Halk Yat\u0131r\u0131m\u2019\u0131n piyasa de\u011ferlendirmesine g\u00f6re, ge\u00e7en haftan\u0131n son i\u015flem g\u00fcn\u00fcnde ABD borsalar\u0131nda teknoloji ve yapay zek\u00e2 ba\u011flant\u0131l\u0131 hisselerdeki sat\u0131\u015flar ile petrol fiyatlar\u0131ndaki y\u00fckseli\u015f etkili oldu. Yar\u0131 iletken hisselerindeki d\u00fc\u015f\u00fc\u015f sekizinci i\u015flem g\u00fcn\u00fcne ta\u015f\u0131n\u0131rken, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n maliyeti ve bu yat\u0131r\u0131mlar\u0131n sa\u011flayaca\u011f\u0131 getiriler konusundaki belirsizlikler sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131.<\/p>\n
VanEck Semiconductor ETF\u2019i y\u00fczde 3 geriledi. Micron Technology, Advanced Micro Devices ve Sandisk hisselerindeki kay\u0131plar da sekt\u00f6rdeki d\u00fc\u015f\u00fc\u015f\u00fc destekledi. Yar\u0131 iletken endeksi haftal\u0131k bazda y\u00fczde 10 de\u011fer kaybederek Nisan 2025\u2019ten bu yana en sert haftal\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc kaydetti.<\/p>\n
Analizde, \u00f6zellikle veri merkezi ve bilgi i\u015flem kapasitesi yat\u0131r\u0131mlar\u0131n\u0131 y\u00fcksek bor\u00e7lanmayla finanse eden \u015firketlerdeki kay\u0131plar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. Toplam borcu 51 milyar dolar\u0131n \u00fczerine \u00e7\u0131kan CoreWeave\u2019in hisseleri haftal\u0131k bazda y\u00fczde 25 geriledi. \u015eirket tahvillerinin getirilerindeki y\u00fckseli\u015fin de bor\u00e7lanma maliyetleri ve finansman risklerine ili\u015fkin endi\u015feleri art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n
Yapay zek\u00e2 yat\u0131r\u0131mlar\u0131na ili\u015fkin tart\u0131\u015fmalar\u0131n, talebin b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fcn yan\u0131 s\u0131ra bu yat\u0131r\u0131mlar\u0131n yeterli nakit ak\u0131\u015f\u0131 ve getiri sa\u011flay\u0131p sa\u011flayamayaca\u011f\u0131 \u00fczerinde yo\u011funla\u015ft\u0131\u011f\u0131 kaydedildi.<\/p>\n
Teknoloji hisselerindeki sat\u0131\u015flara kar\u015f\u0131l\u0131k enerji sekt\u00f6r\u00fc, petrol fiyatlar\u0131ndaki y\u00fckseli\u015fle di\u011fer sekt\u00f6rlerden pozitif ayr\u0131\u015ft\u0131.<\/p>\n
Halk Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki sald\u0131r\u0131lar nedeniyle K\u00f6rfez\u2019den ham petrol ak\u0131\u015f\u0131n\u0131n zay\u0131flamas\u0131 ve Rusya\u2019daki bir rafineride \u00fcretimin aksamas\u0131 arz endi\u015felerini art\u0131rd\u0131. Brent petrol g\u00fcn i\u00e7inde 110 dolar\u0131 g\u00f6rerek may\u0131s ay\u0131ndan bu yana ilk kez bu seviyeye ula\u015ft\u0131 ve g\u00fcn\u00fc y\u00fczde 3,7 art\u0131\u015fla varil ba\u015f\u0131na 109,86 dolardan tamamlad\u0131. Bat\u0131 Teksas t\u00fcr\u00fc (WTI) ham petrol\u00fcn fiyat\u0131 da y\u00fczde 3,5 y\u00fckselerek 101,41 dolara \u00e7\u0131kt\u0131.<\/p>\n
Analizde, Kpler\u2019in K\u00f6rfez\u2019den ham petrol ak\u0131\u015f\u0131ndaki d\u00fc\u015f\u00fc\u015fe dikkat \u00e7ekti\u011fi ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki toparlanman\u0131n kapsaml\u0131 bir siyasi anla\u015fma sa\u011flanmad\u0131\u011f\u0131 s\u00fcrece yava\u015f ve d\u00fczensiz olabilece\u011fi de\u011ferlendirmesine yer verildi. Rus rafinerilerindeki \u00fcretim kesintilerinin de \u00f6zellikle dizel arz\u0131na ili\u015fkin kayg\u0131lar\u0131 art\u0131rd\u0131\u011f\u0131 belirtildi.<\/p>\n
