Halk Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, Asya piyasalar\u0131nda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde genel olarak sat\u0131c\u0131l\u0131 bir seyir izleniyor. ABD ile \u0130ran aras\u0131nda yak\u0131n vadede ate\u015fkes sa\u011flanabilece\u011fine ili\u015fkin beklentilerin zay\u0131flamas\u0131, petrol fiyatlar\u0131ndaki y\u00fckseli\u015f ve teknoloji hisselerindeki sat\u0131\u015f bask\u0131s\u0131 k\u00fcresel risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlayan unsurlar aras\u0131nda yer al\u0131yor.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 yeniden a\u00e7maya y\u00f6nelik teklifini reddetmesi ve g\u00f6r\u00fc\u015fmelerin bu hafta devam edece\u011fini belirtmesine kar\u015f\u0131n taraflar aras\u0131ndaki g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131n s\u00fcrmesi, enerji arz\u0131na ili\u015fkin endi\u015felerin devam etmesine neden oluyor.<\/p>\n
Petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin endi\u015feleri art\u0131rd\u0131\u011f\u0131, tahvil faizlerindeki y\u00fckseli\u015fin de hisse senedi piyasalar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011fu belirtildi.<\/p>\n
Teknoloji sekt\u00f6r\u00fcnde ise OpenAI\u2019\u0131n ya\u015fanan bir g\u00fcvenlik olay\u0131n\u0131n ard\u0131ndan baz\u0131 geli\u015fmi\u015f modellerinde e\u011fitim ve belirli i\u015flemleri ge\u00e7ici olarak durdurmas\u0131 g\u00fcndemde. Halk Yat\u0131r\u0131m, geli\u015fmelerin yapay zeka modellerinin geli\u015ftirilme h\u0131z\u0131n\u0131n g\u00fcvenlik gerek\u00e7eleriyle yava\u015flayabilece\u011fine ili\u015fkin endi\u015feleri art\u0131rd\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Bu durumun yapay zeka yat\u0131r\u0131mlar\u0131nda kullan\u0131lan \u00e7ip, sunucu ve veri merkezi harcamalar\u0131n\u0131n b\u00fcy\u00fcme h\u0131z\u0131na y\u00f6nelik soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131 ve Asyal\u0131 yar\u0131 iletken \u00fcreticilerinde sat\u0131\u015f bask\u0131s\u0131na neden oldu\u011fu ifade edildi.<\/p>\n
\u00c7inli teknoloji \u015firketlerinin yapay zeka altyap\u0131s\u0131na y\u00f6nelik yat\u0131r\u0131mlar\u0131n\u0131 s\u00fcrd\u00fcrmesi ve Alibaba\u2019n\u0131n daha b\u00fcy\u00fck bir yapay zeka modeli ile kendi geli\u015ftirdi\u011fi yeni bir \u00e7ip \u00fczerinde \u00e7al\u0131\u015fmas\u0131n\u0131n ise uzun vadeli yat\u0131r\u0131m g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc destekleyen geli\u015fmeler aras\u0131nda yer ald\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Halk Yat\u0131r\u0131m, yat\u0131r\u0131mc\u0131lar\u0131n bu hafta ABD’de a\u00e7\u0131klanacak istihdam ve enflasyon verileri ile merkez bankalar\u0131n\u0131n para politikas\u0131 ad\u0131mlar\u0131n\u0131 takip edece\u011fini belirtti.<\/p>\n
Y\u00fcksek enerji fiyatlar\u0131n\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc zorla\u015ft\u0131rmas\u0131yla k\u00fcresel \u00f6l\u00e7ekte faiz art\u0131\u015flar\u0131n\u0131n g\u00fcndeme geldi\u011fi ifade edilirken, Avustralya Merkez Bankas\u0131\u2019n\u0131n sal\u0131 g\u00fcn\u00fc ger\u00e7ekle\u015ftirece\u011fi toplant\u0131da politika faizini 25 baz puan art\u0131rarak y\u00fczde 4,60 seviyesine y\u00fckseltmesinin beklendi\u011fi kaydedildi.<\/p>\n
ABD\u2019de bug\u00fcn eyl\u00fcl ay\u0131na ili\u015fkin Dallas Fed \u0130malat Endeksi a\u00e7\u0131klanacak. Endeksin 11,6 seviyesinden 7,3\u2019e gerilemesi bekleniyor. Ayr\u0131ca Fed \u00fcyesi Barkin\u2019in konu\u015fmas\u0131 takip edilecek.<\/p>\n
ABD\u2019de yar\u0131n temmuz ay\u0131 FHFA Konut Fiyat Endeksi, eyl\u00fcl ay\u0131 Conference Board T\u00fcketici G\u00fcveni, a\u011fustos ay\u0131 JOLTS a\u00e7\u0131k i\u015f pozisyonlar\u0131 ve Dallas Fed Hizmet Endeksi takip edilecek.<\/p>\n
Conference Board T\u00fcketici G\u00fcven Endeksi\u2019nin 89,4 seviyesinden 90,0\u2019a y\u00fckselmesi bekleniyor. \u00d6nceki ay mevcut durum endeksi 121,2, beklentiler endeksi ise 68,2 seviyesinde ger\u00e7ekle\u015fmi\u015fti.<\/p>\n
JOLTS a\u00e7\u0131k i\u015f pozisyonlar\u0131n\u0131n 7,27 milyondan 7,23 milyona gerilemesi beklenirken, Fed \u00fcyeleri Goolsbee ve Williams\u2019\u0131n a\u00e7\u0131klamalar\u0131 da izlenecek.<\/p>\n
Euro B\u00f6lgesi\u2019nde ise eyl\u00fcl ay\u0131na ili\u015fkin ekonomik g\u00fcven ve nihai t\u00fcketici g\u00fcven endeksleri a\u00e7\u0131klanacak. Ekonomik g\u00fcven endeksinin 98,4\u2019ten 99,0\u2019a y\u00fckselmesi, t\u00fcketici g\u00fcven endeksinin ise nihai veride -16,3 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor.<\/p>\n
G\u00fcn i\u00e7inde Avrupa Merkez Bankas\u0131 (ECB) \u00fcyeleri Kazimir, Nagel, Escriv\u00e1 ve Cipollone\u2019nin a\u00e7\u0131klamalar\u0131 da takip edilecek.<\/p>\n
<\/strong> \u0130stanbul, 28 Eyl\u00fcl (Hibya) – Halk Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, Asya piyasalar\u0131nda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde genel olarak sat\u0131c\u0131l\u0131 bir seyir izleniyor. <\/p>\n","protected":false},"author":1,"featured_media":157834,"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-157833","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\/157833","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=157833"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/157833\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/157834"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=157833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=157833"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=157833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"