Possible scenario
China Supply Friction
19% Chance
Waymo's reliance on Chinese-built Zeekr vehicles becomes a political and supply-chain issue as U.S.-China technology tensions remain high. The key uncertainty is whether regulators treat the vehicles as ordinary imports, connected-car risks or strategic autonomous-mobility infrastructure.
Secondary impacts
- Consumer Cyclicals -0.1%
- Technology -0.1%
Tickers
- GOOGL-0.5%
- TSLA+0.5%
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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