Ikon Menkul De\u011ferler\u2019in Yurt D\u0131\u015f\u0131 Sabah B\u00fclteni yay\u0131mland\u0131. B\u00fcltenin ana g\u00fcndeminde Nvidia\u2019n\u0131n beklentileri a\u015fan bilan\u00e7osu, ABD\u2019de a\u00e7\u0131klanan PCE enflasyon verileri, dolar\u0131n g\u00fc\u00e7lenmesi, Fed\u2019in faiz politikas\u0131na ili\u015fkin beklentiler, \u0130ran-ABD hatt\u0131ndaki geli\u015fmeler, Almanya ihracat g\u00f6r\u00fcn\u00fcm\u00fc, Japonya Merkez Bankas\u0131\u2019n\u0131n (BoJ) mesajlar\u0131, Avustralya\u2019da faiz art\u0131\u015f\u0131 beklentileri ve \u00c7in sanayi \u015firketlerinin k\u00e2rlar\u0131ndaki yava\u015flama yer ald\u0131.<\/p>\n
Ikon\u00a0 Menkul\u2019\u00fcn 2026 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011fine ili\u015fkin m\u00fc\u015fteri verilerinde k\u00e2r oran\u0131 y\u00fczde 38, zarar oran\u0131 y\u00fczde 62 olarak a\u00e7\u0131kland\u0131.<\/p>\n
B\u00fcltende, Nvidia\u2019n\u0131n 2027 mali y\u0131l\u0131 ikinci \u00e7eyrek sonu\u00e7lar\u0131n\u0131n piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015fti\u011fi belirtildi.<\/p>\n
Nvidia\u2019n\u0131n ikinci \u00e7eyrek geliri y\u0131ll\u0131k bazda y\u00fczde 106 art\u0131\u015fla 96,2 milyar dolara y\u00fckseldi. Piyasa beklentisi yakla\u015f\u0131k 92,2 milyar dolar seviyesindeydi. \u015eirketin d\u00fczeltilmi\u015f hisse ba\u015f\u0131na kar\u0131 (EPS) ise 2,22 dolar ile yakla\u015f\u0131k 2,10 dolarl\u0131k beklentinin \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n
\u015eirketin veri merkezi geliri y\u0131ll\u0131k bazda y\u00fczde 117 artarak 89 milyar dolara, net k\u00e2r\u0131 ise y\u00fczde 126 y\u00fckseli\u015fle 59,7 milyar dolara ula\u015ft\u0131.<\/p>\n
Nvidia, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek i\u00e7in 108 milyar dolar art\u0131 veya eksi y\u00fczde 2 gelir \u00f6ng\u00f6r\u00fcs\u00fcnde bulunarak piyasa tahminlerinin \u00fczerinde bir g\u00f6r\u00fcn\u00fcm sundu. \u015eirket ayr\u0131ca Vera Rubin platformunun tam \u00fcretime ge\u00e7ti\u011fini a\u00e7\u0131klad\u0131. IKON Menkul, bu geli\u015fmenin yapay zek\u00e2 talebinin g\u00fc\u00e7l\u00fc seyrini destekledi\u011fini belirtti.<\/p>\n
ABD\u2019de temmuz ay\u0131 PCE enflasyonunun y\u0131ll\u0131k y\u00fczde 3,7 ile Fed\u2019in hedefinin belirgin \u00fczerinde kalmas\u0131, piyasada Fed\u2019in y\u0131l sonuna kadar yeniden faiz art\u0131rabilece\u011fi beklentilerini g\u00fc\u00e7lendirdi.<\/p>\n
Bu geli\u015fmelerin etkisiyle dolar\u0131n son d\u00f6rt haftan\u0131n en h\u0131zl\u0131 y\u00fckseli\u015fini kaydetti\u011fi belirtildi.<\/p>\n
B\u00fcltende, Fed\u2019in yak\u0131ndan takip etti\u011fi \u00e7ekirdek PCE fiyat endeksinin temmuz ay\u0131nda ayl\u0131k y\u00fczde 0,2, y\u0131ll\u0131k ise y\u00fczde 3,3 artt\u0131\u011f\u0131 ve her iki verinin de beklentilere paralel ger\u00e7ekle\u015fti\u011fi aktar\u0131ld\u0131.<\/p>\n
Man\u015fet PCE ise ayl\u0131k y\u00fczde 0,2 ile y\u00fczde 0,1 olan beklentinin, y\u0131ll\u0131k y\u00fczde 3,7 ile y\u00fczde 3,6 olan beklentinin hafif \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n
Ki\u015fisel gelirler y\u00fczde 0,4, ki\u015fisel harcamalar ise y\u00fczde 0,2 artarak tahminleri a\u015ft\u0131.<\/p>\n
Ikon Menkul\u2019e g\u00f6re veriler, \u00e7ekirdek enflasyonda yeni bir yukar\u0131 y\u00f6nl\u00fc s\u00fcrpriz olmad\u0131\u011f\u0131n\u0131 g\u00f6sterirken, t\u00fcketici harcamalar\u0131ndaki s\u0131n\u0131rl\u0131 seyir Fed\u2019e faizleri sabit tutma konusunda bir miktar alan sa\u011fl\u0131yor.<\/p>\n
