A1 Capital’in g\u00fcnl\u00fck piyasa de\u011ferlendirmesinde, k\u00fcresel piyasalarda teknoloji ve yapay zeka hisselerinde g\u00fc\u00e7lenen al\u0131mlar ile y\u00fcksek tahvil faizleri aras\u0131ndaki dengenin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n
De\u011ferlendirmede, \u201cPiyasada tam anlam\u0131yla \u2018risk i\u015ftah\u0131 geri d\u00f6nd\u00fc\u2019 diyemiyoruz; daha \u00e7ok yapay zeka ve yar\u0131 iletken hisseleri \u00fczerinden se\u00e7ici bir iyimserlik var\u201d ifadelerine yer verildi. Petrol fiyatlar\u0131n\u0131n yeniden 102 dolar seviyesine yakla\u015fmas\u0131n\u0131n ise enflasyon ve faiz taraf\u0131ndaki rahatlamay\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
S&P 500’\u00fcn y\u00fczde 1,49 y\u00fckseli\u015fle 7.764,70, Nasdaq 100’\u00fcn y\u00fczde 2,83 art\u0131\u015fla 30.482,35 ve Dow Jones’un y\u00fczde 0,71 y\u00fckseli\u015fle 52.048,83 puana \u00e7\u0131kt\u0131\u011f\u0131 belirtilen de\u011ferlendirmede, Nasdaq’taki hareketin genele yay\u0131lan ekonomik iyimserlikten ziyade teknoloji ve yapay zeka \u015firketlerinde yo\u011funla\u015fan al\u0131mlardan kaynakland\u0131\u011f\u0131 kaydedildi.<\/p>\n
ABD vadeli piyasalar\u0131nda hareketin daha s\u0131n\u0131rl\u0131 oldu\u011fu ifade edilen de\u011ferlendirmede, S&P 500 vadeli g\u00f6stergesinin yakla\u015f\u0131k y\u00fczde 0,04, Nasdaq 100’\u00fcn y\u00fczde 0,07-0,09 art\u0131da, Dow vadeli kontrat\u0131n\u0131n y\u00fczde 0,05 ve Russell 2000’in y\u00fczde 0,06 ekside oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
ABD tahvillerinde iki y\u0131ll\u0131k faizin y\u00fczde 4,75, be\u015f y\u0131ll\u0131k faizin y\u00fczde 4,83, 10 y\u0131ll\u0131k faizin y\u00fczde 4,93 ve 30 y\u0131ll\u0131k faizin y\u00fczde 5,28 seviyelerinde bulundu\u011fu belirtildi. A1 Capital, \u201c10 y\u0131ll\u0131k faizin y\u00fczde 5’e yak\u0131n, 30 y\u0131ll\u0131\u011f\u0131n ise y\u00fczde 5’in belirgin \u00fczerinde olmas\u0131, yaln\u0131z Fed politikas\u0131n\u0131n de\u011fil ABD’nin b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131, y\u00fcksek bor\u00e7lanma ihtiyac\u0131 ve tahvil arz\u0131n\u0131n da fiyatland\u0131\u011f\u0131n\u0131 g\u00f6steriyor\u201d de\u011ferlendirmesinde bulundu.<\/p>\n
Teknoloji hisselerinin k\u00e2r b\u00fcy\u00fcmesiyle y\u00fcksek faizlere direnebilece\u011fi belirtilen de\u011ferlendirmede, uzun vadeli faizlerin y\u00fczde 5’in \u00fczerine yerle\u015fmesi halinde de\u011ferleme \u00e7arpanlar\u0131n\u0131n yeniden sorgulanabilece\u011fi ifade edildi. Bug\u00fcnk\u00fc iki y\u0131ll\u0131k tahvil ihalesinde talebin zay\u0131f, ihale faizinin y\u00fcksek ve dolayl\u0131 yat\u0131r\u0131mc\u0131 pay\u0131n\u0131n d\u00fc\u015f\u00fck kalmas\u0131 durumunda ABD faizlerinin yeniden y\u00fckselebilece\u011fi, bunun da Nasdaq, alt\u0131n ve geli\u015fmekte olan \u00fclke varl\u0131klar\u0131 \u00fczerinde bask\u0131 olu\u015fturabilece\u011fi kaydedildi.<\/p>\n
Asya piyasalar\u0131nda Japonya’n\u0131n tatil nedeniyle kapal\u0131 oldu\u011fu belirtilirken, Hang Seng’in yakla\u015f\u0131k y\u00fczde 0,16, Shenzhen’in y\u00fczde 0,55 ve \u00c7in A50’nin y\u00fczde 0,62 y\u00fckseldi\u011fi, \u015eanghay bile\u015fik endeksinin ise y\u00fczde 0,04 civar\u0131nda geriledi\u011fi aktar\u0131ld\u0131. De\u011ferlendirmede, \u00c7in piyasas\u0131ndaki hareketin genele yay\u0131lan bir y\u00fckseli\u015ften \u00e7ok teknoloji ve belirli b\u00fcy\u00fck \u015firketlerdeki se\u00e7ici al\u0131mlardan kaynakland\u0131\u011f\u0131 ifade edildi.<\/p>\n
