{"id":693070,"date":"2022-10-09T12:35:38","date_gmt":"2022-10-09T09:35:38","guid":{"rendered":"https:\/\/www.etoro.com\/stocks\/top-artificial-intelligence-stocks-to-buy-2\/"},"modified":"2026-01-28T12:48:44","modified_gmt":"2026-01-28T10:48:44","slug":"top-artificial-intelligence-stocks-to-buy","status":"publish","type":"page","link":"https:\/\/www.etoro.com\/ro\/stocks\/top-artificial-intelligence-stocks-to-buy\/","title":{"rendered":"Ac\u021biuni AI \u00een cre\u0219tere \u00een 2026"},"content":{"rendered":"\n<p class=\"is-style-summary\">Investitorii care aleg ac\u021biuni AI \u00een anul 2026 intr\u0103 \u00eentr-o pia\u021b\u0103 deja matur\u0103. Dup\u0103 focusul pe infrastructur\u0103 din 2024\u20132025, <strong>anul 2026 marcheaz\u0103 \u201eExecu\u021bia AI\u201d<\/strong>, c\u00e2nd software-ul, cipurile personalizate \u0219i produc\u021bia avansat\u0103 de semiconductori sunt implementate la nivel extins.<\/p>\n\n\n\n<hr class=\"wp-block-separator wp-block-separator-color-dark-grey wp-block-separator-spaces-medium wp-block-separator-weight-1 has-alpha-channel-opacity\"\/>\n\n\n\n<p>Datele de pe pia\u021b\u0103 arat\u0103 c\u0103 investitorii analizeaz\u0103 tot mai atent modul \u00een care marile companii globale \u00ee\u0219i gestioneaz\u0103 opera\u021biunile interna\u021bionale \u0219i investi\u021biile de capital. Aceast\u0103 aten\u021bie sporit\u0103 apare pe fondul <strong>normaliz\u0103rii ratelor dob\u00e2nzilor \u0219i a infla\u021biei<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Broadcom (AVGO)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.etoro.com\/markets\/avgo\/chart\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"507\" src=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/avgo-7-1024x507.png\" alt=\"\" class=\"wp-image-1217866 wp-image-desktop\" srcset=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/avgo-7-1024x507.png 1024w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/avgo-7-300x148.png 300w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/avgo-7-768x380.png 768w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/avgo-7-1536x760.png 1536w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/avgo-7.png 1782w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"is-style-disclaimer\"><em>Performan\u021ba \u00eenregistrat\u0103 anterior nu reprezint\u0103 un indicator asupra rezultatelor viitoare.<\/em><\/p>\n\n\n\n<p><a href=\"https:\/\/www.etoro.com\/ro\/markets\/avgo\">Broadcom<\/a> s-a impus ca un lider \u00een acceleratoarele AI personalizate (XPUs), dezvolt\u00e2nd \u00eempreun\u0103 cu Alphabet \u0219i <a href=\"https:\/\/www.etoro.com\/ro\/markets\/meta\">Meta<\/a> <strong>cipuri adaptate nevoilor acestora<\/strong>. <\/p>\n\n\n\n<ul class=\"wp-block-list wp-block-list wp-block-list-circle\">\n<li>Compania a anun\u021bat recent un <strong>obiectiv ambi\u021bios de venituri<\/strong> de 19,1 miliarde de dolari pentru primul trimestru al anului fiscal 2026, \u00een cre\u0219tere cu 28% fa\u021b\u0103 de anul anterior.<\/li>\n\n\n\n<li>Portofoliul de comenzi (backlog) asociat AI a ajuns la 73 de miliarde de dolari, oferind o <strong>vizibilitate solid\u0103 asupra veniturilor<\/strong> din urm\u0103toarele 18 luni. <\/li>\n\n\n\n<li>Conducerea Broadcom a asigurat deja comenzi de ordinul miliardelor de dolari pentru livr\u0103ri la finalul lui 2026, inclusiv printr-un <strong>parteneriat major cu Anthropic<\/strong>.<\/li>\n\n\n\n<li>Divizia de re\u021belistic\u0103 <strong>raporteaz\u0103 rezerv\u0103ri record<\/strong> pentru switch-urile Tomahawk 6 de 102 terabi\u021bi, vitale pentru clusterele AI de mare vitez\u0103. <\/li>\n\n\n\n<li>Un factor decisiv este \u201esuperciclul de monetizare AI\u201d, care <strong>mut\u0103 accentul spre inferen\u021b\u0103<\/strong>, unde cipurile personalizate Broadcom ofer\u0103 costuri mai mici \u0219i eficien\u021b\u0103 energetic\u0103 superioar\u0103.