Possible scenario
Beijing Manages Probe
25% Chance
Chinese regulators treat DeepSeek as strategically important and push for tighter controls without crippling the company. The outcome balances national-security oversight with Beijing's interest in maintaining a domestic AI champion.
Secondary impacts
- Technology +0.2%
- Industrials -0.1%
- Business Services +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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