Gedik Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck forex analizine g\u00f6re, k\u00fcresel piyasalarda b\u00fcy\u00fck teknoloji \u015firketlerinin bilan\u00e7olar\u0131n\u0131n yapay zek\u00e2 yat\u0131r\u0131mlar\u0131na y\u00f6nelik endi\u015feleri giderememesi ve Orta Do\u011fu\u2019da artan jeopolitik gerilimler risk i\u015ftah\u0131n\u0131 zay\u0131flat\u0131yor. ABD\u2019de Nasdaq 100 vadeli i\u015flemleri y\u00fczde 1,3, S&P 500 vadeli i\u015flemleri y\u00fczde 0,7 gerilerken Tesla hisseleri sermaye harcamas\u0131 tahminindeki d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan y\u00fczde 3,3 de\u011fer kaybetti. Meta\u2019n\u0131n yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131 art\u0131rma plan\u0131 hisselerinde y\u00fczde 2,2 y\u00fckseli\u015f sa\u011flarken Lam Research\u2019\u00fcn beklentilerin alt\u0131nda kalan bilan\u00e7o \u00f6ng\u00f6r\u00fcs\u00fc hisselerinde y\u00fczde 7,4 d\u00fc\u015f\u00fc\u015fe yol a\u00e7t\u0131. Asya piyasalar\u0131nda da G\u00fcney Kore Kospi endeksi y\u00fczde 3,3, \u00c7in CSI 300 endeksi y\u00fczde 1,3 ve MSCI Asya Pasifik endeksi y\u00fczde 1,5 geriledi.<\/p>\n
Analizde, yat\u0131r\u0131mc\u0131lar\u0131n y\u00fcksek yapay zek\u00e2 harcamalar\u0131n\u0131n \u015firket k\u00e2rl\u0131l\u0131\u011f\u0131na ne zaman yans\u0131yaca\u011f\u0131na ve teknoloji hisselerindeki y\u00fcksek de\u011ferlemelerin s\u00fcrd\u00fcr\u00fclebilirli\u011fine odakland\u0131\u011f\u0131 belirtildi. Suudi Arabistan\u2019daki petrol sahas\u0131na d\u00fczenlenen sald\u0131r\u0131 ve ABD\u2019nin g\u00fcvenlik gerek\u00e7esiyle \u00fclkedeki baz\u0131 diplomatik personelini geri \u00e7ekme karar\u0131 enerji arz\u0131na ili\u015fkin endi\u015feleri art\u0131rd\u0131. Brent petrol y\u00fczde 2 y\u00fckselerek 111 dolar seviyesine ula\u015f\u0131rken, y\u00fckselen enerji fiyatlar\u0131n\u0131n enflasyon ve ekonomik b\u00fcy\u00fcme \u00fczerindeki olas\u0131 etkileri piyasalarda risk olu\u015fturdu. G\u00fcvenli liman talebiyle ABD tahvilleri ve Japon yeni de\u011fer kazan\u0131rken ons alt\u0131n y\u00fczde 1,2 d\u00fc\u015f\u00fc\u015fle 4.100 dolar\u0131n alt\u0131na, Bitcoin ise y\u00fczde 2\u2019nin \u00fczerinde kay\u0131pla 82 bin 800 dolar seviyesine geriledi. Microsoft ve Alphabet\u2019in gelecek hafta a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7olar ile Orta Do\u011fu\u2019daki geli\u015fmelerin k\u00fcresel piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olmas\u0131 bekleniyor.<\/p>\n
Avrupa piyasalar\u0131nda da yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine ili\u015fkin endi\u015feler ve teknoloji hisselerinde artan sat\u0131\u015f bask\u0131s\u0131 nedeniyle negatif bir a\u00e7\u0131l\u0131\u015f \u00f6ng\u00f6r\u00fcl\u00fcyor. Suudi Arabistan\u2019daki sald\u0131r\u0131n\u0131n ard\u0131ndan y\u00fckselen petrol fiyatlar\u0131, jeopolitik riskleri ve enflasyon endi\u015felerini g\u00fc\u00e7lendirdi. \u015eirketler taraf\u0131nda Nestl\u00e9 ve Roche\u2019un g\u00fc\u00e7l\u00fc \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sat\u0131\u015flar\u0131 ile SAP\u2019nin beklentileri a\u015fan bulut hizmetleri b\u00fcy\u00fcmesi olumlu ayr\u0131\u015ft\u0131. Vadeli i\u015flemlerde Euro Stoxx 50 endeksinin y\u00fczde 1, Stoxx 600 endeksinin ise y\u00fczde 0,6 gerilemesi bekleniyor.<\/p>\n