<\/li>\n\n\n\n<li>Printre riscuri se num\u0103r\u0103 o <strong>dependen\u021b\u0103 ridicat\u0103 de un num\u0103r limitat de clien\u021bi<\/strong> din r\u00e2ndul marilor companii Big Tech.<\/li>\n\n\n\n<li>Totodat\u0103, pe m\u0103sur\u0103 ce hardware-ul AI ajunge s\u0103 aib\u0103 o pondere tot mai mare \u00een structura veniturilor, pot ap\u0103rea <strong>presiuni suplimentare asupra marjelor de profit<\/strong>.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-1 wp-block-buttons-is-layout-flex\">\n<a class=\"e-cta e-cta-primary\" href=\"https:\/\/www.etoro.com\/ro\/accounts\/sign-up\">Cump\u0103r\u0103 ac\u021biuni AI pe eToro<\/a>\n<\/div>\n\n\n\n<p class=\"has-text-align-center is-style-disclaimer\"><em>Capitalul t\u0103u este supus riscului. Se aplic\u0103 alte taxe.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA (NVDA)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.etoro.com\/markets\/nvda\/chart\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"507\" src=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/nvda-7-1024x507.png\" alt=\"\" class=\"wp-image-1217892 wp-image-desktop\" srcset=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/nvda-7-1024x507.png 1024w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/nvda-7-300x149.png 300w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/nvda-7-768x381.png 768w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/nvda-7-1536x761.png 1536w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/nvda-7.png 1782w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"is-style-disclaimer\"><em>Performan\u021ba \u00eenregistrat\u0103 anterior nu reprezint\u0103 un indicator asupra rezultatelor viitoare.<\/em><\/p>\n\n\n\n<p><a href=\"https:\/\/www.etoro.com\/ro\/markets\/nvda\">NVIDIA<\/a> \u00eencepe 2026 cu arhitectura Blackwell \u00een produc\u021bie de mas\u0103, dup\u0103 rezultatele record de la finalul anului 2025. Aceasta va <strong>reduce timpii de antrenare pentru modelele AI gigantice<\/strong>, acceler\u00e2nd cercetarea \u0219i implementarea. <\/p>\n\n\n\n<ul class=\"wp-block-list wp-block-list wp-block-list-circle\">\n<li>\u00cen T3 fiscal 2026, <strong>veniturile au atins 57 miliarde dolari<\/strong>, +62% fa\u021b\u0103 de anul precedent, sus\u021binute de Data Center.<\/li>\n\n\n\n<li>CEO-ul Jensen Huang a declarat c\u0103 GPU-urile pentru cloud sunt complet v\u00e2ndute, cererea pentru antrenare \u0219i inferen\u021b\u0103 <strong>cresc\u00e2nd rapid \u00een toate sectoarele<\/strong>. <\/li>\n\n\n\n<li><a href=\"https:\/\/www.etoro.com\/ro\/posts\/d2f9af20-8ffa-11f0-8080-800170147aa4\">Parteneriatele strategice<\/a>, precum acordul de 10 gigawa\u021bi cu OpenAI, consolideaz\u0103 <strong>cererea pe termen lung pentru solu\u021biile NVIDIA<\/strong> de hardware \u0219i software integrate.<\/li>\n\n\n\n<li>NVIDIA <strong>\u00ee\u0219i extinde activ prezen\u021ba<\/strong> \u00een \u201eFabricile AI\u201d \u0219i AI-ul suveran, investind miliarde \u00een \u021b\u0103ri precum Marea Britanie \u0219i Japonia pentru infrastructur\u0103 local\u0103. <\/li>\n\n\n\n<li>Tehnologia Spectrum\u2011X Ethernet, adoptat\u0103 de Meta \u0219i Microsoft, transform\u0103 NVIDIA dintr-un simplu produc\u0103tor de GPU-uri \u00eentr-un <strong>furnizor de solu\u021bii complete de networking pentru centrele de date<\/strong>.<\/li>\n\n\n\n<li>Investitorii trebuie s\u0103 <strong>urm\u0103reasc\u0103 cu aten\u021bie nivelul ridicat al evalu\u0103rilor<\/strong>, care poate cre\u0219te <a href=\"https:\/\/www.etoro.com\/ro\/investing\/risk-management\/\">riscurile investi\u021bionale<\/a>. <\/li>\n\n\n\n<li>De asemenea, exist\u0103 pericolul ca cheltuielile masive ale clien\u021bilor s\u0103 \u00eencetineasc\u0103, dac\u0103 rentabilitatea investi\u021biilor \u00een AI nu se va concretiza rapid, <strong>afect\u00e2nd perspectivele pe termen mediu \u0219i lung<\/strong> ale pie\u021bei.