{"id":15370,"date":"2025-12-04T09:45:04","date_gmt":"2025-12-04T06:45:04","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/04\/piramit-menkul-japonya-teknoloji-hisselerine-gelen-alimlar-ikinci-gune-tasindi"},"modified":"2025-12-04T09:45:04","modified_gmt":"2025-12-04T06:45:04","slug":"piramit-menkul-japonya-teknoloji-hisselerine-gelen-alimlar-ikinci-gune-tasindi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/04\/piramit-menkul-japonya-teknoloji-hisselerine-gelen-alimlar-ikinci-gune-tasindi\/","title":{"rendered":"Piramit Menkul: Japonya teknoloji hisselerine gelen al\u0131mlar ikinci g\u00fcne ta\u015f\u0131nd\u0131"},"content":{"rendered":"<p>Piramit Menkul K\u0131ymetler\u2019in raporunda \u201cABD\u2019de pozitif kapan\u0131\u015f\u0131n ard\u0131ndan bu sabah Asya\u2019da hafif\u00e7e al\u0131c\u0131l\u0131 bir seyir izlemektedir. Japonya\u2019da Nikkei225 Endeksi y\u00fczde 2,03, Topix Endeksi y\u00fczde 1,77 y\u00fckseldi. Japonya teknoloji hisselerine gelen al\u0131mlar ikinci g\u00fcne ta\u015f\u0131nd\u0131.\u201d de\u011ferlendirmesi yap\u0131ld\u0131.<\/p>\n<p>\u00c7in\u2019de \u015eanghay Bile\u015fik Endeksi y\u00fczde 0,21 gerilerken Shenzhen Bile\u015fik Endeksi\u2019nin y\u00fczde 0,20 artt\u0131\u011f\u0131 belirtilen raporda \u015funlar kaydedildi:<\/p>\n<p>\u201cHong Kong Hang Seng Endeksi yatay seyretti. G\u00fcney Kore Kospi Endeksi y\u00fczde 0,76 d\u00fc\u015ferken Tayvan Taiex Endeksi fazla de\u011fi\u015fmedi.<\/p>\n<p>Avustralya S&amp;P\/ASX200 Endeksi y\u00fczde 0,27 prim yapt\u0131. ABD\u2019de d\u00fcn a\u00e7\u0131klanan ADP istihdam verisinin ard\u0131ndan Fed\u2019den faiz indirimi beklentilerinin artmas\u0131 risk piyasalar\u0131 desteklemektedir. Piyasalar bu sabah itibar\u0131yla Fed\u2019in aral\u0131k toplant\u0131s\u0131nda yakla\u015f\u0131k y\u00fczde 89 ihtimalle 25bp indirim fiyatl\u0131yor.<\/p>\n<p>Euro B\u00f6lgesi\u2019nde perakende sat\u0131\u015flar (Ekim)<\/p>\n<p>Euro B\u00f6lgesi\u2019nde per\u015fembe g\u00fcn\u00fc ekim ay\u0131 perakende sat\u0131\u015flar verisi takip edilecek. Eyl\u00fclde ayl\u0131k bazda y\u00fczde 0,2 art\u0131\u015f beklenirken y\u00fczde 0,1 azalan Euro B\u00f6lgesi perakende sat\u0131\u015flar\u0131, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 1,0 art\u0131\u015fla piyasa beklentisini kar\u015f\u0131lam\u0131\u015ft\u0131.<\/p>\n<p>Yurt i\u00e7inde mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f T\u00dcFE (Kas\u0131m)<\/p>\n<p>T\u00dc\u0130K, d\u00fcn a\u00e7\u0131klad\u0131\u011f\u0131 kas\u0131m T\u00dcFE\/\u00dcFE rakamlar\u0131n\u0131n ard\u0131ndan bug\u00fcn mevsim etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f T\u00dcFE verisini a\u00e7\u0131klayacak.