statement
Excessive concerns over the AI value chain are calming and losses are being recovered.
A statement by 대신증권 이경민. Statements are as reported by the cited publishers — not verified by DecisionGateway.
AI 밸류체인은 과도한 우려 진정되며 낙폭 만회
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Related claims
The strategy is to gradually re-expand exposure to the AI value chain, including semiconductors, while confirming easing funding anxiety and improving corporate profitability.하나 Global ETF · commitmentExcessive concerns about AI investment have been reversed.퀀틴전시 플랜 · statementConcerns over an AI CapEx slowdown are already largely priced in.대신증권 이경민 · statementConcerns over stretched valuations and the possibility of an AI bubble were growing.thefinancialexpressonline · statementAs security, supply chain reorganization and AI infrastructure investment continue, long-duration supply will increase and the downside for interest rates will likely be limited.장기금리 및 재정 부담 확대 · predictionAfter a concentrated selloff, an attractive buying point has emerged in the upstream AI supply chain.摩根大通全球市场策略主管Dubravko · prediction