Analizde, “Muhte\u015fem Yedi” olarak adland\u0131r\u0131lan b\u00fcy\u00fck teknoloji \u015firketlerinin tamam\u0131n\u0131n de\u011fer kaybetti\u011fi, Apple’\u0131n Mac ve iPad \u00fcr\u00fcnlerine yapt\u0131\u011f\u0131 fiyat art\u0131\u015flar\u0131n\u0131n ard\u0131ndan sat\u0131\u015flara \u00f6nc\u00fcl\u00fck etti\u011fi belirtildi. Micron Technology’nin beklentilerin \u00fczerinde gelen finansal sonu\u00e7lar\u0131n\u0131n \u00e7ip hisselerini desteklemesine ra\u011fmen teknoloji sekt\u00f6r\u00fcndeki sat\u0131\u015f bask\u0131s\u0131n\u0131n piyasalardaki genel g\u00f6r\u00fcn\u00fcm\u00fc zay\u0131flatt\u0131\u011f\u0131 ifade edildi. ABD vadeli endekslerinin de yeni g\u00fcne sat\u0131c\u0131l\u0131 bir g\u00f6r\u00fcn\u00fcmle ba\u015flad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Pusula Yat\u0131r\u0131m, Fed’in tercih etti\u011fi enflasyon g\u00f6stergesi olan ki\u015fisel t\u00fcketim harcamalar\u0131 (PCE) verisinin ayl\u0131k bazda beklentilerin alt\u0131nda kalmas\u0131 ve ilk \u00e7eyrek t\u00fcketici harcamalar\u0131n\u0131n a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edilmesinin, ilave faiz art\u0131r\u0131m\u0131 beklentilerini zay\u0131flatt\u0131\u011f\u0131n\u0131 belirtti. Verilerin ard\u0131ndan swap piyasas\u0131nda y\u0131l sonuna ili\u015fkin s\u0131k\u0131la\u015fma beklentilerinin geriledi\u011fi, gelecek ay faiz art\u0131r\u0131m\u0131 ihtimalinin yakla\u015f\u0131k \u00fc\u00e7te bire d\u00fc\u015ft\u00fc\u011f\u00fc kaydedildi. Bununla birlikte H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki jeopolitik geli\u015fmelerin petrol fiyatlar\u0131n\u0131 desteklemesiyle uzun vadeli tahvil getirilerinin kay\u0131plar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 geri ald\u0131\u011f\u0131 ifade edildi.<\/p>\n
Analizde, may\u0131s ay\u0131nda y\u0131ll\u0131k PCE enflasyonunun y\u00fczde 3,8’den y\u00fczde 4,1’e y\u00fckselerek Nisan 2023’ten bu yana en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131na dikkat \u00e7ekildi. \u00c7ekirdek PCE’nin ise ayl\u0131k y\u00fczde 0,3 ve y\u0131ll\u0131k y\u00fczde 3,4 art\u0131\u015fla beklentilere paralel ger\u00e7ekle\u015fti\u011fi belirtilirken, ABD ekonomisinin ilk \u00e7eyrek b\u00fcy\u00fcmesinin y\u00fczde 2,1’e revize edilmesinin ekonomik aktivitedeki dayan\u0131kl\u0131l\u0131\u011f\u0131 ortaya koydu\u011fu ifade edildi. Y\u00fckselen y\u0131ll\u0131k enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn ise Fed’in faiz patikas\u0131na ili\u015fkin beklentileri canl\u0131 tuttu\u011fu vurguland\u0131.<\/p>\n
Pusula Yat\u0131r\u0131m’a g\u00f6re, ABD’de 20 Haziran ile sona eren haftada ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurusunda bulunanlar\u0131n say\u0131s\u0131n\u0131n 215 bine gerilemesi, i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc korudu\u011funa i\u015faret etti.<\/p>\n
Analizde \u015firket haberlerine de yer verilirken, OpenAI’nin teknoloji hisselerindeki dalgalanmalar ve yat\u0131r\u0131mc\u0131 ilgisine y\u00f6nelik de\u011ferlendirmeler do\u011frultusunda planlanan halka arz\u0131n\u0131 2027 y\u0131l\u0131na ertelemeyi de\u011ferlendirdi\u011fi aktar\u0131ld\u0131. \u015eirketin Goldman Sachs ve Morgan Stanley ile halka arz haz\u0131rl\u0131klar\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, yapay zek\u00e2 altyap\u0131 yat\u0131r\u0131mlar\u0131n\u0131 finanse etmek amac\u0131yla halka arz se\u00e7ene\u011fini g\u00fcndeminde tuttu\u011fu belirtildi.<\/p>\n
\u00d6te yandan Beyaz Saray’\u0131n, geli\u015fmi\u015f siber g\u00fcvenlik yetenekleri nedeniyle OpenAI’dan GPT-5.6 modelini yaln\u0131zca h\u00fck\u00fcmet taraf\u0131ndan onaylanan s\u0131n\u0131rl\u0131 say\u0131daki i\u015f ortaklar\u0131na sunmas\u0131n\u0131 talep etti\u011fi, \u015firketin de yeni modele eri\u015fimin m\u00fc\u015fteri baz\u0131nda h\u00fck\u00fcmet onay\u0131na tabi olaca\u011f\u0131n\u0131 duyurdu\u011fu ifade edildi.<\/p>\n
Pusula Yat\u0131r\u0131m analizinde ayr\u0131ca, Caterpillar ve Deere & Company hisselerinde opsiyon piyasas\u0131nda oynakl\u0131\u011f\u0131n artt\u0131\u011f\u0131na dikkat \u00e7ekilirken, her iki hissede de g\u00fc\u00e7l\u00fc fiyat g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn korunmas\u0131na kar\u015f\u0131n k\u0131sa ve orta vadede dalgalanman\u0131n artabilece\u011fi de\u011ferlendiriliyor.<\/p>\n
<\/strong> \u0130stanbul, 26 Haziran (Hibya)- Pusula Yat\u0131r\u0131m’\u0131n analizine g\u00f6re, ABD borsalar\u0131nda teknoloji hisselerinde yeniden h\u0131z kazanan sat\u0131\u015flar, olumlu ekonomik verilerin di\u011fer sekt\u00f6rlerde yaratt\u0131\u011f\u0131 iyimserli\u011fi g\u00f6lgelerken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda Fed’in faiz patikas\u0131na ili\u015fkin beklentiler ile enflasyon g\u00f6r\u00fcn\u00fcm\u00fc yer ald\u0131.<\/p>\n","protected":false},"author":1,"featured_media":105256,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-105255","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/105255","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=105255"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/105255\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/105256"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=105255"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=105255"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=105255"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"