\nValul global de v\u00e2nz\u0103ri masive din sectorul semiconductorilor se amplific\u0103, alimentat de temerea c\u0103 unele dintre companiile vedet\u0103 ale boomului inteligen\u0163ei artificiale au ajuns la evalu\u0103ri nesustenabile, potrivit Bloomberg.<\/p>\n
\nBenchmarkul bursier sud-coreean Kospi s-a pr\u0103bu\u015fit cu p\u00e2n\u0103 la 6,2% miercuri, cea mai abrupt\u0103 c\u0103dere de la \u015focul tarifelor impuse \u00een aprilie de pre\u015fedintele SUA, Donald Trump. Gigantii industriei \u2014 Samsung Electronics \u015fi SK Hynix \u2014 au tras \u00eentreaga pia\u0163\u0103 \u00een jos. \u00cen Japonia, Advantest Corp. a pierdut aproape 10%, \u00eemping\u00e2nd indicele Nikkei 225 la un declin de peste 4%.<\/p>\n
\nNumai \u00een dou\u0103 sesiuni, investitorii au \u015fters de pe h\u0103r\u0163ile bursiere aproximativ 500 de miliarde de dolari din capitalizarea cumulat\u0103 a sectorului: mar\u0163i, prin colapsul indicelui Philadelphia Semiconductor Index, iar miercuri prin corec\u0163iile severe din indicele Bloomberg dedicat ac\u0163iunilor asiatice ale produc\u0103torilor de cipuri.<\/p>\n
\nCorec\u0163ia abrupt\u0103 scoate \u00een eviden\u0163\u0103 c\u00e2t de tensionat devenise raliul alimentat de AI, dup\u0103 maxime istorice care au ad\u0103ugat trilioane de dolari valorii produc\u0103torilor de cipuri de la minimele \u00eenregistrate \u00een aprilie. Investitorii au pariat agresiv pe explozia cererii de putere de calcul necesar\u0103 inteligen\u0163ei artificiale \u2014 \u00eens\u0103 revenirea la realism love\u015fte puternic.<\/p>\n
\nReticen\u0163a actual\u0103 reflect\u0103 \u00eengrijor\u0103ri cresc\u00e2nde legate de poten\u0163ialul real de profit al companiilor din sector \u015fi de evalu\u0103rile deja \u201eumflate\u201d, \u00een special \u00eentr-un context \u00een care dob\u00e2nzile ar putea r\u0103m\u00e2ne ridicate pentru mai mult timp.<\/p>\n
\n\u201ePie\u0163ele sunt sc\u0103ldate \u00een ro\u015fu, iar sentimentul general este sumbru \u015fi ap\u0103s\u0103tor\u201d, a declarat Chris Weston, \u015feful departamentului de cercetare de la Pepperstone Group. \u201eTrebuie s\u0103 r\u0103m\u00e2nem deschi\u015fi posibilit\u0103\u0163ii unei continu\u0103ri a sc\u0103derilor. Simplu spus, motivele de cump\u0103rare sunt foarte pu\u0163ine \u00een acest moment.\u201d<\/p>\n
\nSemnalul de alarm\u0103 tras de liderii de pe Wall Street privind o corec\u0163ie inevitabil\u0103, al\u0103turi de sc\u0103derea a\u015ftept\u0103rilor pentru reduceri ale dob\u00e2nzilor de c\u0103tre Rezerva Federal\u0103 \u015fi prelungirea blocajului guvernului SUA, au accentuat tensiunile din pia\u0163\u0103.<\/p>\n
\nInvestitorii au v\u00e2ndut agresiv \u015fi titlurile unor companii precum Palantir Technologies \u015fi Advanced Micro Devices, dup\u0103 ce previziunile lor financiare nu au reu\u015fit s\u0103 impresioneze, \u00een pofida salturilor uria\u015fe ale ac\u0163iunilor din acest an, alimentate de entuziasmul legat de AI.<\/p>\n","protected":false},"excerpt":{"rendered":"
Valul global de v\u00e2nz\u0103ri masive din sectorul semiconductorilor se amplific\u0103, alimentat de temerea c\u0103 unele dintre companiile vedet\u0103 ale boomului inteligen\u0163ei artificiale au ajuns la evalu\u0103ri nesustenabile, potrivit Bloomberg. Benchmarkul bursier sud-coreean Kospi s-a pr\u0103bu\u015fit cu p\u00e2n\u0103 la 6,2% miercuri, cea mai abrupt\u0103 c\u0103dere de la \u015focul tarifelor impuse \u00een aprilie de pre\u015fedintele SUA, Donald […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[7172,30540,8482,13906,201,18017,187,20586,31465,10021,449,7633,60,2930,547,7147,315,31134,106,526,7212,7230],"class_list":["post-241890","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-actiuni","tag-agresiv","tag-cadere","tag-cipuri","tag-companii","tag-coreea","tag-dobanzi","tag-donald-trump","tag-impunere","tag-indice","tag-inteligenta","tag-investitori","tag-piata","tag-prabusire","tag-presedinte","tag-producatori","tag-sector","tag-soc","tag-sua","tag-tarife","tag-vanzari","tag-vedete"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/241890","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=241890"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/241890\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=241890"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=241890"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=241890"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}