Pusula Yat\u0131r\u0131m, yay\u0131mlad\u0131\u011f\u0131 piyasa de\u011ferlendirmesinde ABD piyasalar\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n Fed’in faiz patikas\u0131na ili\u015fkin ipu\u00e7lar\u0131 verecek makroekonomik verilere odakland\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
De\u011ferlendirmede, temmuz ay\u0131nda ISM imalat sanayi endeksinin son d\u00f6rt y\u0131l\u0131 a\u015fk\u0131n d\u00f6nemin en y\u00fcksek seviyesine ula\u015fmas\u0131n\u0131n ekonomik aktivitenin g\u00fc\u00e7l\u00fc seyrini ortaya koydu\u011fu, bunun da Fed’in eyl\u00fcl ay\u0131nda faiz art\u0131rabilece\u011fi y\u00f6n\u00fcndeki beklentileri destekledi\u011fi ifade edildi. Bug\u00fcn a\u00e7\u0131klanacak d\u0131\u015f ticaret dengesi, JOLTS a\u00e7\u0131k i\u015f say\u0131s\u0131 ve fabrika sipari\u015fleri verileri ile hafta sonunda yay\u0131mlanacak tar\u0131m d\u0131\u015f\u0131 istihdam verisinin, faiz beklentileri ve ABD piyasalar\u0131n\u0131n k\u0131sa vadeli y\u00f6n\u00fc \u00fczerinde belirleyici olmas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Raporda, ABD borsalar\u0131n\u0131n teknoloji hisselerindeki y\u00fckseli\u015fin deste\u011fiyle rekor seviyelere yak\u0131n seyrini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi. Beklentilerini yukar\u0131 y\u00f6nl\u00fc revize eden Palantir hisselerinin bilan\u00e7o sonras\u0131 i\u015flemlerde y\u00fczde 14 y\u00fckseldi\u011fi, Amazon hisselerinin ise Jeff Bezos’un hisse sat\u0131\u015f\u0131 plan\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan de\u011fer kaybetti\u011fi belirtildi. Ayr\u0131ca Caterpillar, McDonald’s, Pfizer, Merck ve AMD’nin finansal sonu\u00e7lar\u0131 ile halka a\u00e7\u0131k \u015firket olarak ilk finansal sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak SpaceX’in yak\u0131ndan takip edildi\u011fi, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n \u015firket k\u00e2rl\u0131l\u0131\u011f\u0131 \u00fczerindeki etkisinin yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcndeminde bulundu\u011fu ifade edildi.<\/p>\n
Pusula Yat\u0131r\u0131m, ABD’de 25 eyaletin Trump y\u00f6netiminin 60 ticaret orta\u011f\u0131ndan ithal edilen \u00fcr\u00fcnlere uygulad\u0131\u011f\u0131 ek g\u00fcmr\u00fck vergilerine kar\u015f\u0131 ABD Uluslararas\u0131 Ticaret Mahkemesi’nde dava a\u00e7t\u0131\u011f\u0131n\u0131 aktard\u0131. De\u011ferlendirmede, eyaletlerin s\u00f6z konusu tarifelerin yasal yetki s\u0131n\u0131rlar\u0131n\u0131 a\u015ft\u0131\u011f\u0131n\u0131 ve idari usullere ayk\u0131r\u0131 \u015fekilde y\u00fcr\u00fcrl\u00fc\u011fe konuldu\u011funu savunarak karar\u0131n iptal edilmesini, uygulaman\u0131n durdurulmas\u0131n\u0131 ve tahsil edilen g\u00fcmr\u00fck vergilerinin iadesini talep etti\u011fi belirtildi. Ba\u015fsavc\u0131lar\u0131n tarifelerin t\u00fcketici fiyatlar\u0131n\u0131 art\u0131rarak i\u015fletmeler \u00fczerinde maliyet bask\u0131s\u0131 olu\u015fturdu\u011funu \u00f6ne s\u00fcrd\u00fc\u011f\u00fc, Trump y\u00f6netiminin ise ge\u00e7en ay 60 ticaret orta\u011f\u0131na zorla \u00e7al\u0131\u015ft\u0131rmayla \u00fcretilen mallar\u0131n ithalat\u0131n\u0131 yeterince engelleyemedikleri gerek\u00e7esiyle y\u00fczde 10 ve y\u00fczde 12,5 oran\u0131nda ek g\u00fcmr\u00fck vergisi uygulanaca\u011f\u0131n\u0131 duyurdu\u011fu ifade edildi.<\/p>\n
