{"id":188252,"date":"2026-07-28T16:17:10","date_gmt":"2026-07-28T16:17:10","guid":{"rendered":"https:\/\/www.europesays.com\/hu\/188252\/"},"modified":"2026-07-28T16:17:10","modified_gmt":"2026-07-28T16:17:10","slug":"gazdasag-melyrepulesbe-kuldte-a-tozsdeket-az-ai-panik","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/hu\/188252\/","title":{"rendered":"Gazdas\u00e1g: M\u00e9lyrep\u00fcl\u00e9sbe k\u00fcldte a t\u0151zsd\u00e9ket az AI-p\u00e1nik"},"content":{"rendered":"<p>Nagyot zuhantak a jelent\u0151sebb chipgy\u00e1rt\u00f3 c\u00e9gek r\u00e9szv\u00e9nyei, \u00e9s h\u00fazz\u00e1k magukkal az amerikai \u00e9s \u00e1zsiai t\u0151zsd\u00e9ket, annyira sokan adn\u00e1k el a mesters\u00e9ges intelligenci\u00e1hoz kapcsol\u00f3d\u00f3 r\u00e9szv\u00e9nyeiket. Az eur\u00f3pai t\u0151zsd\u00e9ket igaz\u00e1n nem r\u00e1ngatta meg az AI-elad\u00e1si hull\u00e1m, mert az itteni gazdas\u00e1g nem annyira kitett a mesters\u00e9ges intelligenci\u00e1val foglalkoz\u00f3 c\u00e9geknek.<\/p>\n<p>Az elad\u00e1sok azut\u00e1n indultak meg, hogy a Wall Street Journal meg\u00edrta, az Nvidia t\u00e1rgyal\u00e1sokat folytat, hogy mintegy 250 milli\u00e1rd doll\u00e1rt biztos\u00edtson az OpenAI-nak egy hatalmas adatk\u00f6zpont-beruh\u00e1z\u00e1s r\u00e9szek\u00e9nt. Arra az elm\u00falt h\u00f3napokban egyre t\u00f6bben figyelmeztettek, hogy az AI-c\u00e9gek \u00e9s a chipgy\u00e1rt\u00f3k k\u00f6z\u00f6tt sok k\u00f6rbetartoz\u00e1s van, \u00e9s hogy ezek a v\u00e1llalatok \u00f3ri\u00e1si beruh\u00e1z\u00e1sokba fogtak bele, amelyekn\u00e9l azonban <a href=\"https:\/\/hvg.hu\/360\/20260716_egy-masik-kozgazdasag-novekedes-fejlodes-technologia-buborek\" target=\"_self\" rel=\"nofollow noopener\">m\u00e9g mindig k\u00e9ts\u00e9ges a megt\u00e9r\u00fcl\u00e9s<\/a>.<\/p>\n<p> <a href=\"https:\/\/hvg.hu\/360\/20251029_mesterseges-intelligencia-befektetes-lufi-nvidia-openai-amd\" target=\"_self\" rel=\"nofollow noopener\"> <\/p>\n<p>https:\/\/hvg.hu\/360\/20251029_mesterseges-intelligencia-befektetes-lufi-nvidia-openai-amd<\/p>\n<p>Az Nvidia a New York-i t\u0151zsd\u00e9n h\u00e9tf\u0151n 5 sz\u00e1zal\u00e9kot vesztett az \u00e9rt\u00e9k\u00e9b\u0151l, ezzel a c\u00e9g elvesztette az els\u0151 hely\u00e9t a vil\u00e1g leg\u00e9rt\u00e9kesebb t\u0151zsdei c\u00e9geinek list\u00e1j\u00e1n, az \u00faj els\u0151 helyezett az Apple lett \u2013 amint azt egy vagyonkezel\u0151 a <a href=\"https:\/\/www.bbc.com\/news\/articles\/cly8zng43npo\" target=\"_blank\" rel=\"nofollow noopener\">BBC-nek<\/a> elmondta, az Apple r\u00e9szv\u00e9nyei az\u00e9rt is emelkedhettek id\u00e9n 25 sz\u00e1zal\u00e9kkal, mert ez a v\u00e1llalat azon kev\u00e9s techc\u00e9gek egyike, amelyek nem vesznek r\u00e9szt az AI-versenyben.<\/p>\n<p>A d\u00e9l-koreai t\u0151zsdei keresked\u00e9st h\u00fasz percre fel is kellett f\u00fcggeszteni, miut\u00e1n a Kospi-index 8 sz\u00e1zal\u00e9kot zuhant, a sz\u00fcnet ut\u00e1n azonban folytat\u00f3dott az es\u00e9s, \u00edgy a nap eg\u00e9sz\u00e9ben 10,8 sz\u00e1zal\u00e9kos m\u00ednuszban z\u00e1rt. A nagy techc\u00e9gek k\u00f6z\u00fcl a Samsung \u00e9s az SK Hynix \u00e1rfolyama is 13 sz\u00e1zal\u00e9kot esett. Ut\u00f3bbinak az amerikai r\u00e9szv\u00e9nyei is 7,5 sz\u00e1zal\u00e9kkal estek. A jap\u00e1n Nikkei-index pedig 4 sz\u00e1zal\u00e9kos cs\u00f6kken\u00e9ssel z\u00e1rta a napot.<\/p>\n<p> <a href=\"https:\/\/hvg.hu\/gazdasag\/20260616_ai-fejlesztesek-cegek-mesterseges-intelligencia\" target=\"_self\" rel=\"nofollow noopener\"> <\/p>\n<p>https:\/\/hvg.hu\/gazdasag\/20260616_ai-fejlesztesek-cegek-mesterseges-intelligencia<\/p>\n","protected":false},"excerpt":{"rendered":"Nagyot zuhantak a jelent\u0151sebb chipgy\u00e1rt\u00f3 c\u00e9gek r\u00e9szv\u00e9nyei, \u00e9s h\u00fazz\u00e1k magukkal az amerikai \u00e9s \u00e1zsiai t\u0151zsd\u00e9ket, annyira sokan adn\u00e1k&hellip;\n","protected":false},"author":2,"featured_media":188253,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[8],"tags":[282,53200,42,43,34,5340,3884,111,94,93,92],"class_list":["post-188252","post","type-post","status-publish","format-standard","has-post-thumbnail","category-vilag","tag-ai","tag-chipgyarto","tag-hungarian","tag-magyar","tag-news","tag-nvidia","tag-samsung","tag-vallalkozas","tag-vilag","tag-world","tag-world-news"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@hu\/116998507480496064","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/188252","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/comments?post=188252"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/188252\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media\/188253"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media?parent=188252"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/categories?post=188252"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/tags?post=188252"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}