Pusula Yat\u0131r\u0131m\u2019\u0131n Amerikan Borsalar\u0131 G\u00fcnl\u00fck B\u00fclteni\u2019ne g\u00f6re k\u00fcresel piyasalar\u0131n oda\u011f\u0131nda, Fed Y\u00f6netim Kurulu \u00dcyesi Kevin Warsh\u2019\u0131n Jackson Hole Sempozyumu\u2019nda yapaca\u011f\u0131 konu\u015fma bulunuyor. Fed yetkililerinin enflasyon ve faiz g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin farkl\u0131 mesajlar verdi\u011fi bir ortamda yat\u0131r\u0131mc\u0131lar, Warsh\u2019\u0131n para politikas\u0131n\u0131n gelece\u011fine y\u00f6nelik verece\u011fi sinyalleri yak\u0131ndan takip ediyor.<\/p>\n
B\u00fcltende, Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc beklentilerinin teknoloji hisselerini destekledi\u011fi ve Nasdaq 100\u2019\u00fcn y\u00fckseldi\u011fi belirtilirken, Marvell Technology hisselerindeki gerileme ve Warsh\u2019\u0131n konu\u015fmas\u0131 \u00f6ncesindeki temkinli hava nedeniyle ABD vadeli endekslerinde zay\u0131f bir g\u00f6r\u00fcn\u00fcm olu\u015ftu\u011fu aktar\u0131ld\u0131. ABD tahvil getirileri y\u00fcksek seviyelerini korurken dolar endeksinde ise s\u0131n\u0131rl\u0131 de\u011fi\u015fim g\u00f6r\u00fcld\u00fc.<\/p>\n
Pusula Yat\u0131r\u0131m\u2019\u0131n takvimine g\u00f6re g\u00fcn\u00fcn \u00f6ne \u00e7\u0131kan geli\u015fmeleri aras\u0131nda saat 15.00\u2019te Jackson Hole Sempozyumu, saat 17.00\u2019de Fed Y\u00f6netim Kurulu \u00dcyesi Kevin Warsh\u2019\u0131n konu\u015fmas\u0131 yer al\u0131yor.<\/p>\n
Ayn\u0131 saatte a\u00e7\u0131klanacak Michigan \u00dcniversitesi verilerinde a\u011fustos ay\u0131na ili\u015fkin enflasyon beklentisinin y\u00fczde 4,30, 5 y\u0131ll\u0131k enflasyon beklentisinin ise y\u00fczde 3,30 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor. Her iki beklenti de bir \u00f6nceki veriyle ayn\u0131 seviyede bulunuyor.<\/p>\n
ABD\u2019de ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurusunda bulunanlar\u0131n say\u0131s\u0131, 22 A\u011fustos ile biten haftada \u00f6nceki haftaya g\u00f6re 4 bin ki\u015fi azalarak 203 bine geriledi.<\/p>\n
Piyasa beklentisi 208 bin seviyesindeydi. B\u00f6ylece haftal\u0131k ba\u015fvurular beklentilerin alt\u0131nda ger\u00e7ekle\u015fti.<\/p>\n
D\u00f6rt haftal\u0131k ortalama i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 205 bin 500 seviyesine y\u00fckselirken, devam eden i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 18 bin ki\u015fi azalarak 1 milyon 778 bine indi.<\/p>\n
B\u00fcltende yer alan bir di\u011fer geli\u015fmeye g\u00f6re Trump y\u00f6netiminin, Venezuela’n\u0131n ge\u00e7ici h\u00fck\u00fcmetiyle \u00fclkenin geni\u015f petrol kaynaklar\u0131nda m\u00fclkiyet pay\u0131 elde etmeye y\u00f6nelik g\u00f6r\u00fc\u015fmeler y\u00fcr\u00fctt\u00fc\u011f\u00fc bildirildi.<\/p>\n
Anla\u015fman\u0131n hayata ge\u00e7irilmesi halinde ABD\u2019nin petrol rezervlerinin iki kat\u0131ndan fazla artabilece\u011fi belirtilirken, g\u00f6r\u00fc\u015fmelere ABD D\u0131\u015fi\u015fleri Bakan\u0131 Marco Rubio ile Venezuela Ge\u00e7ici Devlet Ba\u015fkan\u0131 Delcy Rodriguez\u2019in \u00f6nc\u00fcl\u00fck etti\u011fi aktar\u0131ld\u0131.<\/p>\n
