Gedik Yat\u0131r\u0131m'\u0131n raporunda \u015fu ifadelere yer verildi:<\/p>\n
'' ABD vadeli i\u015flemleri Aral\u0131k ay\u0131n\u0131n ilk i\u015flem g\u00fcn\u00fcnde sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 seyrederken, Wall Street haftaya zay\u0131f bir risk i\u015ftah\u0131yla ba\u015fl\u0131yor; S&P 500 vadeli kontratlar\u0131 y\u00fczde 0,5, Nasdaq 100 y\u00fczde 0,6 ve Dow Jones y\u00fczde 0,3 ekside. Bitcoin\u2019in 87.000 dolar\u0131n alt\u0131na gerilemesi kripto ba\u011flant\u0131l\u0131 hisseleri bask\u0131larken, \u201cMuhte\u015fem Yedi\u201d grubunda da sat\u0131\u015flar belirginle\u015fti. Bu hafta Salesforce, Snowflake, CrowdStrike, Dollar General ve Dollar Tree gibi \u015firketlerin bilan\u00e7olar\u0131 izlenecek; makro tarafta ise PMI ve ISM verileri Fed \u00fcyelerinin 10 Aral\u0131k toplant\u0131s\u0131 \u00f6ncesinde sessizlik d\u00f6neminde olduklar\u0131 i\u00e7in piyasalar \u00fczerinde daha belirleyici olacak. Fed\u2019e ili\u015fkin beklentiler g\u00fc\u00e7l\u00fc kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor; piyasalar gelecek hafta 25 baz puanl\u0131k bir faiz indirimi ihtimalini yakla\u015f\u0131k y\u00fczde 80\u201390 aral\u0131\u011f\u0131nda fiyatl\u0131yor. ABD\u2019de ayr\u0131ca \u00f6zel istihdam (ADP), hizmet ve imalat ISM verileri ile t\u00fcketici harcamalar\u0131na ili\u015fkin erken sinyaller (Black Friday \u2013 Cyber Monday) takip edilecek; Trump\u2019\u0131n yeni Fed ba\u015fkan\u0131n\u0131 se\u00e7ti\u011fini a\u00e7\u0131klamas\u0131 ve Kevin Hassett\u2019in g\u00fc\u00e7l\u00fc aday olarak \u00f6ne \u00e7\u0131kmas\u0131 siyasi g\u00fcndemi de hareketlendirdi.<\/p>\n
Avrupa\u2019da risk i\u015ftah\u0131 zay\u0131f; Stoxx 50 y\u00fczde 0,3, Stoxx 600 y\u00fczde 0,4 d\u00fc\u015ferek y\u0131l\u0131n son ay\u0131na temkinli bir ba\u015flang\u0131\u00e7 yapt\u0131. Airbus\u2019\u0131n A320 ailesinden 6.000 u\u00e7a\u011f\u0131 kapsayan acil onar\u0131m program\u0131 hisseyi y\u00fczde 2\u2019nin \u00fczerinde a\u015fa\u011f\u0131 \u00e7ekerken, Ukrayna bar\u0131\u015f g\u00f6r\u00fc\u015fmeleri \u00f6ncesindeki diplomatik trafik savunma hisselerini bask\u0131lad\u0131; Rheinmetall ve Leonardo geriledi. Buna kar\u015f\u0131l\u0131k ASML Holding ve Repsol pozitif ayr\u0131\u015farak endekslerdeki d\u00fc\u015f\u00fc\u015f\u00fc s\u0131n\u0131rlad\u0131. Kriptodaki sert geri \u00e7ekilme ve Japonya Merkez Bankas\u0131 Ba\u015fkan\u0131 Ueda\u2019n\u0131n faiz art\u0131\u015f\u0131 sinyali vermesi k\u00fcresel risk i\u015ftah\u0131n\u0131 ek olarak zay\u0131flatt\u0131. Japonya\u2019n\u0131n iki y\u0131ll\u0131k tahvil faizi 2008\u2019den bu yana en y\u00fcksek seviyeye \u00e7\u0131karken, k\u00fcresel tahvil getirileri yukar\u0131 d\u00f6nd\u00fc; yat\u0131r\u0131mc\u0131lar Japonya\u2019n\u0131n para politikas\u0131ndaki normalle\u015fmenin k\u00fcresel likidite ko\u015fullar\u0131n\u0131 yap\u0131sal olarak de\u011fi\u015ftirebilece\u011fi endi\u015fesini fiyatlamaya ba\u015flad\u0131.<\/p>\n
