Halk Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, ABD piyasalar\u0131 yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n \u015firket k\u00e2rl\u0131l\u0131\u011f\u0131n\u0131 desteklemeye devam edece\u011fi beklentisiyle teknoloji hisselerindeki al\u0131mlar\u0131n etkisiyle g\u00fcn\u00fc genel olarak y\u00fckseli\u015fle tamamlad\u0131. Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda, yapay zek\u00e2 altyap\u0131s\u0131na y\u00f6nelik harcamalar\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fi ve bu yat\u0131r\u0131mlar\u0131n sa\u011flayaca\u011f\u0131 getiriler yer ald\u0131.<\/p>\n
ABD piyasalar\u0131nda teknoloji hisseleri \u00f6ne \u00e7\u0131kt\u0131<\/p>\n
Ge\u00e7en hafta bilgi teknolojileri hisselerinde ya\u015fanan y\u00fczde 6\u2019y\u0131 a\u015fan kay\u0131plar\u0131n ard\u0131ndan Philadelphia Yar\u0131 \u0130letken Endeksi yakla\u015f\u0131k y\u00fczde 2 y\u00fckseldi. Intel, JPMorgan\u2019\u0131n tavsiyesini y\u00fckseltmesinin ard\u0131ndan yakla\u015f\u0131k y\u00fczde 3 de\u011fer kazan\u0131rken AMD ve Micron hisseleri de y\u00fckseldi. Amazon y\u00fczde 4,8, Tesla ise y\u00fczde 3,7 art\u0131\u015f kaydetti.<\/p>\n
Buna kar\u015f\u0131l\u0131k, yapay zek\u00e2 altyap\u0131 \u015firketlerinden CoreWeave, Goldman Sachs\u2019\u0131n tavsiye art\u0131r\u0131m\u0131na ra\u011fmen de\u011fer kaybetti. Halk Yat\u0131r\u0131m, \u015firketin 50 milyar dolar\u0131n \u00fczerindeki bor\u00e7 y\u00fck\u00fc ve y\u00fcksek faiz ortam\u0131nda altyap\u0131 yat\u0131r\u0131mlar\u0131n\u0131n nas\u0131l finanse edilece\u011fine ili\u015fkin kayg\u0131lar\u0131n sekt\u00f6rdeki hisse performanslar\u0131n\u0131 farkl\u0131la\u015ft\u0131rd\u0131\u011f\u0131na dikkat \u00e7ekti.<\/p>\n
Raporda, yapay zek\u00e2ya y\u00f6nelik talebin yan\u0131 s\u0131ra veri merkezleri ve bilgi i\u015flem altyap\u0131s\u0131 i\u00e7in yap\u0131lan y\u00fcksek tutarl\u0131 harcamalar\u0131n yeterli nakit ak\u0131\u015f\u0131 ve getiri sa\u011flay\u0131p sa\u011flayamayaca\u011f\u0131n\u0131n da sorguland\u0131\u011f\u0131 belirtildi. Anthropic\u2019in \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek gelirinin \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 45 artarak 16,8 milyar dolara ula\u015ft\u0131\u011f\u0131 aktar\u0131l\u0131rken, Nscale\u2019in \u015firkete yakla\u015f\u0131k 45 milyar dolar de\u011ferinde bilgi i\u015flem kapasitesi sa\u011flamaya y\u00f6nelik g\u00f6r\u00fc\u015fmeler y\u00fcr\u00fctt\u00fc\u011f\u00fcne ili\u015fkin haberlerin altyap\u0131 talebine i\u015faret etti\u011fi kaydedildi.<\/p>\n
Halk Yat\u0131r\u0131m, bu hafta a\u00e7\u0131klanacak Meta, Tesla, Netflix ve IBM bilan\u00e7olar\u0131n\u0131n teknoloji sekt\u00f6r\u00fcndeki g\u00f6r\u00fcn\u00fcm a\u00e7\u0131s\u0131ndan izlenece\u011fini belirtti. Raporda, Citigroup\u2019un 2027 y\u0131l\u0131nda k\u00fcresel k\u00e2r art\u0131\u015f\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 70\u2019inin teknoloji sekt\u00f6r\u00fcnden gelmesini bekledi\u011fi bilgisine de yer verildi.<\/p>\n
