Gedik Yat\u0131r\u0131m Forex G\u00fcnl\u00fck B\u00fclteni’nde, Asya Pasifik endeksinin yakla\u015f\u0131k y\u00fczde 1 geriledi\u011fi belirtildi. Samsung hisselerinin \u015firketin 80 milyar dolara varan hissedar getirisi plan\u0131n\u0131n beklentileri kar\u015f\u0131lamamas\u0131yla y\u00fczde 8,7, Alibaba’n\u0131n ise yapay zeka yat\u0131r\u0131mlar\u0131n\u0131 finanse etmek amac\u0131yla yakla\u015f\u0131k 10,2 milyar dolarl\u0131k hisse sat\u0131\u015f\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan y\u00fczde 9,8 d\u00fc\u015ft\u00fc\u011f\u00fc aktar\u0131ld\u0131. SoftBank’\u0131n da 6,3 milyar dolarl\u0131k rekor tahvil ihrac\u0131 plan\u0131n\u0131n ard\u0131ndan y\u00fczde 4,6 de\u011fer kaybetti\u011fi, Avrupa ve ABD vadeli endekslerinin haftaya s\u0131n\u0131rl\u0131 negatif g\u00f6r\u00fcn\u00fcmle ba\u015flad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Yapay zeka taraf\u0131nda y\u00fckselen donan\u0131m maliyetleri ve \u015firketlerin y\u00fcksek yat\u0131r\u0131m harcamalar\u0131n\u0131n ne \u00f6l\u00e7\u00fcde gelir ve kara d\u00f6n\u00fc\u015fece\u011fine ili\u015fkin endi\u015felerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtilirken, Nvidia’n\u0131n bilan\u00e7osu ve \u00f6zellikle ileriye d\u00f6n\u00fck beklentilerinin teknoloji hisselerinin k\u0131sa vadeli y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan kritik olaca\u011f\u0131 kaydedildi.<\/p>\n
Tahvil piyasas\u0131nda ABD 10 y\u0131ll\u0131k tahvil getirisinin iki baz puan gerileyerek y\u00fczde 4,71 seviyesine indi\u011fi aktar\u0131ld\u0131. Hazine Bakan\u0131 Scott Bessent’in mali konsolidasyon plan\u0131na ili\u015fkin a\u00e7\u0131klamalar\u0131 ve uzun vadeli tahvillere y\u00f6nelik geri al\u0131m program\u0131n\u0131n etkilerinin takip edildi\u011fi belirtildi. Petrol fiyatlar\u0131ndaki geri \u00e7ekilmenin tahvilleri destekledi\u011fi, Brent petrol\u00fcn y\u00fczde 1,3 d\u00fc\u015f\u00fc\u015fle 93,15 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc\u011f\u00fc ifade edildi. ABD-Kanada ticaret g\u00f6r\u00fc\u015fmelerinin sonu\u00e7suz kalmas\u0131 ve kar\u015f\u0131l\u0131kl\u0131 tarifelerin g\u00fcndeme gelmesinin ticaret gerilimini yeniden art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131. Alt\u0131n\u0131n ise dolar\u0131n de\u011fer kaybedebilece\u011fi beklentileri ve tahvil piyasas\u0131na y\u00f6nelik endi\u015felerle y\u00fckseli\u015fini s\u00fcrd\u00fcrerek 4.640 dolar civar\u0131nda ve son \u00fc\u00e7 ay\u0131n zirvesine yak\u0131n seyretti\u011fi kaydedildi.<\/p>\n
Avrupa piyasalar\u0131n\u0131n haftaya yatay ve hafif negatif bir g\u00f6r\u00fcn\u00fcmle ba\u015flamas\u0131n\u0131n beklendi\u011fi, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n Jackson Hole’da yapaca\u011f\u0131 ilk konu\u015fma ve ABD’den gelecek \u00f6nemli ekonomik verilerin bulundu\u011fu aktar\u0131ld\u0131.<\/p>\n
