---
title: "Concerns over an AI CapEx slowdown are already largely priced in. — 대신증권 이경민 — DecisionGateway"
description: "statement by 대신증권 이경민, recorded recently — verbatim quote and source citation."
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statement

# **Concerns over an AI CapEx slowdown are already largely priced in.**

A statement by 대신증권 이경민. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *AI CapEx 둔화 우려가 상당 부분 선반영*

daishinstrategyPublished 2026-11-04 [ Read source](https://t.me/daishinstrategy/6395)

## **Discussion**

## **Related claims**

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

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