Arz risklerini s\u0131n\u0131rlamak amac\u0131yla Uluslararas\u0131 Enerji Ajans\u0131n\u0131n (IEA) 20 milyon varilden fazla yak\u0131t\u0131n piyasaya s\u00fcr\u00fclmesine karar verdi\u011fi, ABD\u2019nin ise Stratejik Petrol Rezervi\u2019nden 17 milyon varile kadar ham petrol\u00fc takas yoluyla piyasaya sunmak \u00fczere teklif \u00e7a\u011fr\u0131s\u0131 yapt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
ABD tahvil piyasas\u0131nda, teknoloji hisselerindeki sat\u0131\u015flar\u0131n g\u00fcvenli liman talebini art\u0131rmas\u0131 ile petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin enflasyon risklerini canl\u0131 tutmas\u0131 aras\u0131nda denge olu\u015ftu. ABD\u2019nin 10 y\u0131ll\u0131k ve 30 y\u0131ll\u0131k tahvil getirileri s\u0131ras\u0131yla y\u00fczde 5,07 ve y\u00fczde 5,42 seviyelerinde seyretti. \u0130ki y\u0131ll\u0131k tahvil getirisi ise Fed\u2019in ekim ay\u0131ndaki toplant\u0131da faiz oran\u0131n\u0131 de\u011fi\u015ftirmeyece\u011fi beklentisinin g\u00fc\u00e7lenmesiyle y\u00fczde 4,71\u2019e geriledi.<\/p>\n
Piyasa fiyatlamalar\u0131nda, Fed\u2019in y\u0131l\u0131n ikinci 25 baz puanl\u0131k faiz art\u0131r\u0131m\u0131n\u0131 aral\u0131k ay\u0131nda yapabilece\u011fi ve s\u0131k\u0131la\u015ft\u0131rma s\u00fcrecini 2027 y\u0131l\u0131n\u0131n mart ay\u0131nda s\u00fcrd\u00fcrebilece\u011fi beklentisinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n
ABD borsalar\u0131nda S&P 500 endeksi y\u00fczde 1,09 d\u00fc\u015f\u00fc\u015fle 7.659,44 puandan, Nasdaq Composite endeksi y\u00fczde 2,14 kay\u0131pla 26.140,03 puandan kapand\u0131. Dow Jones Sanayi Endeksi ise y\u00fczde 0,34 gerileyerek 52.002,41 puana indi. S&P 500 ve Nasdaq Composite endeksleri g\u00fcn\u00fc 50 g\u00fcnl\u00fck hareketli ortalamalar\u0131n\u0131n alt\u0131nda tamamlad\u0131. VIX oynakl\u0131k endeksi de d\u00f6rt ay sonra ilk kez 22 seviyesini a\u015ft\u0131.<\/p>\n
Halk Yat\u0131r\u0131m\u2019\u0131n g\u00fcncel piyasa de\u011ferlendirmesinde, teknoloji ve yapay zek\u00e2 yat\u0131r\u0131mlar\u0131na ili\u015fkin endi\u015feler nedeniyle Asya piyasalar\u0131nda negatif bir g\u00f6r\u00fcn\u00fcm izlendi\u011fi belirtildi.<\/p>\n
Nikkei endeksi, \u00f6nceki hafta y\u00fczde 5,4 gerilemesinin ard\u0131ndan y\u00fczde 1,2 d\u00fc\u015ferken, G\u00fcney Kore\u2019nin KOSPI endeksi \u00f6nceki haftaki y\u00fczde 14\u2019\u00fc a\u015fan kayb\u0131n ard\u0131ndan y\u00fczde 0,4 geriledi. Tayvan endeksi y\u00fczde 1,4, MSCI Japonya hari\u00e7 Asya-Pasifik endeksi ise y\u00fczde 0,6 d\u00fc\u015f\u00fc\u015f kaydetti.<\/p>\n
\u00c7in\u2019de \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek b\u00fcy\u00fcmesinin y\u0131ll\u0131k y\u00fczde 4,5 ile beklentilerin hafif \u00fczerinde ger\u00e7ekle\u015fmesi ve perakende sat\u0131\u015flar\u0131n y\u00fczde 1,1 artarak tahminleri a\u015fmas\u0131 kay\u0131plar\u0131n s\u0131n\u0131rl\u0131 kalmas\u0131na katk\u0131 sa\u011flad\u0131. Sanayi \u00fcretimi ise y\u00fczde 5,5 art\u0131\u015fla beklentilere paralel ger\u00e7ekle\u015fti. Dolar\/yuan paritesinin 6,68 seviyesine gerilemesi de yuan\u0131n Temmuz 2022\u2019den bu yana en g\u00fc\u00e7l\u00fc seviyesine y\u00fckseldi\u011fine i\u015faret etti.<\/p>\n
