{"id":127299,"date":"2026-06-23T16:17:11","date_gmt":"2026-06-23T16:17:11","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/127299\/"},"modified":"2026-06-23T16:17:11","modified_gmt":"2026-06-23T16:17:11","slug":"spacex-se-tezce-sbira-micron-i-sandisk-krvaci-oslabuje-nvidia","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/127299\/","title":{"rendered":"SpaceX se t\u011b\u017ece sb\u00edr\u00e1. Micron i Sandisk krv\u00e1c\u00ed, oslabuje Nvidia"},"content":{"rendered":"

Akcie SpaceX zah\u00e1jily \u00fatern\u00ed obchodov\u00e1n\u00ed m\u00edrn\u00fdm r\u016fstem o 1,5 procenta. M\u00edrn\u00ed t\u00edm pond\u011bln\u00ed \u0161estn\u00e1ctiprocentn\u00ed ztr\u00e1ty. Akcie spole\u010dnosti Elona Muska, kter\u00e1 vlastn\u00ed i v\u00fdvoj\u00e1\u0159e um\u011bl\u00e9 inteligence xAI, dosahuje necel\u00fdch 160 dolar\u016f. Na burzu vstupovala s cenovkou 135 dolar\u016f, minul\u00fd t\u00fdden st\u00e1la i v\u00edce ne\u017e 220 dolar\u016f.\u00a0<\/p>\n

Jej\u00ed zakol\u00eds\u00e1n\u00ed odr\u00e1\u017e\u00ed celkovou n\u00e1ladu investor\u016f, kter\u00e1 m\u00e1 k euforii daleko. Za posledn\u00edch p\u011bt dn\u00ed klesl americk\u00fd index technologick\u00fdch akci\u00ed Nasdaq o zhruba deset procent, podle Reuters<\/a> mimo jin\u00e9 ze strachu z mo\u017en\u00e9ho zp\u0159\u00edsn\u011bn\u00ed monet\u00e1rn\u00ed politiky Fedu. Stejn\u011b dramaticky ztr\u00e1c\u00ed polovodi\u010dov\u00e1 Micron Technology nebo v\u00fdrobce po\u010d\u00edta\u010dov\u00fdch disk\u016f Sandisk. Cel\u00fd Nasdaq zad\u011bl\u00e1val v \u00fater\u00fd na ztr\u00e1tu kolem dvou procent, Nvidia je\u0161t\u011b o procentn\u00ed bod v\u00edce.<\/p>\n

\n\t\t\t\tAnketa\n\t\t\t<\/p>\n

\n\t\t\t\tNa sou\u010dasn\u00fdch cen\u00e1ch jsou pro v\u00e1s akcie SpaceX:\n\t\t\t<\/p>\n

D\u016fvodem je i r\u016fst pochybnost\u00ed nad udr\u017eitelnost\u00ed r\u016fstu zisk\u016f firem vyd\u011bl\u00e1vaj\u00edc\u00edch na rozmachu um\u011bl\u00e9 inteligence, mezi kter\u00e9 krom\u011b Nvidie pat\u0159\u00ed pr\u00e1v\u011b i Micron nebo Sandisk.<\/p>\n

I kv\u016fli t\u00e9to n\u00e1lad\u011b se SpaceX propadla v \u017eeb\u0159\u00ed\u010dku nejhodnotn\u011bj\u0161\u00edch firem sv\u011bta. Minul\u00fd t\u00fdden dokonce nakr\u00e1tko p\u0159edstihla Amazon a Microsoft a do\u010dasn\u011b se stala \u010dtvrtou nejcenn\u011bj\u0161\u00ed ve\u0159ejn\u011b obchodovanou firmou sv\u011bta. Aktu\u00e1ln\u011b je SpaceX s valuac\u00ed ve v\u00fd\u0161i dvou bilion\u016f dolar\u016f na sedm\u00e9m m\u00edst\u011b<\/a> mezi TSMC a Broadcomem.<\/p>\n

Bl\u00ed\u017e\u00ed se odemyk\u00e1n\u00ed akci\u00ed SpaceX<\/p>\n

Ob\u011b tyto \u010dipov\u00e9 firmy zaznamenaly loni des\u00edtky miliard dolar\u016f \u010dist\u00e9ho zisku, zat\u00edmco SpaceX skon\u010dila v \u010dist\u00e9 ztr\u00e1t\u011b p\u011bti miliard dolar\u016f. Cena akcie k pom\u011bru k tr\u017eb\u00e1m je u SpaceX a\u017e \u0161estkr\u00e1t vy\u0161\u0161\u00ed ne\u017e u Broadcomu a TSMC. Investo\u0159i plat\u00ed t\u00e9m\u011b\u0159 130 dolar\u016f za ka\u017ed\u00fd dolar minul\u00fdch tr\u017eeb.<\/p>\n

