Traders Talk: Tech ustupuje, otěže přebírá defenziva a St...

What this episode covers

Americké trhy neprocházejí klasickým výplachem, ale výraznou sektorovou rotací. Zatímco technologičtí giganti ztrácejí dech, kapitál se přesouvá do defenzivnějších titulů. V novém díle Traders Talk makléř Patria Finance Martin Uher vysvětluje, proč se mění investorské preference, jak číst propad automobilky Stellantis, co čekat od ČEZu a kde na pražské burze hledat příležitosti. Obsah: 00:00:24 Tržní rotace v USA 00:04:11 Tvrdý pád Stellantis 00:07:20 ČEZ v zajetí Fibonacciho analýzy 00:08:36 Komerční banka stále láká dividendou 00:10:16 Moneta už hodně vysoko 00:11:00 Investiční tip pro pražskou burzu

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Frequently Asked Questions

How long is this episode of Patria Podcasts?

This episode is 12 minutes long.

When was this Patria Podcasts episode published?

This episode was published on February 6, 2026.

What is this episode about?

Americké trhy neprocházejí klasickým výplachem, ale výraznou sektorovou rotací. Zatímco technologičtí giganti ztrácejí dech, kapitál se přesouvá do defenzivnějších titulů. V novém díle Traders Talk makléř Patria Finance Martin Uher vysvětluje, proč...

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