--- title: "Demand movement is expected to occur to countries equipped with sites, power, and capital. — 하나증권 — DecisionGateway" description: "prediction by 하나증권, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1ceb9-c8e5-774a-ac50-976de0e69301" meta: "og:description": "prediction by 하나증권, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "Demand movement is expected to occur to countries equipped with sites, power, and capital. — 하나증권 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) prediction # **Demand movement is expected to occur to countries equipped with sites, power, and capital.** A prediction by [**하나증권**](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *특히 부지, 전력, 자본 등이 갖춰진 국가로의 수요 이동이 발생할 것으로 보입니다.* hanaresearchPublished 2026-11-09 [ Read source](https://t.me/hanaresearch/20916) [**하나증권 dossier **](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca) ## **Related claims** [**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) [**Permitting requirements and cost-sharing at major data center hubs will be strengthened, diversifying locations to new regions while speculative demand will be filtered out.**데이터센터 비용 구조 재편 · prediction](https://dgw.tmarket.io/claims/01a1d4a6-0dd5-7c50-9595-98d6e3b0c047) [**Companies will expand to new regions and overseas in response to existing site costs and permitting burdens, and stronger grid connection screening, as seen in Texas ERCOT interconnection applications, can filter out speculative demand and allocate resources to necessary projects over the medium to long term.**하나 자산배분/해외크레딧 이영주 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-80bc-73e1-9bae-4807996079cb) [**The West is an economy of demand.**Pierre De Gaulle · statement](https://dgw.tmarket.io/claims/01a1c312-8a15-7ba6-af47-545c77cd6313) [**East Africa increasingly attracts US capital.**businessdailyaf · statement](https://dgw.tmarket.io/claims/01a1c8f5-e7e8-7915-9bc6-dba539f31262) [**Hanoi's power needs are surging.**nikkeiasia · statement](https://dgw.tmarket.io/claims/01a1c6fc-18fd-703c-86dd-a2b4e756dc6c) ## **More claims by 하나증권** [**The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b231-7d52-805c-3f604b6a5af0) [**The U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b21a-7518-829b-60cdc773571a) [**This report is a weekly report covering global sector trends and indicators rather than a single earnings estimate for an individual company, and it does not provide annual aggregate earnings figures.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b20e-78ef-8998-71366dda0c35) [**An approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b203-77a2-bb21-b5002bb38a65) [**Ahead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b1f8-780c-a428-efe4735941fd) [All claims by 하나증권](https://dgw.tmarket.io/claims?claimant_id=01a1cea2-176c-7cf2-87ea-9ed64a8130ca) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 3,000+ Telegram channels — every claim cited. Read free.","name":"DecisionGateway","url":"https://dgw.tmarket.io/","publisher":{"@id":"https://dgw.tmarket.io/#identity"}},{"@id":"https://dgw.tmarket.io/claims/01a1ceb9-c8e5-774a-ac50-976de0e69301#webpage","@type":"WebPage","description":"prediction by 하나증권, recorded recently — verbatim quote and source citation.","name":"Demand movement is expected to occur to countries equipped with sites, power, and capital. — 하나증권 — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1ceb9-c8e5-774a-ac50-976de0e69301","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1ceb9-c8e5-774a-ac50-976de0e69301#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1ceb9-c8e5-774a-ac50-976de0e69301"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1ceb9-c8e5-774a-ac50-976de0e69301#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","name":"Home","item":"https://dgw.tmarket.io","position":1},{"@type":"ListItem","name":"Claims","item":"https://dgw.tmarket.io/claims","position":2},{"@type":"ListItem","name":"Demand movement is expected to occur to countries equipped…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1ceb9-c8e5-774a-ac50-976de0e69301#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-11-09","isBasedOn":"https://t.me/hanaresearch/20916","text":"특히 부지, 전력, 자본 등이 갖춰진 국가로의 수요 이동이 발생할 것으로 보입니다.","url":"/claims/01a1ceb9-c8e5-774a-ac50-976de0e69301","spokenByCharacter":{"@type":"Person","name":"하나증권","@id":"/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca"}}]} ``` ## Sitemap See the full [sitemap](https://dgw.tmarket.io/sitemap.md) for all pages.