Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fi, y\u00fckselen petrol fiyatlar\u0131 ve jeopolitik belirsizlikler k\u00fcresel piyasalarda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131r\u0131yor. Y\u00fcksek sermaye harcamalar\u0131n\u0131n k\u00e2rl\u0131l\u0131\u011fa d\u00f6n\u00fc\u015fme h\u0131z\u0131na ili\u015fkin soru i\u015faretleri, \u00f6zellikle teknoloji ve veri merkezi \u015firketlerinde etkili oluyor.<\/p>\n
G\u00fcney Koreli veri merkezi \u015firketi Elice\u2019nin halka arz\u0131n ilk g\u00fcn\u00fcnde y\u00fczde 32 de\u011fer kaybetmesi, Avustralyal\u0131 Firmus Grid\u2019in halka arz plan\u0131ndan vazge\u00e7mesi ve SoftBank\u2019\u0131n kredi riskinin yakla\u015f\u0131k d\u00f6rt y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kmas\u0131, sekt\u00f6rdeki finansman endi\u015felerini art\u0131rd\u0131. Bu geli\u015fmelerin ard\u0131ndan Nasdaq 100 vadeli i\u015flemleri y\u00fczde 0,6, S&P 500 vadeli i\u015flemleri y\u00fczde 0,2 gerilerken CoreWeave hisseleri piyasa \u00f6ncesi i\u015flemlerde y\u00fczde 4,4 de\u011fer kaybetti.<\/p>\n
Avrupa piyasalar\u0131nda da teknoloji \u015firketlerinin y\u00fcksek de\u011ferlemeleri, enerji fiyatlar\u0131ndaki y\u00fckseli\u015f ve Fransa\u2019daki siyasi belirsizlikler etkili oldu. STOXX 50 endeksi y\u00fczde 0,7, STOXX 600 endeksi ise y\u00fczde 0,4 geriledi. ASML, Siemens, Schneider Electric ve ABB hisselerinde d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcl\u00fcrken Novartis, Sanofi ve SAP hisseleri y\u00fckseldi.<\/p>\n
Tahvil piyasalar\u0131nda Japonya\u2019n\u0131n 20 y\u0131ll\u0131k tahvil ihalesine gelen rekor talep \u00f6ne \u00e7\u0131karken, Fransa\u2019n\u0131n 10 y\u0131ll\u0131k tahvil faizinin Alman tahvillerine k\u0131yasla risk primi 150 baz puana y\u00fckseldi.<\/p>\n
Yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcndeminde SpaceX, Meta ve Netflix\u2019in finansal sonu\u00e7lar\u0131n\u0131n yan\u0131 s\u0131ra teknoloji \u015firketlerinin yapay zek\u00e2 yat\u0131r\u0131mlar\u0131na y\u00f6nelik sermaye harcamas\u0131 planlar\u0131 bulunuyor. Gedik Yat\u0131r\u0131m, bu yat\u0131r\u0131mlar\u0131n gelir art\u0131\u015f\u0131na katk\u0131s\u0131 ve y\u00fcksek bor\u00e7lu bulut hizmeti sa\u011flay\u0131c\u0131lar\u0131n\u0131n finansman ko\u015fullar\u0131n\u0131n piyasa g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131na dikkat \u00e7ekiyor.<\/p>\n
<\/strong> \u0130stanbul, 20 Ekim (Hibya) – Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fi, y\u00fckselen petrol fiyatlar\u0131 ve jeopolitik belirsizlikler k\u00fcresel piyasalarda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131r\u0131yor. <\/p>\n","protected":false},"author":1,"featured_media":170097,"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-170096","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\/170096","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=170096"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/170096\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/170097"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=170096"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=170096"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=170096"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"