Gedik Yat\u0131r\u0131m'\u0131n raporunda “Asya piyasalar\u0131nda ba\u015flayan g\u00fc\u00e7l\u00fc risk i\u015ftah\u0131 Per\u015fembe g\u00fcn\u00fc Avrupa borsalar\u0131na
\nda ta\u015f\u0131nd\u0131 ve k\u00fcresel rallinin y\u0131l sonuna yakla\u015f\u0131rken geni\u015fledi\u011fini g\u00f6sterdi.” ifadelerine yer verildi. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“MSCI Asya endeksi y\u00fczde 0,8 y\u00fckselirken Japonya\u2019da Topix ve Nikkei 225\u2019in y\u00fczde 1,9\u2019un \u00fczerinde artmas\u0131 dikkat \u00e7ekti; \u00c7in yuan\u0131 ise beklentilerin \u00f6nemli \u00f6l\u00e7\u00fcde alt\u0131nda belirlenen g\u00fcnl\u00fck referans kurunun ard\u0131ndan zay\u0131flad\u0131. ABD\u2019de \u00f6zel sekt\u00f6r istihdam\u0131n\u0131n 32 bin ki\u015fi d\u00fc\u015fmesi, i\u015fg\u00fcc\u00fc piyasas\u0131nda belirgin bir yava\u015flamaya
\ni\u015faret ederek Fed\u2019in gelecek hafta 25 bp faiz indirmesi ihtimalini y\u00fczde 90\u2019\u0131n \u00fczerine ta\u015f\u0131d\u0131 ve k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131 art\u0131rd\u0131. Japonya Merkez Bankas\u0131 (BOJ)\u2019un Aral\u0131k ay\u0131nda faiz art\u0131rabilece\u011fine dair haber ak\u0131\u015f\u0131 yen\u2019i desteklerken, Japon tahvilleri sert hareketler g\u00f6rd\u00fc; \u00f6zellikle 30 y\u0131ll\u0131k JGB ihalesinin 2019\u2019dan bu yana en y\u00fcksek talebi toplamas\u0131 dikkat \u00e7ekti. Buna kar\u015f\u0131n Avustralya ve \u00c7in tahvil getirileri enflasyon ve politika belirsizlikleri nedeniyle y\u00fckselmeye devam etti.<\/p>\n
Bu iyimser hava Avrupa borsalar\u0131na da ta\u015f\u0131nd\u0131; STOXX 50 ve STOXX 600 endeksleri y\u00fczde 0,3 y\u00fckselerek \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc art\u0131\u015f g\u00fcn\u00fcn\u00fc kaydetti. Zay\u0131f ABD istihdam verilerinin Fed indirimi beklentilerini g\u00fc\u00e7lendirmesi, Avrupa\u2019da yat\u0131r\u0131mc\u0131 duyarl\u0131l\u0131\u011f\u0131n\u0131 desteklerken \u015firket bazl\u0131 hareketlerde teknoloji ve sanayi hisseleri \u00f6ne \u00e7\u0131kt\u0131. \u00c7inli Cambricon Technologies\u2019in 2026\u2019da yapay zek\u00e2 \u00e7ip \u00fcretimini \u00fc\u00e7 kat\u0131na \u00e7\u0131karmay\u0131 planlad\u0131\u011f\u0131 haberi, Avrupa \u00e7ip hisselerinde g\u00fc\u00e7l\u00fc al\u0131mlar\u0131 tetikledi; STMicroelectronics y\u00fczde 4\u2019ten fazla y\u00fckselerek STOXX 600\u2019\u00fcn en g\u00fc\u00e7l\u00fc performans\u0131n\u0131 sergiledi, ASML y\u00fczde 1,1 artt\u0131. JPMorgan\u2019\u0131n not art\u0131r\u0131m\u0131 Siemens\u2019i y\u00fczde 1,6, Schneider Electric\u2019i y\u00fczde 3 yukar\u0131 ta\u015f\u0131rken; BofA\u2019n\u0131n not art\u0131r\u0131m\u0131 Mercedes-Benz\u2019i y\u00fczde 3, Renault\u2019yu y\u00fczde 3,5 y\u00fckseltti. Finans taraf\u0131nda Societe Generale y\u00fczde 2,8, Commerzbank ise y\u00fczde 2 de\u011fer kazand\u0131 ve bankac\u0131l\u0131k hisseleri genel olarak Avrupa endekslerini destekledi.<\/p>\n
