{"id":14846,"date":"2026-04-29T10:50:37","date_gmt":"2026-04-29T10:50:37","guid":{"rendered":"https:\/\/cp.snarskis.lt\/index.php\/2026\/04\/29\/crameris-reze-openai-zinute-sukele-salta-dusa-rinkoms-di-akciju-ralis-perkaito\/"},"modified":"2026-04-29T10:50:37","modified_gmt":"2026-04-29T10:50:37","slug":"crameris-reze-openai-zinute-sukele-salta-dusa-rinkoms-di-akciju-ralis-perkaito","status":"publish","type":"post","link":"https:\/\/cp.snarskis.lt\/index.php\/2026\/04\/29\/crameris-reze-openai-zinute-sukele-salta-dusa-rinkoms-di-akciju-ralis-perkaito\/","title":{"rendered":"Crameris r\u0117\u017e\u0117: \u201eOpenAI\u201c \u017einut\u0117 suk\u0117l\u0117 \u0161alt\u0105 du\u0161\u0105 rinkoms \u2013 DI akcij\u0173 ralis perkaito?"},"content":{"rendered":"<p>JAV finans\u0173 komentatorius Jimas Crameris teig\u0117, kad rink\u0173 reakcija \u012f prane\u0161imus apie \u201eOpenAI\u201c augimo i\u0161\u0161\u016bkius parod\u0117, jog pastaruoju metu su DI siejam\u0173 akcij\u0173 ralis buvo pernelyg \u012fkait\u0119s. Pasak jo, pakako menkesn\u0117s neigiamos antra\u0161t\u0117s, kad dalis investuotoj\u0173 skubiai fiksuot\u0173 pelnus.<\/p>\n<p>\u201eBet kas gal\u0117jo juos numu\u0161ti. Net plunksna b\u016bt\u0173 numu\u0161usi \u0161ias akcijas\u201c, \u2013 sak\u0117 Jimas Crameris.<\/p>\n<p>Publikacijoje akcentuojama, kad po prane\u0161im\u0173 apie \u201eOpenAI\u201c augimo rodiklius smuko dalies lust\u0173 gamintoj\u0173 ir duomen\u0173 centr\u0173 tiek\u0117j\u0173 akcijos. Investuotojai \u012f toki\u0105 informacij\u0105 sureagavo jautriai, nes DI bumo metu \u0161i\u0173 bendrovi\u0173 vertinimai pastaraisiais m\u0117nesiais kilo itin spar\u010diai, o rinkoje daug\u0117jo l\u016bkes\u010di\u0173, kad augimas bus beveik be pertr\u016bki\u0173.<\/p>\n<p>Tekste minima, kad \u201eWall Street Journal\u201c \u0161altiniai skelb\u0117 apie \u201eOpenAI\u201c nepasiektus vidinius vartotoj\u0173 augimo ir pajam\u0173 tikslus, o tai sustiprino abejones, ar \u012fmon\u0117 gal\u0117s ilgiau i\u0161laikyti dideles i\u0161laidas kompiuterinei infrastrukt\u016brai. DI produkt\u0173 pl\u0117trai reikalingi skai\u010diavimo paj\u0117gumai ir specializuoti lustai yra brang\u016bs, tod\u0117l investuotojai ypa\u010d vertina ai\u0161k\u0173 ir greit\u0105 pajam\u0173 augim\u0105.<\/p>\n<p>\u201eOpenAI\u201c suabejojo tokio vertinimo pagr\u012fstumu ir teig\u0117, kad informacija yra \u201ejuokinga\u201c. Bendrov\u0117 taip pat nurod\u0117, kad siekia u\u017esitikrinti kuo daugiau skai\u010diavimo i\u0161tekli\u0173, nes tai tiesiogiai susij\u0119 su paslaug\u0173 pl\u0117tra ir konkurencija DI rinkoje.<\/p>\n<p>J. Crameris pabr\u0117\u017e\u0117, kad toks korekcinis jud\u0117jimas jam atrodo suprantamas ir net naudingas, nes suma\u017eina perkaitimo rizik\u0105. Jis primin\u0117 2000 met\u0173 technologij\u0173 burbulo laikotarp\u012f, kai, jo vertinimu, rinkos laiku neatv\u0117so ir v\u0117liau korekcija buvo gerokai skaudesn\u0117.<\/p>\n<p>Analitikai da\u017enai atkreipia d\u0117mes\u012f, kad DI sektoriuje rinkos nuotaikos labai priklauso nuo trij\u0173 veiksni\u0173: reali\u0173 pajam\u0173 ir vartotoj\u0173 augimo, kapitalo i\u0161laid\u0173 tempo bei pa\u017ead\u0173 d\u0117l pelningumo. Kai investuotojai pamato \u017eenkl\u0173, kad augimo trajektorija gali neatitikti dideli\u0173 l\u016bkes\u010di\u0173, net ir pavien\u0117 naujiena gali i\u0161provokuoti staigesn\u012f i\u0161sipardavim\u0105.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Jimas Crameris sako, kad rink\u0173 reakcija \u012f \u017einias apie \u201eOpenAI\u201c augim\u0105 atskleid\u0117 DI akcij\u0173 perkaitim\u0105 ir paskatino korekcij\u0105 lust\u0173 sektoriuje.<\/p>\n","protected":false},"author":0,"featured_media":14847,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7],"tags":[2262,102,2007,2263,3669,816,3670],"miestas":[],"class_list":["post-14846","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technologijos","tag-akciju-rinka","tag-dirbtinis-intelektas","tag-duomenu-centrai","tag-jim-cramer","tag-lustu-gamintojai","tag-openai","tag-wall-street-journal"],"acf":[],"_links":{"self":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/14846","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/comments?post=14846"}],"version-history":[{"count":0,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/14846\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media\/14847"}],"wp:attachment":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media?parent=14846"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/categories?post=14846"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/tags?post=14846"},{"taxonomy":"miestas","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/miestas?post=14846"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}