---
title: "지정학적 상황과 빅테크의 AI 경쟁을 고려하면 AI 투자가 단기간에 크게 둔화될 가능성은 낮고, N사향 신규 CCL 공급사 진입 가능성도 제한적이다. — 하나증권 IT 김민경 — DecisionGateway"
description: "prediction by 하나증권 IT 김민경, recorded recently — verbatim quote and source citation."
canonical_url: "https://dgw.tmarket.io/claims/01a1ceb3-ba95-79ed-b7d8-1ebabc80b06d"
meta:
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  "og:image:alt": "White network of connected nodes crossed by a timeline on black"
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  "og:title": "지정학적 상황과 빅테크의 AI 경쟁을 고려하면 AI 투자가 단기간에 크게 둔화될 가능성은 낮고, N사향 신규 CCL 공급사 진입 가능성도 제한적이다. — 하나증권 IT 김민경 — DecisionGateway"
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> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

prediction

# **지정학적 상황과 빅테크의 AI 경쟁을 고려하면 AI 투자가 단기간에 크게 둔화될 가능성은 낮고, N사향 신규 CCL 공급사 진입 가능성도 제한적이다.**

A prediction by 하나증권 IT 김민경. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *지정학적 상황과 빅테크의 AI 경쟁을 고려하면 AI 투자가 단기간에 크게 둔화될 가능성은 낮음*

hanaresearchPublished 2026-11-09 [ Read source](https://t.me/hanaresearch/20923)

## **Related claims**

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[All claims](https://dgw.tmarket.io/claims)

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