Gedik Yat\u0131r\u0131m'\u0131n raporunda “K\u00fcresel piyasalarda \u00c7ar\u015famba g\u00fcn\u00fc risk i\u015ftah\u0131 belirgin bi\u00e7imde g\u00fc\u00e7lenirken, ABD\u2019de Aral\u0131k ay\u0131nda faiz indirimi beklentilerinin h\u0131zla artmas\u0131 hisse senetlerine geni\u015f tabanl\u0131 destek sa\u011flad\u0131.” ifadeleri kullan\u0131ld\u0131. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“ABD vadeli endeksleri y\u00fckseli\u015fini s\u00fcrd\u00fcr\u00fcrken, S&P 500 son \u00fc\u00e7 g\u00fcnde yakla\u015f\u0131k y\u00fczde 3,5\u2019lik rallisini uzatmaya haz\u0131rlan\u0131yor ve endeksin yeniden 50 g\u00fcnl\u00fck hareketli ortalaman\u0131n \u00fczerine \u00e7\u0131kmas\u0131 teknik a\u00e7\u0131dan al\u0131m i\u015ftah\u0131n\u0131n g\u00fc\u00e7l\u00fc seyretti\u011fini g\u00f6steriyor. \u00d6zellikle Nasdaq\u2019\u0131n \u00f6nc\u00fcl\u00fck etti\u011fi teknoloji rallisinde Alphabet\u2019in \u00fc\u00e7 g\u00fcn \u00fcst \u00fcste rekor kapan\u0131\u015flar ger\u00e7ekle\u015ftirmesi ve Meta\u2019n\u0131n Google\u2019\u0131n \u00e7iplerine y\u00f6nelik olas\u0131 b\u00fcy\u00fck \u00f6l\u00e7ekli talebi teknoloji hisselerini destekleyen temel unsurlar oldu.<\/p>\n
Faiz cephesinde fiyatlamalar\u0131 belirgin \u015fekilde etkileyen unsur, Fed\u2019e y\u00f6nelik beklentilerdeki dramatik de\u011fi\u015fim. Zay\u0131f ABD t\u00fcketici verileri, d\u00fc\u015f\u00fck beklentili perakende sat\u0131\u015flar ve yumu\u015fayan i\u015fg\u00fcc\u00fc piyasas\u0131 sinyalleri, Fed\u2019in Aral\u0131k toplant\u0131s\u0131nda 25 baz puanl\u0131k indirim yapaca\u011f\u0131na y\u00f6nelik olas\u0131l\u0131\u011f\u0131 y\u00fczde 80\u2019in \u00fczerine ta\u015f\u0131d\u0131. Ayr\u0131ca, Beyaz Saray Ulusal Ekonomik Konsey Direkt\u00f6r\u00fc Kevin Hassett\u2019in yeni Fed Ba\u015fkan\u0131 i\u00e7in \u00f6ne \u00e7\u0131kan aday olarak de\u011ferlendirilmesi Trump\u2019\u0131n d\u00fc\u015f\u00fck faiz yanl\u0131s\u0131 duru\u015fuyla uyumlu g\u00f6r\u00fclmesi nedeniyle faiz indirimi beklentilerini daha da g\u00fc\u00e7lendirdi. Bu geli\u015fmeyle birlikte yat\u0131r\u0131mc\u0131lar 2026 sonuna kadar d\u00f6rt faiz indirimini fiyatlamaya ba\u015flad\u0131. S\u00f6z konusu beklentiler dolar endeksinin zay\u0131flamas\u0131na, tahvil getirilerinin gev\u015femesine ve alt\u0131n\u0131n yeniden 4.160 dolar seviyelerine yakla\u015fmas\u0131na katk\u0131 sa\u011flad\u0131.<\/p>\n
Avrupa taraf\u0131nda da pozitif hava hakim. Stoxx 50 ve Stoxx 600 endeksleri ABD\u2019deki iyimserli\u011fin deste\u011fiyle g\u00fcne art\u0131da ba\u015flarken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda \u0130ngiltere Maliye Bakan\u0131 Rachel Reeves\u2019in sunaca\u011f\u0131 b\u00fct\u00e7e yer ald\u0131. Piyasalar Reeves\u2019in, hem Ba\u015fbakan Keir Starmer\u2019\u0131 zorlayan milletvekillerini hem de ABD, Almanya ve Japonya\u2019ya k\u0131yasla daha y\u00fcksek getiri talep eden tahvil yat\u0131r\u0131mc\u0131lar\u0131n\u0131 tatmin edecek bir mali disiplin \u00e7er\u00e7evesi a\u00e7\u0131klamas\u0131n\u0131 bekliyor. Goldman Sachs ve City Index gibi kurumlar, inand\u0131r\u0131c\u0131 bir plan sunulmamas\u0131 h\u00e2linde \u0130ngiltere varl\u0131klar\u0131nda volatilitenin artabilece\u011fine dikkat \u00e7ekti.<\/p>\n
