Government leaders

OTP, olaj vagy bitcoin? Elárulták a profik, mibe fektetnének most

Portfolio.hu21 October 2026, 17:23 UTC

Megtörhetett a bitcoin eddig jól ismert ciklikussága, az olajárak tartósan magasak maradhatnak, a mesterséges intelligencia körüli befektetési láz pedig egyre komolyabb kérdéseket vet fel. A bizonytalan piaci környezet ugyanakkor bőven tartogat lehetőségeket: az olajipari szolgáltatóktól a lítiumon át a magyar és amerikai részvényekig számos konkrét befektetési ötlet került terítékre a Portfolio Investment Day 2026 konferencián. A szakértők azt is elárulták, hol látnak most komoly felértékelődési potenciált, és melyik befektetésekkel érdemes inkább óvatosnak lenni.

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