{"id":54168,"date":"2026-04-14T04:32:12","date_gmt":"2026-04-14T04:32:12","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/54168\/"},"modified":"2026-04-14T04:32:12","modified_gmt":"2026-04-14T04:32:12","slug":"navrat-krale-akcie-intelu-vyskocily-o-56-procent-a-predvadeji-nejlepsi-jizdu-za-pulstoleti","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/54168\/","title":{"rendered":"N\u00e1vrat kr\u00e1le. Akcie Intelu vysko\u010dily o 56 procent a p\u0159edv\u00e1d\u011bj\u00ed nejlep\u0161\u00ed j\u00edzdu za p\u016flstolet\u00ed"},"content":{"rendered":"<p>Intel, kdysi neot\u0159esiteln\u00fd vl\u00e1dce \u010dipov\u00e9ho trhu, kter\u00fd\u00a0<a href=\"https:\/\/www.e15.cz\/byznys\/trapeni-intelu-dohnalo-i-jeho-aktivity-v-cesku-vyvoj-v-brne-byl-zredukovan-a-znacka-muze-zmizet-1418338\" rel=\"nofollow noopener\" target=\"_blank\">se v posledn\u00edch letech topil v probl\u00e9mech<\/a>\u00a0a marn\u011b hledal recept na \u00fasp\u011bch v \u00e9\u0159e um\u011bl\u00e9 inteligence, za\u017e\u00edv\u00e1 historick\u00fd comeback. Akcie spole\u010dnosti za posledn\u00edch dev\u011bt dn\u00ed vysko\u010dily o neuv\u011b\u0159iteln\u00fdch 56 procent. Za\u017e\u00edvaj\u00ed tak nejlep\u0161\u00ed j\u00edzdu tak\u0159ka od sedmdes\u00e1t\u00fdch let a trh si pokl\u00e1d\u00e1 jedinou ot\u00e1zku: je to jen do\u010dasn\u00e1 anom\u00e1lie, nebo se vrac\u00ed kr\u00e1l?\u00a0<a href=\"https:\/\/www.cnbc.com\/2026\/04\/13\/intel-stock-historic-winning-streak.html\" rel=\"nofollow noopener\" target=\"_blank\">pt\u00e1\u00a0se server CNBC<\/a>.\u00a0<\/p>\n<p>Pro kontext: Intel touto dev\u00edtidenn\u00ed \u0161\u0148\u016frou vymazal i sv\u00e9 nejsiln\u011bj\u0161\u00ed momenty z dob internetov\u00e9 hore\u010dky kolem roku 2000. Aktu\u00e1ln\u00ed r\u016fst je dokonce strm\u011bj\u0161\u00ed ne\u017e legend\u00e1rn\u00ed rally z roku 1978, kdy se akcie po uveden\u00ed procesoru 8086 (z\u00e1kladu dne\u0161n\u00ed architektury x86) chovaly podobn\u011b ne\u0159\u00edzen\u011b. Trh tak nevid\u00ed jen b\u011b\u017enou korekci, ale n\u00e1vrat k dynamice, kterou Intel nepamatuje t\u00e9m\u011b\u0159 p\u016fl stolet\u00ed.\u00a0<\/p>\n<p>D\u016fvod\u016f pro tento \u201ev\u00edt\u011bzn\u00fd maraton\u201c je hned n\u011bkolik. T\u00edm prvn\u00edm je masivn\u00ed s\u00e1zka na um\u011blou inteligenci, ov\u0161em nikoli skrze grafick\u00e9 karty, kde dominuje Nvidia, ale skrze klasick\u00e9 procesory. Ukazuje se toti\u017e, \u017ee\u00a0<a href=\"https:\/\/www.e15.cz\/byznys\/technologie-a-media\/nastupuji-premie-za-ai-dovednosti-rok-2026-bude-zlomovy-pro-umelou-inteligenci-ve-firmach-1429397\" rel=\"nofollow noopener\" target=\"_blank\">v \u00e9\u0159e takzvan\u00e9 agentn\u00ed AI<\/a>\u00a0se pr\u00e1v\u011b procesory st\u00e1vaj\u00ed \u00fazk\u00fdm hrdlem cel\u00e9ho syst\u00e9mu. Intel proto roz\u0161\u00ed\u0159il partnerstv\u00ed s Googlem, kter\u00fd jeho procesory Xeon 6 vyu\u017eije pro tr\u00e9nov\u00e1n\u00ed sv\u00fdch model\u016f.\u00a0<\/p>\n<p>Je\u0161t\u011b siln\u011bj\u0161\u00edm boostem pro d\u016fv\u011bru investor\u016f je ale zapojen\u00ed Intelu do projektu <a href=\"https:\/\/terafab.ai\/\" rel=\"nofollow noopener\" target=\"_blank\">Terafab<\/a>\u00a0Elona Muska v texask\u00e9m Austinu. Intel tam bude vyr\u00e1b\u011bt zak\u00e1zkov\u00e9 \u010dipy pro Teslu, SpaceX a platformu xAI. Pro Muska, kter\u00fd se netaj\u00ed ambic\u00ed vybudovat v\u00fdpo\u010detn\u00ed v\u00fdkon o objemu jednoho terawattu ro\u010dn\u011b, je Intel kl\u00ed\u010dov\u00fdm partnerem.