or software integration into North America. This path reduces political risk but raises costs and could push back the timeline for national robotaxi scaling.
Secondary impacts
- Industrials +0.3%
- Consumer Cyclicals +0.3%
- Technology +0.2%
Tickers
- MG+2.0%
- GOOGL+0.6%
- UBER+0.1%
Portfolio impact
S&P 500+0.1%
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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