Alnus Yat\u0131r\u0131m, g\u00fcnl\u00fck b\u00fclteninde yurt i\u00e7i ve k\u00fcresel piyasalardaki geli\u015fmelere ili\u015fkin de\u011ferlendirmelerde bulundu.<\/p>\n
Kurum, yeni haftada yurt i\u00e7i piyasalarda Orta Vadeli Program (OVP) revizyonlar\u0131 ile kurumsal yat\u0131r\u0131mc\u0131lara y\u00f6nelik stopaj karar\u0131n\u0131n etkilerinin takip edilece\u011fini belirtti.<\/p>\n
BIST 100 endeksi, haftan\u0131n son i\u015flem g\u00fcn\u00fcne 21,02 puanl\u0131k d\u00fc\u015f\u00fc\u015fle ba\u015flarken, g\u00fcn i\u00e7erisinde yakla\u015f\u0131k 170 puanl\u0131k dalgal\u0131 bir seyir izledi. Endeks g\u00fcn\u00fc y\u00fczde 0,57 y\u00fckseli\u015fle 14.012,42 puandan tamamlad\u0131. \u0130\u015flem hacmi ise \u00f6nceki g\u00fcnk\u00fc 184,44 milyar TL seviyesinden 189,47 milyar TL\u2019ye y\u00fckseldi.<\/p>\n
Endekse puan baz\u0131nda en fazla pozitif katk\u0131y\u0131 ASELS 27,97 puan, DSTKF 17,20 puan ve HALKB 9,36 puanla sa\u011flad\u0131. G\u00fcn\u00fcn en fazla y\u00fckselen hisseleri UFUK, DOBUR, KOCMT, BARMA ve TGSAS olurken, LIDER, TKNKA, HEDEF, ISATR ve BIGEN en fazla gerileyen hisseler aras\u0131nda yer ald\u0131.<\/p>\n
Alnus Yat\u0131r\u0131m, cuma g\u00fcn\u00fc yurt i\u00e7i ekonomik takvimde a\u011fustos ay\u0131na ili\u015fkin T\u00dcFE bazl\u0131 reel efektif d\u00f6viz kuru verisinin takip edildi\u011fini belirtti. Bir \u00f6nceki ay 106,11 olan endeks, a\u011fustosta 105,04\u2019e geriledi.<\/p>\n
T\u00dc\u0130K taraf\u0131ndan a\u00e7\u0131klanan mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f \u00f6zel T\u00dcFE g\u00f6stergelerinde ise i\u015flenmemi\u015f g\u0131da, enerji, alkoll\u00fc i\u00e7ecekler ve t\u00fct\u00fcn ile alt\u0131n hari\u00e7 T\u00dcFE (B) ve enerji, g\u0131da ve alkols\u00fcz i\u00e7ecekler, alkoll\u00fc i\u00e7ecekler ve t\u00fct\u00fcn \u00fcr\u00fcnleri ile alt\u0131n hari\u00e7 T\u00dcFE (C) g\u00f6stergelerinde ayl\u0131k y\u00fczde 2\u2019lik art\u0131\u015flar g\u00f6r\u00fcld\u00fc. Genel T\u00dcFE ise ayl\u0131k y\u00fczde 2,29 olarak ger\u00e7ekle\u015fti.<\/p>\n
Kurum, yeni haftada i\u00e7 piyasalarda pazar g\u00fcn\u00fc a\u00e7\u0131klanan OVP\u2019de 2026 y\u0131l\u0131 enflasyon tahmininin y\u00fczde 16\u2019dan y\u00fczde 28,4\u2019e y\u00fckseltilmesinin ve kurumsal yat\u0131r\u0131mc\u0131lara y\u00f6nelik para piyasas\u0131 fonlar\u0131n\u0131n kat\u0131lma paylar\u0131ndan elde edilen kazan\u00e7lara uygulanan stopaj oran\u0131n\u0131n y\u00fczde 10 olarak belirlenmesinin etkilerinin izlenece\u011fini kaydetti.<\/p>\n
K\u00fcresel piyasalarda ise hafta kapan\u0131\u015f\u0131nda ABD istihdam verileri \u00f6ne \u00e7\u0131kt\u0131. A\u011fustosta tar\u0131m d\u0131\u015f\u0131 istihdam 162 bin ki\u015fi artt\u0131. Alnus Yat\u0131r\u0131m, bu verinin 55 bin ki\u015filik beklentinin olduk\u00e7a \u00fczerinde ger\u00e7ekle\u015fti\u011fine dikkat \u00e7ekti.<\/p>\n
