Export-Control Fallout

its chance, of the story’s futures

−1.3%on the S&P 500, if it happens

Washington treats the H200 incident and Huang resignation as evidence that existing AI-chip controls are being circumvented. This would shift the story from governance to sector policy, making the impact broader across semiconductor names exposed to China sales.

What it moves

Technology−1.8%
Industrials−0.2%

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-Control Fallout

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