Tesla v pátek oznámila, že obdržela několik návrhů akcionářů týkajících se plánu společnosti investovat do startupu xAI zabývajícího se umělou inteligencí, který založil generální ředitel Elon Musk.
Musk vyloučil fúzi mezi Teslou (NASDAQ:TSLA) a xAI již na začátku července, ale uvedl, že plánuje uspořádat hlasování akcionářů o investici automobilky do tohoto startupu.
Návrhy přicházejí v době, kdy xAI letos zaznamenává významnou finanční aktivitu. Start-up podle Morgan Stanley minulý měsíc dokončil navýšení dluhu o 5 miliard dolarů a samostatnou strategickou kapitálovou investici ve výši 5 miliard dolarů.
Musk prosazuje integrační strategii ve svém obchodním impériu. V březnu xAI za 33 miliard dolarů koupila sociální platformu X, aby posílila své schopnosti v oblasti výcviku chatbotů, a zároveň integrovala chatbota Grok do vozidel Tesla.
Diskuse o potenciální investici přichází v době, kdy Tesla čelí různým výzvám, včetně Muskových politických aktivit, které ovlivnily poptávku po jejích elektromobilech a vyvolaly letos 22% pokles jejích akcií.
„Akcionáři mohou předložit jakékoli návrhy, které chtějí,“ uvedl Musk ve středu při oznámení čtvrtletních výsledků Tesly.
The US dollar index is under pressure from a complex mix of factors: yen strength, uncertainty about Fed policy, and the consequences of the Treasury's bond-buyback program. Key inflation releases this week will determine the index's path, as we argued in our fundamental analysis and in the note "Dollar (USDX) trades near four-month lows."
The technical picture for USDX remains predominantly bearish. The index trades in a mid- and long-term bear regime, below key moving averages (50-, 144-, and 200-period), while indicators are approaching oversold territory, indicating persistent seller pressure.
Indicators: RSI (14) at about 41 is below the neutral 50 mark, signaling ongoing bearish pressure; Stochastic has entered oversold territory and, together with OsMA, produces a sell signal.
The nearest resistance level sits at 99.00 (psychological level and H1 EMA200). Long entries are considered on a sustained break above 99.20, with targets at 99.40–100.00 and a stop-loss below 98.60.
Conditions for a bullish scenario
- A sustained break and hold above 99.20, confirmed by indicators (RSI above 50, bullish OsMA).
- High PPI and CPI prints that cement hawkish Fed expectations.
- Easing yen pressure or reduction in geopolitical tensions.
A bearish scenario suggests a break of near support at 98.68 (today's low) would likely trigger fresh short positions targeting 98.00, 97.80 (monthly EMA144), and 97.60. A break below 96.20–95.50 would confirm a structural shift and a transition of USDX into a global bear market.
Conditions for a bearish scenario
- A break and hold below 98.68–98.60, opening the way to 98.00 and 97.80.
- Moderate inflation prints that reduce the chance of a Fed hike.
- Continued yen strength and rising odds of BOJ tightening.
The main scenario: consolidation in 98.60–99.20 into inflation prints, with a possible test of 98.68–98.60 and rebound to 99.00 on positive PPI. ING sees no strong reasons for an immediate breach of USDX support in the 98.55–98.65 band but warns that a break could quickly send the index to 98.00.
Reasoning
- USDX is under pressure from factors that offset the dollar's usual safe-haven advantages. The talk of dollar debasement after the Treasury announced buybacks has undermined confidence in the currency. At the same time, a unwind of yen-funded carry trades amid expectations of faster BOJ tightening exerts additional downward pressure on the dollar.
- MUFG notes that higher energy prices increase the likelihood of further Fed tightening, while the 2-year Treasury yield has reached its yearly high. Yet the dollar has not fully reflected higher yields and oil because of an elevated political risk premium.
- The key driver will be inflation prints: above-consensus PPI/CPI will strengthen the Fed's hawkish expectations and may trigger a USDX bounce to 99.20–99.50 and higher. Moderate prints will strengthen the bear case and bring USDX back to test 98.68–98.60 and below.
Trading scenarios
- Bullish scenario (break resistance): Buy stop 99.20. Stop-loss 98.60. Targets: 99.40, 99.50, 99.60, 99.70, 99.80, 100.00, 100.15, 100.40, 100.80, 101.00.
- Bearish scenario (break support): Sell stop 98.60. Stop-loss 99.20. Targets: 98.40, 98.25, 98.00, 97.80, 97.65, 97.40, 97.00, 96.20.
Notes: "Targets" correspond to S/R levels and are guides for planning and position sizing; they are not guaranteed to be reached.
+ sign up for copy-trading services
+ consider investing via PAMM systems
ForexMart is authorized and regulated in various jurisdictions.
(Reg No.23071, IBC 2015) with a registered office at First Floor, SVG Teachers Co-operative Credit Union Limited Uptown Building, Corner of James and Middle Street, Kingstown, Saint Vincent and the Grenadines
Restricted Regions: the United States of America, North Korea, Sudan, Syria and some other regions.
コンタクトする 
