Possible scenario
Controls Broaden Further
15% Chance
Security agencies use the bill as a template for broader restrictions on Chinese optical components in critical infrastructure. This would be a more material sector event, though still short of a full technology embargo.
Secondary impacts
- Technology -0.6%
- Telecommunications -0.5%
- Industrials -0.1%
Tickers
- COHR+4.0%
- LITE+1.1%
- AAOI+1.0%
- +0.7%
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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