Bu geli\u015fmelerin enflasyon ve faiz g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin yeni sinyaller vermesinin beklendi\u011fi, ABD tahvil faizlerinin petrol fiyatlar\u0131ndaki gerilemeyle birlikte s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi\u011fi ve Brent petrol\u00fcn 93 dolar seviyesine yakla\u015ft\u0131\u011f\u0131 ifade edildi. Piyasalar\u0131n ayr\u0131ca ABD Hazine Bakan\u0131 Scott Bessent’in mali konsolidasyon planlar\u0131n\u0131 ve \u0130ran’a y\u00f6nelik a\u00e7\u0131klanmas\u0131 beklenen yeni ekonomik \u00f6nlemleri takip etti\u011fi belirtildi. \u015eirket taraf\u0131nda Nvidia’n\u0131n a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7o ve ileriye d\u00f6n\u00fck beklentilerin, yapay zeka yat\u0131r\u0131mlar\u0131ndaki g\u00fc\u00e7l\u00fc harcama e\u011filiminin s\u00fcrd\u00fcr\u00fclebilirli\u011fi ve teknoloji hisselerindeki y\u00fckseli\u015fin devam edip edemeyece\u011fi a\u00e7\u0131s\u0131ndan haftan\u0131n en \u00f6nemli ba\u015fl\u0131klar\u0131ndan biri olaca\u011f\u0131 kaydedildi.<\/p>\n
Ge\u00e7en hafta kurda d\u00fc\u015f\u00fck volatilitede s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filiminin devam etti\u011fi, a\u00e7\u0131klanan verilerin ve haber ak\u0131\u015f\u0131n\u0131n fiyatlamalara etkisinin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131 belirtildi. TCMB’nin mart ay\u0131 ba\u015f\u0131nda ara verdi\u011fi bir hafta vadeli repo ihalelerine yeniden ba\u015flama karar\u0131 ald\u0131\u011f\u0131 aktar\u0131ld\u0131. Orta Do\u011fu’daki sava\u015f\u0131n ba\u015flang\u0131c\u0131ndan itibaren TCMB’nin 6 Mart 2026’dan bu yana a\u011f\u0131rl\u0131kl\u0131 ortalama fonlama maliyetinin y\u00fczde 40 d\u00fczeyinde oldu\u011fu bilgisi verildi.<\/p>\n
TCMB’nin duyurusuyla politika faizi olan bir hafta vadeli repo \u00fczerinden ihaleler a\u00e7ma karar\u0131 ald\u0131\u011f\u0131, politika faizinin mevcut durumda y\u00fczde 37, gecelik bor\u00e7 verme faiz oran\u0131n\u0131n ise y\u00fczde 40 d\u00fczeyinde bulundu\u011fu kaydedildi. Karar\u0131n kur fiyatlamas\u0131na bu sabah itibar\u0131yla etkisinin olmad\u0131\u011f\u0131 belirtildi. Bug\u00fcn veri ak\u0131\u015f\u0131n\u0131n sakin oldu\u011fu, hafta genelinde ise Jackson Hole Sempozyumu’nda verilecek mesajlar\u0131n yak\u0131ndan izlenece\u011fi aktar\u0131ld\u0131. Dolar\/TL’nin bu sabah saat 08.00 itibar\u0131yla 48,08 civar\u0131nda haftaya hafif y\u00fckseli\u015f e\u011filiminde ba\u015flad\u0131\u011f\u0131 ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 24 A\u011fustos (Hibya) \u2013 Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda haftaya risk i\u015ftah\u0131n\u0131n zay\u0131f ba\u015flad\u0131\u011f\u0131n\u0131, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda yapay zeka temas\u0131na y\u00f6nelik soru i\u015faretleri, Nvidia’n\u0131n \u00e7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klayaca\u011f\u0131 finansal sonu\u00e7lar ve Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n cuma g\u00fcn\u00fc Jackson Hole’da verece\u011fi mesajlar\u0131n bulundu\u011funu a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":137359,"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-137358","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\/137358","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=137358"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/137358\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/137359"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=137358"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=137358"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=137358"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"