---
title: "Korea can also be an opportunity, and there are sites where construction can begin immediately if… — 하나증권 — DecisionGateway"
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statement

# **Korea can also be an opportunity, and there are sites where construction can begin immediately if leasing is confirmed; GS동해데이터센터 is such a place.**

A statement by [**하나증권**](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca). Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *이에 따라 한국도 기회가 될 수 있있으며, 임차만 확인된다면 착공을 바로 시작할 수 있는 현장도 존재합니다. GS동해데이터센터가 그런 곳이며*

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**

[**Data centers have entered a period of rapid construction.**clsvip · prediction](https://dgw.tmarket.io/claims/01a1cdd0-d5f9-7e82-b1b1-5ada7923cacc) [**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) [**As the tenant is confirmed and orders continue, the upside for GS건설's share price is expected to open.**하나증권 · prediction](https://dgw.tmarket.io/claims/01a1ceb9-c95a-741b-84fe-6a2eeac18698) [**In the US midterm elections, opinions on domestic data center construction were strongly reflected.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1ceb9-c7f8-7a82-94e8-1cd5ae7ca700) [**The elected officials said they would halt new construction until new data center regulations are legislated.**하나증권 · commitment](https://dgw.tmarket.io/claims/01a1ceb9-c86e-7d3b-9fdc-9139c15f7f5e) [**The possibility of a full halt to AI data center construction is limited: federal-level halt probability is estimated below 5%, new halt probability in Texas, Georgia and Ohio is 15-30%, and the weighted halt risk for total planned construction volume is only 11%.**FICC리서치부 전략/시황: 이경민 · prediction](https://dgw.tmarket.io/claims/01a1d714-860b-7a21-a126-26734647f60c)

## **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)

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