Halk Yat\u0131r\u0131m’\u0131n sabah b\u00fclteninde, Asya piyasalar\u0131nda teknoloji sekt\u00f6r\u00fc hisselerinde derinle\u015fen sat\u0131\u015flar\u0131n etkisiyle negatif seyir izlendi\u011fi belirtildi.<\/p>\n
Raporda, Nvidia’n\u0131n 2022’den bu yana en uzun d\u00fc\u015f\u00fc\u015f serisini kaydetmesi ve yar\u0131 iletken endeksinin Temmuz ay\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyesine gerilemesinin ard\u0131ndan sat\u0131\u015flar\u0131n Asya piyasalar\u0131na ta\u015f\u0131nd\u0131\u011f\u0131 ifade edildi. Rapora g\u00f6re SK Hynix hisseleri y\u00fczde 4, Samsung Electronics hisseleri ise y\u00fczde 2,2 geriledi.<\/p>\n
Halk Yat\u0131r\u0131m, yapay zeka yat\u0131r\u0131mlar\u0131ndaki h\u0131zl\u0131 b\u00fcy\u00fcme ve buna ba\u011fl\u0131 k\u00e2r art\u0131\u015f\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine ili\u015fkin sorgulamalar\u0131n yan\u0131 s\u0131ra Alibaba’n\u0131n yapay zeka yat\u0131r\u0131mlar\u0131n\u0131 finanse etmek amac\u0131yla 10,2 milyar dolarl\u0131k hisse sat\u0131\u015f\u0131 a\u00e7\u0131klamas\u0131n\u0131n Asya teknoloji hisseleri \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 aktard\u0131.<\/p>\n
Raporda, jeopolitik geli\u015fmelerin de piyasalar\u0131n seyrinde etkili oldu\u011fu belirtilerek, ABD’nin \u0130ran’la ticaret yapan \u00fclkelere y\u00f6nelik ikincil yapt\u0131r\u0131m tehdidine ra\u011fmen hen\u00fcz somut bir yapt\u0131r\u0131m a\u00e7\u0131klamamas\u0131n\u0131n ard\u0131ndan petrol fiyatlar\u0131n\u0131n geriledi\u011fi kaydedildi. Petrol\u00fcn varil fiyat\u0131n\u0131n 92,37 dolar seviyesinde i\u015flem g\u00f6rd\u00fc\u011f\u00fc bildirildi.<\/p>\n
Halk Yat\u0131r\u0131m, \u0130ran’la ticaretin s\u00fcrd\u00fcr\u00fclmesi halinde \u00f6zellikle \u00c7in a\u00e7\u0131s\u0131ndan finansal yapt\u0131r\u0131m riskinin g\u00fcndeme gelebilece\u011fini ve bunun ABD-\u00c7in g\u00f6r\u00fc\u015fmeleri \u00f6ncesinde ticaret ate\u015fkesine ili\u015fkin riskleri art\u0131rabilece\u011fini belirtti.<\/p>\n
Raporda, Bitcoin’in May\u0131s ay\u0131ndan bu yana ilk kez 80 bin dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131, alt\u0131n\u0131n ise y\u00fcksek seviyelerde dalgal\u0131 seyrini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ifade edildi. ABD vadeli endekslerinin al\u0131c\u0131l\u0131 seyretti\u011fi bildirildi.<\/p>\n
ABD’de bug\u00fcn in\u015faat izinleri, ADP haftal\u0131k istihdam verileri, zincir ma\u011faza sat\u0131\u015flar\u0131, konut fiyatlar\u0131, yeni konut sat\u0131\u015flar\u0131, t\u00fcketici g\u00fcveni ve Richmond Fed hizmet endeksi verilerinin takip edilece\u011fi belirtildi. A\u011fustos ay\u0131 t\u00fcketici g\u00fcveni verisinin ayl\u0131k bazda 0,4 puan art\u0131\u015fla 91,2 seviyesinde ger\u00e7ekle\u015fmesinin beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Yurt i\u00e7inde ise bug\u00fcn veri ak\u0131\u015f\u0131n\u0131n sakin seyredece\u011fi bildirildi. Cuma g\u00fcn\u00fc d\u0131\u015f denge ve ekonomik g\u00fcven endeksi verilerinin takip edilece\u011fi kaydedildi.<\/p>\n
Tahvil piyasalar\u0131na ili\u015fkin de\u011ferlendirmede, ABD’nin 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizinin 4 baz puan azal\u0131\u015fla y\u00fczde 4,70’e, Almanya’n\u0131n 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizinin ise y\u00fczde 3,26 seviyesine geriledi\u011fi belirtildi. T\u00fcrkiye’nin 5 y\u0131ll\u0131k dolar cinsi CDS risk priminin 221 baz puan seviyesinde, Kas\u0131m 2036 vadeli 10 y\u0131ll\u0131k Eurobond faizinin ise y\u00fczde 7,24 seviyesinde oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
D\u00f6viz taraf\u0131nda Dolar Endeksi’nin 98,957 seviyesine y\u00fckseldi\u011fi, Euro\/dolar paritesinin 1,1666’ya geriledi\u011fi ve dolar\/TL spot kurunun 48,08 seviyesinde i\u015flem g\u00f6rd\u00fc\u011f\u00fc bildirildi.<\/p>\n
Yurt i\u00e7i tahvil piyasalar\u0131nda sat\u0131c\u0131l\u0131 seyir izlendi\u011fi belirtilen raporda, 2 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizinin 74 baz puan azal\u0131\u015fla y\u00fczde 40,11’e, 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizinin ise 18 baz puan azal\u0131\u015fla y\u00fczde 34,62’ye geriledi\u011fi ifade edildi. BIST Kesin Al\u0131m Sat\u0131m Pazar\u0131nda i\u015flem hacminin 22,4 milyar TL’ye y\u00fckseldi\u011fi kaydedildi.<\/p>\n
T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n haftal\u0131k menkul k\u0131ymet verilerine de yer verilen raporda, \u00d6SBA stokunun 14 A\u011fustos ile biten haftada \u00f6nceki haftaya g\u00f6re 12,1 milyar TL artarak 1 trilyon 75 milyar TL’ye y\u00fckseldi\u011fi belirtildi. S\u00f6z konusu haftada \u00d6SBA stokunu en fazla art\u0131ran grubun 21,2 milyar TL ile yurt d\u0131\u015f\u0131 yerle\u015fikler, en fazla azaltan grubun ise 3,3 milyon TL ile bankalar oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 25 A\u011fustos (Hibya)-Halk Yat\u0131r\u0131m, Asya piyasalar\u0131nda teknoloji sekt\u00f6r\u00fc hisselerinde sat\u0131\u015flar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131, ABD vadeli endekslerinin ise al\u0131c\u0131l\u0131 seyretti\u011fini bildirdi. Raporda, yurt i\u00e7inde bug\u00fcn veri ak\u0131\u015f\u0131n\u0131n sakin olmas\u0131n\u0131n beklendi\u011fi belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":137903,"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-137902","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\/137902","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=137902"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/137902\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/137903"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=137902"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=137902"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=137902"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"