ABD endeksleri kar\u0131\u015f\u0131k kapand\u0131<\/p>\n
ABD borsalar\u0131nda S&P 500 endeksi y\u00fczde 0,41 y\u00fckseli\u015fle 7.690,76 puana, Nasdaq Composite endeksi y\u00fczde 1,11 art\u0131\u015fla 26.430,89 puana \u00e7\u0131kt\u0131. Dow Jones endeksi ise y\u00fczde 0,07 d\u00fc\u015f\u00fc\u015fle 51.966,60 puandan g\u00fcn\u00fc tamamlad\u0131. VIX endeksi 18,44 seviyesine geriledi.<\/p>\n
Tahvil piyasas\u0131nda faizler y\u00fckseldi. ABD\u2019nin 2 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,78\u2019e, 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 5,14\u2019e, 30 y\u0131ll\u0131k tahvil faizi ise y\u00fczde 5,477\u2019ye \u00e7\u0131kt\u0131. Raporda, piyasa fiyatlamalar\u0131n\u0131n Fed\u2019in aral\u0131k ay\u0131nda 25 baz puanl\u0131k faiz art\u0131r\u0131m\u0131na gidebilece\u011fi ve 2027\u2019de de faiz art\u0131r\u0131mlar\u0131n\u0131 s\u00fcrd\u00fcrebilece\u011fi beklentisini yans\u0131tt\u0131\u011f\u0131 belirtildi.<\/p>\n
Brent petrol 109 dolar\u0131n \u00fczerinde<\/p>\n
Orta Do\u011fu\u2019daki sald\u0131r\u0131lar ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda ticari gemilere y\u00f6nelik tehditlere ra\u011fmen Brent petrol, \u00f6nceki g\u00fcn\u00fc y\u00fczde 0,3 d\u00fc\u015f\u00fc\u015fle varil ba\u015f\u0131na 109,55 dolardan tamamlad\u0131. Kpler verilerine g\u00f6re b\u00f6lgeden ge\u00e7en ham petrol ak\u0131\u015f\u0131, \u00f6nceki haftada g\u00fcnl\u00fck 20 milyon varilin \u00fczerindeyken g\u00fcnl\u00fck ortalama 8,5 milyon varile geriledi.<\/p>\n
Raporda, Husilerin Suudi Arabistan\u2019daki enerji, havaalan\u0131 ve asker\u00ee tesislere y\u00f6nelik yeni sald\u0131r\u0131lar d\u00fczenlediklerine ili\u015fkin a\u00e7\u0131klamalar\u0131na ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n g\u00fcneyinde bir petrol tankerinin may\u0131na \u00e7arpt\u0131\u011f\u0131 haberine yer verildi. Buna kar\u015f\u0131l\u0131k, Rusya ve \u0130ran\u2019\u0131n petrol ihracat\u0131n\u0131 s\u00fcrd\u00fcrmesi ile ABD\u2019nin Rus enerji ihracat\u0131na y\u00f6nelik baz\u0131 yapt\u0131r\u0131m ve tarifeleri ask\u0131ya almas\u0131n\u0131n arz kesintisi endi\u015felerini k\u0131smen s\u0131n\u0131rlad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Asya piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131<\/p>\n
Halk Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, teknoloji ve yapay zek\u00e2 yat\u0131r\u0131mlar\u0131na ili\u015fkin endi\u015felerin yeniden \u00f6ne \u00e7\u0131kmas\u0131yla Asya piyasalar\u0131nda sat\u0131c\u0131l\u0131 bir g\u00f6r\u00fcn\u00fcm izlendi. G\u00fcney Kore\u2019de KOSPI endeksi y\u00fczde 3,5 gerilerken MSCI Asya Pasifik Endeksi y\u00fczde 1 d\u00fc\u015f\u00fc\u015f kaydetti. SK Hynix hisselerindeki gerileme ve yapay zek\u00e2 veri merkezi \u015firketi Elice\u2019\u0131n ilk i\u015flem g\u00fcn\u00fcnde y\u00fczde 33\u2019e varan kay\u0131p ya\u015famas\u0131 da sekt\u00f6re y\u00f6nelik soru i\u015faretlerini art\u0131rd\u0131.<\/p>\n
