{"id":138636,"date":"2026-08-26T10:30:21","date_gmt":"2026-08-26T07:30:21","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/26\/bist-100-endeksi-kuresel-risk-istahina-eslik-edemedi"},"modified":"2026-08-26T10:30:21","modified_gmt":"2026-08-26T07:30:21","slug":"bist-100-endeksi-kuresel-risk-istahina-eslik-edemedi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/26\/bist-100-endeksi-kuresel-risk-istahina-eslik-edemedi\/","title":{"rendered":"BIST 100 endeksi, k\u00fcresel risk i\u015ftah\u0131na e\u015flik edemedi"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m Hazine B\u00fclteni&#8217;nde, bankac\u0131l\u0131k endeksinin y\u00fczde 0,03 ile yataya yak\u0131n geriledi\u011fi, holding endeksinin ise y\u00fczde 1,22 de\u011fer kaybetti\u011fi aktar\u0131ld\u0131. Sekt\u00f6rlerde finansal kiralama-faktoringin y\u00fczde 6,10 y\u00fckseli\u015fle pozitif ayr\u0131\u015ft\u0131\u011f\u0131, kimya-petrol-plasti\u011fin ise y\u00fczde 4,43 d\u00fc\u015f\u00fc\u015fle en zay\u0131f grup oldu\u011fu ifade edildi. ABD&#8217;nin \u0130ran&#8217;a y\u00f6nelik yapt\u0131r\u0131mlar\u0131n\u0131n ilk a\u00e7\u0131klamalara k\u0131yasla daha s\u0131n\u0131rl\u0131 kalmas\u0131 ve petrol\u00fcn sert gerilemesinin k\u00fcresel piyasalar\u0131 desteklemesine ra\u011fmen BIST&#8217;te holding a\u011f\u0131rl\u0131kl\u0131 sat\u0131\u015flar\u0131n endeksin 14.500 \u00fczerinde tutunmas\u0131n\u0131 engelledi\u011fi a\u00e7\u0131kland\u0131.<\/p>\n<p>T\u00fcrk varl\u0131klar\u0131nda borsadan daha olumlu sinyalin risk primi taraf\u0131nda geldi\u011fi belirtilirken, T\u00fcrkiye&#8217;nin 5 y\u0131ll\u0131k CDS&#8217;inin 217 baz puana gerileyerek 18 \u015eubat&#8217;tan bu yana en d\u00fc\u015f\u00fck seviyesine indi\u011fi aktar\u0131ld\u0131. Tahvil taraf\u0131nda 2 y\u0131ll\u0131k g\u00f6stergenin yakla\u015f\u0131k y\u00fczde 39,91, 10 y\u0131ll\u0131k tahvil faizinin ise y\u00fczde 34,47 seviyesinde oldu\u011fu ifade edildi. CDS&#8217;teki gerilemenin d\u0131\u015f bor\u00e7lanma maliyeti ve yabanc\u0131 yat\u0131r\u0131mc\u0131 alg\u0131s\u0131 a\u00e7\u0131s\u0131ndan destekleyici oldu\u011fu, BIST&#8217;in son iki g\u00fcndeki yatay-negatif seyrinin T\u00fcrkiye risk alg\u0131s\u0131nda genel bir bozulmadan ziyade endeks i\u00e7i kar realizasyonu g\u00f6r\u00fcn\u00fcm\u00fcnde oldu\u011fu de\u011ferlendirildi.<\/p>\n<p>Wall Street&#8217;in iki g\u00fcnl\u00fck teknoloji sat\u0131\u015f\u0131n\u0131n ard\u0131ndan toparland\u0131\u011f\u0131 belirtildi. Dow Jones&#8217;un y\u00fczde 0,30 y\u00fckseli\u015fle 53.577,40, S&amp;P 500&#8217;\u00fcn y\u00fczde 0,32 art\u0131\u015fla 7.677,24, Nasdaq&#8217;\u0131n ise y\u00fczde 0,66 primle 26.151,30 seviyesinden kapand\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>Nasdaq&#8217;\u0131n daha g\u00fc\u00e7l\u00fc kalmas\u0131nda Nvidia&#8217;n\u0131n y\u00fczde 2,2, Meta&#8217;n\u0131n yakla\u015f\u0131k y\u00fczde 2 ve Micron&#8217;un y\u00fczde 2,5 y\u00fckselmesinin etkili oldu\u011fu, Philadelphia Yar\u0131 \u0130letken Endeksi&#8217;nin de y\u00fczde 1,4 de\u011fer kazand\u0131\u011f\u0131 kaydedildi. AMD&#8217;nin Raymond James&#8217;in tavsiye art\u0131rmas\u0131n\u0131n ard\u0131ndan y\u00fczde 4,9 y\u00fckseldi\u011fi belirtildi. Al\u0131mlar\u0131n piyasa geneline yay\u0131ld\u0131\u011f\u0131, NYSE&#8217;de y\u00fckselen hisselerin d\u00fc\u015fenlerin 1,71 kat\u0131, Nasdaq&#8217;ta ise 1,76 kat\u0131 oldu\u011fu ifade edildi.<\/p>\n<p>ABD&#8217;de bug\u00fcn piyasan\u0131n as\u0131l s\u0131nav\u0131n\u0131n Nvidia bilan\u00e7osu olaca\u011f\u0131 belirtilirken, hissenin son haftalardaki sat\u0131\u015f\u0131n ard\u0131ndan toparlanmas\u0131na ra\u011fmen piyasan\u0131n yaln\u0131zca beklentilerin a\u015f\u0131lmas\u0131na de\u011fil, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fi ve gelecek d\u00f6nem y\u00f6nlendirmesine odakland\u0131\u011f\u0131 aktar\u0131ld\u0131.