Gedik Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, k\u00fcresel piyasalarda teknoloji hisselerinin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde ba\u015flayan y\u00fckseli\u015fin yeni haftaya g\u00fc\u00e7l\u00fc bir hava getirirken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 Fed\u2019in Aral\u0131k ay\u0131nda faiz indirip indirmeyece\u011fine dair beklentilerinde yo\u011funla\u015fmaya devam etti\u011fi belirtildi. De\u011ferlendirmede ayr\u0131ca \u015funlar kaydedildi:<\/p>\n
“Pazartesi g\u00fcn\u00fc S&P 500 y\u00fczde 1,5 y\u00fckselirken Nasdaq 100 May\u0131s\u2019tan bu yana en g\u00fc\u00e7l\u00fc g\u00fcnl\u00fck performans\u0131n\u0131 sergiledi; Broadcom, Alphabet ve Tesla gibi megacap teknoloji hisseleri yapay zeka temal\u0131 al\u0131mlarla ralliyi s\u00fcr\u00fckledi. Fed Guvern\u00f6r\u00fc Christopher Waller\u2019\u0131n ve di\u011fer b\u00f6lgesel Fed ba\u015fkanlar\u0131n\u0131n g\u00fcvercin a\u00e7\u0131klamalar\u0131 sonras\u0131 piyasalar 25 baz puanl\u0131k Aral\u0131k indirimi ihtimalini y\u00fczde 70\u2019in \u00fczerine ta\u015f\u0131rken, bu hafta a\u00e7\u0131klanacak perakende sat\u0131\u015flar, \u00dcFE, dayan\u0131kl\u0131 mal sipari\u015fleri ve i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 verilerinin bu beklentiyi daha da \u015fekillendirmesi bekleniyor.<\/p>\n
Bitcoin, \u00f6nceki sert geri \u00e7ekilmenin ard\u0131ndan toparlanma sinyalleri verirken, ABD 10 y\u0131ll\u0131k tahvil getirisi y\u00fczde 4,03\u00a0seviyesine geriledi ve petrol fiyatlar\u0131 Ukrayna\u2013Rusya bar\u0131\u015f g\u00f6r\u00fc\u015fmelerine dair iyimserlikle hafif yukar\u0131 y\u00f6nl\u00fc seyretti. ABD Ba\u015fkan\u0131 Trump ile \u00c7in lideri Xi Jinping\u2019in ticaret, Tayvan ve Ukrayna sava\u015f\u0131 \u00fczerine ilk ciddi g\u00f6r\u00fc\u015fmelerini ger\u00e7ekle\u015ftirmeleri jeopolitik g\u00fcndemde \u00f6ne \u00e7\u0131kt\u0131. Wall Street\u2019te haftaya g\u00fc\u00e7l\u00fc bir ba\u015flang\u0131\u00e7 yap\u0131lmas\u0131na ra\u011fmen, sal\u0131 g\u00fcn\u00fc vadeli i\u015flemler bir miktar gerileme g\u00f6stererek teknoloji rallisinin ard\u0131ndan sindirme hareketine i\u015faret etti.<\/p>\n
Yat\u0131r\u0131mc\u0131lar tatil haftas\u0131na girerken ekonomik g\u00f6r\u00fcn\u00fcmdeki belirsizlikler nedeniyle her veri setine daha duyarl\u0131 hale gelmi\u015f durumda; Genel olarak piyasalar y\u0131l sonuna yakla\u015f\u0131l\u0131rken Fed\u2019in Aral\u0131k toplant\u0131s\u0131 \u00f6ncesinde \u201cbekle-g\u00f6r\u201d moduna ge\u00e7erken, teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki pozitif momentum \u015fimdilik korunuyor.<\/p>\n
Avrupa\u2019da ise STOXX 50 ve STOXX 600 endeksleri y\u00fczde 0,2 y\u00fckselirken bankalar, teknoloji ve savunma hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde al\u0131mlar geni\u015fledi. ABN AMRO\u2019nun yeniden yap\u0131lanma plan\u0131, ASML ve Infineon\u2019daki kazan\u0131mlar ile Kingfisher\u2019\u0131n g\u00fc\u00e7l\u00fc beklenti art\u0131\u015f\u0131 b\u00f6lgesel ralliyi destekledi. Fed\u2019den art arda gelen g\u00fcvercin mesajlar para politikas\u0131nda k\u0131sa vadeli gev\u015feme umudunu g\u00fc\u00e7lendirirken, jeopolitik cephede Ukrayna bar\u0131\u015f g\u00f6r\u00fc\u015fmelerine y\u00f6nelik temaslar da piyasalar taraf\u0131ndan yak\u0131ndan izleniyor.”<\/p>\n
