Export Curbs Deepen

its chance, of the story’s futures

−1.2%on the S&P 500, if it happens

China-related policy risk becomes the dominant driver after Beijing’s H200 deployment bar. Investors discount a longer revenue gap from restricted China deployments and limited ability to sell high-end compliant chips into Chinese data centers.

What it moves

Technology−2.1%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

Export Curbs Deepen

Keeping an eye on this scenario?