Gedik Yat\u0131r\u0131m, 9 Ekim 2026 tarihli Forex B\u00fclteni\u2019nde k\u00fcresel piyasalarda yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n k\u00e2rl\u0131l\u0131\u011f\u0131na ili\u015fkin endi\u015felerin ve Orta Do\u011fu\u2019daki geli\u015fmelerin fiyatlamalar \u00fczerindeki etkisini de\u011ferlendirdi. Kurum, OpenAI\u2019\u0131n y\u0131l sonuna kadar y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f gelirinin 70 milyar dolara ula\u015fabilece\u011fine y\u00f6nelik haberlerin teknoloji hisselerinde toparlanma beklentisini g\u00fc\u00e7lendirdi\u011fini, petrol fiyatlar\u0131ndaki gerilemenin de risk i\u015ftah\u0131n\u0131 destekledi\u011fini belirtti.<\/p>\n
B\u00fcltende, \u00f6nceki i\u015flem g\u00fcn\u00fcnde OpenAI\u2019\u0131n gelir beklentilerine ili\u015fkin olumsuz haberlerin etkisiyle ABD teknoloji hisselerinde sat\u0131\u015flar\u0131n h\u0131zland\u0131\u011f\u0131 ve yar\u0131 iletken endeksinin y\u00fczde 3,4 geriledi\u011fi aktar\u0131ld\u0131. \u015eirketin \u00f6zellikle kurumsal m\u00fc\u015fterilerden elde etti\u011fi gelirlerde b\u00fcy\u00fcmenin s\u00fcrd\u00fc\u011f\u00fcne ili\u015fkin haberlerin ard\u0131ndan Nasdaq 100 vadeli i\u015flemlerinin y\u00fczde 0,4, S&P 500 vadeli i\u015flemlerinin ise y\u00fczde 0,3 y\u00fckseldi\u011fi kaydedildi.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n kas\u0131m ay\u0131ndaki ara se\u00e7imler \u00f6ncesinde \u0130ran\u2019a y\u00f6nelik sald\u0131r\u0131 d\u00fczenlenmeyece\u011fini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan Brent petrol\u00fcn y\u00fczde 1,2 d\u00fc\u015ferek 102,95 dolara geriledi\u011fi belirtildi. ABD tahvil getirilerindeki d\u00fc\u015f\u00fc\u015f ve dolar\u0131n zay\u0131flamas\u0131n\u0131n hisse senetleri ile de\u011ferli metalleri destekledi\u011fi, alt\u0131n\u0131n ise y\u00fczde 1\u2019in \u00fczerinde y\u00fckselerek 4.175 dolar seviyesine yakla\u015ft\u0131\u011f\u0131 ifade edildi.<\/p>\n
Gedik Yat\u0131r\u0131m, ABD tahvil faizlerinin uzun y\u0131llar\u0131n en y\u00fcksek seviyelerine yak\u0131n seyretmesinin, yapay zek\u00e2 \u015firketlerinin veri merkezleri ve hesaplama altyap\u0131s\u0131na y\u00f6nelik y\u00fcksek sermaye harcamalar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine ili\u015fkin soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
\u00d6n\u00fcm\u00fczdeki hafta ba\u015flayacak bilan\u00e7o sezonunda b\u00fcy\u00fck teknoloji \u015firketlerinin yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131 s\u00fcrd\u00fcrme kararl\u0131l\u0131\u011f\u0131n\u0131n ve bu yat\u0131r\u0131mlar\u0131n gelir ile k\u00e2rl\u0131l\u0131\u011fa yans\u0131mas\u0131n\u0131n yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda olaca\u011f\u0131 belirtildi.<\/p>\n
Avrupa piyasalar\u0131nda ise petrol fiyatlar\u0131 ve tahvil getirilerindeki gerilemenin risk i\u015ftah\u0131n\u0131 destekledi\u011fi aktar\u0131ld\u0131. Euro Stoxx 50 ve Stoxx 600 vadeli i\u015flemlerinin yakla\u015f\u0131k y\u00fczde 0,7 y\u00fckselmesinin Avrupa borsalar\u0131nda pozitif a\u00e7\u0131l\u0131\u015fa i\u015faret etti\u011fi kaydedildi.<\/p>\n
Yurt i\u00e7inde dolar\/TL kurunda d\u00fc\u015f\u00fck volatiliteyle s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filiminin devam etti\u011fi bildirildi. T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n br\u00fct rezervlerinin ge\u00e7en hafta 171,2 milyar dolardan 167,4 milyar dolara geriledi\u011fi, net rezervlerinin ise 53,4 milyar dolardan 53,8 milyar dolara y\u00fckseldi\u011fi belirtildi. Swap hari\u00e7 net rezervlerin 39,9 milyar dolardan 37,9 milyar dolara geriledi\u011fi, yurt i\u00e7i yerle\u015fiklerin pariteden ar\u0131nd\u0131r\u0131lm\u0131\u015f d\u00f6viz mevduatlar\u0131n\u0131n ise 851 milyon dolar artt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Gedik Yat\u0131r\u0131m, ABD\u2019de haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n 197 binle beklentilerin hafif alt\u0131nda kald\u0131\u011f\u0131n\u0131 ve verinin fiyatlamalar \u00fczerinde belirgin bir etki yaratmad\u0131\u011f\u0131n\u0131 kaydetti. Bug\u00fcn yurt i\u00e7inde sanayi \u00fcretim endeksinin, ABD\u2019de ise Michigan t\u00fcketici g\u00fcven endeksinin takip edilece\u011fi belirtildi. Dolar\/TL\u2019nin sabah saatlerinde 49,32 civar\u0131nda i\u015flem g\u00f6rd\u00fc\u011f\u00fc bildirildi.<\/p>\n
