Gedik Yat\u0131r\u0131m analizine g\u00f6re, k\u00fcresel piyasalarda yar\u0131 iletken sekt\u00f6r\u00fcndeki sert sat\u0131\u015flar risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlarken, MSCI D\u00fcnya Endeksi be\u015f g\u00fcnl\u00fck y\u00fckseli\u015f serisini sonland\u0131rd\u0131.<\/p>\n
\u00d6zellikle G\u00fcney Kore ve Japonya\u2019daki bellek \u00e7ipi \u00fcreticilerinde ya\u015fanan de\u011fer kay\u0131plar\u0131, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fi, y\u00fcksek \u015firket de\u011ferlemeleri ve \u00c7in\u2019in \u00e7ip \u00fcretimindeki ilerlemesine ili\u015fkin endi\u015feleri yeniden g\u00fcndeme ta\u015f\u0131d\u0131.<\/p>\n
Analizde, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n kademeli olarak yeniden a\u00e7\u0131labilece\u011fine y\u00f6nelik geli\u015fmelerin Brent petrol fiyat\u0131n\u0131 79 dolar seviyelerine \u00e7ekti\u011fi belirtildi.<\/p>\n
Enerji fiyatlar\u0131ndaki gerilemenin enflasyon bask\u0131s\u0131n\u0131 hafifletebilece\u011fi beklentisinin ABD Merkez Bankas\u0131’n\u0131n (Fed) ilave faiz art\u0131r\u0131m\u0131 ihtimalini zay\u0131flatt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Bu g\u00f6r\u00fcn\u00fcm\u00fcn alt\u0131n fiyatlar\u0131n\u0131 Haziran ay\u0131ndan bu yana en y\u00fcksek seviye olan 4.260 dolara ta\u015f\u0131d\u0131\u011f\u0131, ABD 10 y\u0131ll\u0131k tahvil faizinin ise y\u00fczde 4,61 seviyesinde dengelendi\u011fi kaydedildi.<\/p>\n
G\u00fcn\u00fcn devam\u0131nda SoftBank\u2019\u0131n a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7o sonu\u00e7lar\u0131n\u0131n yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n seyri a\u00e7\u0131s\u0131ndan, SpaceX hisselerinde sat\u0131\u015fa sunulacak y\u00fcksek tutarl\u0131 paylar\u0131n ise teknoloji sekt\u00f6r\u00fcndeki arz bask\u0131s\u0131 bak\u0131m\u0131ndan yak\u0131ndan takip edilece\u011fi belirtildi.<\/p>\n
ABD ve Avrupa vadeli endekslerinde g\u00f6r\u00fclen s\u0131n\u0131rl\u0131 y\u00fckseli\u015fin, Asya piyasalar\u0131ndaki sert sat\u0131\u015flara ra\u011fmen k\u00fcresel risk i\u015ftah\u0131n\u0131n tamamen bozulmad\u0131\u011f\u0131na i\u015faret etti\u011fi vurguland\u0131.<\/p>\n
Euro B\u00f6lgesi\u2019nde piyasalar\u0131n g\u00fcne s\u0131n\u0131rl\u0131 y\u00fckseli\u015fle ba\u015flamas\u0131n\u0131n beklendi\u011fi aktar\u0131lan analizde, ana endekslerin k\u00fcresel teknoloji hisselerindeki oynakl\u0131\u011fa ra\u011fmen rekor seviyelere yak\u0131n seyrini korudu\u011fu ifade edildi.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n k\u0131smen yeniden a\u00e7\u0131ld\u0131\u011f\u0131na y\u00f6nelik haberlerin petrol fiyatlar\u0131n\u0131 a\u015fa\u011f\u0131 \u00e7ekmesinin Avrupa\u2019da enflasyon bask\u0131s\u0131n\u0131 hafifletti\u011fi ve Avrupa Merkez Bankas\u0131’n\u0131n (ECB) ilave faiz art\u0131\u015f\u0131 ihtimalini zay\u0131flatt\u0131\u011f\u0131 belirtildi.<\/p>\n
Bug\u00fcn Euro B\u00f6lgesi perakende sat\u0131\u015flar\u0131, Almanya fabrika sipari\u015fleri ve Fransa istihdam verilerinin makroekonomik g\u00f6r\u00fcn\u00fcm a\u00e7\u0131s\u0131ndan takip edilece\u011fi ifade edilirken, Siemens, Deutsche Telekom, Rheinmetall, Generali ve Merck bilan\u00e7olar\u0131n\u0131n \u015firket bazl\u0131 fiyatlamalarda belirleyici olmas\u0131 bekleniyor.<\/p>\n
Yurt i\u00e7inde dolar\/TL kurunda d\u00fc\u015f\u00fck volatiliteyle s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filiminin devam etti\u011fi belirtilen raporda, a\u00e7\u0131klanan verilerin ve haber ak\u0131\u015f\u0131n\u0131n fiyatlamalar \u00fczerindeki etkisinin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131 ifade edildi.<\/p>\n
