Possible scenario
Quality concerns emerge
20% Chance
The free period exposes bottlenecks, reliability issues, or weaker-than-expected performance under real developer workloads. That would blunt the marketing value of Meituan's launch and reinforce doubts about whether very large Chinese open models can scale cheaply.
Secondary impacts
- Technology -0.2%
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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