Gedik Yat\u0131r\u0131m'\u0131n raporunda “ABD vadeli endeksleri pazartesi g\u00fcn\u00fc tatil nedeniyle k\u0131salacak olan haftaya g\u00fc\u00e7l\u00fc bir risk i\u015ftah\u0131yla ba\u015flad\u0131; Nasdaq vadeli kontratlar\u0131 y\u00fczde 0,9 ile ba\u015f\u0131 \u00e7ekerken S&P 500 y\u00fczde 0,7 ve Dow Jones y\u00fczde 0,4 y\u00fckseldi.” ifadeleri kullan\u0131ld\u0131.\u00a0<\/p>\n
Raporun devam\u0131nda ise \u015funlar kaydedildi:<\/p>\n
“Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bu hafta a\u00e7\u0131klanacak Zoom, Alibaba ve Deere bilan\u00e7olar\u0131 bulunurken, makro tarafta Chicago Fed Ulusal Aktivite Endeksi ve Dallas Fed \u0130malat Anketi g\u00fcn\u00fcn ilk \u00f6nemli verileri olacak. Fed\u2019e y\u00f6nelik faiz indirimi beklentileri, New York Fed Ba\u015fkan\u0131 John Williams\u2019\u0131n g\u00fcvercin tondaki a\u00e7\u0131klamalar\u0131yla artm\u0131\u015f durumda; bu durum \u00f6zellikle teknoloji hisselerinde al\u0131mlar\u0131 destekledi.<\/p>\n
Bu hafta, ABD taraf\u0131nda \u015e\u00fckran G\u00fcn\u00fc nedeniyle hafta k\u0131salacak; per\u015fembe g\u00fcn\u00fc hisse senedi ve tahvil piyasalar\u0131 tamamen kapal\u0131 olacak, cuma g\u00fcn\u00fc ise erken kapan\u0131\u015f uygulanacak. H\u00fck\u00fcmet kapanmas\u0131 nedeniyle geciken veriler yay\u0131mlanmaya devam ederken, istatistik kurumlar\u0131n\u0131n takvimlerini g\u00fcncelleyerek yeni tarih duyurular\u0131 yapmas\u0131 bekleniyor. Haftan\u0131n \u00f6nemli veri g\u00fcndeminde, eyl\u00fcl ay\u0131 \u00dcFE\u2019nin a\u011fustostaki y\u00fczde 0,1\u2019lik d\u00fc\u015f\u00fc\u015f sonras\u0131 y\u00fczde 0,3 art\u0131\u015f g\u00f6stermesi ve y\u0131ll\u0131k bazda y\u00fczde 2,6\u2019dan y\u00fczde 2,7\u2019ye y\u00fckselmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. Perakende sat\u0131\u015flar\u0131n ise a\u011fustostaki y\u00fczde 0,6\u2019l\u0131k art\u0131\u015f\u0131n ard\u0131ndan eyl\u00fclde y\u00fczde 0,4 y\u00fckselmesi beklenirken,
\ndayan\u0131kl\u0131 mal sipari\u015flerinde a\u011fustosta g\u00f6r\u00fclen y\u00fczde 2,9\u2019luk s\u0131\u00e7ramaya kar\u015f\u0131l\u0131k bu kez daha s\u0131n\u0131rl\u0131, y\u00fczde 0,2\u2019lik bir art\u0131\u015f tahmin ediliyor. Ayr\u0131ca, Amerika k\u0131tas\u0131n\u0131n geri kalan\u0131nda ise Kanada\u2019n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek b\u00fcy\u00fcme verisi ile Brezilya ve Meksika\u2019n\u0131n ay ortas\u0131 T\u00dcFE rakamlar\u0131 \u00f6ne \u00e7\u0131kacak.<\/p>\n
Avrupa taraf\u0131nda ise borsalar haftaya pozitif bir zeminde ba\u015flad\u0131; STOXX 50 ve STOXX 600 endeksleri y\u00fczde 0,5 y\u00fckselerek ge\u00e7en haftaki kay\u0131plar\u0131 telafi etmeye \u00e7al\u0131\u015ft\u0131. K\u00fcresel piyasalarda Nvidia\u2019n\u0131n H200 yapay zek\u00e2 \u00e7iplerini \u00c7in\u2019e satmas\u0131na izin verilmesi y\u00f6n\u00fcndeki haber ak\u0131\u015f\u0131 iyimserli\u011fi g\u00fc\u00e7lendirirken, yat\u0131r\u0131mc\u0131lar Avrupa\u2019da \u00e7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak \u0130ngiltere Sonbahar B\u00fct\u00e7esi\u2019ne odaklanm\u0131\u015f durumda. \u0130ngiltere Maliye Bakan\u0131 Rachel Reeves mali disiplin mesaj\u0131 verirken, \u00e7al\u0131\u015fanlara vergi art\u0131\u015f\u0131 yap\u0131lmayaca\u011f\u0131 y\u00f6n\u00fcndeki se\u00e7im vaatlerini tekrarl\u0131yor. Ayr\u0131ca bug\u00fcn Br\u00fcksel\u2019de ABD\u2019li yetkililer ile AB bakanlar\u0131 aras\u0131nda yap\u0131lacak ticaret ili\u015fkileri toplant\u0131s\u0131 da k\u00fcresel g\u00fcndemde.<\/p>\n
