Possible scenario
Broad Buying Resumption
25% Chance
Beijing moves beyond case-by-case clearance and effectively permits major Chinese cloud and internet platforms to resume Nvidia purchases. This would signal a pragmatic turn after earlier pressure to avoid Nvidia chips, giving U.S. AI hardware suppliers a larger near-term revenue opportunity.
Initial impacts
- Copper Up
Secondary impacts
- Technology +2.5%
- Telecommunications +0.3%
- Industrials +0.3%
Tickers
- NVDA+6.5%
Portfolio impact
S&P 500+1.5%
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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