Pusula Yat\u0131r\u0131m’\u0131n Amerikan Borsalar\u0131 B\u00fclteni’nde, uzun vadeli faizlerdeki y\u00fckseli\u015fin yan\u0131 s\u0131ra yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n getirilerine y\u00f6nelik endi\u015feler ve Orta Do\u011fu’da artan jeopolitik risklerin piyasalarda temkinli g\u00f6r\u00fcn\u00fcm\u00fcn korunmas\u0131na neden oldu\u011fu belirtildi. Raporda, Microsoft’un beklentilerin \u00fczerinde a\u00e7\u0131klad\u0131\u011f\u0131 g\u00fc\u00e7l\u00fc bulut bili\u015fim sonu\u00e7lar\u0131n\u0131n ard\u0131ndan hisselerinin seans sonras\u0131 i\u015flemlerde yakla\u015f\u0131k y\u00fczde 9 y\u00fckseldi\u011fi ve Nasdaq 100 vadeli endeksinin y\u00fczde 0,5 prim yapt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Meta hisselerinin zay\u0131f gelir beklentisi nedeniyle y\u00fczde 7,5 geriledi\u011fi aktar\u0131lan raporda, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131n\u0131n bug\u00fcn a\u00e7\u0131klanacak Apple ve Amazon bilan\u00e7olar\u0131na \u00e7evrildi\u011fi kaydedildi. Raporda, Qualcomm ve Arm’\u0131n beklentileri kar\u015f\u0131lamayan \u00f6ng\u00f6r\u00fclerinin \u00e7ip sekt\u00f6r\u00fcndeki temkinli g\u00f6r\u00fcn\u00fcm\u00fc destekledi\u011fi, Starbucks’\u0131n ise g\u00fc\u00e7l\u00fc finansal sonu\u00e7lar\u0131n\u0131n ard\u0131ndan y\u0131l sonu beklentilerini yukar\u0131 y\u00f6nl\u00fc revize etti\u011fi belirtildi.<\/p>\n
Fed’in temmuz toplant\u0131s\u0131nda politika faizini beklentilere paralel olarak y\u00fczde 3,50-3,75 aral\u0131\u011f\u0131nda sabit b\u0131rakarak \u00fcst \u00fcste be\u015finci toplant\u0131s\u0131nda da de\u011fi\u015fikli\u011fe gitmedi\u011fi ifade edilen raporda, karar\u0131n 9’a kar\u015f\u0131 3 oyla al\u0131nmas\u0131n\u0131n ve \u00fc\u00e7 Fed \u00fcyesinin \u00e7eyrek puanl\u0131k faiz art\u0131r\u0131m\u0131n\u0131 savunmas\u0131n\u0131n enflasyona ili\u015fkin g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131 belirginle\u015ftirdi\u011fi aktar\u0131ld\u0131. Raporda, Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n enflasyon hedefinden taviz verilmeyece\u011fini ve fiyat bask\u0131lar\u0131ndaki kal\u0131c\u0131 iyile\u015fmenin zaman alaca\u011f\u0131n\u0131 vurgulad\u0131\u011f\u0131, enflasyonun beklenenden g\u00fc\u00e7l\u00fc seyretmesi halinde faiz art\u0131\u015f\u0131n\u0131n yeniden g\u00fcndeme gelebilece\u011fini belirtti\u011fi ifade edildi.<\/p>\n
Warsh’\u0131n para politikas\u0131n\u0131n ekonomik verilere g\u00f6re \u015fekillenece\u011fini belirterek piyasalara y\u00f6nelik ileriye d\u00f6n\u00fck y\u00f6nlendirmelerin s\u0131n\u0131rl\u0131 tutulaca\u011f\u0131 mesaj\u0131n\u0131 verdi\u011fi aktar\u0131lan raporda, Fed karar\u0131n\u0131n ard\u0131ndan uzun vadeli enflasyon beklentilerine ili\u015fkin endi\u015felerin tahvil piyasas\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ve 30 y\u0131ll\u0131k ABD tahvil faizinin yakla\u015f\u0131k y\u00fczde 5,23 ile son 19 y\u0131l\u0131n en y\u00fcksek seviyesini test etti\u011fi kaydedildi. Raporda, k\u0131sa vadeli tahvil faizlerindeki gerilemenin ise getiri e\u011frisinin 1990’lar\u0131n ortas\u0131ndan bu yana bir Fed toplant\u0131s\u0131 sonras\u0131nda g\u00f6r\u00fclen en sert dikle\u015fmelerinden birine i\u015faret etti\u011fi belirtildi.<\/p>\n
ABD y\u00f6netiminin \u0130ran’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden gelir elde etmesini sa\u011flad\u0131\u011f\u0131 belirtilen iki \u015firket ile \u0130ran ham petrol\u00fc ve petrokimya \u00fcr\u00fcnlerinin ta\u015f\u0131nmas\u0131nda rol oynad\u0131\u011f\u0131 gerek\u00e7esiyle sekiz gemi ve bunlarla ba\u011flant\u0131l\u0131 sekiz \u015firkete yeni yapt\u0131r\u0131mlar uygulad\u0131\u011f\u0131 ifade edilen raporda, ABD Hazine Bakanl\u0131\u011f\u0131’n\u0131n yapt\u0131r\u0131mlar\u0131n \u0130ran’\u0131n enerji ihracat\u0131 ve deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131ndan elde etti\u011fi gelirleri s\u0131n\u0131rland\u0131rmay\u0131 hedefledi\u011fini a\u00e7\u0131klad\u0131\u011f\u0131 bildirildi.<\/p>\n
Raporda, Microsoft’un 2026 mali y\u0131l\u0131n\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde Azure bulut bili\u015fim gelirlerini y\u0131ll\u0131k bazda y\u00fczde 43 art\u0131rarak piyasa beklentilerini a\u015ft\u0131\u011f\u0131, toplam gelirinin y\u00fczde 18 art\u0131\u015fla 90 milyar dolara, hisse ba\u015f\u0131na kar\u0131n\u0131n ise 4,81 dolara y\u00fckseldi\u011fi bilgisi verildi.<\/p>\n
OpenAI ortakl\u0131\u011f\u0131yla yapay zeka yat\u0131r\u0131mlar\u0131n\u0131 h\u0131zland\u0131ran \u015firketin veri merkezi kapasitesini art\u0131rmaya y\u00f6nelik sermaye harcamalar\u0131n\u0131 y\u00fczde 70 art\u0131\u015fla 41 milyar dolara \u00e7\u0131kard\u0131\u011f\u0131 aktar\u0131lan raporda, g\u00fc\u00e7l\u00fc finansal sonu\u00e7lar\u0131n ard\u0131ndan Microsoft hisselerinin seans sonras\u0131 i\u015flemlerde y\u00fckseli\u015f kaydetti\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 30 Temmuz (Hibya) \u2013 Pusula Yat\u0131r\u0131m, ABD piyasalar\u0131nda Fed’in faizleri sabit b\u0131rakmas\u0131n\u0131n ard\u0131ndan para politikas\u0131na ili\u015fkin belirsizli\u011fin s\u00fcrd\u00fc\u011f\u00fcn\u00fc, 30 y\u0131ll\u0131k ABD tahvil faizinin y\u00fczde 5,23’e y\u00fckselerek 2007’den bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fc\u011f\u00fcn\u00fc duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":123800,"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-123799","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\/123799","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=123799"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/123799\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/123800"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=123799"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=123799"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=123799"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"