Nihai anla\u015fman\u0131n zamanlamas\u0131n\u0131n hen\u00fcz netle\u015fmedi\u011fi ifade edilirken, Enerji Bakan\u0131 Chris Wright\u2019\u0131n ABD\u2019li \u015firketlerin Venezuela\u2019daki petrol \u00fcretimini art\u0131rma se\u00e7eneklerini g\u00f6r\u00fc\u015fmek \u00fczere gelecek hafta \u00fclkeyi ziyaret etmesinin planland\u0131\u011f\u0131 kaydedildi.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n tanker ge\u00e7i\u015flerine a\u00e7\u0131k oldu\u011funu ve petrol sevkiyat\u0131n\u0131n devam etti\u011fini belirtti.<\/p>\n
Trump, \u0130ran\u2019la yeniden m\u00fczakereye d\u00f6nme niyetinde olmad\u0131klar\u0131n\u0131 ifade ederken, \u0130ran\u2019\u0131n ciddi ekonomik sorunlarla kar\u015f\u0131 kar\u015f\u0131ya oldu\u011funu ve askeri kapasitesinin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde zay\u0131flat\u0131ld\u0131\u011f\u0131n\u0131 savundu.<\/p>\n
ABD a\u00e7\u0131s\u0131ndan \u00f6nceli\u011fin H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n uluslararas\u0131 petrol ta\u015f\u0131mac\u0131l\u0131\u011f\u0131na a\u00e7\u0131k tutulmas\u0131 oldu\u011funu vurgulayan Trump\u2019\u0131n a\u00e7\u0131klamalar\u0131, enerji piyasalar\u0131 ve jeopolitik riskler a\u00e7\u0131s\u0131ndan yak\u0131ndan takip ediliyor.<\/p>\n
Cleveland Fed Ba\u015fkan\u0131 Beth Hammack, enflasyonun Fed\u2019in y\u00fczde 2\u2019lik hedefinin \u00fczerinde kalmaya devam etmesi nedeniyle para politikas\u0131n\u0131n daha k\u0131s\u0131tlay\u0131c\u0131 olmas\u0131 gerekti\u011fini s\u00f6yledi.<\/p>\n
Ge\u00e7en ay faiz art\u0131\u015f\u0131n\u0131 savunan Hammack, enflasyonun hedefin \u00fczerinde ne kadar uzun s\u00fcre kal\u0131rsa yeniden d\u00fc\u015f\u00fcr\u00fclmesinin de o kadar zorla\u015faca\u011f\u0131n\u0131 ifade etti.<\/p>\n
Hammack\u2019\u0131n a\u00e7\u0131klamalar\u0131n\u0131n, Fed i\u00e7erisinde enflasyonla m\u00fccadele konusunda daha s\u0131k\u0131 para politikas\u0131n\u0131 savunan g\u00f6r\u00fc\u015flerin devam etti\u011fine i\u015faret etti\u011fi de\u011ferlendirildi.<\/p>\n
ABD\u2019de federal mahkeme, Trump y\u00f6netiminin yapay zeka \u015firketi Anthropic\u2019i \u201ctedarik g\u00fcvenli\u011fi a\u00e7\u0131s\u0131ndan riskli\u201d ilan etmesini hukuka ayk\u0131r\u0131 buldu.<\/p>\n
Mahkeme karar\u0131nda, h\u00fck\u00fcmetin \u015firketin yapay zeka teknolojisinin askeri kullan\u0131m\u0131na y\u00f6nelik tutumuna kar\u015f\u0131 ulusal g\u00fcvenlik gerek\u00e7esiyle misillemede bulunamayaca\u011f\u0131 belirtildi.<\/p>\n
Karar\u0131n, Anthropic ile Pentagon aras\u0131nda yapay zekan\u0131n askeri ama\u00e7larla kullan\u0131m\u0131na ili\u015fkin ya\u015fanan anla\u015fmazl\u0131klar\u0131n ard\u0131ndan geldi\u011fi aktar\u0131ld\u0131.<\/p>\n
Marvell Technology\u2019nin ikinci \u00e7eyrek sonu\u00e7lar\u0131 piyasa beklentilerini hafif a\u015farken, \u015firketin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek gelir ve k\u00e2r beklentileri de tahminlerin \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n
Veri merkezi gelirlerindeki g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme ve yapay zeka ba\u011flant\u0131l\u0131 talebin etkisiyle \u015firket, 2027 ve 2028 mali y\u0131llar\u0131na ili\u015fkin gelir beklentilerini yeniden yukar\u0131 y\u00f6neltti.<\/p>\n
