{"id":170709,"date":"2026-08-06T14:50:08","date_gmt":"2026-08-06T14:50:08","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/170709\/"},"modified":"2026-08-06T14:50:08","modified_gmt":"2026-08-06T14:50:08","slug":"goldman-sachs-vidi-v-evrope-prehlizene-prilezitosti-u-dvou-akcii-ocekava-vice-nez-100-rust","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/170709\/","title":{"rendered":"Goldman Sachs vid\u00ed v Evrop\u011b p\u0159ehl\u00ed\u017een\u00e9 p\u0159\u00edle\u017eitosti. U dvou akci\u00ed o\u010dek\u00e1v\u00e1 v\u00edce ne\u017e 100% r\u016fst"},"content":{"rendered":"

vybrala n\u011bkolik evropsk\u00fdch titul\u016f, u nich\u017e vid\u00ed mimo\u0159\u00e1dn\u011b atraktivn\u00ed r\u016fstov\u00fd potenci\u00e1l. Spole\u010dn\u00fdm jmenovatelem doporu\u010den\u00ed jsou dlouhodob\u00e9 struktur\u00e1ln\u00ed trendy, jako jsou rozvoj um\u011bl\u00e9 inteligence, investice do obrany, energetick\u00e1 transformace nebo budov\u00e1n\u00ed digit\u00e1ln\u00ed infrastruktury.<\/p>\n

Goldman Sachs aktualizovala sv\u016fj seznam nejatraktivn\u011bj\u0161\u00edch evropsk\u00fdch akci\u00ed pro srpen, p\u0159i\u010dem\u017e u dvou spole\u010dnost\u00ed vid\u00ed mimo\u0159\u00e1dn\u011b vysok\u00fd r\u016fstov\u00fd potenci\u00e1l p\u0159esahuj\u00edc\u00ed 100 %, u jedn\u00e9 dokonce a\u017e 168 %, cituje CNBC<\/a>. Mezi akcie s nejv\u011bt\u0161\u00edm o\u010dek\u00e1van\u00fdm r\u016fstem podle 12m\u011bs\u00ed\u010dn\u00edch c\u00edlov\u00fdch cen analytik\u016f pat\u0159\u00ed:
Ceres Power<\/p>\n

Podle analytik\u016f by akcie britsk\u00e9 spole\u010dnosti Ceres Power mohly vzr\u016fst a\u017e o 168 %. Ceres Power se zab\u00fdv\u00e1 v\u00fdvojem palivov\u00fdch \u010dl\u00e1nk\u016f a technologi\u00ed pro v\u00fdrobu \u010dist\u00e9 energie. Akcie spole\u010dnosti v\u0161ak v posledn\u00ed dob\u011b zaost\u00e1valy za \u0161ir\u0161\u00edm technologick\u00fdm sektorem. V \u010dervenci oslabily o v\u00edce ne\u017e 31 %. D\u016fvodem byly zejm\u00e9na obavy investor\u016f z probl\u00e9m\u016f v dodavatelsk\u00fdch \u0159et\u011bzc\u00edch, schopnosti firmy \u00fasp\u011b\u0161n\u011b realizovat sv\u00e9 pl\u00e1ny a tak\u00e9 nejistoty ohledn\u011b toho, jak dlouho vydr\u017e\u00ed vysok\u00e1 popt\u00e1vka po technologi\u00edch spojen\u00fdch s um\u011blou inteligenc\u00ed.<\/p>\n

Analytici v\u0161ak pova\u017euj\u00ed ned\u00e1vn\u00fd pokles ceny akci\u00ed za zaj\u00edmavou n\u00e1kupn\u00ed p\u0159\u00edle\u017eitost. Upozor\u0148uj\u00ed zejm\u00e9na na \u0161k\u00e1lovateln\u00fd licen\u010dn\u00ed model spole\u010dnosti, kter\u00fd umo\u017e\u0148uje r\u016fst bez nutnosti vysok\u00fdch investic do v\u00fdroby, a tak\u00e9 na mo\u017enost, \u017ee partne\u0159i vyu\u017e\u00edvaj\u00edc\u00ed technologie Ceres Power budou t\u011b\u017eit z dal\u0161\u00ed vlny r\u016fstu datov\u00fdch center.<\/p>\n