Asya i\u015flemlerinde Brent petrol, Orta Do\u011fu\u2019daki gerilime ra\u011fmen b\u00f6lgeden arz\u0131n sava\u015f \u00f6ncesi seviyelere yak\u0131n seyretti\u011fine ili\u015fkin i\u015faretlerin etkisiyle yakla\u015f\u0131k y\u00fczde 1,8 d\u00fc\u015ferek varil ba\u015f\u0131na 107,90 dolara geriledi. ABD\u2019nin 10 y\u0131ll\u0131k tahvil getirisi y\u00fczde 5,06 civar\u0131nda seyrederken, Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n a\u00e7\u0131klamalar\u0131n\u0131n ekim ay\u0131nda faiz art\u0131\u015f\u0131 beklentisini zay\u0131flatmas\u0131yla alt\u0131n\u0131n ons fiyat\u0131 y\u00fczde 0,3 y\u00fckselerek 4.180 dolara \u00e7\u0131kt\u0131.<\/p>\n
ABD\u2019de bug\u00fcn Ulusal Konut \u00dcreticileri Birli\u011fi (NAHB) konut piyasas\u0131 endeksi izlenecek. Ekim ay\u0131 verisinin ayl\u0131k bazda 1 puan d\u00fc\u015ferek 31 seviyesine gerilemesi bekleniyor.<\/p>\n
Yar\u0131n ABD\u2019de ADP haftal\u0131k istihdam de\u011fi\u015fimi, Philadelphia Fed imalat d\u0131\u015f\u0131 aktivite endeksi, konut ba\u015flang\u0131\u00e7lar\u0131, in\u015faat izinleri ve bekleyen konut sat\u0131\u015flar\u0131 verileri a\u00e7\u0131klanacak. Eyl\u00fcl ay\u0131nda konut ba\u015flang\u0131\u00e7lar\u0131n\u0131n ayl\u0131k y\u00fczde 2,3 art\u0131\u015fla 1,3 milyon seviyesine y\u00fckselmesi, in\u015faat izinlerinin ise y\u00fczde 1,7 d\u00fc\u015f\u00fc\u015fle 1,38 milyona gerilemesi \u00f6ng\u00f6r\u00fcl\u00fcyor. Bekleyen konut sat\u0131\u015flar\u0131nda ayl\u0131k de\u011fi\u015fim beklenmiyor.<\/p>\n
Euro B\u00f6lgesi\u2019nde cari denge ve ZEW beklenti anketi verileri, \u00c7in\u2019de ise 1 ve 5 y\u0131ll\u0131k g\u00f6sterge kredi faiz oranlar\u0131 takip edilecek. 20 Ekim\u2019de a\u00e7\u0131klanmas\u0131 beklenen \u00c7in kredi faiz oranlar\u0131n\u0131n s\u0131ras\u0131yla y\u00fczde 3 ve y\u00fczde 3,5 seviyelerinde ger\u00e7ekle\u015fece\u011fi tahmin ediliyor.<\/p>\n
<\/strong> \u0130stanbul, 19 Ekim (Hibya) – Halk Yat\u0131r\u0131m\u2019\u0131n piyasa de\u011ferlendirmesine g\u00f6re, ge\u00e7en haftan\u0131n son i\u015flem g\u00fcn\u00fcnde ABD borsalar\u0131nda teknoloji ve yapay zek\u00e2 ba\u011flant\u0131l\u0131 hisselerdeki sat\u0131\u015flar ile petrol fiyatlar\u0131ndaki y\u00fckseli\u015f etkili oldu. <\/p>\n","protected":false},"author":1,"featured_media":169041,"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-169040","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\/169040","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=169040"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/169040\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/169041"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=169040"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=169040"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=169040"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"