Buna kar\u015f\u0131n Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc beklentilerinin sekt\u00f6rde \u00e7\u0131tay\u0131 y\u00fckseltmesi ve Marvell sonu\u00e7lar\u0131n\u0131n mevcut iyimser beklentileri daha fazla a\u015fmamas\u0131 nedeniyle \u015firket hisseleri bilan\u00e7o sonras\u0131 i\u015flemlerde y\u00fczde 7\u2019nin \u00fczerinde geriledi.<\/p>\n
Pusula Yat\u0131r\u0131m\u2019\u0131n b\u00fcltende yer verdi\u011fi son verilere g\u00f6re S&P 500 Endeksi 7.724,61 puanla y\u00fczde 0,08 gerilerken, Nasdaq 100 Endeksi 29.641,56 puanla y\u00fczde 1,43 y\u00fckseldi. Dow Jones Endeksi ise 53.569,44 puanla y\u00fczde 0,20 de\u011fer kazand\u0131.<\/p>\n
Yak\u0131n vadeli ABD vadeli endekslerinde Nasdaq 100 vadeli kontrat\u0131 29.588,50 puanla y\u00fczde 0,36, S&P 500 vadeli kontrat\u0131 7.737,50 puanla y\u00fczde 0,06 gerilerken, Dow Jones vadeli kontrat\u0131 53.711 puanla y\u00fczde 0,17 y\u00fckseldi.<\/p>\n
Avrupa taraf\u0131nda DAX Endeksi 26.516,10 puanla y\u00fczde 0,56, FTSE 100 Endeksi ise 10.818,63 puanla y\u00fczde 0,24 y\u00fckseldi.<\/p>\n
Asya piyasalar\u0131nda \u015eanghay Bile\u015fik Endeksi 3.952,18 puanla y\u00fczde 1,01 artarken, Hang Seng 25.584,79 puanla y\u00fczde 0,27 geriledi. Tokyo Nikkei 225 ise 66.405,56 puanla y\u00fczde 0,41 y\u00fckseldi.<\/p>\n
Pusula Yat\u0131r\u0131m verilerinde USD\/TRY 48,25, EUR\/TRY 56,23, EUR\/USD 1,16 ve Dolar Endeksi 99,19 seviyesinde yer ald\u0131.<\/p>\n
ABD 2 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,24, ABD 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,68, Almanya 10 y\u0131ll\u0131k tahvil faizi ise y\u00fczde 3,27 seviyesinde bulunuyor.<\/p>\n
Risk g\u00f6stergeleri taraf\u0131nda VIX endeksi 14,56 seviyesinde yer ald\u0131.<\/p>\n
Pusula Yat\u0131r\u0131m\u2019\u0131n teknik de\u011ferlendirmesine g\u00f6re Nvidia (NVDA) hisseleri, \u015firketin gelecek mali y\u0131l i\u00e7in yakla\u015f\u0131k y\u00fczde 70 gelir b\u00fcy\u00fcmesi \u00f6ng\u00f6rmesinin ard\u0131ndan y\u00fczde 8,7 y\u00fckselerek bir y\u0131ldan uzun s\u00fcren en g\u00fc\u00e7l\u00fc g\u00fcnl\u00fck y\u00fckseli\u015flerinden birini ger\u00e7ekle\u015ftirdi.<\/p>\n
G\u00fc\u00e7l\u00fc gelir beklentisinin yapay zeka odakl\u0131 \u00e7ip talebine ili\u015fkin iyimserli\u011fi art\u0131rd\u0131\u011f\u0131 belirtilirken, hissenin 227,98 dolarl\u0131k kapan\u0131\u015f fiyat\u0131yla 50, 100 ve 200 g\u00fcnl\u00fck hareketli ortalamalar\u0131n\u0131n \u00fczerinde seyretti\u011fi ve teknik g\u00f6r\u00fcn\u00fcm\u00fcn pozitif kald\u0131\u011f\u0131 ifade edildi.<\/p>\n
Yukar\u0131 y\u00f6nl\u00fc hareketin devam\u0131nda 237 ve 245 dolar seviyeleri diren\u00e7 olarak \u00f6ne \u00e7\u0131karken, geri \u00e7ekilmelerde 215, 200 ve 185 dolar seviyeleri destek olarak takip ediliyor.<\/p>\n
Nvidia\u2019n\u0131n 236,26 dolarl\u0131k zirvesine y\u00fczde 3,6 uzakl\u0131kta bulundu\u011fu belirtilirken, y\u00fckseli\u015f trendinin korunmas\u0131 halinde zirve seviyesinin yeniden test edilebilece\u011fi de\u011ferlendirildi.<\/p>\n
Pusula Yat\u0131r\u0131m\u2019\u0131n aktard\u0131\u011f\u0131 analist da\u011f\u0131l\u0131m\u0131nda Nvidia i\u00e7in \u201cAl\u201d beklentisi y\u00fczde 96,4, \u201cSat\u201d y\u00fczde 1,2 ve \u201cTut\u201d y\u00fczde 2,4 seviyesinde bulunuyor. \u015eirketin piyasa de\u011feri ise 5,522 trilyon dolar olarak verildi.<\/p>\n
