Possible scenario
Compromise Narrows Scope
30% Chance
Industry groups and federal network managers argue that a fast ban could disrupt maintenance of existing systems. Congress still signals concern about Chinese optical components, but the final language becomes more gradual and less commercially damaging.
Secondary impacts
- Technology +0.1%
- Telecommunications +0.1%
Tickers
- COHR-0.8%
- AAOI-0.4%
- LITE-0.3%
Portfolio impact
S&P 500+0.0%
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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