China Channel Retrenches

its chance, of the story’s futures

−0.7%on the S&P 500, if it happens

Beijing’s ban on Nvidia H200 chips becomes a more durable headwind instead of a negotiating tactic. Investors reassess Nvidia’s China revenue assumptions and the possibility of further technology decoupling in AI accelerators.

What it moves

Technology−1.0%

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.

China Channel Retrenches

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