Tencent’in yeni yapay zeka modeli, Alibaba’n\u0131n b\u00fcy\u00fck \u00f6l\u00e7ekli yapay zeka modeli ve yeni \u00e7ip a\u00e7\u0131klamalar\u0131n\u0131n \u00c7in teknoloji hisselerini destekledi\u011fi, geleneksel sanayi ve i\u00e7 talebe duyarl\u0131 hisselerde ise ayn\u0131 g\u00fcc\u00fcn g\u00f6r\u00fclmedi\u011fi bildirildi.<\/p>\n
Avrupa taraf\u0131nda Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Christine Lagarde’\u0131n konu\u015fmas\u0131n\u0131n takip edilece\u011fi belirtilen de\u011ferlendirmede, piyasan\u0131n \u00f6zellikle enerji fiyatlar\u0131, \u00fccretler ve hizmet enflasyonuna ili\u015fkin mesajlara odaklanaca\u011f\u0131 ifade edildi. Lagarde’\u0131n enflasyon riskini \u00f6ne \u00e7\u0131karmas\u0131 halinde euro ve k\u0131sa vadeli Avrupa faizlerinin y\u00fckselebilece\u011fi, hisse piyasalar\u0131n\u0131n ise bask\u0131 alt\u0131nda kalabilece\u011fi aktar\u0131ld\u0131.<\/p>\n
Brent petrol\u00fcn Kas\u0131m 2026 vadeli kontrat\u0131n\u0131n yakla\u015f\u0131k 101,68 dolar seviyesinde bulundu\u011fu ve \u00f6nceki kapan\u0131\u015fa g\u00f6re y\u00fczde 1,34 y\u00fckseldi\u011fi belirtildi. Kontrat\u0131n g\u00fcn i\u00e7inde 99,90 dolara kadar geriledikten sonra 101,72 dolara y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n
A1 Capital, \u201cBrent’in 100 dolar\u0131n alt\u0131n\u0131 test ettikten sonra yeniden 101,5-102 dolar b\u00f6lgesine d\u00f6nmesi, piyasan\u0131n jeopolitik risk primini hen\u00fcz silmeye haz\u0131r olmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor\u201d de\u011ferlendirmesinde bulundu.<\/p>\n
Alt\u0131n vadeli kontrat\u0131n\u0131n y\u00fczde 0,38 d\u00fc\u015f\u00fc\u015fle yakla\u015f\u0131k 4.367 dolar seviyesinde i\u015flem g\u00f6rd\u00fc\u011f\u00fc belirtilen de\u011ferlendirmede, fiyat\u0131n g\u00fcn i\u00e7inde 4.414 dolar civar\u0131na kadar y\u00fckseldikten sonra geri \u00e7ekildi\u011fi aktar\u0131ld\u0131. A1 Capital, \u201cAlt\u0131nda g\u00fcvenli liman talebi var, ancak faiz cephesi \u015fu an ayn\u0131 y\u00f6nde \u00e7al\u0131\u015fm\u0131yor\u201d ifadelerini kulland\u0131.<\/p>\n
Borsa \u0130stanbul’un 2026 y\u0131l\u0131n\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011fi i\u00e7in endeks revizyonu a\u00e7\u0131klad\u0131\u011f\u0131 belirtilen de\u011ferlendirmede, de\u011fi\u015fikliklerin 1 Ekim-31 Aral\u0131k 2026 d\u00f6neminde ge\u00e7erli olaca\u011f\u0131 kaydedildi.<\/p>\n
BIST 30’da Destek Finans Faktoring’in \u00e7\u0131kar\u0131larak yerine TR Anadolu Metal Madencilik’in al\u0131naca\u011f\u0131, BIST 50’de ise Destek Finans Faktoring, Efor Yat\u0131r\u0131m, Kat\u0131l\u0131mevim, Kuya\u015f Yat\u0131r\u0131m, Mia Teknoloji ve Pasifik Eurasia Lojistik’in endeksten \u00e7\u0131kar\u0131laca\u011f\u0131 bildirildi. Bu \u015firketlerin yerine CVK Maden, CW Enerji, Do\u011fu\u015f Otomotiv, Enerya Enerji, Mavi Giyim ve TSKB’nin al\u0131naca\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
BIST 100’de 27 hissenin endekse dahil edilece\u011fi ve 27 hissenin \u00e7\u0131kar\u0131laca\u011f\u0131 belirtilirken, yeni dahil edilecek \u015firketler aras\u0131nda Anadolu Grubu Holding, Ahlatc\u0131 Do\u011fal Gaz, Ak\u00e7ansa, Akfen Yenilenebilir Enerji, Albaraka T\u00fcrk, Anadolu Hayat Emeklilik, Aygaz, Ege End\u00fcstri, Galata Wind, \u0130skenderun Demir \u00c7elik, Karsan, Kocaer \u00c7elik, Kordsa, TAB G\u0131da, Torunlar GYO ve T\u00fcrk Trakt\u00f6r’\u00fcn bulundu\u011fu aktar\u0131ld\u0131.<\/p>\n
