{"id":124471,"date":"2026-07-31T09:15:28","date_gmt":"2026-07-31T06:15:28","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/31\/jeopolitik-riskler-ve-teknoloji-bilancolari-piyasalarin-yonunu-belirliyor"},"modified":"2026-07-31T09:15:28","modified_gmt":"2026-07-31T06:15:28","slug":"jeopolitik-riskler-ve-teknoloji-bilancolari-piyasalarin-yonunu-belirliyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/31\/jeopolitik-riskler-ve-teknoloji-bilancolari-piyasalarin-yonunu-belirliyor\/","title":{"rendered":"Jeopolitik riskler ve teknoloji bilan\u00e7olar\u0131 piyasalar\u0131n y\u00f6n\u00fcn\u00fc belirliyor"},"content":{"rendered":"<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"319\" data-end=\"958\">Trive Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck piyasa de\u011ferlendirme raporunda, Orta Do\u011fu&#8217;da yeniden y\u00fckselen jeopolitik gerilimin ve enerji arz\u0131na ili\u015fkin endi\u015felerin k\u00fcresel piyasalarda fiyatlamalar\u0131n oda\u011f\u0131nda kalmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ifade edildi. \u0130ran ile ABD aras\u0131ndaki gerilim ve K\u0131z\u0131ldeniz&#8217;deki g\u00fcvenlik risklerinin piyasalardaki risk primini y\u00fcksek tuttu\u011fu belirtilirken, artan arz\u0131n etkisiyle Brent petrol fiyat\u0131n\u0131n y\u00fczde 1 gerileyerek 88,15 dolar seviyesine indi\u011fi, buna ra\u011fmen ayl\u0131k bazda yakla\u015f\u0131k y\u00fczde 20 y\u00fckseli\u015fini korudu\u011fu aktar\u0131ld\u0131. Rusya&#8217;n\u0131n benzin ihracat yasa\u011f\u0131n\u0131 uzatmas\u0131n\u0131n da arz g\u00fcvenli\u011fi endi\u015felerini destekledi\u011fi kaydedildi.<\/p>\n<p data-start=\"960\" data-end=\"1316\">Raporda, ABD&#8217;de haziran ay\u0131 PCE enflasyonunun gerilemesine kar\u015f\u0131n \u00e7ekirdek enflasyonun Fed&#8217;in y\u00fczde 2 hedefinin \u00fczerinde kalmaya devam etti\u011fi, ikinci \u00e7eyrek b\u00fcy\u00fcme verisinin ise beklentilerin alt\u0131nda ger\u00e7ekle\u015fti\u011fi ifade edildi. Bu g\u00f6r\u00fcn\u00fcm\u00fcn, ABD Merkez Bankas\u0131&#8217;n\u0131n para politikas\u0131nda k\u0131sa vadede h\u0131zl\u0131 bir de\u011fi\u015fime gitmesini desteklemedi\u011fi de\u011ferlendirildi.<\/p>\n<p data-start=\"1318\" data-end=\"1888\">\u015eirket bilan\u00e7olar\u0131na ili\u015fkin de\u011ferlendirmede, Amazon&#8217;un bulut hizmetleri birimi AWS gelirlerinin y\u00fczde 37 art\u0131\u015fla 42,2 milyar dolara y\u00fckseldi\u011fi ve \u015firketin 2026 y\u0131l\u0131 sermaye harcamas\u0131 beklentisini 220 milyar dolara \u00e7\u0131kard\u0131\u011f\u0131 aktar\u0131ld\u0131. Apple&#8217;\u0131n ise tedarik s\u0131k\u0131nt\u0131lar\u0131 nedeniyle beklentilerin alt\u0131nda sat\u0131\u015f tahmini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan hisselerinde kapan\u0131\u015f sonras\u0131 y\u00fczde 6 d\u00fc\u015f\u00fc\u015f ya\u015fand\u0131\u011f\u0131 belirtildi. Yapay zek\u00e2 temal\u0131 iyimserlik ve \u00e7ip \u00fcreticilerindeki toparlanman\u0131n etkisiyle S&amp;P 500 endeksinin y\u00fczde 1,7, Nasdaq 100 endeksinin ise y\u00fczde 3,4 y\u00fckseldi\u011fi ifade edildi.<\/p>\n<p data-start=\"1890\" data-end=\"2264\">Raporda, Japonya Merkez Bankas\u0131&#8217;n\u0131n politika faizini y\u00fczde 1 seviyesinde sabit tuttu\u011fu, dolar\/yen paritesinin 160,88 seviyesinde izlendi\u011fi ve ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n Hamas&#8217;\u0131n silahs\u0131zland\u0131r\u0131lmas\u0131na y\u00f6nelik anla\u015fmaya var\u0131ld\u0131\u011f\u0131n\u0131 duyurdu\u011fu aktar\u0131ld\u0131. G\u00fcney Kore&#8217;de Kospi endeksinin ise kald\u0131ra\u00e7 kaynakl\u0131 sat\u0131\u015f bask\u0131s\u0131n\u0131n azalmas\u0131yla rekor seviyelere y\u00fckseldi\u011fi kaydedildi.<\/p>\n<p data-start=\"2266\" data-end=\"2695\">Yurt i\u00e7i piyasalara ili\u015fkin de\u011ferlendirmede, BIST 100 endeksinin son i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 1,5 d\u00fc\u015f\u00fc\u015fle 13.292,9 puanda tamamlad\u0131\u011f\u0131 hat\u0131rlat\u0131ld\u0131. Teknik g\u00f6r\u00fcn\u00fcmde 13.446,8, 13.600,7 ve 13.712,3 seviyelerinin diren\u00e7; 13.181,4, 13.069,8 ve 12.915,9 seviyelerinin ise destek olarak takip edilece\u011fi ifade edildi. Mevcut trendin a\u015fa\u011f\u0131 y\u00f6nl\u00fc oldu\u011fu ve 13.780,2 seviyesinin a\u015f\u0131lmamas\u0131 halinde bu g\u00f6r\u00fcn\u00fcm\u00fcn korunmas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n<p data-start=\"2697\" data-end=\"3046\" data-is-last-node=\"\" data-is-only-node=\"\">Trive Yat\u0131r\u0131m, V\u0130OP 30 endeksinin de son i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 1,7 d\u00fc\u015f\u00fc\u015fle 15.429 puandan tamamlad\u0131\u011f\u0131n\u0131 belirtti. Raporda, 15.676,7, 15.924,3 ve 16.104,7 seviyelerinin diren\u00e7; 15.248,7, 15.068,3 ve 14.820,7 seviyelerinin ise destek konumunda bulundu\u011fu, 16.150,1 seviyesinin a\u015f\u0131lmad\u0131\u011f\u0131 s\u00fcrece a\u015fa\u011f\u0131 y\u00f6nl\u00fc trendin devam etmesinin beklendi\u011fi ifade edildi.<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0 <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 31 Temmuz (Hibya) &#8211; Trive Yat\u0131r\u0131m, Orta Do\u011fu&#8217;da artan jeopolitik gerilimlerin k\u00fcresel piyasalarda risk alg\u0131s\u0131n\u0131 canl\u0131 tuttu\u011funu, g\u00fc\u00e7l\u00fc teknoloji bilan\u00e7olar\u0131n\u0131n ise hisse senedi piyasalar\u0131n\u0131 destekledi\u011fini aktard\u0131.<\/p>\n","protected":false},"author":1,"featured_media":124472,"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-124471","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\/124471","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=124471"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/124471\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/124472"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=124471"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=124471"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=124471"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}