China opposes US DeepSeek ban as it drafts its own export controls

Directly affected

• No company is named in this report.

Indirectly affected

• NVDA NVIDIA+5.2%

  Chip makers and their suppliers move when export rules or Taiwan risk changes

• TSM Taiwan Semiconductor+3.2%

  The main advanced-chip manufacturer sits in Taiwan

• ASML ASML-4.3%

  Chipmaking-equipment sales follow export rules

• AVGO Broadcom-6.4%

  Chip makers and their suppliers move when export rules or Taiwan risk changes

• XLE Energy Select Sector SPDR+4.9%

  Energy prices move when sanctioned supply is blocked

• USO United States Oil Fund+0.9%

  This fund moves with oil prices

• AAPL Apple+5.3%

  Sales and supply chains are exposed to a new tariff

• NKE Nike+1.2%

  Sales and supply chains are exposed to a new tariff

• AMD AMD+9.7%

  Chip makers and their suppliers move when export rules or Taiwan risk changes

• AMAT Applied Materials-12.6%

  Chip-equipment makers feel export controls

Price reaction, T-5 to T+3

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.