Ahlatc\u0131 Yat\u0131r\u0131m, yay\u0131mlad\u0131\u011f\u0131 g\u00fcnl\u00fck piyasa de\u011ferlendirme raporunda, k\u00fcresel ve yurt i\u00e7i piyasalarda faiz kararlar\u0131 ile jeopolitik geli\u015fmelerin yak\u0131ndan takip edildi\u011fini bildirdi.<\/p>\n
Raporda, T\u00fcrkiye’nin 5 y\u0131ll\u0131k kredi risk priminin (CDS) sabah saatlerinde 239,67 seviyesinde seyretti\u011fi belirtilirken, Borsa \u0130stanbul’da yatay a\u00e7\u0131l\u0131\u015f beklendi\u011fi ifade edildi. BIST 100 Endeksi i\u00e7in 13.998 puan destek, 14.212 puan ise diren\u00e7 seviyesi olarak \u00f6ne \u00e7\u0131kar\u0131ld\u0131.<\/p>\n
Ahlatc\u0131 Yat\u0131r\u0131m, haftan\u0131n \u00fc\u00e7\u00fcnc\u00fc i\u015flem g\u00fcn\u00fcnde BIST 100 Endeksi’nin y\u00fczde 1,18 y\u00fckseldi\u011fini, g\u00fcnl\u00fck model portf\u00f6y\u00fcn ise y\u00fczde 1,88 getiri sa\u011flayarak endeksten y\u00fczde 0,70 pozitif ayr\u0131\u015ft\u0131\u011f\u0131n\u0131 aktard\u0131. G\u00fcnl\u00fck teknik \u00f6neriler aras\u0131nda BIMAS, FROTO ve OYAKC hisselerine yer verildi.<\/p>\n
Raporda, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 Para Politikas\u0131 Kurulu’nun faiz karar\u0131n\u0131 saat 14.00’te a\u00e7\u0131klayaca\u011f\u0131, piyasa beklentisinin politika faizinin y\u00fczde 37 seviyesinde sabit b\u0131rak\u0131lmas\u0131 y\u00f6n\u00fcnde oldu\u011fu ifade edildi. Avrupa Merkez Bankas\u0131’n\u0131n da saat 15.15’te faiz karar\u0131n\u0131 a\u00e7\u0131klayaca\u011f\u0131 ve piyasa konsens\u00fcs\u00fcn\u00fcn faizlerin de\u011fi\u015ftirilmemesi y\u00f6n\u00fcnde \u015fekillendi\u011fi kaydedildi.<\/p>\n
K\u00fcresel piyasalara ili\u015fkin de\u011ferlendirmede, Alphabet ve Tesla’n\u0131n yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131 s\u00fcrd\u00fcrmesinin Asya’daki yar\u0131 iletken \u015firketlerini destekledi\u011fi, buna kar\u015f\u0131n Orta Do\u011fu’da artan jeopolitik gerilimin Brent petrol fiyat\u0131n\u0131 96 dolar seviyesine ta\u015f\u0131d\u0131\u011f\u0131 aktar\u0131ld\u0131. Teknoloji yat\u0131r\u0131mlar\u0131n\u0131n hisse piyasalar\u0131n\u0131 desteklemeye devam etti\u011fi, ancak y\u00fckselen petrol fiyatlar\u0131 ile tahvil faizlerinin risk i\u015ftah\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011fu vurguland\u0131.<\/p>\n
Raporda, Wall Street’te ana endekslerin g\u00fcn\u00fc s\u0131n\u0131rl\u0131 kay\u0131plarla tamamlad\u0131\u011f\u0131 belirtilerek, Dow Jones’un yatay seyretti\u011fi, S&P 500 Endeksi’nin y\u00fczde 0,14, Nasdaq Endeksi’nin ise y\u00fczde 0,57 geriledi\u011fi ifade edildi. Philadelphia Yar\u0131 \u0130letken Endeksi’nin ise g\u00fcn i\u00e7indeki kay\u0131plar\u0131n\u0131 telafi ederek y\u00fczde 0,4 y\u00fckseldi\u011fi bildirildi.<\/p>\n
Seans sonras\u0131nda a\u00e7\u0131klanan \u015firket bilan\u00e7olar\u0131na da de\u011finilen raporda, Alphabet’in bulut gelirlerinin beklentileri a\u015ft\u0131\u011f\u0131, \u015firketin 2026 y\u0131l\u0131 yat\u0131r\u0131m harcamas\u0131 tahminini 180-190 milyar dolar aral\u0131\u011f\u0131ndan 195-205 milyar dolar aral\u0131\u011f\u0131na y\u00fckseltti\u011fi aktar\u0131ld\u0131. Buna ra\u011fmen serbest nakit ak\u0131\u015f\u0131 ve artan yat\u0131r\u0131m harcamalar\u0131na ili\u015fkin endi\u015feler nedeniyle Alphabet hisselerinin seans sonras\u0131 i\u015flemlerde yakla\u015f\u0131k y\u00fczde 3 geriledi\u011fi ifade edildi.<\/p>\n
Tesla’n\u0131n ise iki y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin ard\u0131ndan ilk kez negatif serbest nakit ak\u0131\u015f\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 ve bunun ard\u0131ndan hisselerinin seans sonras\u0131nda yakla\u015f\u0131k y\u00fczde 3 de\u011fer kaybetti\u011fi belirtildi. Raporda, her iki \u015firketin y\u00fcksek yat\u0131r\u0131m harcamalar\u0131n\u0131 s\u00fcrd\u00fcrme karar\u0131n\u0131n veri merkezi ve yapay zek\u00e2 altyap\u0131s\u0131na y\u00f6nelik \u00e7ip talebini destekledi\u011fi, bunun da Asya piyasalar\u0131nda yar\u0131 iletken hisselerine g\u00fc\u00e7l\u00fc al\u0131m getirdi\u011fi kaydedildi. G\u00fcney Kore borsas\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 4, Japonya borsas\u0131n\u0131n ise y\u00fczde 1’e yak\u0131n y\u00fckseldi\u011fi bilgisi payla\u015f\u0131ld\u0131.<\/p>\n