To nen\u00ed jedin\u00e1 skute\u010dnost, kter\u00e1 m\u016f\u017ee \u010d\u00e1st investor\u016f od n\u00e1kupu pod\u00edlu v Muskov\u011b korporaci odradit. B\u011bhem srpna za\u010dnou Wall Street zaplavovat dal\u0161\u00ed bal\u00edky akci\u00ed t\u00e9to spole\u010dnosti v dr\u017een\u00ed ran\u00fdch investor\u016f a fond\u016f. Jejich pod\u00edly zat\u00edm podl\u00e9haj\u00ed ochrann\u00e9 lh\u016ft\u011b. \u201eNa trh se m\u016f\u017ee dostat zhruba 900 milion\u016f akci\u00ed, zat\u00edmco dnes se obchoduje p\u0159ibli\u017en\u011b 500 milion\u016f,\u201c upozor\u0148uje\u00a0<\/a>portfolio mana\u017eer Cyrrusu Tom\u00e1\u0161 Pfeiler s t\u00edm, \u017ee spoustu venture kapit\u00e1lov\u00fdch a private equity investor\u016f m\u016f\u017ee cht\u00edt realizovat zisky.<\/p>\n

Analytici spole\u010dnosti Morningstar u\u017e d\u0159\u00edve uvedli<\/a>, \u017ee podle jejich odhadu budouc\u00edch pen\u011b\u017en\u00edch tok\u016f firmy by jej\u00ed tr\u017en\u00ed hodnota SpaceX m\u011bla dosahovat necel\u00fdch 800 miliard dolar\u016f.<\/p>\n

Z historick\u00e9ho hlediska by nicm\u00e9n\u011b pokra\u010duj\u00edc\u00ed p\u00e1d jejich ceny nebyl nijak v\u00fdjime\u010dn\u00fd. Pokles akci\u00ed v\u011bt\u0161\u00edch firem b\u011bhem prvn\u00edho roku od vstupu na burzu je na Wall Street obvykl\u00fd, p\u0159ipomn\u011bl<\/a> finan\u010dn\u00ed poradce Kevin Greenard.\u00a0Od roku 2000 jejich medi\u00e1nov\u00fd v\u00fdnos v prvn\u00edch dvan\u00e1cti m\u011bs\u00edc\u00edch od IPO (Initial Public Offering, ups\u00e1n\u00ed akci\u00ed na burzu) dosahoval minus 32 procent. \u201eJe to b\u011b\u017en\u00e9 vyst\u0159\u00edzliv\u011bn\u00ed. R\u016fst SpaceX po IPO byl zp\u016fsoben\u00fd hlavn\u011b t\u00edm, \u017ee na burzu \u0161lo pom\u011brn\u011b m\u00e1lo akci\u00ed,\u201c komentuje situaci SpaceX Pfeiler.<\/p>\n

Muskovy sliby ve hv\u011bzd\u00e1ch<\/p>\n

Fanou\u0161ci Elona Muska a jeho firem o\u010dek\u00e1vaj\u00ed, \u017ee finan\u010dn\u00ed v\u00fdsledky SpaceX zam\u00ed\u0159\u00ed ke hv\u011bzd\u00e1m hlavn\u011b v okam\u017eiku, a\u017e se tam ve v\u011bt\u0161\u00ed m\u00ed\u0159e budou vyd\u00e1vat lid\u00e9. Musk slibuje, \u017ee jeho spole\u010dnost v\u00fdrazn\u011b usnadn\u00ed cestov\u00e1n\u00ed k M\u011bs\u00edci a pot\u00e9 i k Marsu. Bilion\u00e1\u0159 pom\u00fd\u0161l\u00ed<\/a> i na v\u00fdstavbu datacenter na ob\u011b\u017en\u00e9 dr\u00e1ze Zem\u011b. Masivn\u00ed doprava lid\u00ed a materi\u00e1lu mimo domovskou planetu by ze SpaceX ud\u011blala kl\u00ed\u010dov\u00e9ho p\u0159epravce s obrovsk\u00fdmi p\u0159\u00edjmy.<\/p>\n

