Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan Amerikan Borsalar\u0131 B\u00fclteni\u2019nde, Nasdaq 100 vadeli endeksinin y\u00fczde 1,4, S&P 500 vadeli endeksinin ise y\u00fczde 0,9 y\u00fckseldi\u011fi belirtildi. Petrol fiyatlar\u0131ndaki sert geri \u00e7ekilmenin enflasyon endi\u015felerini hafifleterek ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,63 seviyesine gerilemesini sa\u011flad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Piyasalar\u0131n oda\u011f\u0131nda bu hafta a\u00e7\u0131klanacak Fed faiz karar\u0131 ile Microsoft, Meta, Apple ve Amazon’un finansal sonu\u00e7lar\u0131n\u0131n yer ald\u0131\u011f\u0131 belirtilen b\u00fcltende, yat\u0131r\u0131mc\u0131lar\u0131n \u00f6zellikle yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n geri d\u00f6n\u00fc\u015f\u00fc ve \u015firketlerin sermaye harcamas\u0131 planlar\u0131na ili\u015fkin mesajlar\u0131 yak\u0131ndan takip edece\u011fi ifade edildi. Nvidia’n\u0131n, OpenAI’nin veri merkezi projesine destek amac\u0131yla 250 milyar dolarl\u0131k finansman garantisi sa\u011flamay\u0131 de\u011ferlendirdi\u011fine y\u00f6nelik haber ak\u0131\u015f\u0131n\u0131n da teknoloji hisseleri a\u00e7\u0131s\u0131ndan \u00f6ne \u00e7\u0131kan geli\u015fmeler aras\u0131nda yer ald\u0131\u011f\u0131 kaydedildi.<\/p>\n
Fed’in 28-29 Temmuz’da ger\u00e7ekle\u015ftirece\u011fi para politikas\u0131 toplant\u0131s\u0131 \u00f6ncesinde, y\u00fckselen petrol fiyatlar\u0131, yapay zeka kaynakl\u0131 g\u00fc\u00e7l\u00fc talep ve yeni g\u00fcmr\u00fck vergilerinin enflasyonist bask\u0131lar\u0131 art\u0131rabilece\u011fi beklentisinin faiz art\u0131r\u0131m\u0131 ihtimalini yeniden g\u00fcndeme ta\u015f\u0131d\u0131\u011f\u0131 belirtildi. Haziran ay\u0131 enflasyonunun beklentilerin alt\u0131nda gelmesine ra\u011fmen yat\u0131r\u0131mc\u0131lar\u0131n faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 daha g\u00fc\u00e7l\u00fc fiyatlamaya ba\u015flad\u0131\u011f\u0131 aktar\u0131lan b\u00fcltende, Dallas Fed Ba\u015fkan\u0131 Lorie Logan ile Cleveland Fed Ba\u015fkan\u0131 Beth Hammack’\u0131n enflasyon risklerine dikkat \u00e7eken a\u00e7\u0131klamalar\u0131n\u0131n, faizlerin sabit b\u0131rak\u0131lmas\u0131 halinde dahi kar\u015f\u0131 oy \u00e7\u0131kabilece\u011fi beklentisini g\u00fc\u00e7lendirdi\u011fi ifade edildi.<\/p>\n
Son toplant\u0131 tutanaklar\u0131nda ise Fed \u00fcyelerinin yapay zeka kaynakl\u0131 talep, jeopolitik geli\u015fmeler ve g\u00fcmr\u00fck vergilerinin enflasyon \u00fczerinde kal\u0131c\u0131 bask\u0131 olu\u015fturabilece\u011fi g\u00f6r\u00fc\u015f\u00fcn\u00fc de\u011ferlendirdi\u011fi belirtildi.<\/p>\n
ABD’nin \u0130ran’a y\u00f6nelik hava sald\u0131r\u0131lar\u0131n\u0131 ikinci gece de durdurmas\u0131n\u0131n ard\u0131ndan Tahran y\u00f6netiminin de misilleme sald\u0131r\u0131lar\u0131na ara verdi\u011fini a\u00e7\u0131klad\u0131\u011f\u0131 aktar\u0131ld\u0131. Taraflar aras\u0131nda gerilimi d\u00fc\u015f\u00fcrmeye y\u00f6nelik diplomatik temaslar\u0131n h\u0131z kazand\u0131\u011f\u0131 belirtilirken, Umman’\u0131n arabuluculu\u011funda k\u00fcresel petrol ticareti a\u00e7\u0131s\u0131ndan kritik \u00f6neme sahip H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki deniz trafi\u011finin g\u00fcvenli\u011finin yeniden sa\u011flanmas\u0131na y\u00f6nelik g\u00f6r\u00fc\u015fmelerin s\u00fcrd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
