\u00a0\u0130hracattaki g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme ve \u015firketlerin karl\u0131l\u0131k g\u00f6r\u00fcn\u00fcm\u00fcndeki iyile\u015fme de bu e\u011filimi destekliyor.<\/p>\n
\u00c7in G\u00fcmr\u00fck Genel \u0130daresi verilerine g\u00f6re, \u00fclkenin y\u00fcksek teknoloji \u00fcr\u00fcnleri ihracat\u0131 temmuz ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 50\u2019nin \u00fczerinde artt\u0131. Bu oran, toplam ihracattaki y\u00fczde 17,8\u2019lik b\u00fcy\u00fcmenin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde \u00fczerinde ger\u00e7ekle\u015fti. S\u00f6z konusu performans, yabanc\u0131 fonlar\u0131n \u00c7inli teknoloji \u015firketlerine y\u00f6nelmesine ve yeni halka arz edilen ileri teknoloji \u015firketlerinin k\u00fcresel endekslere d\u00e2hil edilmesine de yans\u0131yor.<\/p>\n
Nomura K\u00fcresel Makro Ara\u015ft\u0131rmalar Ba\u015fkan\u0131 Rob Subbaraman, \u00c7in\u2019in d\u00fc\u015f\u00fck maliyetli ve bol elektrik arz\u0131n\u0131n, geni\u015fleyen yetenek havuzunun ve fiziksel yapay zek\u00e2 alan\u0131ndaki erken avantaj\u0131n\u0131n \u00fclkenin yapay zek\u00e2 sekt\u00f6r\u00fcn\u00fc destekledi\u011fini belirtti. Subbaraman, DeepSeek ve Moonshot AI gibi \u015firketlerin geli\u015ftirdi\u011fi d\u00fc\u015f\u00fck maliyetli, a\u00e7\u0131k a\u011f\u0131rl\u0131kl\u0131 modellerin yapay zek\u00e2n\u0131n i\u015fletmeler taraf\u0131ndan daha h\u0131zl\u0131 benimsenmesine katk\u0131 sa\u011flayabilece\u011fini ifade etti.<\/p>\n
Morgan Stanley \u00c7in Ba\u015fekonomisti Robin Xing de \u00c7in\u2019in ileri imalat alan\u0131ndaki g\u00fcc\u00fcne dikkat \u00e7ekerek, \u00fclkenin k\u00fcresel yeni enerji depolama kapasitesindeki y\u00fcksek pay\u0131n\u0131 ve yenilik\u00e7i ila\u00e7lara ili\u015fkin artan uluslararas\u0131 lisans anla\u015fmalar\u0131n\u0131 \u00f6rnek g\u00f6sterdi.<\/p>\n
Goldman Sachs ise \u015firket karlar\u0131ndaki toparlanma beklentisi do\u011frultusunda CSI 300 Endeksi i\u00e7in 12 ayl\u0131k hedefini bu y\u0131l iki kez y\u00fckseltti ve \u00c7in hisselerine y\u00f6nelik \u201ca\u011f\u0131rl\u0131k art\u0131r\u201d g\u00f6r\u00fc\u015f\u00fcn\u00fc korudu.<\/p>\n
\u00c7in\u2019in y\u00fcksek teknoloji ihracat\u0131ndaki g\u00fc\u00e7l\u00fc art\u0131\u015f, yapay zeka ve ileri imalat alanlar\u0131ndaki teknolojik ilerlemeler ile yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n artan ilgisi, ekonominin yeni b\u00fcy\u00fcme dinamiklerini g\u00fc\u00e7lendiriyor. Analistler, destekleyici politikalar\u0131n etkisini art\u0131rmas\u0131yla birlikte \u00c7in ekonomisinin y\u0131l\u0131n ikinci yar\u0131s\u0131nda istikrarl\u0131 toparlanmas\u0131n\u0131 s\u00fcrd\u00fcrmesinin ve teknoloji odakl\u0131 sekt\u00f6rlerin b\u00fcy\u00fcmeye daha fazla katk\u0131 sa\u011flamas\u0131n\u0131n beklendi\u011fini belirtiyor.<\/p>\n
<\/strong> \u00c7in\u2019in yapay zeka, yar\u0131 iletkenler ve ileri imalat alanlar\u0131nda kaydetti\u011fi teknolojik ilerlemeler, yabanc\u0131 finans kurulu\u015flar\u0131n\u0131n \u00fclkenin ileri teknoloji sekt\u00f6rlerine y\u00f6nelik yat\u0131r\u0131m ilgisini art\u0131r\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":131276,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4],"tags":[],"class_list":["post-131275","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/131275","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=131275"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/131275\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/131276"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=131275"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=131275"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=131275"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"