{"id":10788,"date":"2026-10-31T01:04:31","date_gmt":"2026-10-30T23:04:31","guid":{"rendered":"https:\/\/digitalnews.hu\/?p=10788"},"modified":"2026-10-31T01:04:31","modified_gmt":"2026-10-30T23:04:31","slug":"utik-vagjak-a-techpapirokat-elfogyott-a-befektetok-turelme","status":"publish","type":"post","link":"https:\/\/digitalnews.hu\/?p=10788","title":{"rendered":"\u00dctik-v\u00e1gj\u00e1k a techpap\u00edrokat, elfogyott a befektet\u0151k t\u00fcrelme"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Egyre ink\u00e1bb megk\u00e9rd\u0151jelez\u0151dik, hogy a vezet\u0151 technol\u00f3giai c\u00e9gek k\u00e9pesek-e az alaptev\u00e9kenys\u00e9g\u00fckb\u0151l finansz\u00edrozni az irdatlan AI-beruh\u00e1z\u00e1saikat. P\u00e9nteken sok r\u00e9szv\u00e9nybefektet\u0151 bedobta a t\u00f6r\u00fclk\u00f6z\u0151t.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ahogy arra az egym\u00e1s ut\u00e1n \u00e9rkez\u0151 rossz h\u00edrek ut\u00e1n sz\u00e1m\u00edtani lehetett, j\u00f3kora m\u00ednusszal nyitottak a techr\u00e9szv\u00e9nyek az amerikai t\u0151zsd\u00e9n, p\u00e9nteken. <strong>A Nasdaq-100 index k\u00f6zel 3 sz\u00e1zal\u00e9kos lejtmenettel ind\u00edtotta a napot.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Az elad\u00e1si hull\u00e1mot m\u00e9g a cs\u00fct\u00f6rt\u00f6ki t\u0151zsdez\u00e1r\u00e1s ut\u00e1n publik\u00e1lt negyed\u00e9ves jelent\u00e9sek v\u00e1ltott\u00e1k ki. Az Equilor ezzel kapcsolatban azt emelte ki, hogy a szerdai Alphabet csal\u00f3d\u00e1s ut\u00e1n a cs\u00fct\u00f6rt\u00f6k\u00f6n publik\u00e1lt Amazon gyorsjelent\u00e9s egy \u00fajabb pofon volt a piacoknak.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ugyanis az Amazon mellett az <a href=\"https:\/\/abc.xyz\/investor\/earnings\/\" target=\"_blank\" rel=\"noopener\">Alphabet<\/a> is cs\u00f6kken\u0151 szabad cash-flowr\u00f3l, roml\u00f3 alaptev\u00e9kenys\u00e9gr\u0151l jelentett, ami kifejezetten negat\u00edv befektet\u0151i hangulatot alak\u00edtott ki. A gyeng\u00e9bb gyorsjelent\u00e9sek az \u00e1zsiai piacokat is magukkal r\u00e1ntott\u00e1k p\u00e9nteken.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Egy\u00e9rtelm\u0171nek t\u0171nik a piac reakci\u00f3: <strong>a befektet\u0151k egyre ink\u00e1bb megk\u00e9rd\u0151jelezik a mesters\u00e9ges intelligenci\u00e1ra ford\u00edtott hatalmas kiad\u00e1sok megt\u00e9r\u00fcl\u00e9s\u00e9t.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Az Amazon jelent\u00e9se egy\u00e9bk\u00e9nt bev\u00e9telsoron nem volt rossz, hozta a v\u00e1rakoz\u00e1sokat, de a vez\u00e9rigazgat\u00f3 nyilatkozata \u2013 az idei 220 milli\u00e1rd doll\u00e1ros capex ut\u00e1n a k\u00f6vetkez\u0151 \u00e9vben tov\u00e1bbi beruh\u00e1z\u00e1si k\u00f6lts\u00e9gemelked\u00e9ssel sz\u00e1mol \u2013 nagyon feler\u0151s\u00edtette a megt\u00e9r\u00fcl\u00e9sekkel kapcsolatos aggodalmakat.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Zuhannak az Intel r\u00e9szv\u00e9nyei a p\u00e9nteki keresked\u00e9sben, amihez csak annyi kellett, hogy a c\u00e9g <a href=\"https:\/\/www.reuters.com\/business\/intel-warning-sparks-chip-rout-pc-weakness-clouds-turnaround-2026-10-30\/\" target=\"_blank\" rel=\"noopener\">jelezze<\/a>: a PC-piac kifejezetten gyeng\u00e9n szerepel az emelked\u0151 mem\u00f3ria\u00e1rak miatt, a gyenge kereslet pedig ak\u00e1r 2027 els\u0151 fel\u00e9ig fennmaradhat.