B\u00fcltende ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran ile devam eden sava\u015fa ili\u015fkin a\u00e7\u0131klamalar\u0131na da yer verildi.<\/p>\n
Trump, \u0130ran ile sava\u015f\u0131n \u201c\u00e7ok yak\u0131nda\u201d sona erece\u011fini belirtirken, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda ABD Donanmas\u0131\u2019n\u0131n tam kontrol sa\u011flad\u0131\u011f\u0131n\u0131 ve bo\u011fazdaki may\u0131nlar\u0131n temizlendi\u011fini ifade etti.<\/p>\n
Trump ayr\u0131ca H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n a\u00e7\u0131k oldu\u011funu ve bir \u00f6nceki g\u00fcn bo\u011fazdan 10 milyon varil petrol\u00fcn ge\u00e7ti\u011fini s\u00f6yledi. ABD Ba\u015fkan\u0131, Washington\u2019\u0131n \u0130ran\u2019\u0131n n\u00fckleer silah \u00fcretmesine izin vermeyece\u011fini de yineledi.<\/p>\n
Almanya\u2019da Ifo\u2019nun Sanayi \u0130hracat Beklenti Endeksi\u2019nin temmuz ay\u0131nda eksi 2,8 puandan a\u011fustosta 9,6 puana y\u00fckseldi\u011fi belirtildi.<\/p>\n
Endeksin \u015eubat 2022\u2019den bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131\u011f\u0131 ve ayl\u0131k art\u0131\u015f\u0131n da Haziran 2020\u2019den bu yana g\u00f6r\u00fclen en g\u00fc\u00e7l\u00fc y\u00fckseli\u015f oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
\u00d6zellikle elektrikli ekipman, veri i\u015fleme, elektronik ve optik \u00fcr\u00fcnler sekt\u00f6rlerindeki iyimserli\u011fin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. Dijitalle\u015fme ve yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n Alman sanayisine y\u00f6nelik talep olu\u015fturdu\u011fu ifade edildi.<\/p>\n
AB \u00fclkelerine y\u00f6nelik ihracat g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn g\u00fc\u00e7lendi\u011fi, buna kar\u015f\u0131l\u0131k \u00c7in\u2019e y\u00f6nelik ihracat\u0131n zay\u0131f kalmaya devam etti\u011fi kaydedildi.<\/p>\n
Japonya Merkez Bankas\u0131 Ba\u015fkan Yard\u0131mc\u0131s\u0131 Ryozo Himino\u2019nun enflasyona ili\u015fkin mesajlar\u0131 da b\u00fcltende \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Himino, enflasyonun y\u00fczde 2 hedefinin \u00fczerinde kal\u0131c\u0131 bi\u00e7imde seyretmesinin ekonomi a\u00e7\u0131s\u0131ndan risk olu\u015fturdu\u011funu belirtti. Faiz art\u0131r\u0131mlar\u0131n\u0131n zaman\u0131nda yap\u0131lmas\u0131n\u0131n, ilerleyen d\u00f6nemde daha sert ve ani politika ad\u0131mlar\u0131na duyulan ihtiyac\u0131 \u00f6nleyebilece\u011fini ifade etti.<\/p>\n
Zay\u0131f yen ve g\u00fc\u00e7l\u00fc yapay zek\u00e2 talebinin fiyat bask\u0131lar\u0131n\u0131 art\u0131rd\u0131\u011f\u0131na dikkat \u00e7eken Himino, ekonomik ve fiyat ko\u015fullar\u0131n\u0131n uygun olmas\u0131 halinde BoJ\u2019un faiz art\u0131r\u0131mlar\u0131na devam etmesi gerekti\u011fini vurgulad\u0131.<\/p>\n
Avustralya\u2019da hanehalk\u0131 harcamalar\u0131n\u0131n temmuz ay\u0131nda ayl\u0131k y\u00fczde 1,1 artt\u0131\u011f\u0131 belirtildi. Piyasa beklentisi y\u00fczde 0,4 seviyesindeydi.<\/p>\n
Y\u0131ll\u0131k harcama art\u0131\u015f\u0131 da y\u00fczde 6,1\u2019den y\u00fczde 7,0\u2019ye y\u00fckseldi.<\/p>\n
Faiz art\u0131\u015flar\u0131na ra\u011fmen t\u00fcketici talebinin g\u00fc\u00e7l\u00fc kalmas\u0131n\u0131n, enflasyon bask\u0131lar\u0131n\u0131n daha kal\u0131c\u0131 olabilece\u011fi y\u00f6n\u00fcndeki endi\u015feleri art\u0131rd\u0131\u011f\u0131 ifade edildi. Bu durumun Avustralya Merkez Bankas\u0131\u2019n\u0131n (RBA) yeni bir faiz art\u0131\u015f\u0131na gidebilece\u011fi beklentilerini destekledi\u011fi kaydedildi.<\/p>\n