ABD’de ADP \u00f6zel sekt\u00f6r istihdam\u0131n\u0131n temmuz ay\u0131nda 44 bin ki\u015fi ile beklentilerin alt\u0131nda ger\u00e7ekle\u015fti\u011fi, ISM hizmet PMI verisinin ise 54,5 ile beklentilerin hafif alt\u0131nda kalmas\u0131na ra\u011fmen ekonomik geni\u015flemeye i\u015faret eden 50 seviyesinin \u00fczerinde g\u00fc\u00e7l\u00fc seyrini korudu\u011fu aktar\u0131ld\u0131.<\/p>\n
Verilerin piyasa fiyatlamalar\u0131na belirgin etkisinin olmad\u0131\u011f\u0131 belirtilirken, dolar endeksinin g\u00fcn\u00fc de\u011fer kayb\u0131yla tamamlad\u0131\u011f\u0131 kaydedildi. Bug\u00fcn ikincil d\u00fczey verilerin takip edilece\u011fi, Orta Do\u011fu’daki geli\u015fmelerin ise petrol fiyatlar\u0131 \u00fczerinden izlenmeye devam edilece\u011fi ifade edildi. Dolar\/TL’nin sabah saatlerinde 47,59 seviyesinde hafif y\u00fckseli\u015f e\u011filimini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, dolar endeksinin ise 99,73 seviyesinde bulundu\u011fu belirtildi.<\/p>\n
Analize g\u00f6re euro, ABD ile \u0130ran aras\u0131nda anla\u015fma sa\u011flanabilece\u011fi ve H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131labilece\u011fi beklentileriyle 1,155 dolar seviyesine y\u00fckselerek 16 Haziran’dan bu yana en y\u00fcksek seviyesine ula\u015ft\u0131.<\/p>\n
Petrol fiyatlar\u0131ndaki yakla\u015f\u0131k y\u00fczde 10’luk haftal\u0131k gerilemenin Avrupa’da enflasyon ve b\u00fcy\u00fcme endi\u015felerini azalt\u0131rken ECB’nin para politikas\u0131nda kademeli ilerleyece\u011fi beklentisini g\u00fc\u00e7lendirdi\u011fi ifade edildi.<\/p>\n
Teknik g\u00f6r\u00fcn\u00fcmde EUR\/USD paritesinde 1,1532, 1,1513 ve 1,1500 seviyeleri destek; 1,1565, 1,1579 ve 1,1598 seviyeleri ise diren\u00e7 olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Sterlin de ayn\u0131 geli\u015fmelerin etkisiyle 1,345 dolar\u0131n \u00fczerine y\u00fckselirken, \u0130ngiltere Merkez Bankas\u0131 Ba\u015fkan\u0131 Andrew Bailey’nin faiz art\u0131\u015flar\u0131na temkinli yakla\u015f\u0131m\u0131 ve dezenflasyon s\u00fcrecine ili\u015fkin a\u00e7\u0131klamalar\u0131n\u0131n sterline destek verdi\u011fi belirtildi.<\/p>\n
GBP\/USD paritesinde 1,3440, 1,3415 ve 1,3392 destek; 1,3488, 1,3511 ve 1,3536 seviyeleri diren\u00e7 olarak g\u00f6sterildi.<\/p>\n
Alt\u0131n fiyatlar\u0131n\u0131n enerji maliyetlerindeki gerileme ve Fed’in faiz art\u0131\u015f beklentilerinin zay\u0131flamas\u0131yla 4.300 dolar seviyesine yakla\u015ft\u0131\u011f\u0131, haftal\u0131k y\u00fckseli\u015fin ise y\u00fczde 6’ya ula\u015ft\u0131\u011f\u0131 belirtildi.<\/p>\n
Ancak Fed Y\u00f6netim Kurulu \u00dcyesi Lisa Cook’un enflasyonun yeterince yava\u015flamamas\u0131 halinde faiz art\u0131rmaya haz\u0131r olduklar\u0131n\u0131 s\u00f6ylemesinin alt\u0131ndaki y\u00fckseli\u015fi s\u0131n\u0131rlayabilecek \u00f6nemli bir risk unsuru oldu\u011fu ifade edildi.<\/p>\n
Teknik g\u00f6r\u00fcn\u00fcmde ons alt\u0131nda 4.118, 3.990 ve 3.916 dolar destek; 4.320, 4.395 ve 4.523 dolar seviyeleri diren\u00e7 olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
G\u00fcm\u00fc\u015f\u00fcn ise 62 dolar\u0131n \u00fczerinde kalmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, zay\u0131f ADP istihdam verisi ve faiz beklentilerindeki de\u011fi\u015fimin de\u011ferli metalleri destekledi\u011fi kaydedildi. Teknik olarak 59,97, 57,93 ve 56,54 dolar destek; 63,41, 64,80 ve 66,84 dolar seviyeleri diren\u00e7 olarak de\u011ferlendirildi.<\/p>\n
