---
title: "For 2027, the report recommends an approach focused on data centers and semiconductors, momentum… — 현대차증권 건설/유틸리티 신동현 — DecisionGateway"
description: "prediction by 현대차증권 건설/유틸리티 신동현, recorded recently — verbatim quote and source citation."
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> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

prediction

# **For 2027, the report recommends an approach focused on data centers and semiconductors, momentum that can be verified in substance and felt in immediate earnings.**

A prediction by 현대차증권 건설/유틸리티 신동현. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *2027년도 마찬가지로 실체를 확인할 수 있고 당장의 실적으로 체감할 수 있는 모멘텀인 데이터센터 및 반도체 위주의 접근 추천*

hmsecresearchPublished 2026-11-05 [ Read source](https://t.me/hmsecresearch/6160)

## **Discussion**

## **Related claims**

[**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.**FICC리서치부 전략/시황: 이경민 · commitment](https://dgw.tmarket.io/claims/01a1d71d-c57d-76cc-b3b1-9d32984f959b) [**Infineon now expects data center revenues to reach about 4 billion euros in fiscal 2027.**Infineon · prediction](https://dgw.tmarket.io/claims/01a1d7a0-989f-7e09-99df-61cc0e63395c) [**2027년 전망 보고서는 1) 변동성 함정, 2) 펀더멘털로 회귀, 3) 선호 업종 및 Top Picks로 구성했다.**미래에셋증권 전략/퀀트 유명간 · statement](https://dgw.tmarket.io/claims/01a1d857-2043-76c3-b3be-ad174b93467a) [**2027년 중순부터 시장은 높아지는 2028년 반도체 이익 전망치를 인식하기 시작할 것이다.**게시글 작성자 · prediction](https://dgw.tmarket.io/claims/01a1d93b-942a-7dc4-94e8-8d665670d456) [**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) [**2027년 글로벌 경제는 완만한 성장세를 이어가며, AI 투자와 반도체 업황 개선이 한국과 미국의 성장을 뒷받침할 전망**현대차증권 글로벌 자산배분 김중원 · prediction](https://dgw.tmarket.io/claims/01a1d93b-8408-771a-a551-5edff461cdac)

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

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