\u015eirketin de\u011ferlendirmesinde, \u00f6zellikle \u00c7in’in yerli DUV litografi makinesi geli\u015ftirdi\u011fine ili\u015fkin haberlerin Avrupa merkezli \u00e7ip ekipman\u0131 \u00fcreticileri \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131 belirtilirken, yat\u0131r\u0131mc\u0131lar\u0131n \u00c7in’in teknoloji alan\u0131ndaki ilerleyi\u015fini yeniden fiyatlamaya ba\u015flad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Analizde, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fi konusunda soru i\u015faretlerinin artt\u0131\u011f\u0131, piyasalar\u0131n bu hafta a\u00e7\u0131klanacak Microsoft, Meta, Apple ve Amazon bilan\u00e7olar\u0131 ile \u015firketlerin gelecek d\u00f6nem yat\u0131r\u0131m planlar\u0131na odakland\u0131\u011f\u0131 kaydedildi. B\u00fcy\u00fck teknoloji \u015firketlerinden gelecek mesajlar\u0131n \u00e7ip sekt\u00f6r\u00fcn\u00fcn k\u0131sa vadeli g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan belirleyici olabilece\u011fi aktar\u0131ld\u0131.<\/p>\n
A1 Capital, son iki y\u0131lda g\u00fc\u00e7l\u00fc y\u00fckseli\u015f g\u00f6steren Nvidia, AMD, Broadcom, TSMC ve ASML gibi \u015firketlerde kar sat\u0131\u015flar\u0131n\u0131n da teknoloji hisselerindeki geri \u00e7ekilmeyi destekledi\u011fini belirtti. Ayr\u0131ca bu hafta yap\u0131lacak ABD Merkez Bankas\u0131 (Fed) toplant\u0131s\u0131 ile b\u00fcy\u00fcme ve PCE enflasyon verileri \u00f6ncesinde yat\u0131r\u0131mc\u0131lar\u0131n risklerini azaltma e\u011filimine girdi\u011fi ifade edildi.<\/p>\n
De\u011ferlendirmede, petrol fiyatlar\u0131ndaki gerilemeye ra\u011fmen alt\u0131n ve g\u00fcm\u00fc\u015f fiyatlar\u0131nda d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fclmesinin temel nedeninin Fed’e y\u00f6nelik beklentiler ve dolar\u0131n g\u00fc\u00e7lenmesi oldu\u011fu belirtildi. G\u00fc\u00e7l\u00fc dolar\u0131n de\u011ferli metallere olan talebi s\u0131n\u0131rlad\u0131\u011f\u0131, faizlerin uzun s\u00fcre y\u00fcksek kalabilece\u011fi beklentisinin de alt\u0131n ve g\u00fcm\u00fc\u015f \u00fczerinde bask\u0131 olu\u015fturdu\u011fu ifade edildi.<\/p>\n
G\u00fcm\u00fc\u015fteki sat\u0131\u015flar\u0131n alt\u0131na k\u0131yasla daha belirgin oldu\u011funa dikkat \u00e7ekilen analizde, bunun g\u00fcm\u00fc\u015f\u00fcn sanayi metali \u00f6zelli\u011fi nedeniyle teknoloji sekt\u00f6r\u00fcndeki zay\u0131fl\u0131ktan da etkilenmesinden kaynakland\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
A1 Capital ayr\u0131ca, T\u00fcrkiye ekonomisine ili\u015fkin de\u011ferlendirmesinde, enflasyonla m\u00fccadele s\u00fcrerken \u00fcretim ve sanayinin desteklenmesi gerekti\u011fini belirtti. Analizde, KDV iade s\u00fcre\u00e7lerinin h\u0131zland\u0131r\u0131lmas\u0131, i\u015fletmelerin nakit ak\u0131\u015f\u0131n\u0131n g\u00fc\u00e7lendirilmesi ve \u015firketlerin banka kredilerine ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n\u0131 azaltacak \u00f6zkaynak odakl\u0131 finansman modellerinin te\u015fvik edilmesinin sanayi \u00fczerindeki finansman y\u00fck\u00fcn\u00fc hafifletebilece\u011fi ifade edildi. Sonu\u00e7ta fiyat istikrar\u0131n\u0131 korurken \u00fcretim, yat\u0131r\u0131m ve ihracat\u0131 destekleyen dengeli ekonomi politikalar\u0131n\u0131n \u00f6nemine dikkat \u00e7ekildi.<\/p>\n
<\/strong> \u0130stanbul, 29 Temmuz (Hibya) \u2013 A1 Capital, k\u00fcresel piyasalarda teknoloji hisselerinde g\u00f6r\u00fclen sat\u0131\u015flar\u0131n, \u00c7in’in \u00e7ip teknolojisindeki ilerlemesine y\u00f6nelik haberler, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n getirisine ili\u015fkin soru i\u015faretleri, bilan\u00e7o sezonu \u00f6ncesindeki belirsizlikler ve yat\u0131r\u0131mc\u0131lar\u0131n kar realizasyonu e\u011filiminin etkisiyle \u015fekillendi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":122867,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-122866","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/122866","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=122866"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/122866\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/122867"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=122866"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=122866"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=122866"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"