---
title: "모건스탠리는 인프라 투자가 무산되기보다 착공이 지연되는 정도이며, 2028년 예정 프로젝트의 20%가 2029년으로 이연될 것으로 예상한다. — 모건스탠리 — DecisionGateway"
description: "prediction by 모건스탠리, recorded recently — verbatim quote and source citation."
canonical_url: "https://dgw.tmarket.io/claims/01a1d7bc-17b6-7e85-866b-8c926b7d9cd0"
meta:
  "og:description": "prediction by 모건스탠리, 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": "모건스탠리는 인프라 투자가 무산되기보다 착공이 지연되는 정도이며, 2028년 예정 프로젝트의 20%가 2029년으로 이연될 것으로 예상한다. — 모건스탠리 — 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

# **모건스탠리는 인프라 투자가 무산되기보다 착공이 지연되는 정도이며, 2028년 예정 프로젝트의 20%가 2029년으로 이연될 것으로 예상한다.**

A prediction by 모건스탠리. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *모건스탠리. 인프라 투자 무산 보다 착공 지연 정도*

shmstoryPublished 2026-11-09 [ Read source](https://t.me/shmstory/9194)

## **Discussion**

## **Related claims**

[**The real risk is likely to be concentrated in cost increases and schedule delays rather than construction halts, and the consensus for Big Tech's 2027 CapEx growth rate remains at +28%.**FICC리서치부 전략/시황: 이경민 · prediction](https://dgw.tmarket.io/claims/01a1d714-862f-7592-9409-6ed5d7beb63c) [**Meshkinfam hopes to restore all infrastructure covered by the project by the end of Aban, November 21.**Mohammad Meshkinfam · prediction](https://dgw.tmarket.io/claims/01a1d01f-5fad-7e9b-acf3-19eedf4e9f52) [**After the midterm elections, political constraints and regulation on infrastructure investment are expected to strengthen due to the problem of passing on data centers' electricity and water costs.**AI 투자의 정치적 비용 부각 · prediction](https://dgw.tmarket.io/claims/01a1d4a6-0da5-7a64-94b5-3c9e82cea6ba) [**This is a negative change factor for investment that will continue for several years; some investors see the 'pace adjustment' positively while others see it as a risk, and as a result of this outcome 10% of data centers will not be built.**댄 아이브스 · prediction](https://dgw.tmarket.io/claims/01a1d7b3-a5f1-7308-9944-aa587eb02287) [**Although new data center permitting delays may slow the pace of investment, the total amount of AI investment will be maintained.**FICC리서치부 전략/시황: 이경민 · prediction](https://dgw.tmarket.io/claims/01a1d729-fa88-7c93-aeeb-5039889b0302) [**Both standalone and consolidated operating profit are expected to turn to growth in 2027, shifting the investment view toward 2027.**analyst report · prediction](https://dgw.tmarket.io/claims/01a1d4b4-184d-7a8f-8fba-9e9520841ca7)

[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 4,000+ 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/01a1d7bc-17b6-7e85-866b-8c926b7d9cd0#webpage","@type":"WebPage","description":"prediction by 모건스탠리, recorded recently — verbatim quote and source citation.","name":"모건스탠리는 인프라 투자가 무산되기보다 착공이 지연되는 정도이며, 2028년 예정 프로젝트의 20%가 2029년으로 이연될 것으로 예상한다. — 모건스탠리 — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1d7bc-17b6-7e85-866b-8c926b7d9cd0","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1d7bc-17b6-7e85-866b-8c926b7d9cd0#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1d7bc-17b6-7e85-866b-8c926b7d9cd0"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1d7bc-17b6-7e85-866b-8c926b7d9cd0#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":"모건스탠리는 인프라 투자가 무산되기보다 착공이 지연되는 정도이며, 2028년 예정 프로젝트의 20%가…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1d7bc-17b6-7e85-866b-8c926b7d9cd0#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-11-09","isBasedOn":"https://t.me/shmstory/9194","text":"모건스탠리. 인프라 투자 무산 보다 착공 지연 정도","url":"/claims/01a1d7bc-17b6-7e85-866b-8c926b7d9cd0"}]}
```

## Sitemap

See the full [sitemap](https://dgw.tmarket.io/sitemap.md) for all pages.