statement
The U.S. midterm elections ended in a Democratic victory, and uncertainty over data center investment sharply drove down global semiconductor companies' share prices.
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미국 중간선거가 민주당의 승리로 마무리되며 데이터센터 투자 관련 불확실성이 글로벌 반도체 업체들의 주가를 크게 하락시켰음.
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After the U.S. midterm elections, political uncertainty eased, but volatility widened as the Nasdaq plunged on concerns over data center regulation and slowing AI investment.하나증권 · statementAfter the US midterm elections, volatility centered on tech stocks is widening due to policy uncertainty and data center regulation concerns.HANA Global Weekly · statementIn the US midterm elections, opinions on domestic data center construction were strongly reflected.하나증권 · statementThe Democratic Party secured both the Senate and House by a larger margin than expected in the US midterm elections.post author · statementAfter the Democrats' victory in the US midterm elections, investors feared tighter regulation of the industry and slower data-center construction.post author · statementThe market worries that political constraints on AI infrastructure investment will grow depending on the outcome of the U.S. midterm elections, but related policy is expected to move toward requiring corporate cost-sharing and securing resident acceptance.하나 자산배분/해외크레딧 이영주 · prediction
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