<\/p>\n<p>D\u0131\u015f Ticaret \u0130statistikleri (Kas\u0131m-\u00d6nc\u00fc)<\/p>\n<p>Ticaret Bakanl\u0131\u011f\u0131, kas\u0131m\u0131n \u00f6nc\u00fc d\u0131\u015f ticaret istatistiklerini a\u00e7\u0131klayacak. T\u00dc\u0130K\u2019in nihai verilerine g\u00f6re ekimde genel ticaret sistemine g\u00f6re ihracat y\u0131ll\u0131k y\u00fczde 2,0 art\u0131\u015fla 23,94mlr USD, ithalat y\u00fczde 7,2 art\u0131\u015fla 31,52mlr USD, d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 y\u00fczde 27,6 art\u0131\u015fla 7,58mlr USD olurken ocak-ekim d\u00f6neminde ihracat y\u0131ll\u0131k y\u00fczde 3,9 art\u0131\u015fla 224,47mlr USD, ithalat y\u00fczde 6,1 art\u0131\u015fla 299,15mlr USD ve d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 y\u00fczde 13,3 art\u0131\u015fla 74,68mlr USD olmu\u015ftu.<\/p>\n<p>Piyasalarda d\u00fcn ne oldu? Hisse senedi piyasalar\u0131nda kar\u0131\u015f\u0131k bir seyir h\u00e2kimdi. Asya\u2019da, Japonya Nikkei225 Endeksi y\u00fczde 1,14, G\u00fcney Kore Kospi Endeksi y\u00fczde 1,04 y\u00fckselirken Hang Seng Endeksi y\u00fczde 1,28, \u00c7in CSI300 Endeksi y\u00fczde 0,51 geriledi. Avrupa taraf\u0131nda Fransa CAC40 Endeksi y\u00fczde 0,16 y\u00fckselirken \u0130ngiltere FTSE100 Endeksi, Stoxx Europe 600 Endeksi ve Almanya DAX Endeksi yatay seyretti. ABD\u2019de ise S&amp;P500 Endeksi y\u00fczde 0,30, Dow Jones Endeksi y\u00fczde 0,86, Nasdaq Bile\u015fik Endeksi y\u00fczde 0,17 de\u011fer kazand\u0131.<\/p>\n<p>Borsa \u0130stanbul\u2019da negatif bir seyir hakimdi. BIST100 Endeksi g\u00fcn\u00fc y\u00fczde 0,78 d\u00fc\u015f\u00fc\u015fle 11.036 puandan kapad\u0131. BIST 100\u2019de i\u015flem hacmi 186,35mlr TL seviyesinde seyretti. BIST30 Endeksi y\u00fczde 1,03 d\u00fc\u015ferek 12.012 puandan seans\u0131 tamamlad\u0131. BIST Banka Endeksi y\u00fczde 0,80 y\u00fckselirken BIST S\u0131nai Endeksi y\u00fczde 0,56 geriledi.<\/p>\n<p>ABD\u2019de resmi istihdam raporu i\u00e7in \u00f6nc\u00fc veri niteli\u011findeki ADP Enstit\u00fcs\u00fc\u2019n\u00fcn istihdam raporu yay\u0131mland\u0131. ADP verilerine g\u00f6re \u00f6zel sekt\u00f6r istihdam de\u011fi\u015fimi kas\u0131mda +5 bin beklentisinin alt\u0131nda ekim ay\u0131ndaki +47 bin seviyesinden -32 bine geriledi.<\/p>\n<p>Euro B\u00f6lgesi\u2019nde ekim ay\u0131n\u0131n \u00dcFE rakamlar\u0131 a\u00e7\u0131kland\u0131. \u00dcretici fiyatlar\u0131 ekimde ayl\u0131k bazda beklentiye paralel y\u00fczde 0,1 artarken y\u0131ll\u0131k bazda beklentinin alt\u0131nda y\u00fczde 0,5 geriledi.<\/p>\n<p>D\u00fcnya genelinde hizmet PMI verileri takip edildi.<\/p>\n<p>Japonya\u2019da hizmet PMI beklentinin \u00fczerinde 53,2 seviyesinde ger\u00e7ekle\u015fti. Ekim ay\u0131nda 53,1 idi.<\/p>\n<p>\u00c7in\u2019de (Caixin) hizmet PMI beklentiye paralel 52,1 seviyesinde ger\u00e7ekle\u015fti. Ekim ay\u0131nda 52,6 idi.<\/p>\n<p>Almanya\u2019da hizmet PMI beklentinin \u00fczerinde 53,1 seviyesinde ger\u00e7ekle\u015fti. Ekim ay\u0131nda 54,6 idi.<\/p>\n<p>Euro B\u00f6lgesi\u2019nde hizmet PMI beklentinin \u00fczerinde 53,6 seviyesinde ger\u00e7ekle\u015fti. Ekim ay\u0131nda 53,0 idi.<\/p>\n<p>\u0130ngiltere\u2019de hizmet PMI beklentinin \u00fczerinde 51,3 seviyesinde ger\u00e7ekle\u015fti. Ekim ay\u0131nda 52,3 idi.<\/p>\n<p>ABD\u2019de (S&amp;P Global) hizmet PMI beklentinin alt\u0131nda 54,1 seviyesinde ger\u00e7ekle\u015fti. Ekim ay\u0131nda 54,8 idi.