Jeopolitik geli\u015fmelere de yer verilen raporda, ABD’nin \u0130ran’a y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131n on ikinci geceye ta\u015f\u0131nd\u0131\u011f\u0131, Husilerin ise K\u0131z\u0131ldeniz’de iki Suudi petrol tankerini hedef ald\u0131klar\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 aktar\u0131ld\u0131. Bu geli\u015fmelerin enerji fiyatlar\u0131 \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n
Ahlatc\u0131 Yat\u0131r\u0131m, Avrupa Merkez Bankas\u0131’n\u0131n faiz karar\u0131nda faizlerin sabit tutulmas\u0131n\u0131n beklendi\u011fini ancak Brent petrol\u00fcn yeniden 96 dolar seviyesine y\u00fckselmesi nedeniyle karar metninde enerji fiyatlar\u0131 ve enflasyon risklerine yap\u0131lacak vurgunun piyasalar a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131yaca\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n
Yurt i\u00e7i piyasalara ili\u015fkin de\u011ferlendirmede ise BIST 100 Endeksi’nin g\u00fcne 14.010 puandan ba\u015flad\u0131\u011f\u0131, g\u00fcn i\u00e7inde 13.930 seviyesine kadar geriledikten sonra gelen al\u0131mlarla toparland\u0131\u011f\u0131 ve g\u00fcn\u00fc y\u00fczde 1,18 y\u00fckseli\u015fle 14.139 puandan tamamlad\u0131\u011f\u0131 bildirildi. G\u00fcn i\u00e7i en y\u00fcksek seviyenin 14.143 puan oldu\u011fu, toplam i\u015flem hacminin ise yakla\u015f\u0131k 193 milyar TL olarak ger\u00e7ekle\u015fti\u011fi aktar\u0131ld\u0131.<\/p>\n
Teknik g\u00f6r\u00fcn\u00fcm b\u00f6l\u00fcm\u00fcnde BIST 100 Endeksi i\u00e7in 14.212 puan\u0131n ilk diren\u00e7 seviyesi oldu\u011fu, bu seviyenin a\u015f\u0131lmas\u0131 halinde 14.285 ve 14.426 puanlar\u0131n takip edilece\u011fi belirtildi. Olas\u0131 geri \u00e7ekilmelerde ise 13.998 puan\u0131n ilk destek, 13.857 ve 13.784 puanlar\u0131n ise sonraki destek seviyeleri olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Raporda ayr\u0131ca BIST 30 Vadeli Temmuz Kontrat\u0131, dolar\/TL, euro\/TL, euro\/dolar, sterlin\/dolar, ons alt\u0131n ve gram alt\u0131na ili\u015fkin teknik g\u00f6r\u00fcn\u00fcm de payla\u015f\u0131ld\u0131. Buna g\u00f6re BIST 30 Vadeli Temmuz Kontrat\u0131’nda 16.699, dolar\/TL’de 47,2676, euro\/TL’de 54,2202, euro\/dolarda 1,1445, sterlin\/dolarda 1,3398, ons alt\u0131nda 4.139,69 ve gram alt\u0131nda 6.287,15 seviyeleri ilk diren\u00e7 noktalar\u0131 olarak \u00f6ne \u00e7\u0131kar\u0131l\u0131rken, olas\u0131 geri \u00e7ekilmelerde ilgili varl\u0131klara y\u00f6nelik destek seviyelerinin yat\u0131r\u0131mc\u0131lar taraf\u0131ndan izlenmesi gerekti\u011fi aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 23 Temmuz (Hibya) – Ahlatc\u0131 Yat\u0131r\u0131m, yay\u0131mlad\u0131\u011f\u0131 g\u00fcnl\u00fck piyasa b\u00fclteninde Borsa \u0130stanbul’da yatay a\u00e7\u0131l\u0131\u015f beklendi\u011fini, yurt i\u00e7inde T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB), yurt d\u0131\u015f\u0131nda ise Avrupa Merkez Bankas\u0131’n\u0131n (ECB) faiz kararlar\u0131n\u0131n g\u00fcn\u00fcn en \u00f6nemli g\u00fcndem maddeleri oldu\u011funu aktard\u0131.<\/p>\n","protected":false},"author":1,"featured_media":119693,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-119692","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/119692","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=119692"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/119692\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/119693"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=119692"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=119692"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=119692"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"