B\u00fcltende, alt\u0131n\u0131n ABD tahvil getirilerindeki gerileme ve Fed\u2019in faiz politikas\u0131na ili\u015fkin beklentilerle 4.200 dolar seviyesine yakla\u015ft\u0131\u011f\u0131 ifade edildi. Alt\u0131nda 4.170, 4.152 ve 4.127 dolar seviyeleri destek; 4.194, 4.220 ve 4.250 dolar seviyeleri diren\u00e7 olarak s\u0131raland\u0131.<\/p>\n
G\u00fcm\u00fc\u015f\u00fcn de de\u011ferli metallere y\u00f6nelik al\u0131mlarla 60 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 belirtilirken, 58,23, 57,31 ve 56,14 dolar seviyeleri destek; 60,33, 61,50 ve 62,42 dolar seviyeleri diren\u00e7 olarak g\u00f6sterildi.<\/p>\n
Brent petrol\u00fcn, ABD-\u0130ran g\u00f6r\u00fc\u015fmelerine ili\u015fkin a\u00e7\u0131klamalar\u0131n ard\u0131ndan \u00f6nceki kazan\u0131mlar\u0131n\u0131n bir b\u00f6l\u00fcm\u00fcn\u00fc geri vererek 103 dolar seviyesine yakla\u015ft\u0131\u011f\u0131 kaydedildi. Bununla birlikte, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki arz kesintisi riskleri ve Meksika K\u00f6rfezi\u2019ndeki Isaias Kas\u0131rgas\u0131 nedeniyle \u00fcretimin aksamas\u0131, fiyatlardaki d\u00fc\u015f\u00fc\u015f\u00fc s\u0131n\u0131rlayan unsurlar aras\u0131nda g\u00f6sterildi. Brent petrolde 103,11, 97,25 ve 94,30 dolar seviyeleri destek; 111,92, 114,87 ve 120,73 dolar seviyeleri diren\u00e7 olarak belirtildi.<\/p>\n
Nasdaq endeksinin, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine y\u00f6nelik endi\u015feler ve teknoloji hisselerindeki sat\u0131\u015flarla \u00f6nceki i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 1,25 d\u00fc\u015f\u00fc\u015fle tamamlad\u0131\u011f\u0131 aktar\u0131ld\u0131. Micron\u2019un y\u00fczde 4,8, Nvidia\u2019n\u0131n y\u00fczde 2,9, AMD\u2019nin y\u00fczde 3,9 ve Intel\u2019in y\u00fczde 5,3 de\u011fer kaybetti\u011fi bildirildi.<\/p>\n
Dow Jones endeksinin ise ayn\u0131 g\u00fcn y\u00fczde 0,1 y\u00fckselerek di\u011fer b\u00fcy\u00fck ABD endekslerinden pozitif ayr\u0131\u015ft\u0131\u011f\u0131 belirtildi. Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda ABD t\u00fcketici g\u00fcveni verisinin yan\u0131 s\u0131ra Delta Air Lines ve BlackRock\u2019\u0131n a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7olar\u0131n bulundu\u011fu kaydedildi.<\/p>\n
B\u00fcltende ayr\u0131ca Euro\/dolar paritesinde 1,1178, 1,1147 ve 1,1124 seviyelerinin destek; 1,1233, 1,1257 ve 1,1288 seviyelerinin diren\u00e7 olarak izlendi\u011fi belirtildi. Sterlin\/dolar paritesinde ise 1,3192, 1,3155 ve 1,3127 destek; 1,3256, 1,3284 ve 1,3320 diren\u00e7 seviyeleri olarak s\u0131raland\u0131.<\/p>\n
<\/strong> \u0130stanbul, 9 Ekim (Hibya)-Gedik Yat\u0131r\u0131m, OpenAI\u2019\u0131n gelir beklentilerine ili\u015fkin haberler ve petrol fiyatlar\u0131ndaki gerilemenin k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131 destekledi\u011fini bildirdi. Yurt i\u00e7inde dolar\/TL 49,32 seviyelerinde seyrederken yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda ABD t\u00fcketici g\u00fcveni verisi ve yakla\u015fan bilan\u00e7o sezonu bulunuyor.<\/p>\n","protected":false},"author":1,"featured_media":163918,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-163917","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/163917","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=163917"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/163917\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/163918"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=163917"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=163917"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=163917"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"