<\/p>\n<p>ABD\u2019de (ISM) imalat d\u0131\u015f\u0131 PMI beklentinin \u00fczerinde 52,6 seviyesinde ger\u00e7ekle\u015fti. Ekim ay\u0131nda 52,4 idi.<\/p>\n<p>Yurt i\u00e7inde T\u00dcFE\/\u00dcFE (Kas\u0131m)<\/p>\n<p>T\u00dcFE kas\u0131mda ayl\u0131k y\u00fczde 0,87, aral\u0131k ay\u0131na g\u00f6re y\u00fczde 29,74, y\u0131ll\u0131k y\u00fczde 31,07 ve on iki ayl\u0131k ortalamalara g\u00f6re y\u00fczde 35,91 artt\u0131. C Grubu T\u00dcFE ayl\u0131k y\u00fczde 1,22, y\u0131ll\u0131k y\u00fczde 31,65 artt\u0131. Ayn\u0131 d\u00f6nemde Yurt \u0130\u00e7i \u00dcretici Fiyat Endeksi (Y\u0130-\u00dcFE) ayl\u0131k y\u00fczde 0,84, aral\u0131k ay\u0131na g\u00f6re y\u00fczde 26,72, y\u0131ll\u0131k y\u00fczde 27,23 ve on iki ayl\u0131k ortalamalara g\u00f6re y\u00fczde 25,37 art\u0131\u015f g\u00f6sterdi.<\/p>\n<p>Kas\u0131m ay\u0131nda fiyatlama davran\u0131\u015flar\u0131nda en belirgin ayr\u0131\u015fma g\u0131da taraf\u0131nda g\u00f6r\u00fcld\u00fc; i\u015flenmemi\u015f g\u0131da ayl\u0131k y\u00fczde 3,3 gerileyerek y\u0131ll\u0131k art\u0131\u015f\u0131 y\u00fczde 19,4\u2019e \u00e7ekti ve toplam g\u0131da enflasyonunu a\u015fa\u011f\u0131 ta\u015f\u0131d\u0131. Giyim grubunda mevsimsel art\u0131\u015f y\u0131ll\u0131k enflasyona s\u0131n\u0131rl\u0131 yukar\u0131 y\u00f6nl\u00fc katk\u0131 verirken enerji y\u00fczde 1,9 artt\u0131 ve i\u00e7 talep ile kura duyarl\u0131 kalemlerde (mobilya, ara\u00e7 al\u0131m\u0131, paket turlar) ge\u00e7en y\u0131la g\u00f6re daha g\u00fc\u00e7l\u00fc art\u0131\u015flar izlendi. Ev e\u015fyas\u0131, t\u0131bbi \u00fcr\u00fcnler, telefon ekipman\u0131 ve ki\u015fisel bak\u0131m gibi kalemlerde ise fiyat art\u0131\u015flar\u0131 ge\u00e7en y\u0131l\u0131n alt\u0131nda kald\u0131.<\/p>\n<p>D\u0131\u015fsal ko\u015fullarda emtia fiyatlar\u0131n\u0131n \u0131l\u0131ml\u0131 seyri ve kur sepetindeki s\u0131n\u0131rl\u0131 de\u011fi\u015fim maliyet bask\u0131lar\u0131n\u0131 zay\u0131f tutarken hizmet grubu alt kalemlerinde lokanta-oteller ve ula\u015ft\u0131rma hizmetleri \u00f6ne \u00e7\u0131kt\u0131. Y\u00f6netilen\u2013y\u00f6nlendirilen fiyatlara ili\u015fkin belirsizlik devam ederken y\u0131l sonu g\u00f6r\u00fcn\u00fcm\u00fcnde asgari \u00fccret ve vergi uygulamalar\u0131na dair kararlar\u0131n etkisi belirleyici konumda bulunuyor.\u201d<\/p>\n<p> <strong><\/strong><br \/>\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 4 Aral\u0131k (Hibya) \u2013 Piramit Menkul K\u0131ymetler, Japonya teknoloji hisselerine gelen al\u0131mlar\u0131n ikinci g\u00fcne ta\u015f\u0131nd\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":15371,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-15370","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15370","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=15370"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15370\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/15371"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=15370"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=15370"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=15370"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}