Gedik Yat\u0131r\u0131m’\u0131n de\u011ferlendirmesinde, piyasalar\u0131n Fed’in politika faizini sabit b\u0131rakmas\u0131n\u0131 ana senaryo olarak fiyatlad\u0131\u011f\u0131, ancak 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 ihtimalinin de k\u0131smen fiyatlamalara yans\u0131d\u0131\u011f\u0131 belirtildi. Karar metninde enflasyon, b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc ve gelecek d\u00f6neme ili\u015fkin y\u00f6nlendirmelerin piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde belirleyici olaca\u011f\u0131 ifade edildi.<\/p>\n
De\u011ferlendirmede, Fed’in faizleri sabit tutarken daha \u0131l\u0131ml\u0131 mesajlar vermesinin hisse senedi piyasalar\u0131n\u0131 destekleyebilece\u011fi, buna kar\u015f\u0131l\u0131k enflasyon bask\u0131lar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret eden \u015fahin a\u00e7\u0131klamalar\u0131n tahvil faizleri ve dolar \u00fczerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturabilece\u011fi, bunun da \u00f6zellikle b\u00fcy\u00fcme ve teknoloji hisselerinde sat\u0131\u015flar\u0131 art\u0131rabilece\u011fi kaydedildi.<\/p>\n
Yapay zeka yat\u0131r\u0131mlar\u0131na ili\u015fkin de\u011ferlendirmede ise yat\u0131r\u0131mc\u0131lar\u0131n, gelir art\u0131\u015f\u0131ndan ziyade Meta ve Microsoft’un artan sermaye harcamalar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fi ile bu yat\u0131r\u0131mlar\u0131n k\u00e2rl\u0131l\u0131\u011fa etkisine odakland\u0131\u011f\u0131 aktar\u0131ld\u0131. G\u00fcney Koreli \u00e7ip \u00fcreticisi SK Hynix’in g\u00fc\u00e7l\u00fc finansal sonu\u00e7lar\u0131na ra\u011fmen hisselerinde ya\u015fanan de\u011fer kayb\u0131n\u0131n, sekt\u00f6rde beklentilerin y\u00fcksek seviyede bulundu\u011funu g\u00f6sterdi\u011fi ifade edildi.<\/p>\n
Avrupa piyasalar\u0131nda teknoloji hisselerindeki kay\u0131plar\u0131n etkisiyle endekslerin geriledi\u011fi belirtilen de\u011ferlendirmede, \u015firket bilan\u00e7olar\u0131 baz\u0131nda ise farkl\u0131la\u015fmalar ya\u015fand\u0131\u011f\u0131 bildirildi.<\/p>\n
Raporda, Orta Do\u011fu’da artan jeopolitik gerilimlerin petrol fiyatlar\u0131n\u0131 destekledi\u011fi, Brent petrol\u00fcn y\u00fczde 5’in \u00fczerinde y\u00fckseldi\u011fi ve enerji fiyatlar\u0131ndaki art\u0131\u015f\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan Fed’in karar s\u00fcrecini etkileyebilecek \u00f6nemli bir risk unsuru olu\u015fturdu\u011fu vurguland\u0131.<\/p>\n
\u015eirket haberlerine de yer verilen de\u011ferlendirmede, Bloom Energy’nin ikinci \u00e7eyrekte beklentilerin \u00fczerinde gelir ve k\u00e2r a\u00e7\u0131klamas\u0131 ile 2026 y\u0131l\u0131 beklentilerini yukar\u0131 y\u00f6nl\u00fc revize etmesinin hisse performans\u0131 a\u00e7\u0131s\u0131ndan pozitif de\u011ferlendirildi\u011fi belirtildi.<\/p>\n
Ford Motor’un da ikinci \u00e7eyrekte piyasa beklentilerini a\u015fan finansal sonu\u00e7lar a\u00e7\u0131klad\u0131\u011f\u0131, y\u0131ll\u0131k faaliyet k\u00e2r\u0131 beklentisini y\u00fckseltti\u011fi ve elektrikli ara\u00e7 birimindeki zarar beklentisini a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etti\u011fi ifade edildi.<\/p>\n
\u00d6te yandan, Skyworks Solutions’\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 beklentilerin \u00fczerinde ger\u00e7ekle\u015fmesine kar\u015f\u0131n, gelecek d\u00f6neme ili\u015fkin gelir beklentisinin piyasa tahminleriyle s\u0131n\u0131rl\u0131 kalmas\u0131 nedeniyle hisselerinde bask\u0131 olu\u015ftu\u011fu ve geli\u015fmenin negatif de\u011ferlendirildi\u011fi aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 30 Temmuz (Hibya) \u2013 Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda ABD Merkez Bankas\u0131’n\u0131n (Fed) faiz karar\u0131 ile teknoloji \u015firketleri Meta ve Microsoft’un a\u00e7\u0131klayaca\u011f\u0131 finansal sonu\u00e7lar\u0131n bulundu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":123296,"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-123295","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\/123295","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=123295"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/123295\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/123296"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=123295"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=123295"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=123295"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"