Emtia taraf\u0131nda Brent petrol OPEC+\u2019\u0131n 1. \u00e7eyrekte \u00fcretim art\u0131\u015flar\u0131n\u0131 durdurma karar\u0131n\u0131 yinelemesinin ard\u0131ndan 63 dolar\u0131n \u00fczerinde i\u015flem g\u00f6r\u00fcrken, Kazakistan\u2019dan gelen ak\u0131\u015flar\u0131 etkileyen boru hatt\u0131 hasar\u0131 fiyatlar\u0131 yukar\u0131 destekledi. G\u00fcm\u00fc\u015f ve bak\u0131r ge\u00e7en haftaki rekorlar\u0131n ard\u0131ndan y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc. Genel olarak Aral\u0131k ay\u0131, zay\u0131flayan risk i\u015ftah\u0131, Fed belirsizli\u011fi, BOJ\u2019un normalle\u015fme sinyalleri ve kripto sat\u0131\u015flar\u0131n\u0131n g\u00f6lgesinde ba\u015flarken, analistler Fed\u2019in zaten y\u00fcksek oranda fiyatlanan indirim ihtimali nedeniyle ek \u201cg\u00fcvercin\u201d kataliz\u00f6rler i\u00e7in alan\u0131n darald\u0131\u011f\u0131n\u0131 vurguluyor.<\/p>\n
\u00d6nemli \u015eirket Haberler:
\nLi Auto (LI) hisseleri, \u015firketin Kas\u0131m ay\u0131nda 33.181 ara\u00e7 teslim etti\u011fini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde -y\u00fczde 2 d\u00fc\u015ft\u00fc. Bu rakam y\u0131ll\u0131k bazda y\u00fczde 31,9 d\u00fc\u015f\u00fc\u015fle art arda alt\u0131nc\u0131 y\u0131ll\u0131k gerilemeye i\u015faret ederken, Ekim\u2019e g\u00f6re teslimatlar y\u00fczde 4,45 artt\u0131. \u015eirket, ivmeyi yeniden canland\u0131rmak i\u00e7in gelecek y\u0131l\u0131n ba\u015f\u0131nda Li L6 elektrikli SUV modelinin \u00fcretim kapasitesini art\u0131rmaya g\u00fcveniyor. (Olumsuz)<\/p>\n
Nio (NIO) hisselri, \u015firketin Kas\u0131m ay\u0131nda 36.275 ara\u00e7 teslim etmesine teslimatlardaki ra\u011fmen ayl\u0131k bazda gerilemeye ba\u011fl\u0131 olarak y\u00fczde 2 geriledi. Bu rakam y\u0131ll\u0131k bazda y\u00fczde 76,3 art\u0131\u015fla g\u00fc\u00e7l\u00fc bir b\u00fcy\u00fcmeyi temsil ederken Ekim\u2019e g\u00f6re y\u00fczde 10,2 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi. Toplam teslimatlar\u0131n i\u00e7inde 18.393 adet NIO markal\u0131 premium EV, 11.794 adet aile odakl\u0131 ONVO modeli ve 6.088 adet FIREFLY k\u00fc\u00e7\u00fck boyutlu \u00fcst segment EV bulunuyor. (Olumsuz)<\/p>\n
CN Energy Group (CNEY), Nasdaq\u2019ta i\u015flem g\u00f6ren i\u015ftiraki PATHENBOT \u00fczerinden yeni robotik \u00e7\u00f6z\u00fcmler platformunu ve resmi web sitesini kullan\u0131ma sundu\u011funu duyurdu. Haber ile birlikte \u015firket hisseleri a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde y\u00fczde 20\u2019ye yak\u0131n y\u00fckseldi. Bu ad\u0131m \u015firketin ak\u0131ll\u0131 otomasyon stratejisini geni\u015fletme planlar\u0131n\u0131n bir par\u00e7as\u0131 olarak g\u00f6r\u00fcl\u00fcyor. PATHENBOT, \u00f6zellikle Kuzey Amerika\u2019daki k\u00fc\u00e7\u00fck ve orta \u00f6l\u00e7ekli sanayi, lojistik ve catering i\u015fletmelerine yapay zek\u00e2 destekli, \u00f6zelle\u015ftirilebilir robotik ve otomasyon hizmetleri sunmay\u0131 hedefliyor. \u015eirket, bu giri\u015fimin b\u00fcy\u00fcme planlar\u0131n\u0131 destekledi\u011fini belirtirken, a\u00e7\u0131klamada gelece\u011fe y\u00f6nelik ifadelerin riskler ta\u015f\u0131d\u0131\u011f\u0131 ve kesin sonu\u00e7 garantisi vermedi\u011fi y\u00f6n\u00fcnde standart uyar\u0131lara da yer verildi. (Olumlu)<\/p>\n