Raporda, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n \u0130ran ile m\u00fczakerelerin yeniden ba\u015flad\u0131\u011f\u0131n\u0131 belirterek devam eden g\u00f6r\u00fc\u015fmelerin iyi bir anla\u015fmaya ula\u015f\u0131lmas\u0131 a\u00e7\u0131s\u0131ndan “\u0130ran’\u0131n son \u015fans\u0131” oldu\u011funu s\u00f6yledi\u011fi aktar\u0131ld\u0131. Trump’\u0131n g\u00f6r\u00fc\u015fmelerin Suudi Arabistan, Birle\u015fik Arap Emirlikleri, Katar ve di\u011fer b\u00f6lge \u00fclkelerinin deste\u011fiyle s\u00fcrd\u00fc\u011f\u00fcn\u00fc ifade etti\u011fi, \u00f6nceli\u011fin H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n tamamen a\u00e7\u0131lmas\u0131 oldu\u011funu, ard\u0131ndan \u0130ran’\u0131n n\u00fckleer program\u0131n\u0131n ele al\u0131naca\u011f\u0131n\u0131 s\u00f6yledi\u011fi kaydedildi. Trump’\u0131n ayr\u0131ca \u0130ran y\u00f6netiminin m\u00fczakerelere ili\u015fkin kamuoyuna \u00e7eli\u015fkili a\u00e7\u0131klamalar yapt\u0131\u011f\u0131n\u0131 \u00f6ne s\u00fcrd\u00fc\u011f\u00fc ve H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7en gemilerden \u0130ran’\u0131n herhangi bir \u00fccret alamayaca\u011f\u0131n\u0131 savundu\u011fu belirtildi.<\/p>\n
Pusula Yat\u0131r\u0131m, Trump y\u00f6netiminin yapay zek\u00e2 modellerine y\u00f6nelik g\u00f6n\u00fcll\u00fc g\u00fcvenlik testlerini kapsayan yeni \u00e7er\u00e7eveyi de\u011ferlendirmek \u00fczere OpenAI, Anthropic ve Google’\u0131n da aralar\u0131nda bulundu\u011fu teknoloji \u015firketlerini Beyaz Saray’da bir araya getirece\u011fini bildirdi. Haziran ay\u0131nda yay\u0131mlanan yapay zek\u00e2 siber g\u00fcvenli\u011fi kararnamesi do\u011frultusunda haz\u0131rlanan d\u00fczenlemenin \u015firketlerin iste\u011fe ba\u011fl\u0131 g\u00fcvenlik incelemelerine kat\u0131lmas\u0131n\u0131 ve kritik bili\u015fim altyap\u0131lar\u0131n\u0131n g\u00fc\u00e7lendirilmesini \u00f6ng\u00f6rd\u00fc\u011f\u00fc ifade edildi. \u00c7inli \u015firketlerin yapay zek\u00e2 alan\u0131ndaki h\u0131zl\u0131 y\u00fckseli\u015finin ABD’de rekabet tart\u0131\u015fmalar\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 bir d\u00f6nemde ger\u00e7ekle\u015ftirilecek toplant\u0131n\u0131n Trump y\u00f6netiminin yapay zek\u00e2 g\u00fcvenli\u011fine y\u00f6nelik en \u00f6nemli ad\u0131mlar\u0131ndan biri olmas\u0131n\u0131n beklendi\u011fi, \u00e7er\u00e7evenin baz\u0131 kriterlerinin ise gizli tutulaca\u011f\u0131n\u0131n aktar\u0131ld\u0131\u011f\u0131 belirtildi.<\/p>\n
Pusula Yat\u0131r\u0131m’\u0131n de\u011ferlendirmesinde AMD hisselerine ili\u015fkin teknik analiz de yer ald\u0131. Buna g\u00f6re \u015firketin bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131 ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131 \u00f6ncesinde piyasa beklentisinin 11,31 milyar dolar gelir ve hisse ba\u015f\u0131na 1,62 dolar d\u00fczeltilmi\u015f k\u00e2r y\u00f6n\u00fcnde oldu\u011fu ifade edildi. \u00d6zellikle 6,55 milyar dolar seviyesinde \u00f6ng\u00f6r\u00fclen veri merkezi gelirlerinin yapay zek\u00e2 altyap\u0131s\u0131na y\u00f6nelik talebin g\u00fcc\u00fcn\u00fc g\u00f6stermesi a\u00e7\u0131s\u0131ndan yak\u0131ndan takip edilece\u011fi aktar\u0131ld\u0131. Yapay zek\u00e2 odakl\u0131 sunucu i\u015flemcilerine y\u00f6nelik g\u00fc\u00e7l\u00fc talebin veri merkezi pazar\u0131ndaki b\u00fcy\u00fcmeyi destekledi\u011fi, buna kar\u015f\u0131n bellek \u00e7ipi arz\u0131ndaki s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n ki\u015fisel bilgisayar pazar\u0131ndaki toparlanmay\u0131 s\u0131n\u0131rlamaya devam etmesinin risk olu\u015fturdu\u011fu belirtildi. Teknik g\u00f6r\u00fcn\u00fcmde hissenin 484,64 