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-2 wp-block-buttons-is-layout-flex\">\n<a class=\"e-cta e-cta-primary\" href=\"https:\/\/www.etoro.com\/ro\/accounts\/sign-up\">Cump\u0103r\u0103 ac\u021biuni AI pe eToro<\/a>\n<\/div>\n\n\n\n<p class=\"has-text-align-center is-style-disclaimer\"><em>Capitalul t\u0103u este supus riscului. Se aplic\u0103 alte taxe.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Alphabet (GOOGL)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.etoro.com\/markets\/googl\/chart\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"509\" src=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/googl-1-1024x509.png\" alt=\"\" class=\"wp-image-1217918 wp-image-desktop\" srcset=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/googl-1-1024x509.png 1024w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/googl-1-300x149.png 300w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/googl-1-768x382.png 768w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/googl-1-1536x764.png 1536w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/googl-1.png 1780w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"is-style-disclaimer\"><em>Performan\u021ba \u00eenregistrat\u0103 anterior nu reprezint\u0103 un indicator asupra rezultatelor viitoare.<\/em><\/p>\n\n\n\n<p><a href=\"https:\/\/www.etoro.com\/ro\/markets\/googl\">Alphabet<\/a> \u00ee\u0219i consolideaz\u0103 domina\u021bia pe pia\u021ba publicit\u0103\u021bii, \u00een timp ce <strong>exploreaz\u0103 noi direc\u021bii de cre\u0219tere \u0219i inova\u021bie<\/strong>. Anul 2026 ar putea marca momentul \u00een care aceste ini\u021biative \u00eencep s\u0103 genereze randamente semnificative, sus\u021bin\u00e2nd at\u00e2t veniturile, c\u00e2t \u0219i valoarea pentru ac\u021bionari.<\/p>\n\n\n\n<ul class=\"wp-block-list wp-block-list wp-block-list-circle\">\n<li>Unit\u0103\u021bile TPU ale Google permit clien\u021bilor s\u0103 utilizeze infrastructura AI <strong>f\u0103r\u0103 investi\u021bii ini\u021biale mari<\/strong>, gener\u00e2nd venituri externe semnificative pentru Google Cloud \u00eenc\u0103 din 2018. <\/li>\n\n\n\n<li>\u00cen 2026, un <a href=\"https:\/\/www.mediafax.ro\/externe\/google-si-anthropic-un-acord-privind-serviciile-cloud-in-valoare-de-zeci-de-miliarde-de-dolari-23630981\" rel=\"nofollow noopener noreferrer\" >acord major cu Anthropic<\/a> de p\u00e2n\u0103 la <strong>un milion de TPU-uri<\/strong> ar putea aduce zeci de miliarde de dolari \u00een venituri pentru companie.<\/li>\n\n\n\n<li>P\u00e2n\u0103 \u00een 2026, modelele Gemini 2.0 \u0219i versiunile viitoare vor fi <strong>complet integrate \u00een ecosistemele de c\u0103utare<\/strong> \u0219i Workspace. <\/li>\n\n\n\n<li>Prin integrarea vertical\u0103, proiectarea cipurilor, operarea cloud-ului \u0219i dezvoltarea AI, Google ob\u021bine marje mult mai mari, comparativ cu concuren\u021bii care depind de hardware extern, <strong>consolid\u00e2ndu-\u0219i avantajul competitiv<\/strong>.<\/li>\n\n\n\n<li>Pozi\u021bia de numerar a Alphabet <strong>r\u0103m\u00e2ne extrem de solid\u0103<\/strong>, cu 100 de miliarde de dolari \u00een numerar \u0219i titluri tranzac\u021bionabile, sus\u021bin\u00e2nd un ciclu anual de capex de peste 100 miliarde, f\u0103r\u0103 a afecta bilan\u021bul. <\/li>\n\n\n\n<li>Riscurile includ <strong>reglement\u0103rile antitrust<\/strong> \u0219i posibilitatea ca AI-ul s\u0103 reduc\u0103 veniturile publicitare tradi\u021bionale.