Brent petrol fiyat\u0131 OPEC+\u2019\u0131n gelecek y\u0131l\u0131n ilk \u00e7eyre\u011finde \u00fcretim art\u0131\u015flar\u0131n\u0131 durdurma karar\u0131n\u0131 teyit etmesiyle yakla\u015f\u0131k y\u00fczde 2\u2019ye yak\u0131n y\u00fckselerek 63,5 dolara \u00e7\u0131kt\u0131. Trump\u2019\u0131n Venezuela\u2019ya y\u00f6nelik sert s\u00f6ylemleri k\u0131sa vadeli jeopolitik riskleri art\u0131rsa da, olas\u0131 bir Rusya-Ukrayna bar\u0131\u015f anla\u015fmas\u0131n\u0131n yapt\u0131r\u0131mlar\u0131n kalkmas\u0131na yol a\u00e7abilece\u011fi beklentisi fiyatlar\u0131n yukar\u0131 y\u00f6n\u00fcn\u00fc s\u0131n\u0131rl\u0131yor. Buna ra\u011fmen petrol, k\u00fcresel arz fazlas\u0131 endi\u015feleri nedeniyle Kas\u0131m ay\u0131nda art arda d\u00f6rd\u00fcnc\u00fc ayl\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc kaydetmi\u015f durumda. Teknik olarak Brent petrol 63,50 seviyesindeki Fibonacci 0.382 direnci alt\u0131nda s\u0131k\u0131\u015f\u0131rken, 20 ve 50 g\u00fcnl\u00fck ortalamalar\u0131n da alt\u0131nda kalmas\u0131 k\u0131sa vadede zay\u0131f bir g\u00f6r\u00fcn\u00fcm\u00fc i\u015faret ediyor. MACD yatay ve sinyal \u00e7izgisine yak\u0131n seyrederek momentumun olduk\u00e7a zay\u0131f oldu\u011funu g\u00f6steriyor. RSI\u2019n\u0131n 50 civar\u0131nda dalgalanmas\u0131 ise y\u00f6ns\u00fcz ve karars\u0131z piyasa yap\u0131s\u0131na i\u015faret ediyor; k\u0131r\u0131l\u0131m\u0131n 62,20 destek veya 64,80 diren\u00e7 b\u00f6lgesinden gelmesi muhtemel. K\u0131sa vadeli teknik seviyeler olarak; Diren\u00e7ler: 64,33 – 65,37 – 66,65 Destekler: 62,00 – 59,94 – 59,40<\/p>\n
Alt\u0131n fiyatlar\u0131, gelecek hafta beklenen Fed faiz indirimi ihtimalinin g\u00fc\u00e7lenmesiyle 4.240 dolar seviyesine \u00e7\u0131karak alt\u0131 haftan\u0131n en y\u00fcksek noktas\u0131na ula\u015ft\u0131. Zay\u0131f ekonomik veriler ve Fed yetkililerinin g\u00fcvercin a\u00e7\u0131klamalar\u0131, 25 baz puanl\u0131k indirim olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fczde 87\u2019ye ta\u015f\u0131d\u0131; yat\u0131r\u0131mc\u0131lar bu hafta a\u00e7\u0131klanacak \u00f6zel istihdam ve PCE verilerini yak\u0131ndan izleyecek. Alt\u0131n, g\u00fc\u00e7l\u00fc merkez bankas\u0131 al\u0131mlar\u0131 ve yo\u011fun ETF giri\u015fleri sayesinde y\u0131l\u0131n neredeyse her ay\u0131nda y\u00fckselerek 1979\u2019dan bu yana en iyi y\u0131ll\u0131k performans\u0131na do\u011fru ilerliyor. Teknik olarak, Ons alt\u0131n 4.250 seviyesindeki g\u00fc\u00e7l\u00fc diren\u00e7 b\u00f6lgesine temas ederken 20 ve 50 g\u00fcnl\u00fck ortalamalar\u0131n \u00fczerinde seyretmesi k\u0131sa vadeli y\u00fckseli\u015f trendinin korundu\u011funu g\u00f6steriyor. MACD pozitif b\u00f6lgeye y\u00f6nelerek momentumun g\u00fc\u00e7lenmeye ba\u015flad\u0131\u011f\u0131n\u0131 i\u015faret ederken, histogramdaki art\u0131\u015f da al\u0131c\u0131lar\u0131n kontrol\u00fc ele ald\u0131\u011f\u0131n\u0131 destekliyor. RSI\u2019n\u0131n 65 seviyesine yakla\u015fmas\u0131 ise y\u00fckseli\u015fin devam edebilece\u011fini, ancak 4.250 \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanamazsa k\u0131sa vadeli kar realizasyonlar\u0131n\u0131n gelebilece\u011fini g\u00f6steriyor. K\u0131sa vadeli teknik seviyeler olarak; Diren\u00e7ler: 4250 – 4390 – 4430 Destekler: 4150 – 4000 – 3995<\/p>\n
