{"id":10850,"date":"2025-11-25T08:00:06","date_gmt":"2025-11-25T05:00:06","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/25\/alnus-yatirim-bist-100-endeksinin-gune-negatif-bir-baslangic-yapmasini-bekliyoruz-3"},"modified":"2025-11-25T08:00:06","modified_gmt":"2025-11-25T05:00:06","slug":"alnus-yatirim-bist-100-endeksinin-gune-negatif-bir-baslangic-yapmasini-bekliyoruz-3","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/25\/alnus-yatirim-bist-100-endeksinin-gune-negatif-bir-baslangic-yapmasini-bekliyoruz-3\/","title":{"rendered":"Alnus Yat\u0131r\u0131m: B\u0130ST-100 endeksinin, g\u00fcne negatif bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m&#039;\u0131n raporunda, B\u0130ST-100 endeksinin, yeni haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne; 28.13 puanl\u0131k d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131\u011f\u0131 aktar\u0131ld\u0131. G\u00fcn i\u00e7erisinde derinle\u015fen sat\u0131\u015f bask\u0131s\u0131yla 10.816,41 puan seviyesinin test edilirken, seans\u0131n sonunu ise; buradan gelen toparlanma hareketlerinin etkisiyle, y\u00fczde 0,32 oran\u0131ndaki daha s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015fle 10.888,02 puandan noktand\u0131\u011f\u0131 belirtilirken \u015fu bilgiler verildi:<\/p>\n<p>&#8220;Endeksin \u0130\u015flem hacmi ise; \u00f6nceki g\u00fcnk\u00fc 117,0 Milyar TL d\u00fczeyinden 129,7 Milyar TL\u2019ye y\u00fckseldi. Endekse puan baz\u0131nda en fazla negatif etki eden \u015firket hisseleri; 18,22 puan ile TUPRS, 15,99 puan ile BIMAS ve 6,95 puan ile TRALT oldu.<\/p>\n<p>D\u00fcn, yurt i\u00e7i ekonomik takvimde; TCMB taraf\u0131ndan a\u00e7\u0131klanan Kas\u0131m ay\u0131 Kapasite Kullan\u0131m Oran\u0131; bir \u00f6nceki aya g\u00f6re 0,1 puan art\u0131\u015fla y\u00fczde 74,1 seviyesinde ger\u00e7ekle\u015fti. T\u00dc\u0130K taraf\u0131ndan yay\u0131mlanan Kas\u0131m ay\u0131 G\u00fcven Endeksleri incelendi\u011finde; bir \u00f6nceki aya g\u00f6re in\u015faat sekt\u00f6r\u00fcnde y\u00fczde 1,5 oran\u0131nda, hizmet sekt\u00f6r\u00fcnde 1,0 oran\u0131nda ve perakende ticaret sekt\u00f6r\u00fcnde y\u00fczde 0,9 oran\u0131nda art\u0131\u015flar kaydedildi. TCMB\u2019den gelen bir di\u011fer veri seti olan Reel Kesim G\u00fcven Endeksi\u2019nde; mevsimsellik hari\u00e7 veri bir \u00f6nceki aya g\u00f6re de\u011fi\u015fiklik g\u00f6stermeyerek 100,8 seviyesinde gelirken, mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f endeks ise 1,2 puanl\u0131k art\u0131\u015fla 103,2 seviyesinde ger\u00e7ekle\u015fti. \u0130\u00e7 tarafta, g\u00fcn i\u00e7erisinde dikkatlerimiz ayr\u0131ca; Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan\u2019\u0131n, Rusya Devlet Ba\u015fkan\u0131 Vladimir Putin ile yapaca\u011f\u0131 telefon g\u00f6r\u00fc\u015fmesi ve Cumhurba\u015fkan\u0131 Yard\u0131mc\u0131s\u0131 Cevdet Y\u0131lmaz ba\u015fkanl\u0131\u011f\u0131nda ger\u00e7ekle\u015ftirilecek olan Ekonomi Koordinasyon Kurulu(EKK) toplant\u0131s\u0131ndayd\u0131. Erdo\u011fan-Putin g\u00f6r\u00fc\u015fmesi sonras\u0131nda, Kremlin\u2019den gelen a\u00e7\u0131klamada: \u0130ki liderin ABD\u2019nin bar\u0131\u015f plan\u0131 \u00fczerinde g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fc, bu plan\u0131n Alaska\u2019da Putin ve Trump aras\u0131ndaki g\u00f6r\u00fc\u015fmeyle uyumlu oldu\u011fu ve Putin\u2019in: s\u00f6z konusu \u00f6neriyi \u2018nihai bar\u0131\u015f anla\u015fmas\u0131n\u0131n temeli\u2019 olarak nitelendirdi\u011fi belirtildi. EKK toplant\u0131s\u0131n\u0131n ard\u0131ndan yap\u0131lan yaz\u0131l\u0131 a\u00e7\u0131klamada ise; Ekonomide d\u00f6n\u00fc\u015f\u00fcm ve s\u00fcrd\u00fcr\u00fclebilir b\u00fcy\u00fcme hedefi do\u011frultusunda politikalar\u0131n uygulanmaya devam edilece\u011fi, \u00fcretkenli\u011fi art\u0131rarak k\u00fcresel \u00f6l\u00e7ekte rekabet\u00e7ili\u011fin art\u0131r\u0131laca\u011f\u0131 belirtildi.