Analytici z\u016fst\u00e1vaj\u00ed pozitivn\u011b nalad\u011bni tak\u00e9 v\u016f\u010di n\u011bmeck\u00e9mu zbroja\u0159sk\u00e9mu koncernu . Podle nich maj\u00ed akcie potenci\u00e1l vzr\u016fst b\u011bhem p\u0159\u00ed\u0161t\u00edch 12 m\u011bs\u00edc\u016f o p\u0159ibli\u017en\u011b 102 %. Akcie Rheinmetallu v minul\u00e9m m\u011bs\u00edci pos\u00edlily o 15,1 %, k \u010demu\u017e p\u0159isp\u011bly p\u0159edev\u0161\u00edm siln\u00e9 v\u00fdsledky hospoda\u0159en\u00ed za druh\u00e9 \u010dtvrtlet\u00ed.<\/p>\n

Analytici spole\u010dnost ozna\u010dili za \u201ev\u00fdrazn\u011b podhodnocenou\u201c a zd\u016fraznili, \u017ee je ve velmi dobr\u00e9 pozici, aby profitovala z pokra\u010duj\u00edc\u00edho zbrojen\u00ed evropsk\u00fdch zem\u00ed a navy\u0161ov\u00e1n\u00ed obrann\u00fdch rozpo\u010dt\u016f.
BT Group<\/p>\n

Telekomunika\u010dn\u00ed spole\u010dnost , jej\u00ed\u017e akcie se obchoduj\u00ed v Lond\u00fdn\u011b, je jednou ze dvou evropsk\u00fdch firem, u kter\u00fdch vid\u00ed potenci\u00e1l r\u016fstu o 64 % b\u011bhem p\u0159\u00ed\u0161t\u00edch 12 m\u011bs\u00edc\u016f. Analytici se domn\u00edvaj\u00ed, \u017ee v\u00fdznamn\u00fdm motorem r\u016fstu m\u016f\u017ee b\u00fdt zpen\u011b\u017een\u00ed rozs\u00e1hl\u00e9 optick\u00e9 s\u00edt\u011b, do n\u00ed\u017e firma v posledn\u00edch letech investovala.<\/p>\n

BT podle nich tak\u00e9 pat\u0159\u00ed mezi spole\u010dnosti, kter\u00e9 t\u011b\u017e\u00ed z investi\u010dn\u00edho trendu ozna\u010dovan\u00e9ho jako HALO (Heavy Assets, Low Obsolescence). Tento p\u0159\u00edstup up\u0159ednost\u0148uje firmy s vysok\u00fdmi investicemi do infrastruktury a fyzick\u00fdch aktiv, silnou konkuren\u010dn\u00ed pozic\u00ed a n\u00edzk\u00fdm rizikem technologick\u00e9ho zastar\u00e1n\u00ed.<\/p>\n

Akcie BT za posledn\u00edch 12 m\u011bs\u00edc\u016f oslabily o 4,1 %, podle ale trh jejich dlouhodob\u00fd potenci\u00e1l podce\u0148uje.<\/p>\n

DSV<\/p>\n

D\u00e1nsk\u00e1 logistick\u00e1 skupina DSV navzdory lep\u0161\u00edm ne\u017e o\u010dek\u00e1van\u00fdm v\u00fdsledk\u016fm za druh\u00e9 \u010dtvrtlet\u00ed v \u010dervenci ztratila 9,3 %. Spole\u010dnost p\u0159itom vyk\u00e1zala r\u016fst objemu leteck\u00e9 p\u0159epravy o 10 % meziro\u010dn\u011b a hrub\u00fd zisk p\u0159es 4,9 miliardy d\u00e1nsk\u00fdch korun<\/a>. P\u0159esto investo\u0159i akcie prod\u00e1vali.<\/p>\n

