{"id":120801,"date":"2026-11-10T00:34:32","date_gmt":"2026-11-09T23:34:32","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=120801"},"modified":"2026-11-09T15:38:07","modified_gmt":"2026-11-09T14:38:07","slug":"financial-times-jak-se-zhroutila-sazka-wall-streetu-na-umelou-inteligenci","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2026\/11\/10\/financial-times-jak-se-zhroutila-sazka-wall-streetu-na-umelou-inteligenci\/","title":{"rendered":"Financial Times: Jak se zhroutila s\u00e1zka Wall Streetu na um\u011blou inteligenci"},"content":{"rendered":"
<\/div>\n

Britsk\u00e9 noviny <\/span>Financial Times<\/span><\/em> informuj\u00ed, \u017ee masivn\u00ed v\u00fdprodej akci\u00ed minul\u00fd \u010dtvrtek zni\u010dil kapitalizaci americk\u00e9ho akciov\u00e9ho trhu v hodnot\u011b 3,2 bilionu dolar\u016f pot\u00e9, co v\u00fdsledky voleb v polovin\u011b volebn\u00edho obdob\u00ed vyvolaly obavy o budoucnost kolos\u00e1ln\u00edch investic do um\u011bl\u00e9 inteligence.<\/span><\/strong><\/p>\n

Noviny vysv\u011btluj\u00ed, \u017ee tyto obavy se \u010dasov\u011b shodovaly s rostouc\u00edmi n\u00e1klady na p\u016fj\u010dky a varovn\u00fdmi sign\u00e1ly z \u00fav\u011brov\u00fdch trh\u016f. Ztr\u00e1ty byly umocn\u011bny odchodem drobn\u00fdch investor\u016f a likvidac\u00ed dluhopis\u016f hedgeov\u00fdmi fondy.<\/span><\/p>\n

Index Nasdaq 100, kter\u00fd zahrnuje velk\u00e9 technologick\u00e9 spole\u010dnosti, ve \u010dtvrtek klesl o v\u00edce ne\u017e 6 %, ne\u017e se v p\u00e1tek odrazil o 1,4 %, a t\u00fdden tak zakon\u010dil se ztr\u00e1tou 4,9 %.<\/span><\/p>\n

Volby vyvol\u00e1vaj\u00ed obavy ohledn\u011b datov\u00fdch center<\/span><\/strong><\/h3>\n

Podle novin akcie ve st\u0159edu po ozn\u00e1men\u00ed v\u00fdsledk\u016f voleb, kter\u00e9 se vyzna\u010dovaly drtiv\u00fdm v\u00edt\u011bzstv\u00edm demokrat\u016f v Kongresu, nejprve vzrostly, co\u017e investory p\u0159im\u011blo k uvoln\u011bn\u00ed rezerv a obnoven\u00ed n\u00e1kup\u016f. Tento optimismus byl d\u00e1le podpo\u0159en klesaj\u00edc\u00edmi cenami ropy a nad\u011bjemi na ukon\u010den\u00ed nep\u0159\u00e1telsk\u00fdch akc\u00ed s \u00cdr\u00e1nem.<\/span><\/p>\n

Noviny v\u0161ak poznamen\u00e1vaj\u00ed, \u017ee se trend ve \u010dtvrtek obr\u00e1til, kdy rostou ceny ropy a trh se zam\u011b\u0159uje na mo\u017enost zpomalen\u00ed rozvoje infrastruktury pot\u0159ebn\u00e9 pro investice do um\u011bl\u00e9 inteligence \u2013 investice by m\u011bly v p\u0159\u00ed\u0161t\u00edm roce dos\u00e1hnout 1 bilionu dolar\u016f. Noviny zd\u016fraznily obavy, \u017ee by zvolen\u00ed demokrati\u010dt\u00ed v\u016fdci mohli zav\u00e9st omezen\u00ed v\u00fdstavby datov\u00fdch center a \u017ee by se v Kongresu mohla zes\u00edlit politick\u00e1 opozice v\u016f\u010di t\u011bmto projekt\u016fm.<\/span><\/p>\n

Ludovic Subran, hlavn\u00ed ekonom a \u0159editel investic ve spole\u010dnosti Allianz, uvedl, \u017ee volby ukon\u010dily my\u0161lenku, \u017ee na financov\u00e1n\u00ed um\u011bl\u00e9 inteligence existuje \u201ebianko \u0161ek\u201c.<\/span><\/p>\n

Obavy, kter\u00e9 se objevily p\u0159ed vlnou v\u00fdprodej\u016f<\/span><\/strong><\/h3>\n

List <\/span>Financial Times<\/span><\/em> poznamenal, \u017ee vzestup um\u011bl\u00e9 inteligence podpo\u0159il trhy zv\u00fd\u0161en\u00edm zisk\u016f technologick\u00fdch spole\u010dnost\u00ed a v\u00fdrobc\u016f \u010dip\u016f a z\u00e1rove\u0148 pos\u00edlil v\u00fdhled hospod\u00e1\u0159sk\u00e9ho r\u016fstu USA. Investo\u0159i se v\u0161ak nyn\u00ed ob\u00e1vaj\u00ed obratu, pokud se investice zpomal\u00ed a vyhl\u00eddky na zisk zhor\u0161\u00ed.<\/span><\/p>\n

V\u00fdsledky za t\u0159et\u00ed \u010dtvrtlet\u00ed vyvolaly ur\u010ditou volatilitu, jeliko\u017e technologick\u00ed giganti odhalili masivn\u00ed investi\u010dn\u00ed pl\u00e1ny, a to i p\u0159esto, \u017ee tr\u017eby z jejich kl\u00ed\u010dov\u00fdch podnik\u00e1n\u00ed z\u016fstaly slab\u00e9.<\/span><\/p>\n

