statement
The focus should be on a slowdown in pace rather than an actual halt in investment.
A statement by 대신증권 이경민. Statements are as reported by the cited publishers — not verified by DecisionGateway.
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Related claims
If the virtuous cycle is confirmed, slowing Capex could instead be the starting point for investment efficiency and FCF recovery, but if monetization of final demand is delayed, utilization, unit prices and OCF recovery will also be delayed and the timing of normalizing the AI investment cycle will be pushed back.하나 자산배분/해외크레딧 이영주 · predictionExcessive concerns about AI investment have been reversed.퀀틴전시 플랜 · statementAlthough new data center permitting delays may slow the pace of investment, the total amount of AI investment will be maintained.FICC리서치부 전략/시황: 이경민 · predictionПока нельзя торопиться со снижением ключевой ставки ЦБ.глава Банка России Эльвира Набиуллина · statementBecause AI investment has become a major growth driver of the US economy, a slowdown in investment pace and worsening funding conditions are also a burden on the broader economy.하나 Global ETF · predictionConcerns over an AI CapEx slowdown are already largely priced in.대신증권 이경민 · statement