{"id":301881,"date":"2026-07-10T15:32:13","date_gmt":"2026-07-10T15:32:13","guid":{"rendered":"https:\/\/www.europesays.com\/se\/301881\/"},"modified":"2026-07-10T15:32:13","modified_gmt":"2026-07-10T15:32:13","slug":"nvidia-billigare-an-borsen-ar-ai-festen-pa-vag-att-spara-ur","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/301881\/","title":{"rendered":"Nvidia billigare \u00e4n b\u00f6rsen \u2013 \u00e4r AI-festen p\u00e5 v\u00e4g att sp\u00e5ra ur?"},"content":{"rendered":"<p>  <img alt=\"\" class=\"_image_1jxax_84 layout-component layout-wide\" data-fullscreen- data-track-element-type=\"Article image fullscreen\" data-track-name=\"ImageFullscreen\" fetchpriority=\"high\" decoding=\"sync\" loading=\"eager\" height=\"4480\" itemprop=\"image\"  src=\"https:\/\/www.europesays.com\/se\/wp-content\/uploads\/2026\/07\/1dd1a57b-5187-3dec-b486-ea7d41629b76.jpeg\"  style=\"object-position:50.71428571428571% 37.91294642857143%\" width=\"6720\"\/><\/p>\n<p class=\"_textTheme_zldsx_1 _lead_16k26_2 _lead_3ue4t_18 layout-component layout-normal layout-padded _lead_o6m9k_5 _leadTheme_1q6sv_1 body-large bold\">De har dominerat b\u00f6rsen i mer \u00e4n ett decennium. Men nu har kapitalet b\u00f6rjat fly fr\u00e5n USA:s techj\u00e4ttar. \u00c4r AI-festen p\u00e5 v\u00e4g att sp\u00e5ra ur \u2013 eller har den knappt b\u00f6rjat? Tre tunga f\u00f6rvaltare ger helt olika svar.<\/p>\n<p><a class=\"_link_1wc6r_108\" href=\"https:\/\/svd.se\/av\/henning-eklund\" title=\"Henning Eklund\" rel=\"nofollow noopener\" target=\"_blank\"><img alt=\"Bild av Henning Eklund\" class=\"_image_1wc6r_85\" fetchpriority=\"low\" decoding=\"async\" itemprop=\"image\" loading=\"lazy\"  src=\"https:\/\/www.europesays.com\/se\/wp-content\/uploads\/2026\/07\/1783697533_651_9b09012f-2084-4a44-be7f-6569d0bbca34.png\"  width=\"480\"\/><\/a>           <\/p>\n<p class=\"_textTheme_zldsx_1 _paragraph_16k26_4 _paragraph_3ue4t_27 layout-component layout-normal layout-padded body-medium\">\u2013 Investerarna letar efter flaskhalsar. Pengarna g\u00e5r fr\u00e5n de som skriver checkarna till de som tar emot checkarna.<\/p>\n<p class=\"_textTheme_zldsx_1 _paragraph_16k26_4 _paragraph_3ue4t_27 layout-component layout-normal layout-padded body-medium\">Handelsbankens techf\u00f6rvaltare Niklas Lundin beskriver ett stort skifte, d\u00e4r flera av de amerikanska techj\u00e4ttar som ibland kallas f\u00f6r \u201dde magnifika sju\u201d haft ett tufft \u00e5r p\u00e5 b\u00f6rsen. Ist\u00e4llet \u00e4r det deras underleverant\u00f6rer, exempelvis tillverkare av minneschip, som blivit vinnare.<\/p>\n","protected":false},"excerpt":{"rendered":"De har dominerat b\u00f6rsen i mer \u00e4n ett decennium. Men nu har kapitalet b\u00f6rjat fly fr\u00e5n USA:s techj\u00e4ttar.&hellip;\n","protected":false},"author":2,"featured_media":301882,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[777,6745,72,70,71,758,34,22169,22170,31,33,32,30],"class_list":["post-301881","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-aktier","tag-bors","tag-business","tag-economy","tag-ekonomi","tag-nvidia","tag-se","tag-svd-fokus-tech","tag-svd-tech","tag-svenska","tag-sverige","tag-sweden","tag-swedish"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/116896409266699069","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/301881","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=301881"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/301881\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/301882"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=301881"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=301881"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=301881"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}