prediction
The possibility of bargain buying remains due to the short-term excessive decline, and a selective approach centered on quality companies with solid AI and cloud results and strong cash generation is needed.
A prediction by HANA Global Weekly. Statements are as reported by the cited publishers — not verified by DecisionGateway.
다만 단기 낙폭 과대에 따른 저가 매수 유입 가능성이 상존하며, AI 및 클라우드 부문의 견조한 실적과 강력한 현금창출력을 보유한 우량 기업 중심의 선별적 접근이 필요합니다.
Related claims
Bargain hunting is expected to flow in after the short-term excessive decline, and Microsoft (MSFT.US) has been newly added to the portfolio.HANA Global Weekly · predictionThe current share price reflects weak performance and is at a historical low, so a low-price buying strategy looking toward next year is valid.report author · statementThe current share price is at a 12-month forward PER of 7x and PBR of 0.4x, making low-price buying valid at this point.report author · statementUntil early in the year, market scrutiny of AI companies' funding conditions and profitability will continue, favoring companies with solid cash generation and fundamentals.하나 Global ETF · prediction지정학적 상황과 빅테크의 AI 경쟁을 고려하면 AI 투자가 단기간에 크게 둔화될 가능성은 낮고, N사향 신규 CCL 공급사 진입 가능성도 제한적이다.하나증권 IT 김민경 · predictionGlobal tech stocks have entered a sell-off phase due to concerns over data center regulation originating from Blue Wave and reduced AI investment.HANA Global Weekly · allegation