dolar seviyesindeki kapan\u0131\u015f\u0131yla 50 g\u00fcnl\u00fck hareketli ortalamas\u0131n\u0131n alt\u0131nda, 100 ve 200 g\u00fcnl\u00fck hareketli ortalamalar\u0131n\u0131n ise \u00fczerinde i\u015flem g\u00f6rd\u00fc\u011f\u00fc ifade edilirken, 520 dolar\u0131n ilk \u00f6nemli diren\u00e7 seviyesi oldu\u011fu, bu seviyenin a\u015f\u0131lmas\u0131 halinde 550 ve 585 dolar seviyelerinin hedeflenebilece\u011fi kaydedildi. Olas\u0131 geri \u00e7ekilmelerde ise 455 dolar\u0131n ilk destek seviyesi oldu\u011fu, bunun alt\u0131nda 425 ve 395 dolar seviyelerinin izlenece\u011fi aktar\u0131ld\u0131.<\/p>\n
Raporda McDonald’s hisselerine ili\u015fkin teknik de\u011ferlendirmeye de yer verildi. \u015eirketin bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131 ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131na odaklan\u0131ld\u0131\u011f\u0131 belirtilirken, piyasa beklentisinin 7,12 milyar dolar gelir, hisse ba\u015f\u0131na 3,32 dolar d\u00fczeltilmi\u015f k\u00e2r ve y\u00fczde 1,39 kar\u015f\u0131la\u015ft\u0131r\u0131labilir ma\u011faza sat\u0131\u015f b\u00fcy\u00fcmesi y\u00f6n\u00fcnde oldu\u011fu ifade edildi. Artan g\u0131da ve akaryak\u0131t fiyatlar\u0131n\u0131n t\u00fcketici harcamalar\u0131n\u0131 bask\u0131lamas\u0131 nedeniyle sat\u0131\u015f b\u00fcy\u00fcmesinde yava\u015flama beklendi\u011fi, buna kar\u015f\u0131n uygun fiyatl\u0131 men\u00fc stratejisi ile may\u0131s ay\u0131nda sat\u0131\u015fa sunulan yeni i\u00e7ecek \u00fcr\u00fcnlerinin talebi destekledi\u011fi aktar\u0131ld\u0131. Yat\u0131r\u0131mc\u0131lar\u0131n \u00f6zellikle y\u0131l\u0131n geri kalan\u0131na ili\u015fkin t\u00fcketici talebi ve uluslararas\u0131 pazarlardaki g\u00f6r\u00fcn\u00fcme y\u00f6nelik mesajlar\u0131 takip edece\u011fi belirtildi. Teknik analizde hissenin 265,23 dolar seviyesindeki kapan\u0131\u015f\u0131yla 50, 100 ve 200 g\u00fcnl\u00fck hareketli ortalamalar\u0131n\u0131n alt\u0131nda i\u015flem g\u00f6rd\u00fc\u011f\u00fc ifade edilirken, 280 dolar\u0131n ilk \u00f6nemli diren\u00e7 seviyesi oldu\u011fu, bu seviyenin a\u015f\u0131lmas\u0131 halinde 290 ve 300 dolar seviyelerinin hedeflenebilece\u011fi bildirildi. Olas\u0131 geri \u00e7ekilmelerde ise 255 dolar\u0131n ilk destek seviyesi oldu\u011fu, bunun alt\u0131nda 245 ve 235 dolar seviyelerinin takip edilece\u011fi kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 4 A\u011fustos (Hibya) – Pusula Yat\u0131r\u0131m, yay\u0131mlad\u0131\u011f\u0131 g\u00fcnl\u00fck piyasa de\u011ferlendirmesinde ABD’de a\u00e7\u0131klanacak makroekonomik verilerin Fed’in faiz patikas\u0131na ili\u015fkin beklentiler \u00fczerinde belirleyici olaca\u011f\u0131n\u0131, teknoloji hisseleri, ticaret politikalar\u0131, yapay zek\u00e2 d\u00fczenlemeleri ve \u015firket bilan\u00e7olar\u0131n\u0131n da piyasalar\u0131n oda\u011f\u0131nda yer ald\u0131\u011f\u0131n\u0131 aktard\u0131.<\/p>\n","protected":false},"author":1,"featured_media":126801,"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-126800","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\/126800","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=126800"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/126800\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/126801"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=126800"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=126800"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=126800"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"