Avrupa \u015firket haberlerinde Bayer, ila\u00e7 \u00e7al\u0131\u015fmalar\u0131ndan gelen olumlu verilerin ard\u0131ndan y\u00fczde 8\u2019den fazla y\u00fckselerek g\u00fcn\u00fcn en g\u00fc\u00e7l\u00fc performanslar\u0131ndan birini sergiledi. \u00d6te yandan savunma hisseleri, \u00f6zellikle Rheinmetall, hafta sonu Ukrayna bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinde ilerleme kaydedildi\u011fine y\u00f6nelik sinyallerin ard\u0131ndan sat\u0131\u015f
\nbask\u0131s\u0131 alt\u0131nda kald\u0131 ve y\u00fczde 2,7 de\u011fer kaybetti. B\u00f6ylece hem ABD hem Avrupa piyasalar\u0131nda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde temkinli fakat belirgin bir iyimserlik hakim oldu.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
Tesla (TSLA) a\u00e7\u0131l\u0131\u015f \u00f6ncesi y\u00fczde 1,7 y\u00fckseldi. CEO Elon Musk, X\u2019te yapt\u0131\u011f\u0131 payla\u015f\u0131mda \u015firketin ara\u00e7lar\u0131 ve veri merkezleri i\u00e7in milyonlarca yapay zeka \u00e7ipi tasarlad\u0131\u011f\u0131n\u0131 s\u00f6yledi. Tesla\u2019n\u0131n AI5 \u00e7ipini tamamlamaya yak\u0131n oldu\u011funu, AI6 \u00fczerinde \u00e7al\u0131\u015fmaya ba\u015flad\u0131\u011f\u0131n\u0131 ve her 12 ayda bir yeni bir \u00e7ipi seri \u00fcretime sokmay\u0131 hedefledi\u011fini ekledi.(Olumlu)<\/p>\n
Alphabet (GOOGL) Google\u2019\u0131n \u00e7at\u0131 \u015firketi Alphabet a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde y\u00fckselmeye devam etti. \u015eirket cuma g\u00fcn\u00fc toplam piyasa de\u011feri bak\u0131m\u0131ndan Microsoft\u2019u geride b\u0131rakarak ABD\u2019nin \u00fc\u00e7\u00fcnc\u00fc en b\u00fcy\u00fck \u015firketi oldu. Bu, A\u011fustos 2018\u2019den bu yana ilk kez ger\u00e7ekle\u015fti. Alphabet, d\u00f6rt \u00e7eyrektir beklentileri a\u015fan bilan\u00e7olar\u0131 ve Gemini 3 adl\u0131 b\u00fcy\u00fck dil modelinin yaratt\u0131\u011f\u0131 heyecan sayesinde bu y\u0131l mega-cap teknoloji hisseleri i\u00e7inde yapay zeka alan\u0131n\u0131n a\u00e7\u0131k ara kazanan\u0131 oldu. Microsoft hisseleri ise a\u00e7\u0131l\u0131\u015f \u00f6ncesi y\u00fczde 0,5 artt\u0131.(Olumlu)”<\/p>\n
<\/strong> \u0130stanbul, 24 Kas\u0131m (Hibya)- Gedik Yat\u0131r\u0131m, Avrupa taraf\u0131nda borsalar\u0131n haftaya pozitif bir zeminde ba\u015flad\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":10484,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-10483","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/10483","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=10483"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/10483\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/10484"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=10483"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=10483"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=10483"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"