---
title: "Excessive concerns over the AI value chain are calming and losses are being recovered. — 대신증권 이경민 — DecisionGateway"
description: "statement by 대신증권 이경민, recorded recently — verbatim quote and source citation."
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statement

# **Excessive concerns over the AI value chain are calming and losses are being recovered.**

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

> *AI 밸류체인은 과도한 우려 진정되며 낙폭 만회*

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

## **Related claims**

[**The strategy is to gradually re-expand exposure to the AI value chain, including semiconductors, while confirming easing funding anxiety and improving corporate profitability.**하나 Global ETF · commitment](https://dgw.tmarket.io/claims/01a1ceab-93c6-7e81-901b-a109f02cfea9) [**Excessive concerns about AI investment have been reversed.**퀀틴전시 플랜 · statement](https://dgw.tmarket.io/claims/01a1d732-f8a9-7007-b12b-ac604624d815) [**Concerns over an AI CapEx slowdown are already largely priced in.**대신증권 이경민 · statement](https://dgw.tmarket.io/claims/01a1d71f-30bc-7537-b05c-cc6d226e8462) [**Concerns over stretched valuations and the possibility of an AI bubble were growing.**thefinancialexpressonline · statement](https://dgw.tmarket.io/claims/01a1ca38-6eec-752e-b385-a98e6eb4bfdd) [**As security, supply chain reorganization and AI infrastructure investment continue, long-duration supply will increase and the downside for interest rates will likely be limited.**장기금리 및 재정 부담 확대 · prediction](https://dgw.tmarket.io/claims/01a1d4a6-0df7-7742-8e7e-c99093480832) [**After a concentrated selloff, an attractive buying point has emerged in the upstream AI supply chain.**摩根大通全球市场策略主管Dubravko · prediction](https://dgw.tmarket.io/claims/01a1d524-68b4-7411-85b6-dc358ef13e90)

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

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```

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