Gedik Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan Uluslararas\u0131 Piyasalar G\u00fcnl\u00fck B\u00fclteni\u2019nde, Anthropic\u2019in ikinci \u00e7eyrek gelirlerinin y\u0131ll\u0131k bazda en az 14 kat artt\u0131\u011f\u0131na y\u00f6nelik haberlerin AI altyap\u0131s\u0131 ve teknoloji yat\u0131r\u0131mlar\u0131n\u0131n g\u00fc\u00e7l\u00fc kalaca\u011f\u0131 beklentisini yeniden \u00f6ne \u00e7\u0131kard\u0131\u011f\u0131 belirtildi.\u00a0<\/p>\n
Temmuz ay\u0131nda teknoloji hisselerinde g\u00f6r\u00fclen sat\u0131\u015flar ve d\u00f6ng\u00fcsel sekt\u00f6rlere y\u00f6nelimin ard\u0131ndan AI temas\u0131n\u0131n tekrar g\u00fc\u00e7 kazanmas\u0131yla Nasdaq 100 vadeli i\u015flemlerinin y\u00fczde 0,5, S&P 500 vadeli i\u015flemlerinin ise y\u00fczde 0,2 y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n
Sandisk ve Micron gibi veri depolama ve yar\u0131 iletken \u015firketlerinin piyasa \u00f6ncesi i\u015flemlerde pozitif ayr\u0131\u015ft\u0131\u011f\u0131 belirtilen b\u00fcltende, Berkshire Hathaway\u2019in Alphabet\u2019teki pozisyonunu art\u0131rmas\u0131n\u0131n da teknoloji sekt\u00f6r\u00fcne y\u00f6nelik iyimserli\u011fi destekledi\u011fi ve Alphabet hisselerinin piyasa \u00f6ncesinde yakla\u015f\u0131k y\u00fczde 0,8 de\u011fer kazand\u0131\u011f\u0131 ifade edildi. Makro tarafta ABD tahvil faizlerindeki gerileme ve Fed\u2019in eyl\u00fcl toplant\u0131s\u0131nda faiz art\u0131raca\u011f\u0131na y\u00f6nelik beklentilerin zay\u0131flamas\u0131n\u0131n hisse senetleri a\u00e7\u0131s\u0131ndan destekleyici oldu\u011fu, dolar endeksinin ise \u00fc\u00e7 ay\u0131n en d\u00fc\u015f\u00fck seviyelerine geriledi\u011fi kaydedildi.<\/p>\n
Avrupa piyasalar\u0131nda da k\u00fcresel risk i\u015ftah\u0131na paralel pozitif g\u00f6r\u00fcn\u00fcm\u00fcn hakim oldu\u011fu, Stoxx 50’nin yakla\u015f\u0131k y\u00fczde 0,3 ve Stoxx 600’\u00fcn y\u00fczde 0,2 y\u00fckselerek tarihi zirvelerine yak\u0131n seviyelerde i\u015flem g\u00f6rd\u00fc\u011f\u00fc aktar\u0131ld\u0131. Metal fiyatlar\u0131ndaki y\u00fckseli\u015fle temel kaynak \u015firketlerinin g\u00fc\u00e7l\u00fc performans g\u00f6sterdi\u011fi, Antofagasta, Hochschild Mining ve Glencore’un y\u00fczde 2\u2019nin \u00fczerinde de\u011fer kazand\u0131\u011f\u0131 belirtildi. Teknoloji taraf\u0131nda ASML’nin y\u00fczde 2,5\u2019in \u00fczerinde y\u00fckseldi\u011fi, AstraZeneca’n\u0131n da y\u00fczde 1\u2019in \u00fczerinde prim yapt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Emtia piyasalar\u0131nda dolar\u0131n zay\u0131flamas\u0131yla alt\u0131n\u0131n iki haftal\u0131k y\u00fckseli\u015fini s\u00fcrd\u00fcrerek k\u0131sa s\u00fcreli 4.400 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131, bak\u0131rda ise yak\u0131n vadeli arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131na ili\u015fkin sinyallerin fiyatlar\u0131 rekor seviyelere yakla\u015ft\u0131rd\u0131\u011f\u0131 bildirildi.<\/p>\n
Petrol taraf\u0131nda Orta Do\u011fu\u2019daki jeopolitik gerilimin y\u00fcksek kalmaya devam etti\u011fi belirtilirken, Basra K\u00f6rfezi\u2019nden \u00f6nemli miktarda petrol ak\u0131\u015f\u0131n\u0131n s\u00fcrmesinin arz endi\u015felerini s\u0131n\u0131rlad\u0131\u011f\u0131 ve Brent fiyatlar\u0131nda daha dengeli bir g\u00f6r\u00fcn\u00fcm olu\u015fturdu\u011fu bilgisi verildi.<\/p>\n
Haftan\u0131n devam\u0131nda piyasan\u0131n oda\u011f\u0131n\u0131n ABD t\u00fcketicisine \u00e7evrilece\u011fi belirtilen b\u00fcltende, temmuz ay\u0131nda perakende sat\u0131\u015flar\u0131n belirgin \u015fekilde gerilemesi ve t\u00fcketici g\u00fcvenindeki zay\u0131flaman\u0131n ard\u0131ndan Walmart ve Home Depot gibi b\u00fcy\u00fck perakendecilerin a\u00e7\u0131klayaca\u011f\u0131 finansal sonu\u00e7lar\u0131n t\u00fcketim e\u011filimleri a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenece\u011fi a\u00e7\u0131kland\u0131.<\/p>\n
\u0130\u015f g\u00fcc\u00fc piyasas\u0131nda i\u015fe al\u0131mlar\u0131n yava\u015flad\u0131\u011f\u0131 ve bor\u00e7lanma maliyetlerinin y\u00fcksek kald\u0131\u011f\u0131 mevcut ortamda \u015firketlerden t\u00fcketici talebine ili\u015fkin gelebilecek zay\u0131f sinyallerin ABD ekonomisinin diren\u00e7li b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc sorgulatabilece\u011fi, g\u00fc\u00e7l\u00fc sonu\u00e7lar\u0131n ise hisse piyasalar\u0131ndaki mevcut risk i\u015ftah\u0131n\u0131n korunmas\u0131na katk\u0131 sa\u011flayabilece\u011fi vurguland\u0131.<\/p>\n
<\/strong> \u0130stanbul, 17 A\u011fustos (Hibya) \u2013 Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde risk i\u015ftah\u0131n\u0131n teknoloji ve yapay zeka hisselerindeki g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm\u00fcn deste\u011fiyle pozitif seyretti\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":133772,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-133771","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/133771","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=133771"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/133771\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/133772"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=133771"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=133771"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=133771"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"