{"id":20803,"date":"2026-05-09T10:45:34","date_gmt":"2026-05-09T10:45:34","guid":{"rendered":"https:\/\/cp.snarskis.lt\/index.php\/2026\/05\/09\/jimas-crameris-perspeja-di-euforija-kelia-rinka-bet-siu-klaidu-investuotojai-neturetu-kartoti\/"},"modified":"2026-05-09T10:45:34","modified_gmt":"2026-05-09T10:45:34","slug":"jimas-crameris-perspeja-di-euforija-kelia-rinka-bet-siu-klaidu-investuotojai-neturetu-kartoti","status":"publish","type":"post","link":"https:\/\/cp.snarskis.lt\/index.php\/2026\/05\/09\/jimas-crameris-perspeja-di-euforija-kelia-rinka-bet-siu-klaidu-investuotojai-neturetu-kartoti\/","title":{"rendered":"Jimas Crameris persp\u0117ja: DI euforija kelia rink\u0105, bet \u0161i\u0173 klaid\u0173 investuotojai netur\u0117t\u0173 kartoti"},"content":{"rendered":"

DI banga kelia rekordus<\/h2>\n

JAV akcij\u0173 rinka pastarosiomis dienomis toliau kilo, o \u201eNasdaq Composite\u201c ir \u201eS&P 500\u201c fiksavo naujus rekordus. Pagrindiniu varikliu tapo su DI siejamos bendrov\u0117s, ypa\u010d lust\u0173 ir duomen\u0173 centr\u0173 infrastrukt\u016bros segmentas.<\/p>\n

Ap\u017evalgininkas Jimas Crameris atkreip\u0117 d\u0117mes\u012f, kad investuotoj\u0173 nuotaikas \u0161iuo metu da\u017enai pakursto net menkiausios teigiamos \u017einios apie puslaidininkius. Jo vertinimu, rinka ypa\u010d jautri DI temai, tod\u0117l kainos gali jud\u0117ti ir d\u0117l l\u016bkes\u010di\u0173, o ne tik d\u0117l rezultat\u0173.<\/p>\n

\u012esp\u0117ja d\u0117l portfelio koncentracijos<\/h2>\n

Nors Crameris teig\u0117 vis labiau tikintis, kad DI infrastrukt\u016bra \u017eymi ilgalaik\u012f pokyt\u012f, jis persp\u0117jo nesusieti viso portfelio su vienu sektoriumi. Duomen\u0173 centr\u0173 pl\u0117tra reikalauja ne tik lust\u0173, bet ir energijos, tinkl\u0173 \u012frangos, au\u0161inimo bei statyb\u0173 sprendim\u0173, tod\u0117l rizikos i\u0161siskaido per kelias industrijas.<\/p>\n

Pasak jo, investuotojams, kurie laukia idealaus momento, gali tekti susitaikyti su tuo, kad dalis augimo jau \u012fskai\u010diuota \u012f kainas. Kartu jis pabr\u0117\u017e\u0117, kad korekcijos \u0161iame segmente pasitaiko, o pirkimas kritimo dienomis istori\u0161kai padeda ma\u017einti \u012f\u0117jimo kainos rizik\u0105.<\/p>\n

\u201eTai vis dar mil\u017eini\u0161ka galimyb\u0117. Pirkti dar nev\u0117lu\u201c, \u2013 sak\u0117 Jimas Crameris.<\/p>\n

Savait\u0117s d\u0117mesio centre: infliacija ir rezultatai<\/h2>\n

Artimiausiomis dienomis rinkos dalyviai steb\u0117s JAV vartotoj\u0173 kain\u0173 indekso duomenis, kurie gali koreguoti l\u016bkes\u010dius d\u0117l pal\u016bkan\u0173 norm\u0173 trajektorijos. Mink\u0161tesni infliacijos skai\u010diai paprastai didina tikimyb\u0119, kad pinig\u0173 politika bus \u0161velnesn\u0117, o tai da\u017enai palanku augimo akcijoms.<\/p>\n

Investuotoj\u0173 kalendoriuje taip pat i\u0161siskiria bendrovi\u0173 rezultatai, galintys patikrinti DI infrastrukt\u016bros istorijos tvarum\u0105. Daug d\u0117mesio skiriama \u012fmon\u0117ms, kurios tiekia energij\u0105 duomen\u0173 centrams, gamina puslaidininki\u0173 pramon\u0117s med\u017eiagas, tinkl\u0173 \u012frang\u0105 ar lust\u0173 gamybos \u012frenginius.<\/p>\n

Crameris taip pat palygino dabartin\u012f puslaidininki\u0173 ral\u012f su ankstyvuoju interneto bumo laikotarpiu, kai technologiniai poky\u010diai pakeit\u0117 i\u0161tisus verslo modelius. Jo teigimu, vis svarbesn\u0117 tampa vadinamoji agentin\u0117 kryptis, kai DI sistemos atlieka daugiau u\u017eduo\u010di\u0173 savaranki\u0161kai ir didina skai\u010diavimo paj\u0117gum\u0173 poreik\u012f.<\/p>\n","protected":false},"excerpt":{"rendered":"

Jimas Crameris sako, kad DI entuziazmas kelia \u201eNasdaq\u201c ir \u201eS&P 500\u201c, ta\u010diau persp\u0117ja neperkrauti portfelio duomen\u0173 centr\u0173 akcijomis.<\/p>\n","protected":false},"author":0,"featured_media":20804,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7],"tags":[2007,135,2260,6173,134,1471,2266],"miestas":[],"class_list":["post-20803","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technologijos","tag-duomenu-centrai","tag-infliacija","tag-jimas-crameris","tag-nasdaq-composite","tag-palukanu-normos","tag-puslaidininkiai","tag-sp-500"],"acf":[],"_links":{"self":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/20803","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=20803"}],"version-history":[{"count":0,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/20803\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media\/20804"}],"wp:attachment":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media?parent=20803"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/categories?post=20803"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/tags?post=20803"},{"taxonomy":"miestas","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/miestas?post=20803"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}