--- title: "Hana Securities judges that it would be unreasonable for the U.S. to actively impose data center… — 하나증권 — DecisionGateway" description: "prediction by 하나증권, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1cea2-19b4-7304-aabb-e17f3a4def96" meta: "og:description": "prediction by 하나증권, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "Hana Securities judges that it would be unreasonable for the U.S. to actively impose data center… — 하나증권 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) prediction # **Hana Securities judges that it would be unreasonable for the U.S. to actively impose data center regulations, given global AI technology competition tied to national security and economic hegemony and China's active support for its AI industry.** A prediction by [**하나증권**](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *하나증권은 미국이 데이터센터 규제를 적극적으로 단행하기에는 무리가 있다고 판단함.* hanaresearchPublished 2026-11-08 [ Read source](https://t.me/hanaresearch/20909) [**하나증권 dossier **](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca) ## **Related claims** [**Democratic wins in the midterms are raising the possibility of stronger AI data center regulation and construction slowdown concerns, which is weighing on investor sentiment.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d71d-c527-7c13-9d24-90dbddfebac6) [**The core of AI data center regulation concerns is slower investment execution rather than a full construction ban; only under 5% advocate a federal construction ban while 50-60% support cost-sharing legislation for large power users.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d71d-c55c-7b21-8dc7-5e83728ec797) [**Federal regulation of AI data centers is minimal, centered on cost sharing and tax credit reduction; total investment matters less than speed, location and cost variables.**대신증권 이경민 · statement](https://dgw.tmarket.io/claims/01a1d712-38ee-7cbb-b5b3-8f740b1ca98b) [**The U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1d4ae-b21a-7518-829b-60cdc773571a) [**About 30% of new U.S. data center operating capacity is expected to be concentrated in Texas by 2028, so tighter regulation would inevitably significantly affect AI infrastructure investment.**post author · prediction](https://dgw.tmarket.io/claims/01a1d72c-f976-7cb4-bb40-977705488c3d) [**The focus of data center regulation is on expanding corporate cost-sharing, and regulatory intensity will differ by region.**하나 자산배분/해외크레딧 이영주 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-8075-7f28-88da-1861e864e8ea) ## **More claims by 하나증권** [**The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b231-7d52-805c-3f604b6a5af0) [**The U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b21a-7518-829b-60cdc773571a) [**This report is a weekly report covering global sector trends and indicators rather than a single earnings estimate for an individual company, and it does not provide annual aggregate earnings figures.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b20e-78ef-8998-71366dda0c35) [**An approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b203-77a2-bb21-b5002bb38a65) [**Ahead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b1f8-780c-a428-efe4735941fd) [All claims by 하나증권](https://dgw.tmarket.io/claims?claimant_id=01a1cea2-176c-7cf2-87ea-9ed64a8130ca) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 3,800+ Telegram channels — every claim cited. 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