Son d\u00f6rt ay\u0131n en g\u00fc\u00e7l\u00fc istihdam verisinin ard\u0131ndan ABD tahvil faizleri ve Dolar Endeksi\u2019nde y\u00fckseli\u015f ya\u015fand\u0131\u011f\u0131 belirtilirken, Fed\u2019in 16 Eyl\u00fcl\u2019deki FOMC toplant\u0131s\u0131nda 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 yapabilece\u011fine y\u00f6nelik ihtimalin y\u00fczde 60\u2019\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Bu geli\u015fmelerin risk alma i\u015ftah\u0131nda daralmaya neden oldu\u011funu belirten kurum, hisse senetlerinin yan\u0131 s\u0131ra alt\u0131n ve g\u00fcm\u00fc\u015f gibi de\u011ferli metallerde de sat\u0131\u015flar\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc aktard\u0131.<\/p>\n
Piyasalarda dikkatlerin 10 ve 11 Eyl\u00fcl tarihlerinde ABD\u2019de a\u00e7\u0131klanacak \u00dcFE ve T\u00dcFE verilerine \u00e7evrildi\u011fi belirtilirken, s\u00f6z konusu verilerin Fed\u2019in faiz politikas\u0131na ili\u015fkin beklentiler a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 kaydedildi.<\/p>\n
Alnus Yat\u0131r\u0131m, Fed\u2019in olas\u0131 faiz art\u0131\u015f\u0131na zemin haz\u0131rlayabilecek ABD enflasyon verilerinin k\u00fcresel ekonomide bask\u0131 olu\u015fturabilece\u011fi beklentisinin petrol fiyatlar\u0131n\u0131 da etkiledi\u011fini belirtti.<\/p>\n
\u0130ran\u2019\u0131n hasar g\u00f6ren rafinerilerinin b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fcn onar\u0131ld\u0131\u011f\u0131na ili\u015fkin haber ak\u0131\u015f\u0131n\u0131n ard\u0131ndan Brent petrol\u00fcn 93,50 dolar\u0131n alt\u0131na geriledi\u011fi, yeni haftan\u0131n ba\u015flang\u0131c\u0131nda ise ABD ile \u0130ran aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda kar\u015f\u0131l\u0131kl\u0131 gemi ve tanker sald\u0131r\u0131lar\u0131na ili\u015fkin haberlerin etkisiyle petrol fiyatlar\u0131n\u0131n yeniden y\u00fckselerek 97 dolar seviyesinin \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Asya piyasalar\u0131n\u0131n pozitif seyretti\u011fi, ABD ve Avrupa vadeli endekslerinde ise hafif sat\u0131c\u0131l\u0131 hareketlerin g\u00f6r\u00fcld\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Alnus Yat\u0131r\u0131m, BIST 100 endeksinin yeni haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne negatif ba\u015flamas\u0131n\u0131n beklendi\u011fini belirtti. Teknik g\u00f6r\u00fcn\u00fcmde endeksin t\u00fcm yak\u0131n vadeli \u00fcstel ortalamalar\u0131n\u0131n alt\u0131nda kalmaya devam etti\u011fi ifade edildi.<\/p>\n
Sat\u0131c\u0131l\u0131 bir ba\u015flang\u0131\u00e7 ya\u015fanmas\u0131 halinde 14.000 seviyesinin \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanamamas\u0131 durumunda 13.900 seviyesi kritik destek olarak izlenecek. Bu seviyenin de a\u015fa\u011f\u0131 y\u00f6nl\u00fc k\u0131r\u0131lmas\u0131 halinde 13.760 ve 13.730 seviyeleri g\u00fcndeme gelebilecek.<\/p>\n
Al\u0131c\u0131l\u0131 seyir olu\u015fmas\u0131 durumunda ise ilk olarak 14.140, ard\u0131ndan 21 g\u00fcnl\u00fck \u00fcstel ortalaman\u0131n bulundu\u011fu 14.200 seviyeleri diren\u00e7 olarak takip edilecek. Bu b\u00f6lgenin a\u015f\u0131lmas\u0131 halinde tepki al\u0131mlar\u0131n\u0131n h\u0131zlanabilece\u011fi de\u011ferlendirildi.<\/p>\n
