{"id":163846,"date":"2026-10-09T08:30:10","date_gmt":"2026-10-09T05:30:10","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/10\/09\/kuresel-piyasalarda-yapay-zeka-finansmani-ve-yuksek-petrol-fiyatlari-baski-yaratiyor"},"modified":"2026-10-09T08:30:10","modified_gmt":"2026-10-09T05:30:10","slug":"kuresel-piyasalarda-yapay-zeka-finansmani-ve-yuksek-petrol-fiyatlari-baski-yaratiyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/10\/09\/kuresel-piyasalarda-yapay-zeka-finansmani-ve-yuksek-petrol-fiyatlari-baski-yaratiyor\/","title":{"rendered":"K\u00fcresel piyasalarda yapay zeka finansman\u0131 ve y\u00fcksek petrol fiyatlar\u0131 bask\u0131 yarat\u0131yor"},"content":{"rendered":"

A1 Capital, k\u00fcresel piyasalar\u0131n haftan\u0131n son i\u015flem g\u00fcn\u00fcne ABD tahvil faizlerindeki s\u0131n\u0131rl\u0131 gerilemenin sa\u011flad\u0131\u011f\u0131 rahatlama ile y\u00fcksek petrol fiyatlar\u0131 ve yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n finansman\u0131na ili\u015fkin endi\u015feler aras\u0131nda ba\u015flad\u0131\u011f\u0131n\u0131 bildirdi. ABD vadeli endekslerinde s\u0131n\u0131rl\u0131 pozitif seyir g\u00f6r\u00fcl\u00fcrken Avrupa vadeli piyasalar\u0131nda yatay ve temkinli bir g\u00f6r\u00fcn\u00fcm, Asya piyasalar\u0131nda ise teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde sat\u0131\u015f bask\u0131s\u0131 \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n

ABD\u2019de \u00f6nceki i\u015flem g\u00fcn\u00fcnde Dow Jones endeksi y\u00fczde 0,10 y\u00fckseli\u015fle 51.231 puandan kapan\u0131rken S&P 500 y\u00fczde 0,47 d\u00fc\u015f\u00fc\u015fle 7.765 puana, Nasdaq ise y\u00fczde 1,25 kay\u0131pla 27.193 puana geriledi. Teknoloji ve yar\u0131 iletken \u015firketlerindeki sat\u0131\u015flar Nasdaq \u00fczerinde bask\u0131 olu\u015ftururken y\u00fckselen petrol fiyatlar\u0131 enerji \u015firketlerini destekledi.<\/p>\n

A1 Capital\u2019in de\u011ferlendirmesinde, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n k\u00e2rl\u0131l\u0131\u011f\u0131 ve finansman yap\u0131s\u0131na ili\u015fkin endi\u015felerin teknoloji hisselerindeki sat\u0131\u015flarda etkili oldu\u011fu belirtildi. OpenAI\u2019\u0131n y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f gelirine ili\u015fkin haberlerin yan\u0131 s\u0131ra Broadcom, Oracle ve SpaceX gibi \u015firketlerin yapay zeka \u00e7iplerine y\u00f6nelik y\u00fcksek tutarl\u0131 finansman aray\u0131\u015flar\u0131n\u0131n yat\u0131r\u0131m harcamalar\u0131n\u0131n gelir ve nakit ak\u0131\u015f\u0131na d\u00f6n\u00fc\u015fmesine ili\u015fkin soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131 ifade edildi. Broadcom hisseleri y\u00fczde 4,4, Oracle hisseleri y\u00fczde 5,5 ve Micron hisseleri y\u00fczde 4,8 gerilerken yar\u0131 iletken endeksindeki kay\u0131p y\u00fczde 3,4 oldu.<\/p>\n

ABD tahvil faizleri ve Fed beklentileri izleniyor<\/strong><\/p>\n

ABD\u2019nin 30 y\u0131ll\u0131k tahvil ihalesine gelen g\u00fc\u00e7l\u00fc talebin tahvil piyasas\u0131nda k\u0131sa vadeli rahatlama sa\u011flad\u0131\u011f\u0131 belirtilen de\u011ferlendirmede, ihale sonras\u0131nda ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizinin yakla\u015f\u0131k 5 baz puan gerileyerek y\u00fczde 5,23\u2019e, 30 y\u0131ll\u0131k tahvil faizinin ise y\u00fczde 5,60-5,66 band\u0131na \u00e7ekildi\u011fi aktar\u0131ld\u0131.<\/p>\n

