Halk Yat\u0131r\u0131m’\u0131n piyasa de\u011ferlendirmesine g\u00f6re, k\u00fcresel piyasalarda bilan\u00e7o sezonu, Fed’in para politikas\u0131 mesajlar\u0131 ve Orta Do\u011fu’daki jeopolitik geli\u015fmeler fiyatlamalarda belirleyici olmaya devam ediyor.<\/p>\n
ABD borsalar\u0131 g\u00fcn\u00fc kar\u0131\u015f\u0131k tamamlarken, Dow Jones endeksi \u00fcst \u00fcste be\u015finci i\u015flem g\u00fcn\u00fcnde de y\u00fckselerek yeni rekor kapan\u0131\u015f yapt\u0131. S&P 500 ve Nasdaq endekslerinde ise teknoloji hisselerindeki kar sat\u0131\u015flar\u0131 nedeniyle s\u0131n\u0131rl\u0131 geri \u00e7ekilmeler ya\u015fand\u0131.<\/p>\n
Raporda, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik diplomatik temaslar\u0131n piyasalarda iyimserli\u011fi destekledi\u011fi ancak belirsizli\u011fin tamamen ortadan kalkmad\u0131\u011f\u0131 belirtildi.<\/p>\n
\u0130ran ile Umman aras\u0131ndaki g\u00f6r\u00fc\u015fmeler s\u00fcrerken, b\u00f6lgedeki jeopolitik risklerin devam etmesi nedeniyle petrol fiyatlar\u0131n\u0131n dar bantta hareket etti\u011fi ifade edildi. Brent petrol 79,45 dolar, WTI petrol ise 75,22 dolar seviyesinde g\u00fcn\u00fc tamamlad\u0131.<\/p>\n
\u015eirket bilan\u00e7olar\u0131 taraf\u0131nda teknoloji hisselerinde ayr\u0131\u015fma dikkat \u00e7ekti. Nvidia, yapay zeka altyap\u0131s\u0131na ili\u015fkin olumlu geli\u015fmelerin etkisiyle y\u00fckselirken, SpaceX, AMD ve Alphabet hisselerinde finansal sonu\u00e7lar ve \u015firket i\u00e7i geli\u015fmeler nedeniyle sat\u0131\u015f bask\u0131s\u0131 g\u00f6r\u00fcld\u00fc. Disney ise beklentileri a\u015fan finansal sonu\u00e7lar\u0131n\u0131n ard\u0131ndan pozitif ayr\u0131\u015ft\u0131.<\/p>\n
Makroekonomik veriler cephesinde ABD’de ADP \u00f6zel sekt\u00f6r istihdam\u0131 temmuz ay\u0131nda 44 bin ki\u015fi artarak beklentilerin alt\u0131nda kald\u0131.<\/p>\n
ISM Hizmet PMI verisi ise 54,1 seviyesinde a\u00e7\u0131klanarak ekonomik faaliyetin geni\u015fleme b\u00f6lgesinde kalmaya devam etti. Buna kar\u015f\u0131n hizmet sekt\u00f6r\u00fcnde fiyat bask\u0131lar\u0131n\u0131n yeniden g\u00fc\u00e7 kazand\u0131\u011f\u0131na i\u015faret edildi.<\/p>\n
Minneapolis Fed Ba\u015fkan\u0131 Neel Kashkari’nin enflasyonla m\u00fccadele kapsam\u0131nda kademeli faiz art\u0131r\u0131mlar\u0131n\u0131n yeniden de\u011ferlendirilebilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131 da piyasalar\u0131n g\u00fcndeminde yer ald\u0131.<\/p>\n
Asya piyasalar\u0131nda ise yapay zeka temal\u0131 hisselerde ya\u015fanan g\u00fc\u00e7l\u00fc y\u00fckseli\u015flerin ard\u0131ndan kar realizasyonlar\u0131 \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Y\u00fcksek de\u011ferlemeler ve teknoloji \u015firketlerinin yat\u0131r\u0131m harcamalar\u0131na y\u00f6nelik soru i\u015faretleri nedeniyle yar\u0131 iletken hisselerinde sat\u0131\u015flar\u0131n h\u0131zland\u0131\u011f\u0131 belirtildi. ABD vadeli endekslerinin ise yeni g\u00fcne a\u011f\u0131rl\u0131kl\u0131 olarak pozitif ba\u015flad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Yurt i\u00e7inde BIST 100 endeksi g\u00fcn\u00fc y\u00fczde 0,11 y\u00fckseli\u015fle 13.703,13 puandan tamamlad\u0131. G\u00fcn i\u00e7erisinde 13.564 seviyesine kadar gerileyen endeks, \u00f6\u011fleden sonra gelen al\u0131mlarla toparland\u0131. Bankac\u0131l\u0131k endeksi y\u00fczde 1,32 de\u011fer kaybederken, sanayi endeksi y\u00fczde 1,72 y\u00fckseldi. Toplam i\u015flem hacmi 199,05 milyar TL olarak ger\u00e7ekle\u015fti.<\/p>\n
Halk Yat\u0131r\u0131m, k\u00fcresel risk i\u015ftah\u0131ndaki kar\u0131\u015f\u0131k g\u00f6r\u00fcn\u00fcm nedeniyle BIST 100 endeksinin g\u00fcne s\u0131n\u0131rl\u0131 realizasyonlarla ba\u015flayabilece\u011fini \u00f6ng\u00f6r\u00fcyor.<\/p>\n
