{"id":2134,"date":"2025-07-28T07:58:23","date_gmt":"2025-07-28T07:58:23","guid":{"rendered":"https:\/\/www.iforbes.cz\/?p=2134"},"modified":"2025-07-28T07:58:23","modified_gmt":"2025-07-28T07:58:23","slug":"rostouci-trend-metaverse-indexu-pokracuje-i-v-polovine-roku-2025","status":"publish","type":"post","link":"https:\/\/www.iforbes.cz\/index.php\/2025\/07\/28\/rostouci-trend-metaverse-indexu-pokracuje-i-v-polovine-roku-2025\/","title":{"rendered":"Rostouc\u00ed trend Metaverse Indexu pokra\u010duje i v polovin\u011b roku 2025"},"content":{"rendered":"\n

Index Metaverse spole\u010dnosti Wonderinterest Trading LTD, kter\u00fd sleduje v\u00fdvoj hodnoty osmi spole\u010dnost\u00ed v oboru, je od za\u010d\u00e1tku roku 2025 v zelen\u00fdch \u010d\u00edslech. Jeho hodnota se zv\u00fd\u0161ila o v\u00edce ne\u017e 9 %. Zat\u00edm tak \u00fasp\u011b\u0161n\u011b p\u0159ekon\u00e1v\u00e1 v\u00fdvoj za cel\u00fd rok 2024, ve kter\u00e9m index dos\u00e1hl r\u016fstu 3,41 procenta.<\/strong><\/p>\n\n\n\n

K 16. \u010dervenci 2025 dos\u00e1hla hodnota indexu nov\u00e9ho maxima, p\u0159i\u010dem\u017e pokra\u010duj\u00edc\u00ed r\u016fst je podpo\u0159en p\u0159edev\u0161\u00edm zv\u00fd\u0161en\u00fdm z\u00e1jmem o technologie um\u011bl\u00e9 inteligence, p\u0159\u00edznivou makroekonomickou situac\u00ed a st\u00e1le vysokou ziskovost\u00ed technologick\u00fdch gigant\u016f. P\u0159esto\u017ee koncem \u010dervna index zaznamenal v\u00fdrazn\u011bj\u0161\u00ed korekci, jednalo se o kr\u00e1tkodob\u00fd jev a ztr\u00e1ty byly rychle smaz\u00e1ny.<\/p>\n\n\n\n

Z hlediska v\u00e1hy jednotliv\u00fdch spole\u010dnost\u00ed zauj\u00edm\u00e1 v indexu nejvy\u0161\u0161\u00ed pozici spole\u010dnost NVIDIA, kter\u00e1 v posledn\u00ed dob\u011b potvrdila nejen svou kl\u00ed\u010dovou roli v r\u00e1mci indexu, ale zejm\u00e9na v sektoru hardwaru pro um\u011blou inteligenci. Stala se toti\u017e prvn\u00ed spole\u010dnost\u00ed, kter\u00e1 dos\u00e1hla tr\u017en\u00ed kapitalizace 4 bilion\u016f USD. Jej\u00ed hodnota prudce vzrostla po uvoln\u011bn\u00ed v\u00fdvozu \u010dip\u016f H20 do \u010c\u00edny. Krom\u011b toho p\u0159ipravuje nov\u00e9 generace \u010dip\u016f AI Vera Rubin a RTX PRO.<\/p>\n\n\n\n

Druh\u00e9 m\u00edsto v indexu zauj\u00edm\u00e1 spole\u010dnost Microsoft, kter\u00e1 na za\u010d\u00e1tku leto\u0161n\u00edho roku uvedla na trh nov\u00fd model Phi-4-mini. Ten zrychluje odezvu AI a\u017e desetkr\u00e1t. Pokud jde o budouc\u00ed o\u010dek\u00e1v\u00e1n\u00ed investor\u016f, ta jsou v p\u0159\u00edpad\u011b Microsoftu spojena s v\u00fdvojem vlastn\u00edch \u010dip\u016f Maia ur\u010den\u00fdch pr\u00e1v\u011b pro zrychlen\u00ed v\u00fdpo\u010detn\u00ed techniky. Podle The Information v\u0161ak technologick\u00fd gigant odsunul jejich masovou v\u00fdrobu na rok 2026.<\/p>\n\n\n\n