ABD taraf\u0131n\u0131n t\u00fcm se\u00e7eneklerin masada oldu\u011funu vurgulad\u0131\u011f\u0131 ancak mevcut s\u00fcre\u00e7te m\u00fczakerelere \u00f6ncelik verildi\u011fini belirtti\u011fi, bo\u011fazdaki deniz trafi\u011finde ise hen\u00fcz \u00f6nemli bir de\u011fi\u015fiklik ya\u015fanmad\u0131\u011f\u0131 kaydedildi.<\/p>\n
Nvidia’n\u0131n, OpenAI’nin 2028’de faaliyete ge\u00e7mesi planlanan ABD’deki veri merkezi projesinden bilgi i\u015flem kapasitesi kiralayabilmesi i\u00e7in 250 milyar dolara kadar finansman garantisi sa\u011flamay\u0131 de\u011ferlendirdi\u011fi belirtildi. G\u00f6r\u00fc\u015fmelerin hen\u00fcz erken a\u015famada oldu\u011fu aktar\u0131l\u0131rken, yapay zeka altyap\u0131s\u0131na y\u00f6nelik dev yat\u0131r\u0131mlar\u0131n finansman\u0131nda teknoloji \u015firketlerinin daha aktif rol \u00fcstlenebilece\u011fine i\u015faret etti\u011fi ifade edildi. Olas\u0131 anla\u015fman\u0131n, SoftBank’\u0131n Ohio’da geli\u015ftirdi\u011fi yakla\u015f\u0131k 500 milyar dolarl\u0131k veri merkezi kamp\u00fcs\u00fcn\u00fcn finansman\u0131n\u0131 kolayla\u015ft\u0131rmas\u0131n\u0131n beklendi\u011fi kaydedildi.<\/p>\n
Alphabet’in otonom s\u00fcr\u00fc\u015f \u015firketi Waymo’nun, 2028 y\u0131l\u0131n\u0131n Ocak ay\u0131ndan itibaren Austin ve Atlanta’da Uber ile y\u00fcr\u00fctt\u00fc\u011f\u00fc robotaksi ortakl\u0131\u011f\u0131n\u0131 sonland\u0131rarak ba\u011f\u0131ms\u0131z faaliyet g\u00f6stermeyi de\u011ferlendirdi\u011fi belirtildi. Geli\u015fmenin ard\u0131ndan Uber hisselerinin g\u00fcn i\u00e7inde y\u00fczde 4,8’e kadar geriledi\u011fi aktar\u0131l\u0131rken, olas\u0131 ayr\u0131l\u0131\u011f\u0131n \u015firketin otonom ula\u015f\u0131m stratejisi ve b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerindeki etkilerinin yak\u0131ndan izlendi\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 27 Temmuz (Hibya) \u2013 Pusula Yat\u0131r\u0131m, ABD piyasalar\u0131nda ABD ile \u0130ran aras\u0131ndaki gerilimin yat\u0131\u015fmas\u0131 ve yeni sald\u0131r\u0131lar\u0131n ya\u015fanmamas\u0131n\u0131n k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131, ABD endeks vadeli i\u015flemlerini ise destekledi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":121961,"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-121960","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\/121960","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=121960"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/121960\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/121961"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=121960"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=121960"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=121960"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"