D\u00f6viz taraf\u0131nda yen BOJ\u2019un olas\u0131 faiz art\u0131r\u0131m\u0131 beklentisiyle g\u00fc\u00e7lenirken, \u00c7in yuan\u0131 zay\u0131f fixing sonras\u0131 hem onshore hem offshore piyasada y\u00fczde 0,1 geriledi. Emtialarda g\u00fcm\u00fc\u015f ve alt\u0131n gerilerken petrol fiyatlar\u0131 Ukrayna\u2019n\u0131n Rus enerji altyap\u0131s\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131n ve \u00e7\u00f6z\u00fcms\u00fcz kalan bar\u0131\u015f g\u00f6r\u00fc\u015fmeleri ak\u0131\u015f\u0131n\u0131n etkisiyle y\u00fckseldi. Makro cephede g\u00f6zler Fed\u2019in uzun s\u00fcredir ertelenen PCE enflasyon verilerinde ve Macron\u2013Xi g\u00f6r\u00fc\u015fmesinin ticaret, Tayvan ve Ukrayna ba\u015fl\u0131klar\u0131na dair sonu\u00e7lar\u0131nda olacak. Bu yo\u011fun ak\u0131\u015f, k\u00fcresel piyasalarda y\u0131l sonu fiyatlamalar\u0131n\u0131n y\u00f6n\u00fcn\u00fc belirleyebilir.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
UiPath (PATH) otomasyon yaz\u0131l\u0131m\u0131 \u00fcreticisinin hisseleri beklenenden daha g\u00fc\u00e7l\u00fc bir \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 a\u00e7\u0131klamas\u0131 ve olumlu bir gelecek d\u00f6nem beklentisi sunmas\u0131n\u0131n ard\u0131ndan y\u00fckseldi. \u015eirket, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek gelirinin 462 milyon ile 467 milyon dolar aral\u0131\u011f\u0131nda olaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc; bu aral\u0131\u011f\u0131n orta noktas\u0131 olan 464,5 milyon dolar, piyasa beklentisi olan 463,1 milyon dolar\u0131n biraz \u00fczerinde. Ayr\u0131ca y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f tekrar eden gelirin 1,844 milyar ile 1,849 milyar dolar aras\u0131nda ger\u00e7ekle\u015fmesini bekliyor.(Olumlu)<\/p>\n
Salesforce (CRM), bulut yaz\u0131l\u0131m devinin hisseleri g\u00fc\u00e7l\u00fc 3.\u00c7 sonu\u00e7lar\u0131n\u0131n ard\u0131ndan gelecek \u00e7eyrek ve 2026 mali y\u0131l\u0131 i\u00e7in beklenenden iyi bir rehberlik a\u00e7\u0131klamas\u0131yla y\u00fckseldi. \u015eirket, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek i\u00e7in gelirini 11,13 milyar\u201311,23 milyar dolar aral\u0131\u011f\u0131nda \u00f6ng\u00f6rd\u00fc; orta nokta 10,91 milyar dolarl\u0131k beklentinin \u00fczerinde. (Olumlu)<\/p>\n
Snowflake (SNOW), \u015eirket g\u00fc\u00e7l\u00fc bir 3.\u00c7 performans\u0131 ve y\u0131ll\u0131k y\u00fczde 29 gelir art\u0131\u015f\u0131 a\u00e7\u0131klamas\u0131na ra\u011fmen hisseler y\u00fczde 9 d\u00fc\u015ft\u00fc; \u00e7\u00fcnk\u00fc 4.\u00c7 \u00fcr\u00fcn geliri beklentisi piyasa tahminlerini yaln\u0131zca \u00e7ok s\u0131n\u0131rl\u0131 \u015fekilde a\u015ft\u0131. Snowflake, Q4 \u00fcr\u00fcn gelirinin 1,195 milyar\u20131,2 milyar dolar aral\u0131\u011f\u0131nda olaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc; bu de\u011fer, 1,19 milyar dolarl\u0131k beklentinin hemen \u00fczerinde. (Olumsuz)”<\/p>\n
<\/strong> \u0130stanbul, 4 Aral\u0131k (Hibya) Gedik Yat\u0131r\u0131m, Avustralya ve \u00c7in tahvil getirilerinin enflasyon ve politika belirsizlikleri nedeniyle y\u00fckselmeye devam etti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":15735,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-15734","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15734","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=15734"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15734\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/15735"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=15734"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=15734"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=15734"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"