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Csapkod a tőzsde Amerikában: medvepiacot hoz a demokrata győzelem?

portfolio.hu 2026-11-05 17:40:49 |

Már hallgatható a Portfolio Checklist csütörtöki adása. A mai adás első részében az amerikai félidős választásokat követő részvénymozgásokat értékeltük. Vendégünk volt Nagy Viktor, a Portfolio vezető részvényelemzője. Adásunk második részében az Anthropic várhatóan növemberi tőzsdére lépéséről volt szó, amely az AI-szektor egyik legnagyobb piaci tesztje lehet. A fő kérdés az, hogy a befektetők ezt hosszú távú technológiai áttörésként vagy egy túlforrósodott AI-sztoriként árazzák majd. A témában Czachesz Gábort, a VIG Alapkezelő Multi-Asset és Kvantitatív Befektetési Stratégiák üzletágának vezetőjét kérdeztük.

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Korábbi hírek Gazdaság témában...

Last ten...

Csapkod a tőzsde Amerikában: medvepiacot hoz a demokrata győzelem?

Az oldal további hírei...

Hungarian livestock breeding is at its lowest point: farmers can lose up to HUF 15,000 for a single animal
The domestic agriculture is struggling with serious challenges, because while in the pig and dairy sectors, due to high feed costs and low purchase ...

OpenAI made a big announcement: the company is preparing for a historic step
The majority of OpenAI's revenues come from corporate customers, and the company could be ready for a stock market listing next year, i.e. in 2027, ...

The world's largest tobacco raid is here - JTI was closed in Russia on Putin's orders
Russian President Vladimir Putin placed the interests of Japan Tobacco International (JTI) in Russia under temporary state asset management with his ...

The leaders of the V4 countries sent a clear message to Ursula von der Leyen
The Visegrad Four - the Czech Republic, Poland, Hungary and Slovakia - consider EU enlargement to be of strategic importance, but they insist that all ...

Despite the abundance of savings, a serious pension crisis threatens the developed world - Hungary is in a particularly difficult situation
Never before has so much financial wealth for retirement purposes been accumulated in the developed world as today: in the OECD countries, the total ...

The flu vaccines have arrived: we show you who can get the vaccine for free
Influenza vaccination has become available in general practitioners nationwide, 650,000 doses of vaccine have been delivered so far, announced the ...

Tens of thousands of people will have to change their identity cards, the ministry warns
Approximately 30,000 people still use old, book-shaped identity cards, which can be used in certain cases until December 31. ...

More than 25,000 Hungarian motorists will have to say goodbye to the green license plate - and they will also have to pay for it
Owners of plug-in hybrid cars must change their vehicle's green license plate no later than November 30. ...

The department store chain has announced that it will open a new unit in Budaörs
Bauhaus will open its fourth Hungarian specialty store in Budaörs at the end of 2027, the DIY store chain announced on its LinkedIn page. ...

The American AI revolution has a new enemy: the local voter
The US election has made building data centers a political issue, which could make building AI infrastructure slower and more expensive. ...

÷A legfrissebb hírek a főoldalon: kattints ide!

÷További mai Gazdasági hírek...

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Korábbi hírek Gazdaság témában...

Csapkod a tőzsde Amerikában: medvepiacot hoz a demokrata győzelem?

Az oldal további hírei...

Hungarian livestock breeding is at its lowest point: farmers can lose up to HUF 15,000 for a single animalThe domestic agriculture is struggling with serious challenges, because while in the pig and dairy sectors, due to high feed costs and low purchase ...

OpenAI made a big announcement: the company is preparing for a historic stepThe majority of OpenAI's revenues come from corporate customers, and the company could be ready for a stock market listing next year, i.e. in 2027, ...

The world's largest tobacco raid is here - JTI was closed in Russia on Putin's ordersRussian President Vladimir Putin placed the interests of Japan Tobacco International (JTI) in Russia under temporary state asset management with his ...

The leaders of the V4 countries sent a clear message to Ursula von der LeyenThe Visegrad Four - the Czech Republic, Poland, Hungary and Slovakia - consider EU enlargement to be of strategic importance, but they insist that all ...

Despite the abundance of savings, a serious pension crisis threatens the developed world - Hungary is in a particularly difficult situationNever before has so much financial wealth for retirement purposes been accumulated in the developed world as today: in the OECD countries, the total ...

The flu vaccines have arrived: we show you who can get the vaccine for freeInfluenza vaccination has become available in general practitioners nationwide, 650,000 doses of vaccine have been delivered so far, announced the ...

Tens of thousands of people will have to change their identity cards, the ministry warnsApproximately 30,000 people still use old, book-shaped identity cards, which can be used in certain cases until December 31. ...

More than 25,000 Hungarian motorists will have to say goodbye to the green license plate - and they will also have to pay for itOwners of plug-in hybrid cars must change their vehicle's green license plate no later than November 30. ...

The department store chain has announced that it will open a new unit in BudaörsBauhaus will open its fourth Hungarian specialty store in Budaörs at the end of 2027, the DIY store chain announced on its LinkedIn page. ...

The American AI revolution has a new enemy: the local voterThe US election has made building data centers a political issue, which could make building AI infrastructure slower and more expensive. ...

÷A legfrissebb hírek a főoldalon: kattints ide!

÷További mai Gazdasági hírek...

÷Még több portfolio.hu...

Korábbi hírek Gazdaság témában...

Hungarian livestock breeding is at its lowest point: farmers can lose up to HUF 15,000 for a single animal
The domestic agriculture is struggling with serious challenges, because while in the pig and dairy sectors, due to high feed costs and low purchase ...

OpenAI made a big announcement: the company is preparing for a historic step
The majority of OpenAI's revenues come from corporate customers, and the company could be ready for a stock market listing next year, i.e. in 2027, ...

The world's largest tobacco raid is here - JTI was closed in Russia on Putin's orders
Russian President Vladimir Putin placed the interests of Japan Tobacco International (JTI) in Russia under temporary state asset management with his ...

The leaders of the V4 countries sent a clear message to Ursula von der Leyen
The Visegrad Four - the Czech Republic, Poland, Hungary and Slovakia - consider EU enlargement to be of strategic importance, but they insist that all ...

Despite the abundance of savings, a serious pension crisis threatens the developed world - Hungary is in a particularly difficult situation
Never before has so much financial wealth for retirement purposes been accumulated in the developed world as today: in the OECD countries, the total ...

The flu vaccines have arrived: we show you who can get the vaccine for free
Influenza vaccination has become available in general practitioners nationwide, 650,000 doses of vaccine have been delivered so far, announced the ...

Tens of thousands of people will have to change their identity cards, the ministry warns
Approximately 30,000 people still use old, book-shaped identity cards, which can be used in certain cases until December 31. ...

More than 25,000 Hungarian motorists will have to say goodbye to the green license plate - and they will also have to pay for it
Owners of plug-in hybrid cars must change their vehicle's green license plate no later than November 30. ...

The department store chain has announced that it will open a new unit in Budaörs
Bauhaus will open its fourth Hungarian specialty store in Budaörs at the end of 2027, the DIY store chain announced on its LinkedIn page. ...

The American AI revolution has a new enemy: the local voter
The US election has made building data centers a political issue, which could make building AI infrastructure slower and more expensive. ...