Alnus Yat\u0131r\u0131m Hazine B\u00fclteni verilerine g\u00f6re, Borsa \u0130stanbul bir \u00f6nceki kapan\u0131\u015f\u0131na k\u0131yasla 46,67 puan de\u011fer kazan\u0131rken, toplam i\u015flem hacmi 191,8 milyar TL seviyesinde ger\u00e7ekle\u015fti. Sekt\u00f6rel k\u0131r\u0131l\u0131mlarda bankac\u0131l\u0131k endeksi y\u00fczde 0,13, holding endeksi y\u00fczde 0,37 prim yaparken; g\u00fcn\u00fcn en g\u00fc\u00e7l\u00fc performans\u0131 y\u00fczde 3,59 kazan\u00e7la madencilik taraf\u0131nda, en zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fc ise y\u00fczde 2,57 kay\u0131pla tekstil-deri grubunda kaydedildi. Makroekonomik cephede ve i\u00e7 piyasada, d\u00f6viz kuru 46,30 TL seviyesini test ederken; Kapal\u0131\u00e7ar\u015f\u0131 gram alt\u0131n fiyat\u0131, ons alt\u0131ndaki k\u00fcresel toparlanman\u0131n da deste\u011fiyle y\u00fczde 0,38 y\u00fckselerek 6.437,83 TL’ye ula\u015ft\u0131.<\/p>\n
Yurt d\u0131\u015f\u0131 piyasalarda ise Wall Street, haftan\u0131n ilk g\u00fcn\u00fcndeki sert “risk-on” (risk i\u015ftah\u0131) rallisinin ard\u0131ndan sal\u0131 g\u00fcn\u00fcn\u00fc karma\u015f\u0131k bir seyirle kapatt\u0131. Dow Jones endeksi y\u00fczde 0,64 y\u00fckseli\u015fle 51.999,67 puana ula\u015farak \u00fcst \u00fcste ikinci g\u00fcn\u00fcnde de tarihi rekorunu tazeledi. Buna kar\u015f\u0131l\u0131k S&P 500 endeksi y\u00fczde 0,57 kay\u0131pla 7.511,35 puana, teknoloji endeksi Nasdaq ise y\u00fczde 1,15 d\u00fc\u015f\u00fc\u015fle 26.376,34 puana geriledi. Analistler, bu d\u00fc\u015f\u00fc\u015f\u00fcn bir riskten ka\u00e7\u0131\u015f (risk-off) e\u011filiminden ziyade, bu ak\u015famki kritik Fed karar\u0131 \u00f6ncesinde teknoloji ve yapay zeka (AI) hisselerinden finansal (y\u00fczde +1,5) ile sanayi (y\u00fczde +0,7) gibi de\u011fer (value) odakl\u0131 sekt\u00f6rlere d\u00f6n\u00fck bir kar realizasyonu ve rotasyon oldu\u011funu belirtiyor. Bu s\u00fcre\u00e7te S&P 500 teknoloji endeksi y\u00fczde 2,3 de\u011fer kaybederken, Philadelphia Yar\u0131 \u0130letken Endeksi y\u00fczde 5,7 oran\u0131nda sert geriledi.<\/p>\n
\u015eirket haberlerinde SpaceX f\u0131rt\u0131nas\u0131 ve Nvidia\u2019n\u0131n bor\u00e7lanma hamlesi k\u00fcresel g\u00fcndemi sarst\u0131. Halka arz sonras\u0131ndaki g\u00fc\u00e7l\u00fc ivmesini koruyan SpaceX hisseleri g\u00fcn\u00fc y\u00fczde 4,8 art\u0131\u015fla 201,80 dolardan tamamlarken, seans i\u00e7inde 225,64 dolar ile t\u00fcm zamanlar\u0131n rekorunu k\u0131rd\u0131. Piyasa de\u011feri Amazon’u geride b\u0131rakan ve sabah saatlerinde anl\u0131k olarak Microsoft’u da a\u015fan SpaceX, k\u00fcresel b\u00fcy\u00fcme fiyatlamalar\u0131n\u0131n odak noktas\u0131 olmay\u0131 s\u00fcrd\u00fcrd\u00fc. Nvidia taraf\u0131nda ise genel kurumsal ama\u00e7lar ve likit bir g\u00f6sterge olu\u015fturmak ad\u0131na 25 milyar dolarl\u0131k devasa bir tahvil ihrac\u0131 piyasaya sunuldu.\u00a0<\/p>\n