T\u0159et\u00ed m\u00edsto z hlediska tr\u017en\u00ed kapitalizace a v\u00e1hy v indexu zauj\u00edm\u00e1 spole\u010dnost Amazon, kter\u00e1 se v posledn\u00edch m\u011bs\u00edc\u00edch zam\u011b\u0159ila na upevn\u011bn\u00ed sv\u00e9 pozice v oblasti um\u011bl\u00e9 inteligence – investovala do spole\u010dnosti Anthropic, vybudovala obrovsk\u00e1 datov\u00e1 centra a zlep\u0161ila svou robotickou infrastrukturu. Ve st\u0159edn\u011bdob\u00e9m horizontu by to mohlo v\u00fdrazn\u011b zv\u00fd\u0161it v\u00fdkonnost cloudov\u00e9 divize Amazonu, Amazon Web Services, a logistick\u00fdch operac\u00ed.<\/p>\n\n\n\n

Pokud jde o Meta Platforms, spole\u010dnost stejn\u011b jako jej\u00ed konkurenti pokra\u010duje ve velk\u00fdch investic\u00edch do AI. P\u0159ipravuje datov\u00e1 centra Prometheus a Hyperion, kter\u00e1 maj\u00ed b\u00fdt z\u00e1kladem jej\u00ed nov\u00e9 infrastruktury AI, p\u0159i\u010dem\u017e se o\u010dek\u00e1v\u00e1 dal\u0161\u00ed r\u016fst ceny akci\u00ed. V nadch\u00e1zej\u00edc\u00edch m\u011bs\u00edc\u00edch v\u0161ak bude rozhoduj\u00edc\u00ed spu\u0161t\u011bn\u00ed nov\u00e9ho modelu AI behemoth a v\u00fdkonnost reklamn\u00edch segment\u016f.<\/p>\n\n\n\n

Spole\u010dnost Alphabet si udr\u017euje silnou pozici na trhu d\u00edky rozvoji Google Cloud a AI. Spu\u0161t\u011bn\u00ed generativn\u00edch n\u00e1stroj\u016f AI, jako je Gemini, podporuje popt\u00e1vku a v\u00fdhled dal\u0161\u00edho r\u016fstu akci\u00ed je velmi pozitivn\u00ed.<\/p>\n\n\n\n

Coinbase se v sou\u010dasn\u00e9 dob\u011b pot\u00fdk\u00e1 s vy\u0161\u0161\u00ed volatilitou v kryptografick\u00e9m sektoru kv\u016fli o\u010dek\u00e1van\u00fdm regulac\u00edm v USA. Co se t\u00fd\u010de spole\u010dnosti Qualcom, investo\u0159i v sou\u010dasn\u00e9 dob\u011b o\u010dek\u00e1vaj\u00ed dal\u0161\u00ed v\u00fdvoj v oblasti mobiln\u00edho hardwaru a 5G infrastruktury.<\/p>\n\n\n\n

Pozitivn\u00ed v\u00fdhled lze o\u010dek\u00e1vat tak\u00e9 u spole\u010dnosti Roblox. Nov\u00fd licen\u010dn\u00ed syst\u00e9m umo\u017en\u00ed integraci zna\u010dek, jako je Netflix, do platforem Roblox. V prvn\u00edm \u010dtvrtlet\u00ed se po\u010det aktivn\u00edch u\u017eivatel\u016f zv\u00fd\u0161il o 21 % a podle agentury Reuters vstup um\u011bl\u00e9 inteligence do tvorby 3D obsahu nazna\u010duje dal\u0161\u00ed r\u016fst. [3]<\/p>\n\n\n\n

Olivia Lacenov\u00e1, hlavn\u00ed analyti\u010dka spole\u010dnosti <\/strong>Wonderinterest Trading Ltd.<\/strong><\/a><\/p>\n\n\n\n

Foto: AdobeStock<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Index Metaverse spole\u010dnosti Wonderinterest Trading LTD, kter\u00fd sleduje v\u00fdvoj hodnoty osmi spole\u010dnost\u00ed v oboru, je od za\u010d\u00e1tku roku 2025 v<\/p>\n","protected":false},"author":1,"featured_media":2135,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout"},"categories":[58],"tags":[357,190,93,356],"_links":{"self":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2134"}],"collection":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/comments?post=2134"}],"version-history":[{"count":1,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2134\/revisions"}],"predecessor-version":[{"id":2136,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2134\/revisions\/2136"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media\/2135"}],"wp:attachment":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media?parent=2134"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/categories?post=2134"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/tags?post=2134"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}