Bununla birlikte artan kamu borcu, y\u00fcksek b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 ve teknoloji \u015firketlerinin b\u00fcy\u00fck \u00f6l\u00e7ekli bor\u00e7lanma planlar\u0131n\u0131n uzun vadeli sermaye i\u00e7in rekabet yaratt\u0131\u011f\u0131na dikkat \u00e7ekildi. Fed\u2019in ekim ay\u0131nda faizleri sabit tutmas\u0131n\u0131n ana senaryo oldu\u011fu, aral\u0131k toplant\u0131s\u0131nda ise yeni bir faiz art\u0131\u015f\u0131 ihtimalinin g\u00fcndemde bulundu\u011fu kaydedildi.<\/p>\n

Asya piyasalar\u0131nda Nikkei 225 endeksinin y\u00fczde 1\u2019in \u00fczerinde geriledi\u011fi, Japonya d\u0131\u015f\u0131ndaki MSCI Asya Pasifik endeksinin ise yakla\u015f\u0131k y\u00fczde 0,2 ekside oldu\u011fu belirtildi. Avrupa taraf\u0131nda Fransa\u2019n\u0131n b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131, bor\u00e7 y\u00fck\u00fc ve siyasi belirsizliklerinin yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulundu\u011fu, bu geli\u015fmelerin \u0130talya ve Yunanistan gibi y\u00fcksek bor\u00e7lu Euro B\u00f6lgesi \u00fclkelerini de etkiledi\u011fi ifade edildi. Euro\/dolar paritesi ise 1,122 seviyelerinde i\u015flem g\u00f6rd\u00fc.<\/p>\n

T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) 25 Eyl\u00fcl-2 Ekim haftas\u0131na ili\u015fkin menkul k\u0131ymet istatistiklerini de\u011ferlendiren A1 Capital, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n hem hisse senedi hem de tahvil piyasas\u0131nda net sat\u0131c\u0131 konumuna ge\u00e7ti\u011fini bildirdi.<\/p>\n

Fiyat ve kur etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f verilere g\u00f6re yabanc\u0131 yat\u0131r\u0131mc\u0131lar s\u00f6z konusu haftada hisse senetlerinde 189,9 milyon dolar, Devlet \u0130\u00e7 Bor\u00e7lanma Senetlerinde (D\u0130BS) 484,7 milyon dolar ve \u00f6zel sekt\u00f6r bor\u00e7lanma ara\u00e7lar\u0131nda 60 milyon dolar net sat\u0131\u015f ger\u00e7ekle\u015ftirdi.<\/p>\n

De\u011ferlendirmede, \u00f6zellikle D\u0130BS piyasas\u0131nda ger\u00e7ekle\u015fen 484,7 milyon dolarl\u0131k sat\u0131\u015f\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ve yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n tahvil taraf\u0131ndaki net \u00e7\u0131k\u0131\u015f\u0131n\u0131n \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc haftaya ta\u015f\u0131nd\u0131\u011f\u0131 belirtildi. ABD tahvil faizlerinin y\u00fcksek seviyelerde seyretmesinin T\u00fcrk tahvillerinin sundu\u011fu ek getiriyi daha az cazip hale getirebildi\u011fi ifade edildi.<\/p>\n

Brent petrol\u00fcn \u00f6nceki g\u00fcn Orta Do\u011fu\u2019daki tanker sald\u0131r\u0131lar\u0131 ve Meksika K\u00f6rfezi\u2019ndeki \u00fcretim kesintilerinin etkisiyle y\u00fczde 4,1 y\u00fckseldi\u011fi aktar\u0131ld\u0131. ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n ara se\u00e7imlerden \u00f6nce \u0130ran\u2019a sald\u0131r\u0131 planlamad\u0131klar\u0131na y\u00f6nelik a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan ise Brent petrol\u00fcn y\u00fczde 1,46 gerileyerek 102,7-102,8 dolar aral\u0131\u011f\u0131na indi\u011fi, WTI petrol\u00fcn de 91 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc\u011f\u00fc belirtildi.<\/p>\n