Endeksten \u00e7\u0131kar\u0131lacak \u015firketler aras\u0131nda ise Balsu G\u0131da, Bat\u0131\u00e7im, Destek Finans, Efor Yat\u0131r\u0131m, Esenbo\u011fa Elektrik, Europower, Giri\u015fim Elektrik, Galatasaray Sportif, Kat\u0131l\u0131mevim, Mia Teknoloji, Odine Teknoloji, Pasifik Teknoloji, Pasifik GYO, Reeder, Sarkuysan ve \u015eekerbank’\u0131n bulundu\u011fu belirtildi.<\/p>\n
G\u00fcn\u00fcn veri g\u00fcndeminde \u00f6nc\u00fc Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) verilerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 bildirildi. Avrupa seans\u0131nda Fransa, Almanya, Euro B\u00f6lgesi ve \u0130ngiltere, \u00f6\u011fleden sonra ise ABD imalat, hizmet ve bile\u015fik PMI verilerinin a\u00e7\u0131klanaca\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
A1 Capital, \u201cBu veriler, y\u00fcksek petrol ve faizlerin b\u00fcy\u00fcmeyi ne \u00f6l\u00e7\u00fcde yava\u015flatt\u0131\u011f\u0131n\u0131 g\u00f6sterecek\u201d de\u011ferlendirmesinde bulundu. Ekonomik faaliyetin kontroll\u00fc \u015fekilde b\u00fcy\u00fcmeye devam etmesi ve \u015firketlerin girdi ve sat\u0131\u015f fiyatlar\u0131nda yava\u015flama g\u00f6r\u00fclmesinin piyasalar a\u00e7\u0131s\u0131ndan daha olumlu bir tablo olu\u015fturabilece\u011fi, faaliyet ve fiyatlar\u0131n g\u00fc\u00e7l\u00fc gelmesi halinde faiz art\u0131r\u0131m\u0131 beklentilerinin, faaliyet ve sipari\u015flerin zay\u0131flamas\u0131 halinde ise resesyon endi\u015felerinin \u00f6ne \u00e7\u0131kabilece\u011fi ifade edildi.<\/p>\n
T\u00fcrkiye’de t\u00fcketici g\u00fcveni ve g\u00fcven g\u00f6stergelerinin i\u00e7 talep a\u00e7\u0131s\u0131ndan izlenece\u011fi belirtilen de\u011ferlendirmede, g\u00fcven endeksindeki y\u00fckseli\u015fin perakende ve hizmet \u015firketleri a\u00e7\u0131s\u0131ndan destekleyici olabilece\u011fi, ancak g\u00fc\u00e7l\u00fc t\u00fcketim talebinin dezenflasyon ve faiz indirimi beklentileri a\u00e7\u0131s\u0131ndan iki y\u00f6nl\u00fc de\u011ferlendirilebilece\u011fi kaydedildi.<\/p>\n
Trump-Xi g\u00f6r\u00fc\u015fmesinin per\u015fembe g\u00fcn\u00fc ger\u00e7ekle\u015ftirilece\u011fi hat\u0131rlat\u0131lan de\u011ferlendirmede, bug\u00fcn gelebilecek \u00f6n a\u00e7\u0131klamalar\u0131n teknoloji, yar\u0131 iletken, kritik madenler, otomotiv ve \u00c7in ba\u011flant\u0131l\u0131 Avrupa \u015firketlerinde oynakl\u0131\u011fa neden olabilece\u011fi belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 22 Eyl\u00fcl (Hibya)-A1 Capital, k\u00fcresel piyasalarda teknoloji ve yapay zeka hisselerindeki al\u0131mlar\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc, ancak y\u00fcksek tahvil faizleri ve petrol fiyatlar\u0131n\u0131n risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":154087,"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-154086","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\/154086","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=154086"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/154086\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/154087"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=154086"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=154086"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=154086"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"