Pusula Yat\u0131r\u0131m, ABD borsalar\u0131nda teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde g\u00fc\u00e7l\u00fc al\u0131mlar ya\u015fand\u0131\u011f\u0131n\u0131 bildirdi. S&P 500’\u00fcn a\u011fustos ba\u015f\u0131ndan bu yana en g\u00fc\u00e7l\u00fc g\u00fcnl\u00fck performans\u0131n\u0131 g\u00f6sterdi\u011fi, Nasdaq’\u0131n ise haziran ay\u0131ndan bu yana ilk kez rekor seviyeden kapand\u0131\u011f\u0131 belirtildi.<\/p>\n
De\u011ferlendirmede, Meta’n\u0131n y\u00fczde 11, Intel’in y\u00fczde 12 ve AMD’nin son be\u015f i\u015flem g\u00fcn\u00fcndeki kazanc\u0131n\u0131n y\u00fczde 25’e ula\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131. Petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f ile ABD’nin 10 y\u0131ll\u0131k tahvil getirisinin y\u00fczde 4,95 seviyesine gerilemesinin piyasalardaki risk i\u015ftah\u0131n\u0131 destekledi\u011fi ifade edildi. S\u00f6z konusu piyasa hareketleri g\u00fcncel verilerle de \u00f6rt\u00fc\u015f\u00fcrken, Nasdaq’\u0131n rekor kapan\u0131\u015f\u0131nda yapay zeka ba\u011flant\u0131l\u0131 teknoloji hisselerindeki y\u00fckseli\u015fin etkili oldu\u011fu bildirildi.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump ile \u00c7in Devlet Ba\u015fkan\u0131 Xi Jinping’in bu hafta Washington’da ger\u00e7ekle\u015ftirmesi beklenen g\u00f6r\u00fc\u015fmenin de piyasalarda yak\u0131ndan izlendi\u011fi kaydedildi. G\u00f6r\u00fc\u015fmede yapay zeka ve tarifelerin yan\u0131 s\u0131ra ihracat kontrolleri ve nadir toprak elementleri gibi ba\u015fl\u0131klar\u0131n ele al\u0131nmas\u0131n\u0131n beklendi\u011fi belirtildi. Piyasalar\u0131n, mevcut ticaret ate\u015fkesinin g\u00fc\u00e7lendirilmesine y\u00f6nelik olas\u0131 ad\u0131mlara odakland\u0131\u011f\u0131 ifade edildi.<\/p>\n
Pusula Yat\u0131r\u0131m de\u011ferlendirmesinde, ABD Hazine Bakan\u0131 Scott Bessent’in \u0130ran’a y\u00f6nelik ekonomik bask\u0131lar kapsam\u0131nda a\u00e7\u0131klamalarda bulundu\u011fu aktar\u0131ld\u0131. \u0130ran’a y\u00f6nelik ekonomik ve finansal k\u0131s\u0131tlamalar konusunda ABD ile \u00c7in aras\u0131nda temaslar\u0131n s\u00fcrd\u00fc\u011f\u00fc daha \u00f6nce de Bessent taraf\u0131ndan a\u00e7\u0131klanm\u0131\u015ft\u0131.<\/p>\n
Raporda, ABD’nin Danimarka ve Gr\u00f6nland ile y\u00fcr\u00fctt\u00fc\u011f\u00fc temaslar kapsam\u0131nda Gr\u00f6nland’daki So\u011fuk Sava\u015f d\u00f6neminden kalma bir askeri \u00fcss\u00fcn yeniden a\u00e7\u0131lmas\u0131n\u0131n planland\u0131\u011f\u0131na ili\u015fkin geli\u015fmelere de yer verildi.<\/p>\n
Yapay zeka ekosistemindeki rekabete ili\u015fkin de\u011ferlendirmede, Alibaba’n\u0131n yeni Zhenwu V900 \u00e7ipini tan\u0131tt\u0131\u011f\u0131 ve \u015firketin 2032 y\u0131l\u0131na kadar k\u00fcresel veri merkezi kapasitesini 20 gigawatt\u0131n \u00fczerine \u00e7\u0131karmay\u0131 hedefledi\u011fi aktar\u0131ld\u0131.<\/p>\n
OpenAI’nin g\u00fcvenli yapay zeka geli\u015fimi, alignment ara\u015ft\u0131rmalar\u0131 ve RSI s\u00fcre\u00e7lerine ili\u015fkin yeni g\u00fcvenlik \u00f6nerileri yay\u0131mlad\u0131\u011f\u0131 belirtilirken, s\u00f6z konusu ad\u0131m\u0131n sekt\u00f6rde yapay zeka g\u00fcvenli\u011fine y\u00f6nelik tart\u0131\u015fmalar\u0131n s\u00fcrd\u00fc\u011f\u00fc d\u00f6nemde geldi\u011fi ifade edildi.<\/p>\n
Tesla’n\u0131n Vietnam’da yerel bir \u015firket kayd\u0131 olu\u015fturarak pazarda faaliyet g\u00f6stermeye haz\u0131rland\u0131\u011f\u0131 aktar\u0131lan de\u011ferlendirmede, \u015firketin \u00fclkedeki yerel \u00fcretici VinFast ile rekabet edece\u011fi belirtildi.<\/p>\n
Pusula Yat\u0131r\u0131m ayr\u0131ca JPMorgan \u00dcst Y\u00f6neticisi Jamie Dimon’\u0131n, b\u00fcy\u00fck teknoloji \u015firketlerinin yapay zeka harcamalar\u0131n\u0131n mevcut yakla\u015f\u0131k 700 milyar dolar seviyesinden gelecek y\u0131l 1 trilyon dolara ula\u015fabilece\u011fini ifade etti\u011fini aktard\u0131.<\/p>\n
<\/strong> \u0130stanbul, 22 Eyl\u00fcl (Hibya)-Pusula Yat\u0131r\u0131m, Meta, Intel ve AMD \u00f6nc\u00fcl\u00fc\u011f\u00fcnde ABD borsalar\u0131nda g\u00fc\u00e7l\u00fc al\u0131mlar g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc belirtti. De\u011ferlendirmede, petrol fiyatlar\u0131ndaki gerileme ve ABD’nin 10 y\u0131ll\u0131k tahvil getirisinin y\u00fczde 4,95 seviyesine \u00e7ekilmesinin risk i\u015ftah\u0131n\u0131 destekledi\u011fi aktar\u0131ld\u0131.<\/p>\n","protected":false},"author":1,"featured_media":154207,"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-154206","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\/154206","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=154206"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/154206\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/154207"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=154206"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=154206"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=154206"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"