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Itt vagyunk: Főoldal > Gazdaság > portfolio.hu > Akkorát rúghat a kötvénypiac az AI-trade-be, hogy beleremeghet a részvénypiac

Akkorát rúghat a kötvénypiac az AI-trade-be, hogy beleremeghet a részvénypiac

portfolio.hu |
Az idei évben a mesterséges intelligencia részvények szárnyalását még az iráni háború és a vámokkal kapcsolatos hírek sem tudták megtörni, ám a rendszerben komoly sérülékenységek épültek fel. Az iráni konfliktus újrafellángolása és az emelkedő olajárak ezúttal másképp hathatnak: a reálkamatok emelkedése drágítja a tőkeáttételt, és az öngerjesztő folyamat, amely felfelé hajtotta az AI-papírokat, most lefelé is beindulhat.

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