{"id":64702,"date":"2026-08-18T07:38:09","date_gmt":"2026-08-18T07:38:09","guid":{"rendered":"https:\/\/crypto-globe.com\/?p=64702"},"modified":"2026-08-18T07:41:58","modified_gmt":"2026-08-18T07:41:58","slug":"amd-po-vypredaji-laka-investorov-valuacia-vsak-stale-pocita-s-takmer-dokonalym-scenarom","status":"publish","type":"post","link":"https:\/\/crypto-globe.com\/sk\/amd-po-vypredaji-laka-investorov-valuacia-vsak-stale-pocita-s-takmer-dokonalym-scenarom\/","title":{"rendered":"AMD po v\u00fdpredaji l\u00e1ka investorov. Valu\u00e1cia v\u0161ak st\u00e1le po\u010d\u00edt\u00e1 s takmer dokonal\u00fdm scen\u00e1rom"},"content":{"rendered":"\n

Akcie AMD po prudkom tohtoro\u010dnom raste ust\u00fapili z historick\u00fdch max\u00edm pribli\u017ene o 12 %. Na prv\u00fd poh\u013ead m\u00f4\u017ee korekcia p\u00f4sobi\u0165 ako zauj\u00edmav\u00e1 vstupn\u00e1 pr\u00edle\u017eitos\u0165, no fundament\u00e1lna ot\u00e1zka zost\u00e1va rovnak\u00e1: dok\u00e1\u017ee firma r\u00e1s\u0165 dostato\u010dne r\u00fdchlo, aby ospravedlnila mimoriadne vysok\u00e9 ocenenie?<\/strong><\/p>\n\n\n\n

Nenechajte si ujs\u0165: TOP 10 kraj\u00edn s najr\u00fdchlej\u0161ou adopciou kryptomien<\/a><\/h3>\n\n\n\n

D\u00e1tov\u00e9 centr\u00e1 \u0165ahaj\u00fa AMD do novej ligy<\/h2>\n\n\n\n

AMD v druhom \u0161tvr\u0165roku 2026 vyk\u00e1zalo rekordn\u00e9 tr\u017eby 11,54 miliardy dol\u00e1rov, medziro\u010dne o 50 % vy\u0161\u0161ie. Najv\u00e4\u010d\u0161\u00ed motor predstavovali d\u00e1tov\u00e9 centr\u00e1, ktor\u00fdch tr\u017eby vysko\u010dili o 107 % na 6,7 miliardy dol\u00e1rov a tvorili u\u017e 58 % celkov\u00fdch pr\u00edjmov. \u0164ah\u00fa\u0148om s\u00fa serverov\u00e9 procesory EPYC a akceler\u00e1tory Instinct, v\u010faka ktor\u00fdm sa AMD st\u00e1le v\u00fdraznej\u0161ie profiluje ako alternat\u00edva k dominantnej Nvidii. Firme navy\u0161e pom\u00e1ha snaha ve\u013ek\u00fdch technologick\u00fdch spolo\u010dnost\u00ed nespolieha\u0165 sa len na jedin\u00e9ho dod\u00e1vate\u013ea AI<\/a> \u010dipov.<\/p>\n\n\n\n

Rastie aj ziskovos\u0165. \u010cist\u00fd zisk<\/a> dosiahol 2,30 miliardy dol\u00e1rov a zrieden\u00fd zisk na akciu vzr\u00e1stol medziro\u010dne o 156 % na 1,38 dol\u00e1ra. \u010cas\u0165 tohto skoku v\u0161ak skresl\u00ed slab\u0161ia porovn\u00e1vacia z\u00e1klad\u0148a z minul\u00e9ho roku, ke\u010f v\u00fdsledky za\u0165a\u017eili n\u00e1klady spojen\u00e9 s obmedzen\u00edm exportu \u010dipov do \u010c\u00edny. V\u00fdh\u013ead v\u0161ak zost\u00e1va siln\u00fd: pre tret\u00ed \u0161tvr\u0165rok AMD o\u010dak\u00e1va tr\u017eby okolo 13 mili\u00e1rd dol\u00e1rov a medzi z\u00e1kazn\u00edkov z\u00edskava men\u00e1 ako Microsoft, Meta, Oracle, OpenAI \u010di Anthropic.<\/p>\n\n\n\n

