commitment
The 2026 Q4-2027 Q1 buy direction is maintained; if data center construction is not fully halted, the real impact on the industry and earnings is expected to be limited.
A commitment by FICC리서치부 전략/시황: 이경민. Statements are as reported by the cited publishers — not verified by DecisionGateway.
다만 2026년 4분기-2027년 1분기 매수 방향은 유지.
Discussion
Related claims
This is a negative change factor for investment that will continue for several years; some investors see the 'pace adjustment' positively while others see it as a risk, and as a result of this outcome 10% of data centers will not be built.댄 아이브스 · predictionThe Democratic Party's stance on data centers is unclear; the market is worried, but whether there will be a real impact is uncertain, and if inflation and rates fall, it could actually be favorable for investment.에버코어 · predictionData centers have entered a period of rapid construction.clsvip · predictionThe real risk is likely to be concentrated in cost increases and schedule delays rather than construction halts, and the consensus for Big Tech's 2027 CapEx growth rate remains at +28%.FICC리서치부 전략/시황: 이경민 · predictionWhile data center demand remains solid, supply delays in the US can be an opportunity outside the US.하나증권 · predictionThe outlook for the B2B business next year is positive, based on customer base expansion and order growth in the data center (DC) and AI segments.report · prediction