{"id":85826,"date":"2025-11-20T16:54:12","date_gmt":"2025-11-20T16:54:12","guid":{"rendered":"https:\/\/www.europesays.com\/se\/85826\/"},"modified":"2025-11-20T16:54:12","modified_gmt":"2025-11-20T16:54:12","slug":"toppstrategen-det-finns-ingen-ai-bubbla-borsen-kommer-stiga","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/85826\/","title":{"rendered":"Toppstrategen: \u201dDet finns ingen AI-bubbla \u2013 b\u00f6rsen kommer stiga&#8221;"},"content":{"rendered":"<p><strong>Nvidia-aktien inte dyr &#8211; om prognoserna h\u00e5ller<\/strong><\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Samtidigt betonar Sundling att v\u00e4rderingarna inom AI-sektorn inte beh\u00f6ver vara orimliga om den explosiva tillv\u00e4xten forts\u00e4tter.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">\u201dDet \u00e4r s\u00e5 klart s\u00e5 att de h\u00e4r bolagen ser dyra ut. Men om Nvidia som i \u00e5r s\u00e4ljer f\u00f6r 200 miljarder n\u00e4sta \u00e5r s\u00e4ljer f\u00f6r 300 miljarder, d\u00e5 \u00e4r det inte s\u00e5 dyrt. Fr\u00e5gan \u00e4r om efterfr\u00e5gan h\u00e5ller i sig. Det \u00e4r ingen som vet.\u201d<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Han medger att en svag rapport fr\u00e5n Nvidia d\u00e4r prognosen hade pekat mot en svagare efterfr\u00e5gan hade p\u00e5verkat en del.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Det hade blivit skitsurt men jag vet inte om det hade varit n\u00e5gon katastrof&#8221;, s\u00e4ger Mattias Sunsdling.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Han p\u00e5minner om hur fel det kan bli att stirra sig blind p\u00e5 ordet \u201dbubbla\u201d.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">\u201dF\u00f6r bubbla i f\u00f6rh\u00e5llande till vad\u00e5? 1999 \u00f6verinvesterades det och de bolagen som gjorde den f\u00f6rsta v\u00e5gen av investeringar i ny teknik fick inte den avkastningen de trodde de skulle f\u00e5. Men f\u00f6r samh\u00e4llet var det inte en bubbla, samh\u00e4llsekonomiskt var det fantastiskt. Vi fick en upptick i produktivitet efter det\u201d, s\u00e4ger Mattias Sundling, och drar paralleller till andra fenomen som j\u00e4rnv\u00e4gen, fiberutrullningen och 3G.<\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia-aktien inte dyr &#8211; om prognoserna h\u00e5ller Samtidigt betonar Sundling att v\u00e4rderingarna inom AI-sektorn inte beh\u00f6ver vara orimliga&hellip;\n","protected":false},"author":2,"featured_media":85827,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[6219,22,23,26,27,17,21,24,25,28,29,15,758,16,18,34,31,33,32,30,19,20],"class_list":{"0":"post-85826","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-rubriker","8":"tag-aktierekommendationer","9":"tag-breaking-news","10":"tag-breakingnews","11":"tag-featured-news","12":"tag-featurednews","13":"tag-headlines","14":"tag-huvudnyheter","15":"tag-latest-news","16":"tag-latestnews","17":"tag-main-news","18":"tag-mainnews","19":"tag-news","20":"tag-nvidia","21":"tag-nyheter","22":"tag-rubriker","23":"tag-se","24":"tag-svenska","25":"tag-sverige","26":"tag-sweden","27":"tag-swedish","28":"tag-top-stories","29":"tag-topstories"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/115583075151997939","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/85826","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=85826"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/85826\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/85827"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=85826"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=85826"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=85826"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}