---
title: "The 2026 Q4-2027 Q1 buy direction is maintained; if data center construction is not fully halted,… — FICC리서치부 전략/시황: 이경민 — DecisionGateway"
description: "commitment by FICC리서치부 전략/시황: 이경민, recorded recently — verbatim quote and source citation."
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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.*

daishinstrategyPublished 2026-11-04 [ Read source](https://t.me/daishinstrategy/6394)

## **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 · prediction](https://dgw.tmarket.io/claims/01a1d7b3-a5f1-7308-9944-aa587eb02287) [**The 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 · prediction](https://dgw.tmarket.io/claims/01a1d7b3-a5d5-74df-94fe-42f74b20f2d1) [**Data centers have entered a period of rapid construction.**clsvip · prediction](https://dgw.tmarket.io/claims/01a1cdd0-d5f9-7e82-b1b1-5ada7923cacc) [**The 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 · prediction](https://dgw.tmarket.io/claims/01a1d714-862f-7592-9409-6ed5d7beb63c) [**While data center demand remains solid, supply delays in the US can be an opportunity outside the US.**하나증권 · prediction](https://dgw.tmarket.io/claims/01a1ceb9-c8c5-7826-8c5e-e2a81019d555) [**The 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](https://dgw.tmarket.io/claims/01a1d4aa-b0c1-7542-92b0-1f126d146466)

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