\u00a0<\/p>\n<p>Zmi\u0148ovan\u00e1 kapacita terawattu ro\u010dn\u011b je ale m\u00edn\u011bna sp\u00ed\u0161 jako ilustra\u010dn\u00ed pro popis monstr\u00f3znosti cel\u00e9ho projektu. \u0160lo by toti\u017e o t\u0159etinu v\u00edce elekt\u0159iny, ne\u017e kolik vyrob\u00ed v\u0161echny elektr\u00e1rny v USA.\u00a0<\/p>\n<p>Trumpova administrativa firmu podr\u017eela<\/p>\n<p>Sv\u00e9 k tomu \u0159ekla i americk\u00e1 vl\u00e1da. Ta koncem lo\u0148sk\u00e9ho roku koupila v Intelu desetiprocentn\u00ed pod\u00edl, \u010d\u00edm\u017e de facto potvrdila, \u017ee firma je pro Spojen\u00e9 st\u00e1ty strategick\u00fdm n\u00e1rodn\u00edm z\u00e1jmem. Do hry vstoupila i samotn\u00e1 Nvidia, kter\u00e1 do Intelu investovala p\u011bt miliard dolar\u016f.\u00a0<\/p>\n<p>Pro Nvidii je siln\u00fd Intel v roli v\u00fdrobce komponent \u017eivotn\u011b d\u016fle\u017eit\u00fd: v dob\u011b geopolitick\u00e9 nejistoty pot\u0159ebuje alternativu k <a href=\"https:\/\/www.e15.cz\/tag\/tsmc\/1\" rel=\"nofollow noopener\" target=\"_blank\">tchajwansk\u00e9mu TSMC<\/a>.\u00a0\u0160\u00e9f Nvidie Jensen Huang proto ozna\u010dil spolupr\u00e1ci za \u201eneuv\u011b\u0159itelnou investici\u201c. Intel je toti\u017e jedinou firmou na sv\u011bt\u011b, kter\u00e1 dok\u00e1\u017ee pokro\u010dil\u00e9 \u010dipy v USA nejen navrhnout, ale i ve velk\u00e9m vyrobit a \u201ezabalit\u201c.\u00a0<\/p>\n<p>A kone\u010dn\u011b, Intelu se poda\u0159ilo vy\u010distit vlastn\u00ed st\u016fl. Spole\u010dnost za 14,2 miliardy dolar\u016f odkoupila zp\u011bt zb\u00fdvaj\u00edc\u00ed pod\u00edl ve sv\u00e9 irsk\u00e9 tov\u00e1rn\u011b, co\u017e je jasn\u00fd sign\u00e1l, \u017ee jej\u00ed rozvaha je v mnohem lep\u0161\u00ed kondici ne\u017e v krizov\u00e9m roce 2024. Kr\u00e1l sice je\u0161t\u011b nesed\u00ed pevn\u011b na tr\u016fnu, ale dev\u00edtidenn\u00ed j\u00edzda na burze nazna\u010duje, \u017ee koruna u\u017e je na cest\u011b.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Intel, kdysi neot\u0159esiteln\u00fd vl\u00e1dce \u010dipov\u00e9ho trhu, kter\u00fd\u00a0se v posledn\u00edch letech topil v probl\u00e9mech\u00a0a marn\u011b hledal recept na \u00fasp\u011bch&hellip;\n","protected":false},"author":2,"featured_media":54169,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[67,68,17651,461,466,6977,19459,2495,462,1011,19324,113],"class_list":{"0":"post-54168","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-byznys","8":"tag-business","9":"tag-byznys","10":"tag-cnbc","11":"tag-elon-musk","12":"tag-google","13":"tag-intel","14":"tag-jensen-huang","15":"tag-nvidia","16":"tag-spacex","17":"tag-tesla","18":"tag-tsmc","19":"tag-usa"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/116401192483899815","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/54168","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=54168"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/54168\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/54169"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=54168"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=54168"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=54168"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}