K\u00fcresel piyasalarda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde Avrupa\u2019daki siyasi belirsizlikler ve kamu maliyesine ili\u015fkin endi\u015feler \u00f6ne \u00e7\u0131kt\u0131. Gedik Yat\u0131r\u0131m analizinde, Fransa\u2019da siyasi t\u0131kan\u0131kl\u0131\u011f\u0131n b\u00fct\u00e7e ve bor\u00e7 g\u00f6r\u00fcn\u00fcm\u00fcne y\u00f6nelik kayg\u0131lar\u0131 art\u0131rd\u0131\u011f\u0131, \u00fclkenin tahvil piyasas\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131n g\u00fc\u00e7lendi\u011fi belirtildi. Fransa\u2019n\u0131n CAC 40 endeksi yakla\u015f\u0131k y\u00fczde 0,8 gerilerken, Avrupa genelinde STOXX 600 yakla\u015f\u0131k y\u00fczde 0,2-0,3 y\u00fckseldi, STOXX 50 ise yatay seyretti.<\/p>\n
Analizde, \u0130spanya\u2019da Ba\u015fbakan Pedro S\u00e1nchez\u2019in parlamentoda ya\u015fad\u0131\u011f\u0131 yenilginin ard\u0131ndan 29 Kas\u0131m i\u00e7in erken se\u00e7im karar\u0131 almas\u0131n\u0131n siyasi belirsizli\u011fi art\u0131rd\u0131\u011f\u0131, buna kar\u015f\u0131n \u0130spanyol hisselerinin yakla\u015f\u0131k y\u00fczde 0,4 y\u00fckseldi\u011fi aktar\u0131ld\u0131. Avrupa genelinde yat\u0131r\u0131mc\u0131lar\u0131n temel endi\u015fesinin, Fransa\u2019daki mali bask\u0131n\u0131n di\u011fer y\u00fcksek bor\u00e7lu Avrupa \u00fclkelerine yay\u0131l\u0131p yay\u0131lmayaca\u011f\u0131 oldu\u011fu ifade edildi.<\/p>\n
Avrupa\u2019daki geli\u015fmelerin d\u00f6viz ve tahvil piyasalar\u0131nda da etkili oldu\u011funa dikkat \u00e7ekilen analizde, euronun dolar kar\u015f\u0131s\u0131nda y\u00fczde 0,5 gerileyerek May\u0131s 2025\u2019ten bu yana en d\u00fc\u015f\u00fck seviyesine indi\u011fi belirtildi. Avrupa \u00fclkelerinin tahvilleri ile Alman tahvilleri aras\u0131ndaki faiz farklar\u0131n\u0131n a\u00e7\u0131lmas\u0131n\u0131n da b\u00f6lgedeki risk alg\u0131s\u0131ndaki y\u00fckseli\u015fe i\u015faret etti\u011fi kaydedildi.<\/p>\n
\u015eirketler taraf\u0131nda Schneider Electric\u2019in ABD\u2019li yaz\u0131l\u0131m \u015firketi PTC\u2019yi 22,6 milyar dolara sat\u0131n alaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan hisselerinin y\u00fczde 7\u2019den fazla geriledi\u011fi, Banco Santander\u2019in ise y\u00fczde 2\u2019nin \u00fczerindeki y\u00fckseli\u015fiyle pozitif ayr\u0131\u015ft\u0131\u011f\u0131 belirtildi. Madencilik hisselerinin de ABD\u2019den gelen zay\u0131f istihdam verilerinin Fed\u2019in bu ay faizleri de\u011fi\u015ftirmeyece\u011fi beklentisini g\u00fc\u00e7lendirmesi ve de\u011ferli metalleri desteklemesiyle y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n
ABD taraf\u0131nda S&P 500 vadeli i\u015flemleri yakla\u015f\u0131k y\u00fczde 0,1 gerilerken, Nasdaq 100 ge\u00e7en hafta ula\u015ft\u0131\u011f\u0131 rekor seviyelere yak\u0131n seyrini s\u00fcrd\u00fcrd\u00fc. Analizde, zay\u0131flayan ABD istihdam g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn Fed kaynakl\u0131 faiz bask\u0131s\u0131n\u0131 azaltarak \u00f6zellikle teknoloji hisselerini destekledi\u011fi, ancak Avrupa\u2019daki siyasi ve mali risklerin k\u00fcresel risk i\u015ftah\u0131ndaki g\u00fc\u00e7lenmeyi s\u0131n\u0131rlad\u0131\u011f\u0131 belirtildi. Alt\u0131n g\u00fcvenli liman talebiyle s\u0131n\u0131rl\u0131 y\u00fckselirken, Bitcoin pozitif seyretti. Brent petrol ise artan k\u00fcresel arz beklentilerinin etkisiyle 102 dolar\u0131n alt\u0131na geriledi.<\/p>\n
Analizde ayr\u0131ca Avrupa hisse piyasalar\u0131nda tahvil sat\u0131\u015flar\u0131n\u0131n hafiflemesiyle toparlanma g\u00f6r\u00fcld\u00fc\u011f\u00fc, teknoloji ve sanayi hisselerinin pozitif ayr\u0131\u015f\u0131rken bankac\u0131l\u0131k ve ila\u00e7 sekt\u00f6rlerinin bask\u0131 alt\u0131nda kald\u0131\u011f\u0131 ifade edildi. Fransa\u2019da siyasi belirsizlik, b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 hedeflerine ili\u015fkin endi\u015feler ve kamu maliyesine y\u00f6nelik soru i\u015faretleri nedeniyle devlet tahvillerinin Avrupa genelinden negatif ayr\u0131\u015fmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Schneider Electric\u2019in PTC\u2019yi 22,6 milyar dolar kar\u015f\u0131l\u0131\u011f\u0131nda sat\u0131n almak \u00fczere anla\u015fmaya varmas\u0131n\u0131n ard\u0131ndan PTC hisselerinde y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc. Schneider Electric, PTC i\u00e7in hisse ba\u015f\u0131na 205 dolar nakit \u00f6deyecek. S\u00f6z konusu fiyat\u0131n PTC\u2019nin son kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 42,3 prim anlam\u0131na geldi\u011fi ve sat\u0131n alma i\u015fleminin 2027\u2019nin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fine kadar tamamlanmas\u0131n\u0131n beklendi\u011fi belirtildi.<\/p>\n