Analytici v\u0161ak o\u010dek\u00e1vaj\u00ed, \u017ee akcie b\u011bhem p\u0159\u00ed\u0161t\u00edch 12 m\u011bs\u00edc\u016f vzrostou o 64 %. DSV podle nich pat\u0159\u00ed mezi v\u00fdznamn\u00e9 nep\u0159\u00edm\u00e9 p\u0159\u00edjemce rozvoje um\u011bl\u00e9 inteligence, proto\u017ee rostouc\u00ed v\u00fdstavba datov\u00fdch center a technologick\u00e9 infrastruktury zvy\u0161uje popt\u00e1vku po p\u0159eprav\u011b a logistick\u00fdch slu\u017eb\u00e1ch.<\/p>\n

Dal\u0161\u00edm d\u016fle\u017eit\u00fdm faktorem je integrace p\u0159evzat\u00e9 spole\u010dnosti DB Schenker, kter\u00e1 by m\u011bla pos\u00edlit postaven\u00ed DSV na glob\u00e1ln\u00edm logistick\u00e9m trhu. To v\u0161e podle analytik\u016f p\u0159eva\u017euje nad obavami investor\u016f ohledn\u011b ni\u017e\u0161\u00ed ziskovosti silni\u010dn\u00ed dopravy.<\/p>\n

Spole\u010dnost je jednou ze t\u0159\u00ed nov\u00fdch firem za\u0159azen\u00fdch na presti\u017en\u00ed m\u011bs\u00ed\u010dn\u00ed seznam investi\u010dn\u00edch favorit\u016f s n\u00e1zvem \u201eEuropean Conviction \u2013 Directors‘ Cut\u201c. P\u0159esto\u017ee akcie t\u00e9to nizozemsk\u00e9 spole\u010dnosti b\u011bhem posledn\u00edho m\u011bs\u00edce oslabily o 7,2 % kv\u016fli obav\u00e1m investor\u016f ohledn\u011b v\u00fdvoje trhu s um\u011blou inteligenc\u00ed, analytici u n\u00ed st\u00e1le vid\u00ed potenci\u00e1l r\u016fstu o p\u0159ibli\u017en\u011b 52 % b\u011bhem p\u0159\u00ed\u0161t\u00edch 12 m\u011bs\u00edc\u016f.<\/p>\n

ASML ozna\u010duj\u00ed za spole\u010dnost, kter\u00e1 je \u201ev\u00edce ne\u017e jen s\u00e1zkou na um\u011blou inteligenci\u201c. Ve sv\u00e9 zpr\u00e1v\u011b uvedli: \u201eP\u0159esto\u017ee se st\u00e1le \u0161ir\u0161\u00ed vyu\u017eit\u00ed um\u011bl\u00e9 inteligence st\u00e1v\u00e1 dlouhodob\u00fdm motorem popt\u00e1vky, zdroje p\u0159\u00edjm\u016f jsou diverzifikov\u00e1ny nap\u0159\u00ed\u010d cel\u00fdm polovodi\u010dov\u00fdm \u0159et\u011bzcem. D\u00edky sv\u00e9 unik\u00e1tn\u00ed pozici na trhu firma profituje z investic do \u010dip\u016f bez ohledu na to, kter\u00e1 konkr\u00e9tn\u00ed aplikace bude poh\u00e1n\u011bt dal\u0161\u00ed vlnu r\u016fstu.\u201c<\/p>\n

\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"vybrala n\u011bkolik evropsk\u00fdch titul\u016f, u nich\u017e vid\u00ed mimo\u0159\u00e1dn\u011b atraktivn\u00ed r\u016fstov\u00fd potenci\u00e1l. Spole\u010dn\u00fdm jmenovatelem doporu\u010den\u00ed jsou dlouhodob\u00e9 struktur\u00e1ln\u00ed trendy,…\n","protected":false},"author":2,"featured_media":170710,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[12],"tags":[10030,20075,67,68,41817,20082,41814,23785,41270,41815,41816,8494,9778,39515,32238],"class_list":["post-170709","post","type-post","status-publish","format-standard","has-post-thumbnail","category-byznys","tag-10030","tag-akcii","tag-business","tag-byznys","tag-dvou","tag-evrope","tag-goldman","tag-nez","tag-ocekava","tag-prehlizene","tag-prilezitosti","tag-rust","tag-sachs","tag-vice","tag-vidi"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/117049126467791719","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/170709","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=170709"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/170709\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/170710"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=170709"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=170709"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=170709"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}