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3 wp-block-buttons-is-layout-flex\">\n<a class=\"e-cta e-cta-primary\" href=\"https:\/\/www.etoro.com\/ro\/accounts\/sign-up\">Cump\u0103r\u0103 ac\u021biuni AI pe eToro<\/a>\n<\/div>\n\n\n\n<p class=\"has-text-align-center is-style-disclaimer\"><em>Capitalul t\u0103u este supus riscului. Se aplic\u0103 alte taxe.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">ASML (ASML)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.etoro.com\/markets\/asml.nv\/chart\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"507\" src=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/asml.nv_-1-1024x507.png\" alt=\"\" class=\"wp-image-1217944 wp-image-desktop\" srcset=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/asml.nv_-1-1024x507.png 1024w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/asml.nv_-1-300x148.png 300w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/asml.nv_-1-768x380.png 768w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/asml.nv_-1-1536x760.png 1536w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/asml.nv_-1.png 1782w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"is-style-disclaimer\"><em>Performan\u021ba \u00eenregistrat\u0103 anterior nu reprezint\u0103 un indicator asupra rezultatelor viitoare.<\/em><\/p>\n\n\n\n<p><a href=\"https:\/\/www.etoro.com\/ro\/markets\/asml.nv\">ASML<\/a> de\u021bine aproape un monopol \u00een furnizarea ma\u0219inilor de litografie EUV, esen\u021biale pentru cipurile avansate de 2nm \u0219i 1,4nm. <\/p>\n\n\n\n<ul class=\"wp-block-list wp-block-list wp-block-list-circle\">\n<li>Anul 2026 marcheaz\u0103 un moment crucial pentru High-NA EUV, odat\u0103 cu <strong>\u00eenceperea produc\u021biei de mare volum pentru clien\u021bi de top<\/strong> precum Intel \u0219i TSMC, consolid\u00e2nd pozi\u021bia lider a companiei.<\/li>\n\n\n\n<li>Compania <strong>a dep\u0103\u0219it provoc\u0103rile geopolitice<\/strong>, dar v\u00e2nz\u0103rile c\u0103tre China vor sc\u0103dea \u00een 2026 din cauza controalelor la export. <\/li>\n\n\n\n<li>\u00cen acela\u0219i timp, <strong>portofoliul interna\u021bional r\u0103m\u00e2ne solid<\/strong>, sus\u021binut de \u201eEra Angstrom\u201d, unde produc\u0103torii de cipuri concureaz\u0103 pentru suprema\u021bia tehnologic\u0103.<\/li>\n\n\n\n<li>Trecerea la tehnologia High-NA EUV permite litografierea \u00eentr-un singur pas, <strong>reduc\u00e2nd defectele de fabrica\u021bie \u0219i timpii de produc\u021bie<\/strong> pentru acceleratoarele AI de ultim\u0103 genera\u021bie. <\/li>\n\n\n\n<li>Anali\u0219tii estimeaz\u0103 c\u0103 ASML ar putea \u00eenregistra v\u00e2nz\u0103ri anuale \u00eentre 44 \u0219i 60 miliarde EUR, iar 2026 va marca \u00eenceputul acestei <strong>noi etape de cre\u0219tere<\/strong>.<\/li>\n\n\n\n<li>Riscurile de urm\u0103rit includ <strong>costul ridicat al sistemelor High-NA<\/strong>, de aproximativ 350 milioane dolari fiecare. <\/li>\n\n\n\n<li>Acest lucru poate \u00eent\u00e2rzia comenzile dac\u0103 clien\u021bii din industria semiconductorilor se confrunt\u0103 cu <strong>presiuni asupra marjelor<\/strong>. <\/li>\n\n\n\n<li>De asemenea, <a href=\"https:\/\/www.etoro.com\/ro\/investing\/economic-factors\/\">factorii geopolitici<\/a>, precum restric\u021biile de import din China, <strong>pot afecta cererea \u0219i livr\u0103rile<\/strong>.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-4 wp-block-buttons-is-layout-flex\">\n<a class=\"e-cta e-cta-primary\" href=\"https:\/\/www.etoro.com\/ro\/accounts\/sign-up\">Cump\u0103r\u0103 ac\u021biuni AI pe eToro<\/a>\n<\/div>\n\n\n\n<p class=\"has-text-align-center is-style-disclaimer\"><em>Capitalul t\u0103u este supus riscului. Se aplic\u0103 alte taxe.