De\u011ferlendirmede \u015firketlere ili\u015fkin \u015fu bilgiler verildi:<\/p>\n
“Zoom Communications (ZM), beklentilerin \u00fczerinde 3.\u00c7 sonu\u00e7lar\u0131 ve ileriye d\u00f6n\u00fck g\u00fc\u00e7l\u00fc tahminler a\u00e7\u0131klamas\u0131n\u0131n yan\u0131 s\u0131ra 1 milyar dolarl\u0131k hisse geri al\u0131m program\u0131 duyurdu. \u015eirket hisseleri a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde y\u00fczde 4 y\u00fckselirken, Zoom, 4\u00c7 gelirini 1,23\u20131,235 milyar dolar ve hisse ba\u015f\u0131 kar\u0131n\u0131 1,48\u20131,49 dolar aral\u0131\u011f\u0131nda bekledi\u011fini a\u00e7\u0131klad\u0131. \u015eirketin y\u0131l sonu gelir tahmini 4,852\u20134,857 milyar dolar olarak \u00f6ng\u00f6rd\u00fc\u011f\u00fcn\u00fc bildirdi. (Olumlu)<\/p>\n
NVIDIA (NVDA) hisseleri, Meta\u2019n\u0131n 2027 veri merkezleri i\u00e7in Google\u2019\u0131n TPU \u00e7iplerine milyarlarca dolar yat\u0131r\u0131m yapmay\u0131 de\u011ferlendirdi\u011fine ili\u015fkin haber sonras\u0131 geriledi. Google Cloud\u2019un gelecek y\u0131l k\u0131sa vadeli TPU kiralama imk\u00e2n\u0131 sunabilece\u011fi belirtilirken, b\u00f6yle bir anla\u015fma Nvidia ve AMD \u00fczerinde rekabet bask\u0131s\u0131n\u0131 art\u0131rabilir. Haberin ard\u0131ndan Google\u2019\u0131n ana \u015firketi Alphabet\u2019in (GOOGL) hisseleri y\u00fczde 3 y\u00fckseldi. (Olumsuz)<\/p>\n
Symbotic (SYM) hisseleri yapay zeka destekli depo otomasyon sistemlerine y\u00f6nelik g\u00fc\u00e7l\u00fc talebi yans\u0131tan ba\u015far\u0131l\u0131 bir d\u00f6rd\u00fcnc\u00fc \u00e7eyrek bilan\u00e7osu sonras\u0131 y\u00fczde 13 gibi sert bir y\u00fckseli\u015f ya\u015fad\u0131. Gelir 618 milyon dolara \u00e7\u0131karak tahminlerle uyumlu ger\u00e7ekle\u015fti. FAV\u00d6K 49 milyon dolara y\u00fckseldi ve br\u00fct marj y\u00fczde 17,1\u2019den y\u00fczde 20,6\u2019ya geni\u015fledi. Serbest nakit ak\u0131\u015f\u0131 ge\u00e7en y\u0131lki -121 milyon dolardan +494 milyon dolara geni\u015fledi ve nakit pozisyonu 1,25 milyar dolara ula\u015ft\u0131. (Olumlu)”<\/p>\n
<\/strong> \u0130stanbul, 25 Kas\u0131m (Hibya) – Gedik Yat\u0131r\u0131m, piyasalar\u0131n, teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki pozitif momentumunu \u015fimdilik korudu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":11183,"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-11182","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\/11182","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=11182"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/11182\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/11183"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=11182"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=11182"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=11182"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"