Ons alt\u0131n\u0131n y\u00fczde 1\u2019in \u00fczerinde y\u00fckselerek yakla\u015f\u0131k 4.177 dolara \u00e7\u0131kt\u0131\u011f\u0131 de\u011ferlendirmede, ABD alt\u0131n vadeli kontratlar\u0131n\u0131n 4.202 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc\u011f\u00fc kaydedildi. Dolar\u0131n de\u011fer kaybetmesi, ABD tahvil faizlerinin gerilemesi ve jeopolitik risklerin devam etmesi alt\u0131ndaki y\u00fckseli\u015fi destekleyen unsurlar aras\u0131nda g\u00f6sterildi. G\u00fcm\u00fc\u015f y\u00fczde 1,4, platin y\u00fczde 2,6 ve paladyum y\u00fczde 2,8 y\u00fckseldi.<\/p>\n

BIST 100 endeksi, \u00f6nceki i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 0,75 y\u00fckseli\u015fle 12.213,58 puandan tamamlad\u0131. Endeksteki 100 hisseden 71\u2019i g\u00fcn\u00fc de\u011fer kazanc\u0131yla kapatt\u0131.<\/p>\n

A1 Capital, endeksin 12.000-12.050 puan destek b\u00f6lgesinden tepki al\u0131mlar\u0131 g\u00f6rd\u00fc\u011f\u00fcn\u00fc ancak 12.230-12.250 puan diren\u00e7 band\u0131n\u0131 g\u00fc\u00e7l\u00fc bi\u00e7imde a\u015famad\u0131\u011f\u0131n\u0131 belirtti. Fon tasfiyesi s\u00fcrecindeki 17 fon i\u00e7in \u00f6demelerin ba\u015flamas\u0131, TCMB\u2019nin finansal sisteme bula\u015fma riski bulunmad\u0131\u011f\u0131 y\u00f6n\u00fcndeki mesaj\u0131, teknik al\u0131mlar ve baz\u0131 enerji ve sanayi hisselerindeki y\u00fckseli\u015fler tepki hareketini destekleyen unsurlar aras\u0131nda s\u0131raland\u0131.<\/p>\n

Yurt i\u00e7inde g\u00fcn\u00fcn en \u00f6nemli verisinin a\u011fustos ay\u0131 sanayi \u00fcretimi olaca\u011f\u0131 bildirildi. \u00d6nceki ay ayl\u0131k sanayi \u00fcretiminin y\u00fczde 1,7 geriledi\u011fini hat\u0131rlatan A1 Capital, yeni verinin hem ekonomik aktivite hem de TCMB\u2019nin faiz politikas\u0131 beklentileri a\u00e7\u0131s\u0131ndan belirleyici olabilece\u011fini de\u011ferlendirdi.<\/p>\n

Sanayi \u00fcretiminin zay\u0131f gelmesinin ekonomik yava\u015flama g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc g\u00fc\u00e7lendirerek faiz indirimi beklentilerini art\u0131rabilece\u011fi, ancak sanayi \u015firketlerinin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek gelir ve k\u00e2rl\u0131l\u0131k beklentileri a\u00e7\u0131s\u0131ndan olumsuz alg\u0131lanabilece\u011fi belirtildi. Verinin g\u00fc\u00e7l\u00fc gelmesi durumunda ise b\u00fcy\u00fcme a\u00e7\u0131s\u0131ndan olumlu bir g\u00f6r\u00fcn\u00fcm olu\u015fabilece\u011fi, buna kar\u015f\u0131l\u0131k i\u00e7 talep ve enflasyonun diren\u00e7li kald\u0131\u011f\u0131 y\u00f6n\u00fcndeki de\u011ferlendirmelerin \u00f6ne \u00e7\u0131kabilece\u011fi kaydedildi.<\/p>\n

<\/strong>
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130stanbul, 9 Ekim (Hibya)-A1 Capital, k\u00fcresel piyasalar\u0131n y\u00fcksek petrol fiyatlar\u0131, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n finansman\u0131na ili\u015fkin endi\u015feler ve y\u00fcksek tahvil faizleri aras\u0131nda y\u00f6n arad\u0131\u011f\u0131n\u0131 bildirdi. Yurt i\u00e7inde ise yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n hisse senedi ve tahvil piyasalar\u0131nda net sat\u0131\u015f ger\u00e7ekle\u015ftirmesi ile a\u011fustos ay\u0131 sanayi \u00fcretimi verisi takip ediliyor.<\/p>\n","protected":false},"author":1,"featured_media":163847,"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-163846","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\/163846","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=163846"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/163846\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/163847"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=163846"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=163846"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=163846"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}