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Amazon (AMZN)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.etoro.com\/markets\/amzn\/chart\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"507\" src=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/amzn-10-1024x507.png\" alt=\"\" class=\"wp-image-1217970 wp-image-desktop\" srcset=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/amzn-10-1024x507.png 1024w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/amzn-10-300x149.png 300w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/amzn-10-768x381.png 768w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/amzn-10-1536x761.png 1536w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/amzn-10.png 1780w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"is-style-disclaimer\"><em>Performan\u021ba \u00eenregistrat\u0103 anterior nu reprezint\u0103 un indicator asupra rezultatelor viitoare.<\/em><\/p>\n\n\n\n<p><a href=\"https:\/\/www.etoro.com\/ro\/markets\/amzn\">Amazon<\/a> deruleaz\u0103 un ciclu de investi\u021bii de 125 miliarde de dolari \u00een 2025\u20132026 pentru a-\u0219i consolida <strong>pozi\u021bia de lider \u00een cloud-ul AI<\/strong>. <\/p>\n\n\n\n<ul class=\"wp-block-list wp-block-list wp-block-list-circle\">\n<li>Compania a anun\u021bat planuri de p\u00e2n\u0103 la 50 miliarde de dolari pentru <strong>infrastructura AI destinat\u0103 agen\u021biilor guvernamentale<\/strong> din SUA, cu centre de date ce vor \u00eencepe construc\u021bia \u00een 2026.<\/li>\n\n\n\n<li>Anali\u0219tii de pe Wall Street anticipeaz\u0103 c\u0103 <strong>veniturile AWS ar putea accelera din nou<\/strong> la o cre\u0219tere de peste 20% \u00een 2026, pe fondul extinderii produc\u021biei de AI generativ. <\/li>\n\n\n\n<li>Cipurile AI proprii ale Amazon, Trainium \u0219i Inferentia, sunt tot mai utilizate de parteneri precum Anthropic, <strong>oferind costuri mai reduse<\/strong> fa\u021b\u0103 de GPU-urile clasice.<\/li>\n\n\n\n<li>Dincolo de cloud, Amazon folose\u0219te AI pentru a optimiza logistica din retail, <strong>cresc\u00e2nd eficien\u021ba opera\u021bional\u0103<\/strong>. <\/li>\n\n\n\n<li>Fiecare <strong>gigawatt suplimentar de capacitate a centrelor de date<\/strong> poate genera aproximativ 3 miliarde de dolari anual.<\/li>\n\n\n\n<li>Riscurile includ <strong>nivelul ridicat al datoriei \u0219i competi\u021bia acerb\u0103<\/strong> din partea Microsoft Azure \u0219i Google Cloud.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-5 wp-block-buttons-is-layout-flex\">\n<a class=\"e-cta e-cta-primary\" href=\"https:\/\/www.etoro.com\/ro\/accounts\/sign-up\">Cump\u0103r\u0103 ac\u021biuni AI pe eToro<\/a>\n<\/div>\n\n\n\n<p class=\"has-text-align-center is-style-disclaimer\"><em>Capitalul t\u0103u este supus riscului. Se aplic\u0103 alte taxe.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Micron (MU)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.etoro.com\/markets\/mu\/chart\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"507\" src=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/mu-7-1024x507.png\" alt=\"\" class=\"wp-image-1217996 wp-image-desktop\" srcset=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/mu-7-1024x507.png 1024w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/mu-7-300x149.png 300w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/mu-7-768x380.png 768w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/mu-7-1536x761.png 1536w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/mu-7.png 1781w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"is-style-disclaimer\"><em>Performan\u021ba \u00eenregistrat\u0103 anterior nu reprezint\u0103 un indicator asupra rezultatelor viitoare.