Bu hamleye ra\u011fmen yapay zeka \u015firketlerinin sermaye ihtiyac\u0131 ve artan finansman maliyetleri temas\u0131yla Nvidia paylar\u0131 y\u00fczde 2,4 geri \u00e7ekildi. \u015eimdi ise t\u00fcm k\u00fcresel oda\u011f\u0131, politika faizini y\u00fczde 3,50-3,75 aral\u0131\u011f\u0131nda sabit b\u0131rakmas\u0131 beklenen yeni Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n ilk toplant\u0131da verece\u011fi makroekonomik mesajlara ve aral\u0131k ay\u0131na d\u00f6n\u00fck y\u00fczde 43 oran\u0131nda fiyatlanan 25 baz puanl\u0131k faiz art\u0131r\u0131m olas\u0131l\u0131\u011f\u0131na \u00e7evrilmi\u015f durumda.<\/p>\n
Avrupa ve emtia cephesinde ise jeopolitik gev\u015feme ana fiyatlama motoru oldu. STOXX 600 endeksi y\u00fczde 0,3 art\u0131\u015fla g\u00fcn\u00fc rekor seviyelerine yak\u0131n tamamlarken; y\u00fckseli\u015fin arkas\u0131nda, ABD-\u0130ran ara anla\u015fmas\u0131 ile H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n a\u00e7\u0131laca\u011f\u0131 beklentisinin enerji ithalat\u00e7\u0131s\u0131 Avrupa i\u00e7in enflasyon riskini hafifletmesi yer ald\u0131. Bu diplomatik iyimserlik petrol piyasas\u0131nda tam anlam\u0131yla bir \u00e7\u00f6k\u00fc\u015f getirdi; Brent petrol y\u00fczde 5,1 d\u00fc\u015f\u00fc\u015fle 78,96 dolar\/varile, Bat\u0131 Teksas tipi (WTI) ham petrol ise y\u00fczde 5,8 azal\u0131\u015fla 76,05 dolar\/varil seviyesine, yani son aylar\u0131n en d\u00fc\u015f\u00fck seviyelerine geriledi.\u00a0<\/p>\n
G\u00fcvenli liman ve faiz beklentilerindeki gev\u015femeden beslenen spot alt\u0131n ise petrol\u00fcn aksine pozitif g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc koruyarak y\u00fczde 0,8 de\u011fer kazanc\u0131yla 4.338,86 dolar\/ons seviyesine y\u00fckseldi; ABD alt\u0131n vadeli kontratlar\u0131 ise g\u00fcn\u00fc 4.354,4 dolar band\u0131nda yatay-pozitif bir tonlama ile geride b\u0131rakt\u0131.<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 17 Haziran (Hibya) \u2013 Alnus Yat\u0131r\u0131m, BIST 100 endeksinin sal\u0131 g\u00fcn\u00fcn\u00fc y\u00fczde 0,32 s\u0131n\u0131rl\u0131 y\u00fckseli\u015fle 14.493,09 puandan tamamlad\u0131\u011f\u0131n\u0131, k\u00fcresel piyasalarda ise ABD-\u0130ran anla\u015fmas\u0131 kaynakl\u0131 petrol d\u00fc\u015f\u00fc\u015f\u00fcn\u00fcn enerji ithalat\u00e7\u0131s\u0131 b\u00f6lgeleri desteklerken, Wall Street’te teknolojiden geleneksel sekt\u00f6rlere g\u00fc\u00e7l\u00fc bir rotasyon ba\u015flatt\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"author":1,"featured_media":100297,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-100296","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/100296","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=100296"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/100296\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/100297"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=100296"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=100296"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=100296"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"