Pokles cen dluh\u016f rozv\u00edjej\u00edc\u00edch se spole\u010dnost\u00ed v sektoru cloud computingu \u2013 t\u011bch, kter\u00e9 jsou nejv\u00edce vystaveny rizik\u016fm \u2013 nav\u00edc vyvolal obavy ohledn\u011b financov\u00e1n\u00ed roz\u0161i\u0159ov\u00e1n\u00ed infrastruktury ur\u010den\u00e9 pro um\u011blou inteligenci.<\/span><\/p>\n

Individu\u00e1ln\u00ed investo\u0159i a hedgeov\u00e9 fondy zrychluj\u00ed pokles<\/span><\/strong><\/h3>\n

Podle \u00fadaj\u016f spole\u010dnosti Vanda Research prodali drobn\u00ed investo\u0159i b\u011bhem prvn\u00edch dvou hodin obchodov\u00e1n\u00ed ve \u010dtvrtek jednotliv\u00e9 akcie v hodnot\u011b 388 milion\u016f dolar\u016f a ke konci seance obnovili n\u011bkter\u00e9 n\u00e1kupy.<\/span><\/p>\n

Tv\u00e1\u0159\u00ed v tv\u00e1\u0159 klesaj\u00edc\u00edm cen\u00e1m byly hedgeov\u00e9 fondy nuceny ukon\u010dit p\u00e1kov\u00e9 pozice, aby sn\u00ed\u017eily svou rizikovou expozici, co\u017e zintenzivnilo v\u00fdprodej. Podle JPMorgan zaznamenali klienti hedgeov\u00fdch fond\u016f ve \u010dtvrtek ztr\u00e1tu 1,6 %, co\u017e je jejich nejhor\u0161\u00ed seance od dopadu cel zaveden\u00fdch americk\u00fdm prezidentem Donaldem Trumpem v lo\u0148sk\u00e9m roce. Dvacetidenn\u00ed oddlu\u017een\u00ed bylo nav\u00edc nejv\u00fdznamn\u011bj\u0161\u00ed od v\u00fdprodeje, ke kter\u00e9mu do\u0161lo b\u011bhem pandemie koronaviru.<\/span><\/p>\n

V t\u00e9to turbulentn\u00ed situaci hedgeov\u00fd fond Walleye ozn\u00e1mil ukon\u010den\u00ed \u010d\u00e1sti sv\u00fdch akciov\u00fdch aktivit a vr\u00e1cen\u00ed \u010d\u00e1sti kapit\u00e1lu sv\u00fdm investor\u016fm.<\/span><\/p>\n

A\u010dkoli technologick\u00e9 akcie v p\u00e1tek zaznamenaly \u010d\u00e1ste\u010dn\u00e9 o\u017eiven\u00ed, n\u011bkte\u0159\u00ed investo\u0159i m\u011bli pocit, \u017ee trhy nadhodnotily politick\u00e1 rizika, a dodali, \u017ee dal\u0161\u00ed pokles by vy\u017eadoval skute\u010dn\u00e9 zhor\u0161en\u00ed zisk\u016f nebo ekonomick\u00fdch vyhl\u00eddek.<\/span><\/p>\n

Joe Zidle, hlavn\u00ed tr\u017en\u00ed strat\u00e9g spole\u010dnosti Cresset, uvedl, \u017ee v\u00fdsledky voleb byly sp\u00ed\u0161e <\/span>\u201ehlasov\u00e1n\u00edm o datov\u00fdch centrech\u201c<\/span><\/em> ne\u017e odm\u00edtnut\u00edm um\u011bl\u00e9 inteligence a poznamenal, \u017ee mnoho stavebn\u00edch projekt\u016f ji\u017e prob\u00edh\u00e1 a je nepravd\u011bpodobn\u00e9, \u017ee by byly zastaveny.<\/span><\/p>\n

\u00dadaje o zam\u011bstnanosti nav\u00edc potvrdily s\u00edlu americk\u00e9 ekonomiky, kdy\u017e v \u0159\u00edjnu vzniklo 165 000 pracovn\u00edch m\u00edst, co\u017e je \u010d\u00edslo vy\u0161\u0161\u00ed, ne\u017e p\u0159edpov\u00eddala Wall Street.<\/span><\/p>\n

Naopak jin\u00ed investo\u0159i se domn\u00edvali, \u017ee tato turbulence by mohla signalizovat, \u017ee vzestup um\u011bl\u00e9 inteligence dos\u00e1hl sv\u00e9ho vrcholu, a p\u0159edpov\u00eddali dlouhodob\u011bj\u0161\u00ed klesaj\u00edc\u00ed trend, a to i p\u0159es mo\u017enost do\u010dasn\u00e9ho o\u017eiven\u00ed.<\/span><\/p>\n

Zdroj: <\/span>Al-Manar<\/span><\/a><\/em><\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Britsk\u00e9 noviny Financial Times informuj\u00ed, \u017ee masivn\u00ed v\u00fdprodej akci\u00ed minul\u00fd \u010dtvrtek zni\u010dil kapitalizaci americk\u00e9ho akciov\u00e9ho…<\/p>\n","protected":false},"author":2,"featured_media":120802,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[747,45,286,1068,1472],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/120801"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=120801"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/120801\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/120802"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=120801"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=120801"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=120801"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}