Brent petrol\u00fcn, \u0130ran ile Umman aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden ge\u00e7ici bir nakliye koridoru olu\u015fturulmas\u0131na y\u00f6nelik g\u00f6r\u00fc\u015fmelerin etkisiyle 79 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc\u011f\u00fc ifade edildi. Koridorun iki ila d\u00f6rt ay s\u00fcreyle a\u00e7\u0131k kalmas\u0131n\u0131n beklendi\u011fi, ancak \u0130ran’\u0131n bunun bo\u011faz\u0131n tamamen a\u00e7\u0131lmas\u0131 anlam\u0131na gelmedi\u011fini vurgulad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Buna kar\u015f\u0131n Yemen’deki Husilerin Suudi petrol tankerlerini hedef ald\u0131klar\u0131n\u0131 a\u00e7\u0131klamalar\u0131 ve K\u0131z\u0131ldeniz’deki yeni sald\u0131r\u0131 tehditlerinin b\u00f6lgesel arz risklerini canl\u0131 tuttu\u011fu belirtildi.<\/p>\n
Brent petrolde 77,99, 76,63 ve 75,16 dolar destek; 80,82, 82,29 ve 83,65 dolar diren\u00e7 seviyeleri olarak g\u00f6sterildi.<\/p>\n
Ham petrolde ise 73,93, 72,84 ve 71,46 dolar destek; 76,40, 77,78 ve 78,87 dolar diren\u00e7 seviyeleri \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Nasdaq vadeli endeksinin yeni bilan\u00e7o sezonu \u00f6ncesinde s\u0131n\u0131rl\u0131 y\u00fckseli\u015f kaydetti\u011fi belirtilirken, Nvidia’n\u0131n SpaceX’in yapay zeka altyap\u0131s\u0131nda yaln\u0131zca kendi \u00e7iplerinin kullan\u0131laca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n endeksi destekledi\u011fi ifade edildi.<\/p>\n
Bununla birlikte, SpaceX’in y\u00fcksek sermaye harcamalar\u0131 ve sat\u0131\u015f k\u0131s\u0131tlamalar\u0131n\u0131n sona ermesinin b\u00fcy\u00fcme hisseleri a\u00e7\u0131s\u0131ndan risk olu\u015fturdu\u011fu de\u011ferlendirilirken, teknoloji \u015firketlerinin bilan\u00e7olar\u0131 ve yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n finansal kar\u015f\u0131l\u0131\u011f\u0131n\u0131n Nasdaq’\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131 vurguland\u0131.<\/p>\n
Nasdaq vadeli kontrat\u0131nda 29.398, 29.194 ve 28.858 destek; 29.938, 30.274 ve 30.477 seviyeleri diren\u00e7 olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Dow Jones vadeli endeksinin de \u015firket bilan\u00e7olar\u0131 \u00f6ncesinde s\u0131n\u0131rl\u0131 y\u00fckseldi\u011fi belirtilirken, Nvidia hisselerindeki g\u00fc\u00e7l\u00fc performans\u0131n teknoloji taraf\u0131n\u0131 destekledi\u011fi ancak y\u00fcksek sermaye harcamalar\u0131na ili\u015fkin endi\u015felerin genel risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Dow Jones vadeli kontrat\u0131nda 54.304, 54.054 ve 53.765 seviyeleri destek; 54.843, 55.132 ve 55.382 seviyeleri ise diren\u00e7 olarak takip ediliyor.<\/p>\n
<\/strong> \u0130stanbul, 6 A\u011fustos (Hibya) – Gedik Yat\u0131r\u0131m analizine g\u00f6re, k\u00fcresel piyasalarda yar\u0131 iletken sekt\u00f6r\u00fcndeki sert sat\u0131\u015flar risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlarken, MSCI D\u00fcnya Endeksi be\u015f g\u00fcnl\u00fck y\u00fckseli\u015f serisini sonland\u0131rd\u0131.<\/p>\n","protected":false},"author":1,"featured_media":127840,"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-127839","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\/127839","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=127839"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127839\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/127840"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=127839"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=127839"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=127839"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"