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A keresked\u00e9s els\u0151 perceiben <a href=\"https:\/\/finviz.com\/map?t=sec&amp;st=d1\" target=\"_blank\" rel=\"noopener\">\u00edgy \u00e1lltak a techr\u00e9szv\u00e9nyek<\/a> az el\u0151z\u0151 napi z\u00e1r\u00f3\u00e9rt\u00e9khez k\u00e9pet:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Intel: -29 sz\u00e1zal\u00e9k<br>AMD: -9,6 sz\u00e1zal\u00e9k<br>Tesla: -2,8 sz\u00e1zal\u00e9k<br>Amazon: -2,3 sz\u00e1zal\u00e9k<br>Micron Tech: -4,4 sz\u00e1zal\u00e9k<br>Nvidia: &#8211; 3,4 sz\u00e1zal\u00e9k<br>Dell -8 sz\u00e1zal\u00e9k<br>Sandisk -8,5 sz\u00e1zal\u00e9k<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A hyperscalerek kor\u00e1bbi befektet\u00e9si t\u00e9zise az volt, hogy ezek a v\u00e1llalatok a nyeres\u00e9ges alaptev\u00e9kenys\u00e9g\u00fckkel (az Alphabetn\u00e9l a rekl\u00e1mbev\u00e9tel, az Amazonn\u00e1l a kiskereskedelem) k\u00e9nyelmesen tudj\u00e1k finansz\u00edrozni az AI beruh\u00e1z\u00e1saikat, azonban a k\u00e9t v\u00e1llalat legut\u00f3bbi gyorsjelent\u00e9se aggodalomra adott okot.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><mark style=\"background-color:#9b51e0\" class=\"has-inline-color has-white-color\">Tov\u00e1bb a cikkre:<\/mark> <a href=\"https:\/\/www.economx.hu\/tozsde\/2026\/10\/30\/nasdaq100-selloff-tech-reszvenyek-ai-capex\/\" target=\"_blank\" rel=\"noopener\">economx.hu<\/a> (S\u00e1rosi Viktor)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Egyre ink\u00e1bb megk\u00e9rd\u0151jelez\u0151dik, hogy a vezet\u0151 technol\u00f3giai c\u00e9gek k\u00e9pesek-e az alaptev\u00e9kenys\u00e9g\u00fckb\u0151l finansz\u00edrozni az irdatlan AI-beruh\u00e1z\u00e1saikat. P\u00e9nteken sok r\u00e9szv\u00e9nybefektet\u0151 bedobta a&hellip;<\/p>\n","protected":false},"author":1,"featured_media":10789,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[],"class_list":["post-10788","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bigtech"],"_links":{"self":[{"href":"https:\/\/digitalnews.hu\/index.php?rest_route=\/wp\/v2\/posts\/10788","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/digitalnews.hu\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/digitalnews.hu\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/digitalnews.hu\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/digitalnews.hu\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10788"}],"version-history":[{"count":1,"href":"https:\/\/digitalnews.hu\/index.php?rest_route=\/wp\/v2\/posts\/10788\/revisions"}],"predecessor-version":[{"id":10790,"href":"https:\/\/digitalnews.hu\/index.php?rest_route=\/wp\/v2\/posts\/10788\/revisions\/10790"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/digitalnews.hu\/index.php?rest_route=\/wp\/v2\/media\/10789"}],"wp:attachment":[{"href":"https:\/\/digitalnews.hu\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10788"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/digitalnews.hu\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10788"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/digitalnews.hu\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10788"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}