ABD vadeli i\u015flemleri haftaya sert d\u00fc\u015f\u00fc\u015fle ba\u015flarken, Nasdaq Kas\u0131m\u2019\u0131 a\u015f\u0131r\u0131 de\u011ferleme endi\u015feleri nedeniyle Mart\u2019tan bu yana ilk ayl\u0131k kay\u0131pla kapatt\u0131 ve yat\u0131r\u0131mc\u0131lar Powell\u2019\u0131n yapaca\u011f\u0131 a\u00e7\u0131klamalara odakland\u0131. Piyasalar, Fed yetkililerinin g\u00fcvercin s\u00f6ylemleri sonras\u0131 gelecek hafta 25 baz puanl\u0131k faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fczde 87 oran\u0131nda fiyatlarken, tahvil getirileri \u00e7ok haftan\u0131n en d\u00fc\u015f\u00fck seviyelerine geriledi. Bu hafta \u00f6zel istihdam ve PCE enflasyon verileri y\u00f6n belirleyici olacakken, Trump\u2019\u0131n yeni Fed ba\u015fkan\u0131n\u0131 se\u00e7ti\u011fini s\u00f6ylemesi ve Hassett\u2019in g\u00fc\u00e7l\u00fc aday olarak \u00f6ne \u00e7\u0131kmas\u0131 piyasadaki belirsizli\u011fi art\u0131r\u0131yor. Teknik olarak, S&P 500 vadeli endeksi, 6.823 seviyesindeki Fibonacci 0.236 direncine yakla\u015f\u0131rken 20 ve 50 g\u00fcnl\u00fck ortalamalar\u0131n \u00fczerinde tutunmas\u0131 k\u0131sa vadeli toparlanmay\u0131 destekliyor. MACD yataydan yukar\u0131 d\u00f6nerek momentumun g\u00fc\u00e7 kazanmaya ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6sterirken, histogramdaki art\u0131\u015f al\u0131c\u0131 ilgisinin artt\u0131\u011f\u0131na i\u015faret ediyor. RSI\u2019n\u0131n 54 seviyesinde olmas\u0131 ise y\u00fckseli\u015f i\u00e7in alan bulundu\u011funu ancak 6.971 ve 7.069 diren\u00e7lerinin g\u00fc\u00e7l\u00fc bariyerler olu\u015fturdu\u011funu g\u00f6steriyor. K\u0131sa vadeli teknik seviyeler olarak; Diren\u00e7ler: 6813 – 6862 – 6911 Destekler: 6750 – 6655 – 6580''<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 1 Aral\u0131k (Hibya)-Gedik Yat\u0131r\u0131m, ABD vadeli i\u015flemleri Aral\u0131k ay\u0131n\u0131n ilk i\u015flem g\u00fcn\u00fcnde sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 seyrederken, Wall Streetin haftaya zay\u0131f bir risk i\u015ftah\u0131yla ba\u015flad\u0131\u011f\u0131n\u0131 ; S&P 500 vadeli kontratlar\u0131 y\u00fczde 0,5, Nasdaq 100 y\u00fczde 0,6 ve Dow Jones y\u00fczde 0,3 eksi oldu\u011funu aktard\u0131.<\/p>\n","protected":false},"author":1,"featured_media":13905,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,10],"tags":[],"class_list":["post-13904","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-otomobil"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/13904","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=13904"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/13904\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/13905"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=13904"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=13904"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=13904"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"