Ranní komentář: Trhy dál dobře naladěny, Nvidia kupuje Hugging face a Meta rozdává tokeny

from XTB – INVESTICE & TRADING · host XTB Online Trading

Rozdílové smlouvy jsou komplexní nástroje a v důsledku použití finanční páky jsou spojeny s vysokým rizikem rychlého vzniku finanční ztráty. U 77 % účtů retailových investorů došlo při obchodování s rozdílovými smlouvami u tohoto poskytovatele ke vzniku ztráty. Měli byste zvážit, zda rozumíte tomu, jak rozdílové smlouvy fungují, a zda si můžete dovolit vysoké riziko ztráty svých finančních prostředků. Investování je rizikové. Investujte zodpovědně.(00:00) Úvod(00:26) Pohled na trhy(09:54) Nvidia kupuje Hugging Face(11:37) Nový model od Mety(15:29) Nový model od Open AI(17:16) Začátek dotazů: Útoky agentů na neocloudy?(19:59) Pohled na trhy(21:22) Pozice v Philip Morris(25:30) AI Boom a infra buildup(31:16) Ještě pár dotazů k AI(34:21) Růst pomocí akvizic(36:06) TJX Companies(39:24) Mobility Global(45:00) Děti, škola, Transmedics a kontrariánství(53:48) Xiaomi

Episode metadata supplied by the publisher feed · Published Sep 4, 2026

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Ranní komentář: Trhy dál dobře naladěny, Nvidia kupuje Hugging face a Meta rozdává tokeny

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