Jeopolitik tarafta ise Ukrayna taraf\u0131n\u0131n ABD destekli yeni \u00e7er\u00e7eve plan do\u011frultusunda bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinde ilerleme sinyali vermesi, enerji fiyatlar\u0131nda a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 art\u0131r\u0131rken, genel risk alg\u0131s\u0131na da s\u0131n\u0131rl\u0131 olumlu katk\u0131 sa\u011flad\u0131. B\u00f6ylece piyasalarda haftan\u0131n geri kalan\u0131nda veri ak\u0131\u015f\u0131n\u0131n ve Fed yorumlar\u0131n\u0131n y\u00f6n belirleyici olmaya devam etmesi bekleniyor.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
Autodesk (ADSK), \u015eirket g\u00fc\u00e7l\u00fc bir 3.\u00c7 a\u00e7\u0131klayarak gelirini y\u00fczde 18 art\u0131rd\u0131; tasar\u0131m segmenti y\u00fczde 19 b\u00fcy\u00fcd\u00fc ve t\u00fcm b\u00f6lgelerde \u00e7ift haneli art\u0131\u015f g\u00f6r\u00fcld\u00fc. 4.\u00c7 i\u00e7in gelir beklentisi 1,907\u20131,917 milyar dolar ile piyasa beklentisinin \u00fczerinde, hisse ba\u015f\u0131 kar ise 2,59\u20132,67 dolar aral\u0131\u011f\u0131nda a\u00e7\u0131kland\u0131. \u015eirket 2025 tam y\u0131l i\u00e7in hem gelir hem de k\u00e2rl\u0131l\u0131k tahminleri piyasa beklentilerinin \u00fczerinde a\u00e7\u0131kland\u0131. (Olumlu)<\/p>\n
Dell Technologies (DELL) \u015firket g\u00fc\u00e7l\u00fc AI sunucu talebi sayesinde \u015firket tam y\u0131l gelir beklentisini hem \u00f6nceki tahminlerin hem de piyasa beklentisinin \u00fczerinde 111,2\u2013 112,2 milyar dolara y\u00fckseltti; AI sunucular\u0131ndan beklenen gelir 25 milyar dolara \u00e7\u0131kar\u0131larak \u00f6nemli bir yukar\u0131 revizyon yap\u0131ld\u0131. (Olumlu)<\/p>\n
Zscaler (ZS) \u015firketin a\u00e7\u0131klad\u0131\u011f\u0131 beklentileri a\u015fan gelir ve hisse ba\u015f\u0131 kar rakamlar\u0131na ra\u011fmen, 36,4 milyon dolarl\u0131k faaliyet zarar\u0131 (gelirin y\u00fczde 5\u2019i) hisseyi bask\u0131lad\u0131. \u015eirket hisseleri-y\u00fczde 8 d\u00fc\u015ft\u00fc. (Olumsuz)<\/p>\n
HP (HPQ) \u015firketin a\u00e7\u0131klad\u0131\u011f\u0131 zay\u0131f 2026 tahminleri, g\u00fc\u00e7l\u00fc FQ4 sonu\u00e7lar\u0131na ra\u011fmen hissede a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde sat\u0131\u015f bask\u0131s\u0131 \u00f6n plana \u00e7\u0131kt\u0131. \u015eirket ayr\u0131ca 4.000\u2013 6.000 ki\u015filik i\u015ften \u00e7\u0131karma plan\u0131 a\u00e7\u0131klad\u0131 ve bunun toplam maliyetinin yakla\u015f\u0131k 650 milyon dolar olaca\u011f\u0131n\u0131 belirtti. (Olumsuz)”<\/p>\n
<\/strong> \u0130stanbul, 26 Kas\u0131m (Hibya)- Gedik Yat\u0131r\u0131m, Avrupa taraf\u0131nda pozitif hava hakim oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":11751,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-11750","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/11750","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=11750"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/11750\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/11751"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=11750"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=11750"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=11750"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"