Salesforce (CRM) hisseleri, \u015firketin g\u00fc\u00e7l\u00fc gelir g\u00f6r\u00fcn\u00fcm\u00fc ve Anthropic ile ortakl\u0131\u011f\u0131n\u0131 derinle\u015ftirmesinin ard\u0131ndan y\u00fczde 22,6 y\u00fckseldi.<\/p>\n
Hissenin 252,05 dolarl\u0131k kapan\u0131\u015f fiyat\u0131yla 50, 100 ve 200 g\u00fcnl\u00fck hareketli ortalamalar\u0131n\u0131n \u00fczerinde seyretti\u011fi ve teknik g\u00f6r\u00fcn\u00fcm\u00fcn pozitif oldu\u011fu belirtildi.<\/p>\n
Yukar\u0131 y\u00f6nl\u00fc hareketin devam\u0131nda 262, 272 ve 282 dolar seviyeleri diren\u00e7, geri \u00e7ekilmelerde ise 175, 160 ve 145 dolar seviyeleri destek olarak izleniyor.<\/p>\n
Salesforce\u2019un 267,75 dolarl\u0131k zirvesine yakla\u015f\u0131k y\u00fczde 6 uzakl\u0131kta oldu\u011fu belirtilirken, \u00f6zellikle 262 dolar direncinin a\u015f\u0131lmas\u0131n\u0131n y\u00fckseli\u015f momentumunun g\u00fc\u00e7lenmesi a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
Analist beklentilerinde Salesforce i\u00e7in \u201cAl\u201d y\u00fczde 73, \u201cSat\u201d y\u00fczde 3,2 ve \u201cTut\u201d y\u00fczde 23,8 seviyesinde bulunuyor. \u015eirketin piyasa de\u011feri ise 206 milyar dolar olarak a\u00e7\u0131kland\u0131.<\/p>\n
S&P 500 kapsam\u0131nda hacim performans\u0131nda Nvidia 13,71 milyar dolarl\u0131k i\u015flem hacmi ve y\u00fczde 22,58\u2019lik performansla ilk s\u0131rada yer ald\u0131. Nvidia\u2019y\u0131 IBM 67,70 milyar dolar ve y\u00fczde 8,74, Microsoft 1,31 milyar dolar ve y\u00fczde 3,88, Apple 14,41 milyar dolar ve y\u00fczde 1,75 ve Salesforce 10,16 milyar dolar ve y\u00fczde 0,36 ile takip etti.<\/p>\n
Nasdaq 100 taraf\u0131nda ise CrowdStrike 5,20 milyar dolar ve y\u00fczde 20,50, Synopsys 1,84 milyar dolar ve y\u00fczde 13,39, Palo Alto Networks 2,77 milyar dolar ve y\u00fczde 12,83, MicroStrategy 6,01 milyar dolar ve y\u00fczde 11,54 ve Atlassian 1,10 milyar dolar ve y\u00fczde 10,18 seviyeleriyle \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
B\u00fcltenin genel de\u011ferlendirmesine g\u00f6re piyasalar\u0131n k\u0131sa vadeli y\u00f6n\u00fcnde Warsh\u2019\u0131n Jackson Hole konu\u015fmas\u0131ndan gelecek mesajlar, Fed yetkililerinin enflasyona ili\u015fkin farkl\u0131la\u015fan g\u00f6r\u00fc\u015fleri ve ABD ekonomisine ili\u015fkin yeni veriler belirleyici olacak.<\/p>\n
<\/strong> \u0130stanbul, 28 A\u011fustos (Hibya) – Pusula Yat\u0131r\u0131m\u2019\u0131n Amerikan Borsalar\u0131 G\u00fcnl\u00fck B\u00fclteni\u2019ne g\u00f6re k\u00fcresel piyasalar\u0131n oda\u011f\u0131nda, Fed Y\u00f6netim Kurulu \u00dcyesi Kevin Warsh\u2019\u0131n Jackson Hole Sempozyumu\u2019nda yapaca\u011f\u0131 konu\u015fma bulunuyor. <\/p>\n","protected":false},"author":1,"featured_media":139987,"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-139986","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\/139986","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=139986"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/139986\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/139987"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=139986"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=139986"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=139986"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"