Destekler: 13.900 \u2013 13.760 \u2013 13.730<\/p>\n
Diren\u00e7ler: 14.140 \u2013 14.200<\/p>\n
V\u0130OP BIST 30 yak\u0131n vadeli kontrat\u0131n\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc 17.065 seviyesinden sat\u0131c\u0131l\u0131 tamamlad\u0131\u011f\u0131n\u0131 belirten Alnus Yat\u0131r\u0131m, 17.000 seviyesinin alt\u0131na inilmesi ve burada kal\u0131c\u0131l\u0131k olu\u015fmas\u0131 halinde 16.830 ve 16.710 seviyelerinin destek olarak takip edilece\u011fini bildirdi.<\/p>\n
Al\u0131c\u0131l\u0131 g\u00f6r\u00fcn\u00fcmde ise 17.250 ve 17.340 seviyeleri diren\u00e7 konumunda bulunuyor.<\/p>\n
Dolar\/TL kuru son i\u015flem g\u00fcn\u00fcn\u00fc 48,42 civar\u0131nda yatay tamamlad\u0131. Yeni g\u00fcnde de kurda 48,42 seviyesinden yukar\u0131 y\u00f6nl\u00fc fiyatlama g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi.<\/p>\n
Kurun rekor seviyelere yak\u0131n olmas\u0131 nedeniyle teknik diren\u00e7 seviyesi belirlenemedi\u011fini aktaran Alnus Yat\u0131r\u0131m, a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde ise 48,42 seviyesinin alt\u0131nda kal\u0131c\u0131l\u0131k olu\u015fup olu\u015fmayaca\u011f\u0131n\u0131n geri \u00e7ekilmeler a\u00e7\u0131s\u0131ndan takip edilece\u011fini ifade etti.<\/p>\n
Yeni haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde yurt i\u00e7inde Hazine nakit dengesi verisi takip edilecek. Alnus Yat\u0131r\u0131m, TL varl\u0131klar\u0131ndaki fiyatlamalar a\u00e7\u0131s\u0131ndan OVP tahminlerinin ekonomik takvimdeki verilerden daha belirleyici olabilece\u011fini \u00f6ng\u00f6rd\u00fc.<\/p>\n
K\u00fcresel piyasalarda ise ABD piyasalar\u0131n\u0131n kapal\u0131 oldu\u011fu g\u00fcnde Almanya sanayi \u00fcretimi ve Euro B\u00f6lgesi ikinci \u00e7eyrek GSY\u0130H de\u011fi\u015fimi izlenecek.<\/p>\n
Bunun yan\u0131 s\u0131ra Fed ba\u015fta olmak \u00fczere maj\u00f6r merkez bankalar\u0131n\u0131n para politikas\u0131 kararlar\u0131na ili\u015fkin beklentiler ile jeopolitik risklere y\u00f6nelik geli\u015fmelerin de piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan \u00f6nemini koruyaca\u011f\u0131 belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 7 Eyl\u00fcl (Hibya) – Alnus Yat\u0131r\u0131m, g\u00fcnl\u00fck b\u00fclteninde yurt i\u00e7i ve k\u00fcresel piyasalardaki geli\u015fmelere ili\u015fkin de\u011ferlendirmelerde bulundu.<\/p>\n","protected":false},"author":1,"featured_media":144582,"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-144581","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\/144581","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=144581"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/144581\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/144582"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=144581"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=144581"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=144581"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"