<\/p>\n<p>K\u00fcresel ekonomik takvimde, g\u00fcn\u00fcn tek \u00f6nemli veri seti olarak izledi\u011fimiz Almanya\u2019n\u0131n Kas\u0131m ay\u0131 Ifo endekslerinden biri olan i\u015f iklimi endeksi; 88.1 ile beklentinin alt\u0131nda kald\u0131. Global haber ak\u0131\u015flar\u0131nda ise; D\u00fcnya\u2019n\u0131n en b\u00fcy\u00fck piyasa de\u011ferine sahip \u015firketi halindeki Nvidia\u2019n\u0131n, k\u0131s\u0131tlamaya tabi H20 \u00e7iplerinin \u00c7in\u2019e sat\u0131\u015f\u0131n\u0131n ABD taraf\u0131ndan serbest b\u0131rak\u0131labilece\u011fine dair pozitif haber ak\u0131\u015f\u0131 ile ba\u015flad\u0131\u011f\u0131m\u0131z g\u00fcn\u00fcn devam\u0131nda; Rusya-Ukrayna sava\u015f\u0131na y\u00f6nelik diplomatik temaslar \u00f6ne \u00e7\u0131kmaya devam etti. ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n haz\u0131rlad\u0131\u011f\u0131 28 maddelik taslak anla\u015fma, Ukrayna ve Avrupa Birli\u011fi taraf\u0131ndan \u201cteslimiyet niteli\u011finde\u201d oldu\u011fu gerek\u00e7esiyle ele\u015ftirilmi\u015fti. Cenevre\u2019de yap\u0131lan ABD-Ukrayna g\u00f6r\u00fc\u015fmelerinde taraflar\u0131n daha rafine bir bar\u0131\u015f \u00e7er\u00e7evesi \u00fczerinde \u00e7al\u0131\u015ft\u0131\u011f\u0131 aktar\u0131l\u0131rken, dikkatler ABD Ba\u015fkan\u0131 Donald Trump ile bir kez daha g\u00f6r\u00fc\u015fmesi beklenen Ukrayna Devlet Ba\u015fkan\u0131 Vlodomir Zelensky\u2019nin verece\u011fi yan\u0131ta \u00e7evrilmi\u015f durumda. ABD taraf\u0131nda ise, piyasalar a\u00e7\u0131s\u0131ndan dikkatler; Per\u015fembe g\u00fcnk\u00fc \u015e\u00fckran G\u00fcn\u00fc tatili \u00f6ncesinde a\u00e7\u0131klanacak olan kritik verilerin, 10 Aral\u0131k\u2019ta a\u00e7\u0131klanacak olan Fed\/FOMC faiz karar\u0131na yapaca\u011f\u0131 etkide. D\u00fcn, konu\u015fan FOMC \u00dcyesi C.Waller\u2019\u0131n: Aral\u0131k toplant\u0131s\u0131nda faiz indiriminden yana olaca\u011f\u0131n\u0131 s\u00f6ylemesi risk i\u015ftah\u0131na olumlu etki yapt\u0131. Keza, Google(Alphabet) hisselerinde; yapay zeka platformu Gemini\u2019nin 3. versiyonu kaynakl\u0131 ortaya \u00e7\u0131kan fiyatlama da piyasalara yans\u0131d\u0131.<\/p>\n<p>Yeni g\u00fcnde \u015fu an; ABD ve Avrupa\u2019n\u0131n vadeli endeksleri negatif bir seyir izlerken, Asya borsalar\u0131 ise \u015fu an kar\u0131\u015f\u0131k bir g\u00f6r\u00fcnt\u00fc i\u00e7erisinde yer al\u0131yor. B\u0130ST-100 endeksinin, g\u00fcne \u2018negatif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz. Yurt i\u00e7i ekonomik takvimde; Kas\u0131m ay\u0131 Sekt\u00f6rel Enflasyon Beklentilerini takip edece\u011fiz. K\u00fcresel takvimde ise; Avrupa\u2019da Almanya\u2019n\u0131n 3. \u00c7eyrek GSY\u0130H b\u00fcy\u00fcmesini izleyece\u011fimiz g\u00fcnde, ABD taraf\u0131nda a\u00e7\u0131klanacak Eyl\u00fcl ay\u0131 \u00dcFE Oranlar\u0131 ve Perakende Sat\u0131\u015flar verilerini Fed politikalar\u0131n\u0131 etkileme potansiyeli a\u00e7\u0131s\u0131ndan \u00f6nemle takip edece\u011fiz. Yine, Rusya-Ukrayna bar\u0131\u015f plan\u0131 ve ticaret sava\u015flar\u0131 gibi k\u00fcresel ekonomi ba\u015fl\u0131klar\u0131na ili\u015fkin geli\u015fmeleri de izleyece\u011fiz.&#8221;<\/p>\n<p> <strong><\/strong><br \/>\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 25 Kas\u0131m (Hibya) &#8211; Alnus Yat\u0131r\u0131m, B\u0130ST-100 endeksinin, g\u00fcne negatif bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131n beklendi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":10851,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-10850","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/10850","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=10850"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/10850\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/10851"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=10850"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=10850"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=10850"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}