Gedik Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan “Uluslararas\u0131 Piyasalar G\u00fcnl\u00fck B\u00fclteni” raporunda, yar\u0131 iletken hisselerini ay\u0131 piyasas\u0131na s\u00fcr\u00fckleyen sat\u0131\u015f dalgas\u0131n\u0131n haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde ge\u00e7ici olarak duruldu\u011fu, Nasdaq 100 vadeli i\u015flemlerinin y\u00fczde 0,5, S&P 500 vadeli i\u015flemlerinin ise y\u00fczde 0,3 y\u00fckselerek \u00fc\u00e7 g\u00fcnl\u00fck kay\u0131p serisinin ard\u0131ndan s\u0131n\u0131rl\u0131 toparlanmaya i\u015faret etti\u011fi belirtildi.<\/p>\n
Raporda, Hong Kong’da Alibaba’n\u0131n yeni yapay zeka modelinin \u00f6n g\u00f6sterimini yay\u0131mlamas\u0131n\u0131n \u015firket hisselerini destekledi\u011fi, Avrupa borsalar\u0131n\u0131n ise daha yatay ve temkinli bir g\u00f6r\u00fcn\u00fcm sergiledi\u011fi ifade edildi. \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak Alphabet bilan\u00e7osunun yaln\u0131zca \u015firketin finansal performans\u0131 a\u00e7\u0131s\u0131ndan de\u011fil, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n gelir \u00fcretme kapasitesi ile b\u00fcy\u00fck teknoloji \u015firketlerinin y\u00fcksek sermaye harcamalar\u0131n\u0131 s\u00fcrd\u00fcr\u00fcp s\u00fcrd\u00fcremeyece\u011finin anla\u015f\u0131lmas\u0131 bak\u0131m\u0131ndan da kritik \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 bilgisi payla\u015f\u0131ld\u0131.<\/p>\n
Raporda, ABD ile \u0130ran aras\u0131ndaki kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar\u0131n h\u0131z kazanmas\u0131n\u0131n petrol fiyatlar\u0131nda sert hareketlere neden oldu\u011fu belirtildi. Brent petrol\u00fcn k\u0131sa s\u00fcreli\u011fine varil ba\u015f\u0131na 90 dolar\u0131n \u00fczerine \u00e7\u0131karak haziran ba\u015f\u0131ndan bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fc\u011f\u00fc, \u0130ran’\u0131n diplomatik g\u00f6r\u00fc\u015fmelerin s\u00fcrd\u00fc\u011f\u00fcne y\u00f6nelik mesajlar\u0131n\u0131n ard\u0131ndan ise y\u00fckseli\u015finin \u00f6nemli b\u00f6l\u00fcm\u00fcn\u00fc geri vererek 88 dolar civar\u0131nda dengelendi\u011fi ifade edildi.<\/p>\n
ABD’nin \u0130ran’a y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131 dokuzuncu g\u00fcne ta\u015f\u0131d\u0131\u011f\u0131, \u0130ran’\u0131n da b\u00f6lgedeki hedeflere kar\u015f\u0131l\u0131k verdi\u011fi ve H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131nda ya\u015fanan ciddi aksamalar\u0131n enerji arz\u0131na y\u00f6nelik risklerin s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi\u011fi belirtilen raporda, petrol fiyatlar\u0131n\u0131n y\u00fcksek seyretmesinin k\u00fcresel enflasyon bask\u0131lar\u0131n\u0131 art\u0131rarak tahvil faizlerini yukar\u0131 y\u00f6nl\u00fc etkileyebilece\u011fi ve merkez bankalar\u0131n\u0131n faiz indirimlerinde daha temkinli davranmas\u0131na neden olabilece\u011fi kaydedildi.<\/p>\n
Avrupa borsalar\u0131n\u0131n haftaya ihtiyatl\u0131 ba\u015flad\u0131\u011f\u0131 belirtilen raporda, STOXX 50 Endeksi’nin yatay, STOXX 600 Endeksi’nin ise y\u00fczde 0,2 d\u00fc\u015f\u00fc\u015fle i\u015flem g\u00f6rd\u00fc\u011f\u00fc ifade edildi. Enerji sekt\u00f6r\u00fcn\u00fcn y\u00fckselen petrol fiyatlar\u0131ndan olumlu etkilendi\u011fi, seyahat ve e\u011flence hisselerinin ise artan yak\u0131t maliyetleri ve b\u00f6lgesel riskler nedeniyle sat\u0131\u015f bask\u0131s\u0131 alt\u0131nda kald\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Raporda, Ryanair hisselerinin \u015firket kar\u0131n\u0131n y\u00fczde 34 azalmas\u0131n\u0131n ard\u0131ndan yakla\u015f\u0131k y\u00fczde 6 gerileyerek endeksin en zay\u0131f performans g\u00f6steren hisseleri aras\u0131nda yer ald\u0131\u011f\u0131 belirtildi. Novartis, Nestle, Unilever, Airbus ve Mercedes-Benz hisselerinde de d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcld\u00fc\u011f\u00fc, ASML, TotalEnergies ve Siemens Energy hisselerinin ise pozitif ayr\u0131\u015ft\u0131\u011f\u0131 ifade edildi.<\/p>\n
Analizde k\u00fcresel piyasalarda y\u00f6n\u00fcn bu hafta b\u00fcy\u00fck teknoloji \u015firketlerinin bilan\u00e7olar\u0131, yapay zeka harcamalar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fi, petrol fiyatlar\u0131n\u0131n seyri ve ABD-\u0130ran geriliminde diplomatik \u00e7\u00f6z\u00fcm ihtimali taraf\u0131ndan belirlenece\u011fi de\u011ferlendirildi.<\/p>\n
<\/strong> \u0130stanbul, 20 Temmuz (Hibya) \u2013 Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda yar\u0131 iletken hisselerinde ya\u015fanan sert sat\u0131\u015flar\u0131n ard\u0131ndan yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131n\u0131n b\u00fcy\u00fck teknoloji \u015firketlerinin ikinci \u00e7eyrek bilan\u00e7olar\u0131na \u00e7evrildi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":117939,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-117938","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/117938","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=117938"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/117938\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/117939"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=117938"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=117938"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=117938"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"