\u201e\u010c\u00e1st investor\u016f dostala a\u017e s p\u0159\u00edchodem SpaceX poprv\u00e9 mo\u017enost investovat p\u0159\u00edmo do dominantn\u00edho hr\u00e1\u010de cel\u00e9ho odv\u011btv\u00ed. Zat\u00edmco d\u0159\u00edve byly men\u0161\u00ed kosmick\u00e9 firmy \u010dasto vn\u00edm\u00e1ny jako nep\u0159\u00edm\u00e1 s\u00e1zka na r\u016fst vesm\u00edrn\u00e9 ekonomiky, dnes mohou investo\u0159i vlastnit samotn\u00fd SpaceX,\u201c uvedl\u00a0<\/a>ned\u00e1vno pro e15 analytik spole\u010dnosti Purple Trading Petr Lajsek. N\u011bkte\u0159\u00ed kriti\u010dt\u00ed koment\u00e1to\u0159i\u00a0ale rad\u00ed<\/a> br\u00e1t Muskovy sliby s ob\u0159\u00ed rezervou.<\/p>\n

\u201ePro m\u011b je to aktu\u00e1ln\u011b asi nejp\u0159ece\u0148ovan\u011bj\u0161\u00ed \u010dlov\u011bk na planet\u011b. \u0158ada lid\u00ed ho p\u0159itom vn\u00edm\u00e1 jako n\u011bkoho, kdo kon\u00e1 jenom dobro a\u00a0chce z\u00a0lidstva ud\u011blat meziplanet\u00e1rn\u00ed \u017eivo\u010di\u0161n\u00fd druh,\u201c podivil se v rozhovoru pro e15 magaz\u00edn<\/a> youtuber Jakub Vejmola alias Kicom au\u0159e, kter\u00e1 \u0161\u00e9fa Tesly a\u00a0SpaceX obklopuje. Podle Vejmoly, kter\u00fd se kritick\u00e9mu rozboru byznysu \u0161\u00e9fa Tesly a SpaceX v\u011bnuje pravideln\u011b, v\u0161ak sotva mohou megalomansk\u00e9 vize obh\u00e1jit zp\u016fsob Muskovy komunikace se z\u00e1kazn\u00edky a investory.<\/p>\n

Vejmola nar\u00e1\u017e\u00ed na \u0159adu Muskov\u00fdch nenapln\u011bn\u00fdch p\u0159\u00edslib\u016f. Ty se t\u00fdkaj\u00ed pr\u00e1v\u011b i SpaceX. Nap\u0159\u00edklad u\u017e v\u00a0roce 2020 Musk vyj\u00e1d\u0159il \u201esiln\u00e9 p\u0159esv\u011bd\u010den\u00ed\u201c<\/a>, \u017ee lid\u00e9 na povrchu rud\u00e9 planety p\u0159istanou v\u00a0roce 2026, mo\u017en\u00e1 je\u0161t\u011b d\u0159\u00edve. Dnes u\u017e je jist\u00e9, \u017ee k\u00a0tomu nedo\u0161lo.<\/p>\n

VIDEO:\u00a0Vesm\u00edrn\u00fd byznys za\u017e\u00edv\u00e1 boom, TRL Space chce do roku 2030 dostat \u010deskou vlajku na M\u011bs\u00edc, popisuje zakladatel spole\u010dnosti v po\u0159adu\u00a0FLOW:<\/a>\u00a0\u00a0<\/p>\n

\"Video<\/p>\n

\n\t\t\t\tFLOW: Rozhovor s Petrem Kapounem \u2022 e15\n\t\t\t<\/p>\n","protected":false},"excerpt":{"rendered":"Akcie SpaceX zah\u00e1jily \u00fatern\u00ed obchodov\u00e1n\u00ed m\u00edrn\u00fdm r\u016fstem o 1,5 procenta. M\u00edrn\u00ed t\u00edm pond\u011bln\u00ed \u0161estn\u00e1ctiprocentn\u00ed ztr\u00e1ty. Akcie spole\u010dnosti Elona…\n","protected":false},"author":2,"featured_media":127300,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[10],"tags":[842,412,35025,31261,461,17,21,21527,7473,16,462,18,19,19324,22,845,6459,20],"class_list":["post-127299","post","type-post","status-publish","format-standard","has-post-thumbnail","category-zpravy","tag-ai","tag-akcie","tag-akcie-v-usa","tag-broadcom","tag-elon-musk","tag-headlines","tag-hlavni-udalosti","tag-ipo","tag-nasdaq","tag-news","tag-spacex","tag-top-news","tag-top-stories","tag-tsmc","tag-udalosti-dne","tag-umela-inteligence","tag-wall-street","tag-zpravy"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/116800326656850964","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/127299","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=127299"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/127299\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/127300"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=127299"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=127299"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=127299"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}