G\u00fcn i\u00e7inde T\u00dc\u0130K’in AR-GE harcamalar\u0131 verileri, TCMB’nin haftal\u0131k para ve banka istatistikleri ile BDDK’n\u0131n bankac\u0131l\u0131k sekt\u00f6r\u00fc verileri takip edilecek. Yar\u0131n ise nakit b\u00fct\u00e7e dengesi verisi piyasalar\u0131n oda\u011f\u0131nda olacak.<\/p>\n
Tahvil ve d\u00f6viz piyasalar\u0131nda ise ABD ve Avrupa tahvil faizlerinin yatay seyretti\u011fi belirtilirken, T\u00fcrkiye’nin 5 y\u0131ll\u0131k CDS primi 228 baz puan seviyesinde i\u015flem g\u00f6rd\u00fc. Dolar\/TL kuru 47,57 seviyesinde bulunurken, Euro\/Dolar paritesi 1,1552 seviyesine y\u00fckseldi. T\u00fcrkiye’de iki y\u0131ll\u0131k g\u00f6sterge tahvil faizi y\u00fczde 41,54’e, 10 y\u0131ll\u0131k tahvil faizi ise y\u00fczde 34,70’e \u00e7\u0131kt\u0131.<\/p>\n
Raporda \u015firket haberlerine de yer verildi. T\u00fcrk Telekom’un ikinci \u00e7eyrek finansallar\u0131n\u0131n beklentilere paralel ger\u00e7ekle\u015fti\u011fi, artan bor\u00e7lulu\u011fa ra\u011fmen net kar\u0131n piyasa beklentisinin \u00fczerinde gelmesi nedeniyle hisse etkisinin “n\u00f6tr” olarak de\u011ferlendirildi\u011fi belirtildi.<\/p>\n
Logo Yaz\u0131l\u0131m’\u0131n ikinci \u00e7eyrek sonu\u00e7lar\u0131 “s\u0131n\u0131rl\u0131 pozitif”, Astor Enerji’nin \u0130spanya’da yeni i\u015ftirak kurmas\u0131 “s\u0131n\u0131rl\u0131 pozitif”, Petkim’in g\u00fc\u00e7l\u00fc operasyonel k\u00e2rl\u0131l\u0131\u011f\u0131 ve beklentilerin \u00fczerindeki net k\u00e2r\u0131 ise “pozitif” olarak de\u011ferlendirildi. Buna kar\u015f\u0131l\u0131k Ak\u00e7ansa’n\u0131n zay\u0131f operasyonel marjlar\u0131 nedeniyle finansal sonu\u00e7lar\u0131n\u0131n hisse performans\u0131na etkisinin “negatif” olaca\u011f\u0131 \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n
Yurt i\u00e7i geli\u015fmelerde Sermaye Piyasas\u0131 Kurulu’nun d\u00f6rt \u015firketin halka arz ba\u015fvurusunu onaylad\u0131\u011f\u0131, \u00e7e\u015fitli sermaye art\u0131r\u0131m\u0131 ve bor\u00e7lanma arac\u0131 ihra\u00e7lar\u0131na izin verdi\u011fi aktar\u0131ld\u0131.<\/p>\n
Citi Geli\u015fen Piyasalar Strateji Ba\u015fkan\u0131 Luis Costa ise enerji fiyatlar\u0131nda iyile\u015fmenin s\u00fcrmesi halinde TCMB’nin y\u0131l sonuna do\u011fru faiz indirimleri i\u00e7in alan kazanabilece\u011fini ifade ederken, T\u00fcrkiye tahvillerine y\u00f6nelik pozisyonlar\u0131n\u0131 yeniden art\u0131rd\u0131klar\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
Ayr\u0131ca BDDK’n\u0131n kalk\u0131nma ve yat\u0131r\u0131m bankalar\u0131na y\u00f6nelik kredi s\u0131n\u0131rlar\u0131nda yeni d\u00fczenlemeye gitti\u011fi, Ticaret Bakanl\u0131\u011f\u0131 verilerine g\u00f6re ise T\u00fcrk liras\u0131yla ger\u00e7ekle\u015ftirilen d\u0131\u015f ticaret hacminin y\u0131l\u0131n ilk yedi ay\u0131nda y\u00fczde 10,4 art\u0131\u015fla 916,97 milyar TL’ye y\u00fckseldi\u011fi bildirildi.<\/p>\n
<\/strong> \u0130stanbul, 6 A\u011fustos (Hibya) – Halk Yat\u0131r\u0131m’\u0131n piyasa de\u011ferlendirmesine g\u00f6re, k\u00fcresel piyasalarda bilan\u00e7o sezonu, Fed’in para politikas\u0131 mesajlar\u0131 ve Orta Do\u011fu’daki jeopolitik geli\u015fmeler fiyatlamalarda belirleyici olmaya devam ediyor.<\/p>\n","protected":false},"author":1,"featured_media":127744,"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-127743","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\/127743","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=127743"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127743\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/127744"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=127743"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=127743"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=127743"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"