Qualcomm ve Huawei\u2019nin 5G, yapay zek\u00e2, bilgisayar ve a\u011f teknolojilerini kapsayan uzun vadeli patent anla\u015fmas\u0131na varmas\u0131n\u0131n ard\u0131ndan Qualcomm hisseleri y\u00fckseldi. Anla\u015fma kapsam\u0131nda iki \u015firketin birbirlerinin belirli teknolojilerini kullanabilece\u011fi, Qualcomm\u2019un ayr\u0131ca Huawei\u2019nin ABD\u2019deki baz\u0131 patentlerini sat\u0131n alaca\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Redwire hisseleri ise \u015firketin Axiom Space\u2019ten yeni bir s\u00f6zle\u015fme almas\u0131n\u0131n ard\u0131ndan y\u00fckseldi. Redwire\u2019\u0131n Axiom\u2019un uzay istasyonunun ikinci b\u00f6l\u00fcm\u00fc i\u00e7in iki g\u00fcne\u015f paneli sistemi geli\u015ftirece\u011fi, ilk b\u00f6l\u00fcm i\u00e7in de benzer sistemler \u00fczerinde \u00e7al\u0131\u015ft\u0131\u011f\u0131 belirtildi.<\/p>\n
Analize g\u00f6re Brent petrolde 98,3-100,0 b\u00f6lgesinden al\u0131nan destekle 101,9 seviyesine toparlanma g\u00f6r\u00fcl\u00fcrken, fiyat\u0131n 50 g\u00fcnl\u00fck ortalama olan 95,1 seviyesinin \u00fczerinde kalmas\u0131 k\u0131sa vadeli g\u00f6r\u00fcn\u00fcm\u00fc destekliyor. 104,9 seviyesindeki Fibonacci direncinin a\u015f\u0131lmas\u0131 y\u00fckseli\u015fin g\u00fc\u00e7 kazanmas\u0131 a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131rken, bu seviyenin \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanmas\u0131 halinde 109 ve 113 b\u00f6lgeleri hedeflenebilir. 98 dolar\u0131n alt\u0131na geri \u00e7ekilme ise k\u0131sa vadeli g\u00f6r\u00fcn\u00fcm\u00fc zay\u0131flatabilir.<\/p>\n
Alt\u0131n 4 bin 161 seviyesine gerileyerek 50 g\u00fcnl\u00fck ortalama olan 4 bin 328 ve y\u00fczde 23,6 Fibonacci seviyesi olan 4 bin 320\u2019nin alt\u0131nda kald\u0131. RSI\u2019\u0131n 40 seviyesinde bulunmas\u0131 sat\u0131\u015f bask\u0131s\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ederken, MACD\u2019nin negatif b\u00f6lgede olmas\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc momentumu destekliyor. 4 bin 100-4 bin 105 b\u00f6lgesi \u00fczerinde tutunma tepki al\u0131mlar\u0131n\u0131 beraberinde getirebilirken, yukar\u0131 y\u00f6nl\u00fc hareketin g\u00fc\u00e7 kazanmas\u0131 i\u00e7in \u00f6ncelikle 4 bin 320 seviyesinin a\u015f\u0131lmas\u0131 gerekiyor.<\/p>\n
S&P 500 vadeli endeksi 7 bin 768 seviyesinde i\u015flem g\u00f6r\u00fcrken, fiyat\u0131n 50, 100 ve 200 g\u00fcnl\u00fck hareketli ortalamalar\u0131n \u00fczerinde bulunmas\u0131 ana y\u00fckseli\u015f trendinin korundu\u011funa i\u015faret ediyor. RSI\u2019\u0131n 55 seviyesinde bulunmas\u0131 momentumun pozitif ancak a\u015f\u0131r\u0131 al\u0131mdan uzak oldu\u011funu g\u00f6sterirken, 7 bin 838-7 bin 850 b\u00f6lgesi k\u0131sa vadede kritik diren\u00e7 olarak \u00f6ne \u00e7\u0131k\u0131yor. Bu b\u00f6lgenin a\u015f\u0131lmas\u0131 yeni zirvelerin \u00f6n\u00fcn\u00fc a\u00e7abilirken, 7 bin 700 alt\u0131ndaki hareketlerde 7 bin 488 seviyesine do\u011fru d\u00fczeltme riski artabilir.<\/p>\n
<\/strong> \u0130stanbul, 5 Ekim (Hibya)- Gedik Yat\u0131r\u0131m Uluslararas\u0131 Piyasalar G\u00fcnl\u00fck Analizi\u2019ne g\u00f6re, k\u00fcresel piyasalarda Avrupa\u2019daki siyasi belirsizlikler ve kamu maliyesine ili\u015fkin endi\u015feler risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlarken, ABD\u2019de zay\u0131flayan istihdam g\u00f6r\u00fcn\u00fcm\u00fc Fed kaynakl\u0131 faiz bask\u0131s\u0131n\u0131 azalt\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":161620,"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-161619","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\/161619","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=161619"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/161619\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/161620"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=161619"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=161619"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=161619"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"