Raporda, y\u00fcksek tahvil faizleri ve enerji fiyatlar\u0131n\u0131n finansman maliyetlerini art\u0131rd\u0131\u011f\u0131, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine ili\u015fkin de\u011ferlendirmelerin teknoloji hisseleri \u00fczerinde etkili olmaya devam etti\u011fi belirtildi. Brent petrol\u00fcn sabah saatlerinde y\u00fczde 0,27 y\u00fckseli\u015fle varil ba\u015f\u0131na 109,85 dolardan i\u015flem g\u00f6rd\u00fc\u011f\u00fc, ABD 10 y\u0131ll\u0131k tahvil faizinin ise y\u00fczde 5,14 seviyesinde bulundu\u011fu aktar\u0131ld\u0131. Dolar\u0131n G10 para birimlerinin tamam\u0131 kar\u015f\u0131s\u0131nda de\u011fer kaybetti\u011fi, Fransa\u2019daki siyasi ve mali geli\u015fmelerin ise euro \u00fczerindeki y\u00fckseli\u015f alan\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 kaydedildi.<\/p>\n
Bug\u00fcn\u00fcn veri g\u00fcndemi<\/p>\n
ABD\u2019de bug\u00fcn eyl\u00fcl ay\u0131na ili\u015fkin konut ba\u015flang\u0131\u00e7lar\u0131, in\u015faat izinleri ve bekleyen konut sat\u0131\u015flar\u0131 verileri takip edilecek. Konut ba\u015flang\u0131\u00e7lar\u0131n\u0131n ayl\u0131k y\u00fczde 2,3 art\u0131\u015fla 1,3 milyon seviyesine ula\u015fmas\u0131, in\u015faat izinlerinin y\u00fczde 1,7 d\u00fc\u015f\u00fc\u015fle 1,38 milyona gerilemesi bekleniyor. Bekleyen konut sat\u0131\u015flar\u0131nda ise ayl\u0131k bazda de\u011fi\u015fim \u00f6ng\u00f6r\u00fclm\u00fcyor.<\/p>\n
Euro B\u00f6lgesi\u2019nde cari denge ve ZEW beklenti anketi verileri izlenecek. Yar\u0131n ABD\u2019de haftal\u0131k MBA mortgage ba\u015fvurular\u0131, Japonya\u2019da ise d\u0131\u015f ticaret dengesi a\u00e7\u0131klanacak. Japonya\u2019n\u0131n eyl\u00fcl ay\u0131nda 210,4 milyar yen d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 vermesi bekleniyor. Raporda, \u00fclkenin ihracat ve ithalat\u0131n\u0131n y\u0131ll\u0131k bazda s\u0131ras\u0131yla y\u00fczde 21,3 ve y\u00fczde 20,4 artaca\u011f\u0131 tahminine de yer verildi.<\/p>\n
<\/strong> \u0130stanbul, 20 Ekim (Hibya) – Halk Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, ABD piyasalar\u0131 yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n \u015firket k\u00e2rl\u0131l\u0131\u011f\u0131n\u0131 desteklemeye devam edece\u011fi beklentisiyle teknoloji hisselerindeki al\u0131mlar\u0131n etkisiyle g\u00fcn\u00fc genel olarak y\u00fckseli\u015fle tamamlad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":169843,"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-169842","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\/169842","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=169842"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/169842\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/169843"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=169842"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=169842"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=169842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"