\u00a0<\/p>\n<p>Reuters&#8217;a g\u00f6re analistlerin Nvidia&#8217;n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek gelirinde yakla\u015f\u0131k y\u00fczde 82,8 art\u0131\u015fla 104,2 milyar dolar \u00f6ng\u00f6rmesini bekledi\u011fi ifade edildi. G\u00fc\u00e7l\u00fc bir bilan\u00e7onun dahi mevcut y\u00fcksek beklenti \u00e7\u0131tas\u0131n\u0131n alt\u0131nda kalmas\u0131 halinde teknoloji rallisinde yeniden sat\u0131\u015f yaratabilece\u011fi kaydedildi. Dick&#8217;s Sporting Goods&#8217;\u0131n y\u0131ll\u0131k tahminlerini d\u00fc\u015f\u00fcrmesinin hissede y\u00fczde 30,7&#8217;lik sert kayba neden oldu\u011fu, Moderna&#8217;n\u0131n ise y\u00fczde 14 y\u00fckseldi\u011fi belirtildi.<\/p>\n<p>Avrupa&#8217;n\u0131n petrol\u00fcn d\u00fc\u015fmesi ve \u0130ran yapt\u0131r\u0131mlar\u0131n\u0131n korkulandan daha s\u0131n\u0131rl\u0131 kalmas\u0131yla pozitif ayr\u0131\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131. STOXX 600&#8217;\u00fcn y\u00fczde 0,35 y\u00fckselerek 656,48 puandan kapand\u0131\u011f\u0131 ve tarihi zirvesinin yaln\u0131zca y\u00fczde 0,6 alt\u0131nda kald\u0131\u011f\u0131 belirtildi. Sa\u011fl\u0131k sekt\u00f6r\u00fcn\u00fcn y\u00fczde 1,2, sanayinin y\u00fczde 1,1 y\u00fckseldi\u011fi; Novo Nordisk&#8217;in y\u00fczde 2,9, Zealand Pharma&#8217;n\u0131n y\u00fczde 5,6 ve Melrose Industries&#8217;in y\u00fczde 10,4 prim yapt\u0131\u011f\u0131 kaydedildi. Almanya ekonomisinin ikinci \u00e7eyrekte \u00f6nceki y\u00fczde 0,2 tahmine kar\u015f\u0131 y\u00fczde 0,3 b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fcn a\u00e7\u0131klanmas\u0131 ve Ifo i\u015f d\u00fcnyas\u0131 g\u00fcveninin 88,8 ile bir y\u0131ll\u0131k zirveye \u00e7\u0131kmas\u0131n\u0131n Avrupa a\u00e7\u0131s\u0131ndan ek destek sa\u011flad\u0131\u011f\u0131, l\u00fcks t\u00fcketimin ise y\u00fczde 1,2 d\u00fc\u015ferek endeksi s\u0131n\u0131rlad\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>Petrol cephesinde son haftalar\u0131n en belirgin risk primi \u00e7\u00f6z\u00fclmelerinden birinin ya\u015fand\u0131\u011f\u0131 belirtilirken, Brent&#8217;in sal\u0131 g\u00fcn\u00fc 3,59 dolar veya y\u00fczde 3,89 d\u00fc\u015f\u00fc\u015fle 88,58 dolar\/varile, WTI&#8217;\u0131n ise y\u00fczde 3,12 kay\u0131pla 82,36 dolara geriledi\u011fi aktar\u0131ld\u0131. ABD&#8217;nin \u0130ran&#8217;a kar\u015f\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 ekonomik yapt\u0131r\u0131mlar\u0131n \u00f6nemli ticaret ortaklar\u0131na hemen ikincil yapt\u0131r\u0131m getirmemesinin, piyasa taraf\u0131ndan askeri t\u0131rmanmaya g\u00f6re petrol arz\u0131 a\u00e7\u0131s\u0131ndan daha d\u00fc\u015f\u00fck risk olarak de\u011ferlendirildi\u011fi kaydedildi.<\/p>\n<p>Bu sabah \u0130ran ile Umman&#8217;\u0131n H\u00fcrm\u00fcz&#8217;de ge\u00e7ici ortak navigasyon koridoru ve may\u0131n temizleme konusunda yeniden g\u00f6r\u00fc\u015fmeye ba\u015flamas\u0131yla sat\u0131\u015f\u0131n daha da h\u0131zland\u0131\u011f\u0131, Brent&#8217;in 86,3 dolar, WTI&#8217;\u0131n ise 80,3 dolar civar\u0131na \u00e7ekildi\u011fi belirtildi. Ancak sal\u0131 g\u00fcn\u00fc bo\u011fazdan yaln\u0131zca be\u015f emtia gemisinin ge\u00e7mi\u015f olmas\u0131n\u0131n fiili normalle\u015fmenin hen\u00fcz ba\u015flamad\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi ifade edildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 26 A\u011fustos (Hibya) \u2013 Alnus Yat\u0131r\u0131m, BIST 100 endeksinin sal\u0131 g\u00fcn\u00fc k\u00fcresel risk i\u015ftah\u0131ndaki toparlanmaya e\u015flik edemedi\u011fini, y\u00fczde 0,19 d\u00fc\u015f\u00fc\u015fle 14.473,42 puandan kapand\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":138637,"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-138636","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\/138636","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=138636"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/138636\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/138637"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=138636"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=138636"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=138636"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}