Buna kar\u015f\u0131l\u0131k ikinci \u00e7eyrekte \u00f6zel sekt\u00f6r sermaye harcamalar\u0131n\u0131n y\u00fczde 3,6 daralmas\u0131, i\u015fletme yat\u0131r\u0131mlar\u0131nda zay\u0131fl\u0131\u011fa i\u015faret ederek ekonomik g\u00f6r\u00fcn\u00fcm\u00fc k\u0131smen dengeliyor.<\/p>\n
\u00c7in\u2019de sanayi \u015firketlerinin k\u00e2rlar\u0131n\u0131n temmuz ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 11,2 artt\u0131\u011f\u0131 belirtildi.<\/p>\n
Bu art\u0131\u015f\u0131n son yedi ay\u0131n en d\u00fc\u015f\u00fck b\u00fcy\u00fcme h\u0131z\u0131na i\u015faret etti\u011fi kaydedilirken, y\u0131l\u0131n ilk yedi ay\u0131nda sanayi \u015firketlerinin k\u00e2rlar\u0131ndaki art\u0131\u015f y\u00fczde 17,6 olarak ger\u00e7ekle\u015fti. \u0130lk yar\u0131da ise bu oran y\u00fczde 18,7 seviyesindeydi.<\/p>\n
Yapay zeka ve elektronik \u00fcretimine y\u00f6nelik g\u00fc\u00e7l\u00fc talebin deste\u011fiyle y\u0131l\u0131n ilk yar\u0131s\u0131nda belirgin toparlanma g\u00f6steren sanayi karl\u0131l\u0131\u011f\u0131nda ivmenin zay\u0131flamas\u0131n\u0131n, \u00c7in ekonomisindeki toparlanman\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine ili\u015fkin soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131 de\u011ferlendirildi.<\/p>\n
Ikon Menkul, s\u00f6z konusu g\u00f6r\u00fcn\u00fcm\u00fcn \u00c7in\u2019e duyarl\u0131 sanayi ve emtia fiyatlamalar\u0131 a\u00e7\u0131s\u0131ndan da\u00a0temkinli bir sinyal verdi\u011fini belirtti.<\/p>\n
Ikon Menkul\u2019\u00fcn de\u011ferlendirmesine g\u00f6re k\u00fcresel piyasalarda Nvidia bilan\u00e7osunun yaratt\u0131\u011f\u0131 olumlu hava ile ABD enflasyonunun Fed politikas\u0131 \u00fczerindeki etkisi ayn\u0131 anda takip ediliyor.<\/p>\n
Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc bilan\u00e7osu yapay zek\u00e2 yat\u0131r\u0131mlar\u0131na ili\u015fkin iyimserli\u011fi desteklerken, PCE enflasyonunun Fed\u2019in y\u00fczde 2\u2019lik hedefinin \u00fczerinde kalmaya devam etmesi faiz politikas\u0131na ili\u015fkin belirsizli\u011fi koruyor.<\/p>\n
Bu nedenle piyasalarda g\u00f6zlerin Jackson Hole toplant\u0131s\u0131nda Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n verece\u011fi mesajlara \u00e7evrildi\u011fi belirtilirken, faiz patikas\u0131na ili\u015fkin de\u011ferlendirmelerin dolar, tahvil faizleri, de\u011ferli metaller ve hisse senedi piyasalar\u0131nda fiyatlamalar a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 27 A\u011fustos (Hibya) – Ikon Menkul De\u011ferler\u2019in Yurt D\u0131\u015f\u0131 Sabah B\u00fclteni\u2019nde, Nvidia\u2019n\u0131n beklentileri a\u015fan bilan\u00e7osu, ABD PCE enflasyon verileri ve Fed\u2019in faiz politikas\u0131na ili\u015fkin beklentiler de\u011ferlendirildi. Raporda dolar\u0131n g\u00fc\u00e7lendi\u011fi belirtilirken, Almanya ihracat beklentilerindeki toparlanma, BoJ\u2019un faiz art\u0131\u015f\u0131 sinyalleri, Avustralya\u2019da RBA beklentileri ve \u00c7in sanayi k\u00e2rlar\u0131ndaki yava\u015flama da k\u00fcresel piyasalar\u0131n \u00f6ne \u00e7\u0131kan ba\u015fl\u0131klar\u0131 aras\u0131nda yer ald\u0131.<\/p>\n","protected":false},"author":1,"featured_media":139149,"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-139148","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\/139148","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=139148"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/139148\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/139149"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=139148"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=139148"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=139148"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"