\u010c\u00edtajte \u010falej: Anycoin recenzia<\/a><\/h3>\n\n\n\n

Rast je p\u00f4sobiv\u00fd, cena v\u0161ak nech\u00e1va minimum priestoru pre chyby<\/h2>\n\n\n\n

Akcie<\/a> AMD sa po dosiahnut\u00ed historick\u00e9ho maxima 584,73 dol\u00e1ra stiahli pribli\u017ene o 12 %, napriek tomu zost\u00e1vaj\u00fa ve\u013emi drah\u00e9. Klasick\u00e9 P\/E sa pohybuje okolo 124 a\u017e 130 bodov a aj forwardov\u00e9 n\u00e1sobky s\u00fa v\u00fdrazne vy\u0161\u0161ie ako u v\u00e4\u010d\u0161iny ve\u013ek\u00fdch polovodi\u010dov\u00fdch konkurentov. Investori teda u\u017e dnes v cene po\u010d\u00edtaj\u00fa s nieko\u013ek\u00fdmi rokmi ve\u013emi r\u00fdchleho rastu d\u00e1tov\u00fdch centier, vy\u0161\u0161\u00edmi mar\u017eami a \u00faspe\u0161n\u00fdm roz\u0161irovan\u00edm ekosyst\u00e9mu ROCm.<\/p>\n\n\n\n

Pr\u00e1ve tu sa rozhoduje, \u010di je s\u00fa\u010dasn\u00e1 korekcia pr\u00edle\u017eitos\u0165ou, alebo len kr\u00e1tkym oddychom po extr\u00e9mnom raste. Pokia\u013e Advanced Micro Devices (AMD) dok\u00e1\u017ee nieko\u013eko rokov zvy\u0161ova\u0165 zisk na akciu tempom okolo 40 a\u017e 50 % ro\u010dne a \u010falej z\u00edskava\u0165 podiel na trhu AI infra\u0161trukt\u00fary, dne\u0161n\u00e1 valu\u00e1cia m\u00f4\u017ee postupne za\u010da\u0165 d\u00e1va\u0165 v\u00e4\u010d\u0161\u00ed zmysel. Ak\u00e9ko\u013evek spomalenie invest\u00edci\u00ed do d\u00e1tov\u00fdch centier, v\u00fdrobn\u00e9 komplik\u00e1cie alebo agres\u00edvnej\u0161ia reakcia Nvidie<\/a> v\u0161ak m\u00f4\u017eu r\u00fdchlo zmeni\u0165 sentiment. AMD preto zost\u00e1va jednou z najzaj\u00edmavej\u0161\u00edch rastov\u00fdch titulov v sektore, z\u00e1rove\u0148 v\u0161ak aj akciou, u ktorej vysok\u00e9 o\u010dak\u00e1vania znamenaj\u00fa vysok\u00e9 riziko.<\/p>\n\n\n\n

Nenechajte si ujs\u0165: MadisonSix<\/a><\/h3>\n","protected":false},"excerpt":{"rendered":"

Akcie AMD po prudkom tohtoro\u010dnom raste ust\u00fapili z historick\u00fdch max\u00edm pribli\u017ene o 12 %. Na prv\u00fd poh\u013ead m\u00f4\u017ee korekcia p\u00f4sobi\u0165 ako zauj\u00edmav\u00e1 vstupn\u00e1 pr\u00edle\u017eitos\u0165, no fundament\u00e1lna ot\u00e1zka zost\u00e1va rovnak\u00e1: dok\u00e1\u017ee firma r\u00e1s\u0165 dostato\u010dne r\u00fdchlo, aby ospravedlnila mimoriadne vysok\u00e9 ocenenie? Nenechajte si ujs\u0165: TOP 10 kraj\u00edn s najr\u00fdchlej\u0161ou adopciou kryptomien D\u00e1tov\u00e9 centr\u00e1 \u0165ahaj\u00fa AMD do novej […]<\/p>\n","protected":false},"author":7,"featured_media":64691,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"yasr_overall_rating":0,"yasr_post_is_review":"","yasr_auto_insert_disabled":"","yasr_review_type":"","footnotes":""},"categories":[15],"tags":[1028,1358,279],"class_list":["post-64702","post","type-post","status-publish","format-standard","has-post-thumbnail","category-kryptomeny","tag-akcie","tag-amd","tag-investovani"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t