<\/em><\/p>\n\n\n\n<p><a href=\"https:\/\/www.etoro.com\/ro\/markets\/mu\">Micron<\/a> a \u00eenregistrat <strong>cele mai mari venituri din istorie<\/strong> la finalul lui 2025 \u0219i intr\u0103 \u00een 2026 cu \u00eentreaga produc\u021bie de memorie HBM deja v\u00e2ndut\u0103. <\/p>\n\n\n\n<ul class=\"wp-block-list wp-block-list wp-block-list-circle\">\n<li>Urm\u0103toarea genera\u021bie HBM4 este programat\u0103 s\u0103 creasc\u0103 produc\u021bia \u00een trimestrul al doilea din 2026, oferind <strong>viteze de top \u00een industrie<\/strong>, de 11 gigabi\u021bi pe secund\u0103.<\/li>\n\n\n\n<li>Micron estimeaz\u0103 c\u0103 pia\u021ba HBM va atinge 100 miliarde de dolari p\u00e2n\u0103 \u00een 2028, un prag pe care conducerea \u00eel <strong>anticipeaz\u0103 acum cu doi ani mai devreme<\/strong>. <\/li>\n\n\n\n<li>Pentru a satisface cererea, compania a majorat capex-ul fiscal 2026 la 20 miliarde dolari, concentr\u00e2ndu-se pe <strong>extinderea produc\u021biei<\/strong> \u00een Idaho \u0219i New York.<\/li>\n\n\n\n<li>Compania observ\u0103 o schimbare \u00een cererea de DDR5 \u0219i SSD-uri pentru centre de date, pe m\u0103sur\u0103 ce <strong>serverele AI necesit\u0103 mai mult\u0103 memorie dec\u00e2t serverele tradi\u021bionale<\/strong>. <\/li>\n\n\n\n<li>Node-urile 1-gamma DRAM \u0219i G9 NAND ale Micron vor deveni <strong>principalele motoare de produc\u021bie<\/strong> \u00een a doua jum\u0103tate a lui 2026, oferind densitate superioar\u0103 de bi\u021bi.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-6 wp-block-buttons-is-layout-flex\">\n<a class=\"e-cta e-cta-primary\" href=\"https:\/\/www.etoro.com\/ro\/accounts\/sign-up\">Cump\u0103r\u0103 ac\u021biuni AI pe eToro<\/a>\n<\/div>\n\n\n\n<p class=\"has-text-align-center is-style-disclaimer\"><em>Capitalul t\u0103u este supus riscului. Se aplic\u0103 alte taxe.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Concluzie<\/h2>\n\n\n\n<p>\u00cen 2026, pia\u021ba AI evolueaz\u0103 de la competi\u021bia pe hardware c\u0103tre un <strong>accent pe performan\u021b\u0103 \u0219i eficien\u021b\u0103<\/strong>. De\u0219i investi\u021biile masive ale marilor companii tech sus\u021bin sectorul semiconductorilor, investitorii de retail trebuie s\u0103 r\u0103m\u00e2n\u0103 pruden\u021bi \u00een fa\u021ba evalu\u0103rilor ridicate \u0219i a riscurilor geopolitice.<\/p>\n\n\n\n<p><strong>Diversificarea portofoliului \u00eentre segmente diferite<\/strong>, de la ASML \u0219i Micron p\u00e2n\u0103 la platforme precum Alphabet, poate ajuta la reducerea riscurilor. Monitorizarea planurilor de capex ale companiilor \u0219i a progreselor tehnologice r\u0103m\u00e2ne esen\u021bial\u0103 pentru identificarea oportunit\u0103\u021bilor de investi\u021bii pe termen lung.<\/p>\n\n\n\n<p>Afl\u0103 mai multe despre ac\u021biunile AI \u0219i alte clase de active la <a href=\"https:\/\/www.etoro.com\/ro\/academy\/\">Academia eToro<\/a>.<\/p>\n\n\n\n<p><\/p>\n\n\n\n","protected":false},"excerpt":{"rendered":"<p>Investitorii care aleg ac\u021biuni AI \u00een anul 2026 intr\u0103 \u00eentr-o pia\u021b\u0103 deja matur\u0103. Dup\u0103 focusul pe infrastructur\u0103 din 2024\u20132025, anul 2026 marcheaz\u0103 \u201eExecu\u021bia AI\u201d, c\u00e2nd software-ul, cipurile personalizate \u0219i produc\u021bia avansat\u0103 de semiconductori sunt implementate la nivel extins. Datele de pe pia\u021b\u0103 arat\u0103 c\u0103 investitorii analizeaz\u0103 tot mai atent modul \u00een care marile companii globale&hellip;<\/p>\n","protected":false},"author":101,"featured_media":1217812,"parent":58741,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":true,"inline_featured_image":false,"sticky_cta_settings":"","footnotes":""},"asset_type":[],"class_list":["post-693070","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<title>Ac\u021biuni esen\u021biale din domeniul AI de urm\u0103rit \u00een 2026 | eToro<\/title>\n<meta name=\"description\" content=\"Preg\u0103te\u0219te-te pentru 2026 cu ac\u021biuni AI. 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