\u0130kon Menkul, yurt d\u0131\u015f\u0131 ak\u015fam b\u00fcltenine g\u00f6re, ABD ile \u0130ran aras\u0131nda teknik d\u00fczeyde g\u00f6r\u00fc\u015fmelerin Doha\u2019da devam edece\u011fi belirtilirken, hafta sonu ya\u015fanan gerilime ra\u011fmen ate\u015fkes s\u00fcrecinin korunmas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n a\u00e7\u0131k kalmas\u0131n\u0131n piyasalardaki jeopolitik risk alg\u0131s\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 ifade edildi. Bu geli\u015fmelerin etkisiyle Brent petrol\u00fcn haftaya s\u0131n\u0131rl\u0131 y\u00fckseli\u015fle ba\u015flamas\u0131na kar\u015f\u0131n sava\u015f \u00f6ncesi seviyelere yak\u0131n dengelendi\u011fi, petrol piyasas\u0131nda risk priminin yeniden sert \u015fekilde y\u00fckselmesinin \u015fimdilik engellendi\u011fi kaydedildi.<\/p>\n
Analizde, de\u011ferli metaller taraf\u0131nda ise sat\u0131\u015f bask\u0131s\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc belirtilerek, ons alt\u0131n\u0131n g\u00fcn i\u00e7inde y\u00fczde 1\u2019in \u00fczerinde de\u011fer kaybetti\u011fi aktar\u0131ld\u0131. ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz patikas\u0131na ili\u015fkin belirsizlik, dolar\u0131n g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm\u00fc ve g\u00fcvenli liman talebindeki zay\u0131fl\u0131\u011f\u0131n alt\u0131n fiyatlar\u0131n\u0131 bask\u0131lamaya devam etti\u011fi ifade edildi.<\/p>\n
ABD Y\u00fcksek Mahkemesi\u2019nin Ba\u015fkan Donald Trump\u2019\u0131n Fed Y\u00f6netim Kurulu \u00dcyesi Lisa Cook\u2019u g\u00f6revden alma giri\u015fimini engelledi\u011fini hat\u0131rlatarak, karar\u0131n Fed\u2019in ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na ili\u015fkin tart\u0131\u015fmalar\u0131 yeniden g\u00fcndeme ta\u015f\u0131d\u0131\u011f\u0131n\u0131 de\u011ferlendirdi. Dolar endeksinin ise haftaya kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcmle ba\u015flad\u0131\u011f\u0131, yat\u0131r\u0131mc\u0131lar\u0131n y\u00f6n aray\u0131\u015f\u0131nda ABD makroekonomik verileri ile Fed \u00fcyelerinden gelecek a\u00e7\u0131klamalara odakland\u0131\u011f\u0131 belirtildi.<\/p>\n
Analizde, ABD navlun piyasas\u0131nda \u00f6zellikle flatbed ta\u015f\u0131mac\u0131l\u0131k \u00fccretlerindeki y\u00fckseli\u015fin sanayi, in\u015faat ve veri merkezi yat\u0131r\u0131mlar\u0131nda canlanmaya i\u015faret etti\u011fi vurgulan\u0131rken, bunun ABD ekonomisinin baz\u0131 sekt\u00f6rlerinde talebin yeniden h\u0131z kazand\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi ifade edildi.<\/p>\n
Teknoloji hisselerine ili\u015fkin de\u011ferlendirmede ise Nasdaq vadeli i\u015flemlerinde k\u0131sa vadeli toparlanma g\u00f6r\u00fclmesine ra\u011fmen yukar\u0131 y\u00f6nl\u00fc hareketin hen\u00fcz g\u00fc\u00e7l\u00fc bir k\u0131r\u0131l\u0131ma d\u00f6n\u00fc\u015fmedi\u011fi belirtildi. Yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n teknoloji sekt\u00f6r\u00fcndeki b\u00fcy\u00fcmenin temel dinami\u011fi olmaya devam etti\u011fi kaydedildi.<\/p>\n
Google\u2019\u0131n baz\u0131 m\u00fc\u015fteriler i\u00e7in Gemini eri\u015fimini s\u0131n\u0131rland\u0131rmas\u0131n\u0131n ve Meta\u2019n\u0131n bu durumdan etkilenen \u015firketler aras\u0131nda yer almas\u0131n\u0131n, yapay zeka altyap\u0131s\u0131nda kapasite s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti\u011fi ifade edildi. Bunun, yapay zek\u00e2 talebinin hen\u00fcz zirveye ula\u015fmad\u0131\u011f\u0131n\u0131 g\u00f6steren \u00f6nemli bir geli\u015fme olarak de\u011ferlendirildi\u011fi aktar\u0131ld\u0131.<\/p>\n
Analizde ayr\u0131ca, Nvidia\u2019n\u0131n Avustralyal\u0131 yapay zek\u00e2 bulut \u015firketi Firmus Technologies ile yapt\u0131\u011f\u0131 anla\u015fmayla altyap\u0131 yat\u0131r\u0131mlar\u0131n\u0131 geni\u015fletti\u011fini belirterek, GPU ve bulut hizmetlerine y\u00f6nelik talebin b\u00fcy\u00fck teknoloji \u015firketlerinin yan\u0131 s\u0131ra daha k\u00fc\u00e7\u00fck yapay zek\u00e2 geli\u015ftiricileri taraf\u0131ndan da desteklendi\u011fini ifade etti.<\/p>\n
Tesla\u2019n\u0131n bu hafta a\u00e7\u0131klayaca\u011f\u0131 ikinci \u00e7eyrek teslimat verilerinin yat\u0131r\u0131mc\u0131lar taraf\u0131ndan yak\u0131ndan takip edilece\u011fi belirtilen analizde, \u00c7in ve Avrupa\u2019daki talebin ABD\u2019deki zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fc telafi edip edemeyece\u011finin hisse performans\u0131 a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131 vurguland\u0131.<\/p>\n
Analizde, k\u0131sa vadede k\u00fcresel piyasalarda ABD makroekonomik verileri, Fed\u2019e ili\u015fkin beklentiler ve yapay zeka altyap\u0131s\u0131na y\u00f6nelik g\u00fc\u00e7l\u00fc talebin fiyatlamalar \u00fczerinde belirleyici olmaya devam edece\u011fini \u00f6ng\u00f6rd\u00fc.<\/p>\n
<\/strong> \u0130stanbul, 29 Haziran (Hibya)- \u0130kon Menkul, yurt d\u0131\u015f\u0131 ak\u015fam b\u00fclteninde k\u00fcresel piyasalarda jeopolitik risklerin s\u0131n\u0131rl\u0131 kalmas\u0131yla petrol fiyatlar\u0131n\u0131n sava\u015f \u00f6ncesi seviyelere yak\u0131n seyretti\u011fini, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n ise teknoloji hisselerini desteklemeye devam etti\u011fini belirtti.<\/p>\n","protected":false},"author":1,"featured_media":106692,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-106691","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/106691","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=106691"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/106691\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/106692"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=106691"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=106691"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=106691"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"