Analize g\u00f6re, Brent petrol fiyat\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan petrol ge\u00e7i\u015flerinin h\u0131zlanmas\u0131 ve Basra K\u00f6rfezi\u2019nden ihracat\u0131n toparlanmas\u0131yla 73 dolar\u0131n alt\u0131na geriledi. ABD ile \u0130ran aras\u0131ndaki gerilime ba\u011fl\u0131 olu\u015fan sava\u015f risk priminin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ortadan kalkmas\u0131yla piyasan\u0131n yeniden arz ve talep g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc fiyatlamaya ba\u015flad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Alt\u0131n taraf\u0131nda ise Fed\u2019in faiz politikas\u0131na ili\u015fkin yeniden g\u00fc\u00e7lenen \u015fahin beklentilerin etkisiyle haftal\u0131k kay\u0131plar\u0131n derinle\u015fti\u011fi belirtildi. Analizde, k\u0131sa vadeli tepki al\u0131mlar\u0131na ra\u011fmen ons alt\u0131n\u0131n y\u00f6n\u00fcn\u00fc dolar endeksi, ABD tahvil faizleri ve Fed\u2019in faiz patikas\u0131na ili\u015fkin beklentilerin belirlemeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
ABD\u2019de 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,37 seviyesinde seyretti\u011fine dikkat \u00e7ekilen analizde, ki\u015fisel t\u00fcketim harcamalar\u0131 (PCE) enflasyon verisinin beklentilere paralel gelmesinin daha agresif faiz art\u0131r\u0131m\u0131 endi\u015felerini s\u0131n\u0131rlad\u0131\u011f\u0131, buna kar\u015f\u0131n piyasalar\u0131n Fed\u2019in s\u0131k\u0131 para politikas\u0131n\u0131 y\u0131l\u0131n geri kalan\u0131nda s\u00fcrd\u00fcrece\u011fini fiyatlamaya devam etti\u011fi aktar\u0131ld\u0131.<\/p>\n
ABD ekonomisine ili\u015fkin verilerde ise may\u0131s ay\u0131 \u00f6nc\u00fc mal ticaret a\u00e7\u0131\u011f\u0131n\u0131n 105,8 milyar dolarla beklentilerin \u00fczerinde ger\u00e7ekle\u015fti\u011fi belirtildi. \u0130hracattaki gerileme ve ithalattaki art\u0131\u015f\u0131n ikinci \u00e7eyrek b\u00fcy\u00fcme tahminlerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyon riskini art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n
Analizde, ABD vadeli endekslerinde teknoloji hisselerindeki sat\u0131\u015f bask\u0131s\u0131n\u0131n etkisiyle zay\u0131f bir g\u00f6r\u00fcn\u00fcm izlendi\u011fini belirtti. \u00d6zellikle Nasdaq vadeli endeksindeki kay\u0131plar\u0131n daha belirgin oldu\u011fu ve yat\u0131r\u0131mc\u0131lar\u0131n b\u00fcy\u00fck teknoloji \u015firketlerine y\u00f6nelik daha temkinli bir yakla\u015f\u0131m sergiledi\u011fi kaydedildi.<\/p>\n
Teknoloji sekt\u00f6r\u00fcnde ise yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n maliyetinin daha fazla sorgulanmaya ba\u015flad\u0131\u011f\u0131na i\u015faret edilen analizde, yat\u0131r\u0131mc\u0131lar\u0131n art\u0131k AI harcamalar\u0131n\u0131 yaln\u0131zca b\u00fcy\u00fcme potansiyeli a\u00e7\u0131s\u0131ndan de\u011fil, \u015firketlerin nakit ak\u0131\u015f\u0131 ve k\u00e2rl\u0131l\u0131\u011f\u0131 \u00fczerindeki etkileri bak\u0131m\u0131ndan da de\u011ferlendirdi\u011fi ifade edildi. Apple, Microsoft ve Amazon\u2019da artan AI altyap\u0131 harcamalar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine y\u00f6nelik soru i\u015faretlerinin artt\u0131\u011f\u0131 belirtildi.<\/p>\n
UBS\u2019in \u201cAI capex taper tantrum\u201d uyar\u0131s\u0131na da de\u011finilen analizde, b\u00fcy\u00fck teknoloji \u015firketlerinin yat\u0131r\u0131m harcamalar\u0131n\u0131n ayn\u0131 h\u0131zda devam etmeyebilece\u011fi endi\u015fesinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131, yat\u0131r\u0131mc\u0131lar\u0131n AI yat\u0131r\u0131mlar\u0131n\u0131n gelir ve k\u00e2rl\u0131l\u0131\u011fa katk\u0131s\u0131na odaklanmaya ba\u015flad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
\u00a0<\/p>\n
Apple\u2019\u0131n artan bellek maliyetleri nedeniyle baz\u0131 \u00fcr\u00fcnlerinde fiyat art\u0131\u015f\u0131na gitmesinin de AI yat\u0131r\u0131mlar\u0131n\u0131n donan\u0131m maliyetleri \u00fczerindeki etkisini ortaya koydu\u011fu belirtilen analizde, bu geli\u015fmenin teknoloji sekt\u00f6r\u00fcndeki maliyet bask\u0131lar\u0131n\u0131n daha geni\u015f kapsaml\u0131 bir soruna d\u00f6n\u00fc\u015febilece\u011fine i\u015faret etti\u011fi ifade edildi.<\/p>\n
Avrupa piyasalar\u0131nda ise petrol fiyatlar\u0131ndaki gerileme ve teknoloji hisselerine y\u00f6nelik endi\u015felerin etkisiyle sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir g\u00f6r\u00fcn\u00fcm izlendi\u011fi kaydedildi. DAX ve CAC 40 endekslerindeki geri \u00e7ekilmenin, AI maliyetleri ve b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin belirsizliklerin k\u00fcresel piyasalara yay\u0131ld\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi belirtildi.<\/p>\n
D\u00f6viz piyasalar\u0131nda ise dolar\u0131n haftan\u0131n son i\u015flem g\u00fcn\u00fcnde maj\u00f6r para birimleri kar\u015f\u0131s\u0131nda kar\u0131\u015f\u0131k bir seyir izledi\u011fi, euro\/dolar paritesinde s\u0131n\u0131rl\u0131 toparlanma g\u00f6r\u00fcl\u00fcrken dolar\/yen paritesinin y\u00fcksek seviyelerini korumas\u0131n\u0131n Japonya kaynakl\u0131 olas\u0131 m\u00fcdahale beklentilerini g\u00fcndemde tuttu\u011fu ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 26 Haziran (Hibya)- \u0130kon Menkul, k\u00fcresel piyasalara ili\u015fkin ak\u015fam analizinde, petrol fiyatlar\u0131nda jeopolitik risk priminin azalmas\u0131n\u0131n etkili oldu\u011funu, alt\u0131n\u0131n ise ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz g\u00f6r\u00fcn\u00fcm\u00fcne y\u00f6nelik \u015fahin beklentilerin bask\u0131s\u0131 alt\u0131nda kalmaya devam etti\u011fini belirtti. Kurum, teknoloji hisselerinde ise yapay zeka (AI) yat\u0131r\u0131mlar\u0131n\u0131n maliyetine ili\u015fkin endi\u015felerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":105400,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,13],"tags":[],"class_list":["post-105399","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-teknoloji"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/105399","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=105399"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/105399\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/105400"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=105399"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=105399"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=105399"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"