Yurt i\u00e7inde dolar\/TL kurundaki d\u00fc\u015f\u00fck volatiliteyle birlikte s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filimi devam etti. Mevsimsellikten ar\u0131nd\u0131r\u0131lmam\u0131\u015f reel kesim g\u00fcven endeksi ekim ay\u0131nda bir \u00f6nceki aya g\u00f6re 2,2 puan d\u00fc\u015ferek 99,8\u2019e gerilerken kapasite kullan\u0131m oran\u0131 0,3 puan art\u0131\u015fla y\u00fczde 74,5\u2019e y\u00fckseldi. S\u00f6z konusu verilerin fiyatlamalar \u00fczerinde belirgin bir etkisi olmad\u0131. Bug\u00fcn piyasalar\u0131n oda\u011f\u0131nda TCMB\u2019nin faiz karar\u0131 bulunuyor. Gedik Yat\u0131r\u0131m, Merkez Bankas\u0131n\u0131n politika faizini y\u00fczde 37\u2019den y\u00fczde 36\u2019ya indirmek \u00fczere 100 baz puanl\u0131k faiz indirimi yapmas\u0131n\u0131 bekliyor. Analizde, karar metnindeki y\u00f6nlendirmelerin de son d\u00f6nemde ya\u015fanan geli\u015fmeler nedeniyle \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 vurguland\u0131. ABD\u2019de ise haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 takip edilecek. Dolar\/TL, sabah saatlerinde 49,62 civar\u0131nda hafif y\u00fckseli\u015f e\u011filimi g\u00f6sterdi.<\/p>\n
D\u00f6viz piyasalar\u0131nda euro, Fransa ve \u0130talya ba\u015fta olmak \u00fczere Avrupa genelinde artan toplumsal protestolar\u0131n siyasi belirsizlikleri ve kamu maliyesine ili\u015fkin endi\u015feleri g\u00fc\u00e7lendirmesiyle 1,12 dolar civar\u0131nda, son aylar\u0131n en d\u00fc\u015f\u00fck seviyelerine yak\u0131n i\u015flem g\u00f6r\u00fcyor. Fransa\u2019daki h\u00fck\u00fcmet kar\u015f\u0131t\u0131 g\u00f6steriler ve \u0130talya\u2019da g\u00fcvenlik \u00f6nlemlerinin art\u0131r\u0131lmas\u0131 b\u00f6lgedeki siyasi riskleri art\u0131r\u0131rken, Ukrayna Devlet Ba\u015fkan\u0131 Volodimir Zelenskiy\u2019nin ABD\u2019nin Rusya\u2019ya taviz verilmesi y\u00f6n\u00fcnde bask\u0131 yapt\u0131\u011f\u0131na ili\u015fkin a\u00e7\u0131klamalar\u0131 jeopolitik belirsizlikleri g\u00fcndemde tutuyor. Avrupa Merkez Bankas\u0131 (ECB) ve ABD Merkez Bankas\u0131n\u0131n (Fed) ekim ay\u0131 toplant\u0131lar\u0131nda faizleri sabit tutmas\u0131 beklenirken, piyasalarda aral\u0131k ay\u0131nda olas\u0131 faiz art\u0131\u015flar\u0131 fiyatlan\u0131yor.<\/p>\n
\u0130ngiliz sterlini ise eyl\u00fcl ay\u0131nda y\u0131ll\u0131k enflasyonun y\u00fczde 3,4\u2019l\u00fck beklentiyi a\u015farak y\u00fczde 3,5\u2019e y\u00fckselmesi ve \u0130ngiltere Merkez Bankas\u0131n\u0131n kas\u0131m ay\u0131nda faiz art\u0131raca\u011f\u0131 beklentisinin g\u00fc\u00e7lenmesiyle 1,34 dolar seviyesine yakla\u015farak son bir ay\u0131n zirvesini g\u00f6rd\u00fc. \u00c7ekirdek ve hizmet enflasyonunun tahminlerin \u00fczerinde ger\u00e7ekle\u015fmesi, i\u015fsizlikteki beklenmedik d\u00fc\u015f\u00fc\u015f, ekonominin a\u011fustos ay\u0131nda y\u00fczde 0,1 b\u00fcy\u00fcmesi ve d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131n\u0131n daralmas\u0131 ekonomik dayan\u0131kl\u0131l\u0131\u011fa i\u015faret etti. Buna kar\u015f\u0131n kamu bor\u00e7lanmas\u0131n\u0131n 24,5 milyar sterline ula\u015fmas\u0131, gelecek haftaki b\u00fct\u00e7e \u00f6ncesinde mali kayg\u0131lar\u0131 art\u0131rd\u0131. Piyasalar kas\u0131m ay\u0131nda 25 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131 fiyatlarken \u0130ngiltere Merkez Bankas\u0131 Ba\u015fkan\u0131 Andrew Bailey\u2019nin uzun s\u00fcren sava\u015f\u0131n para politikas\u0131 \u00fczerindeki bask\u0131y\u0131 art\u0131rabilece\u011fine ili\u015fkin a\u00e7\u0131klamalar\u0131 da beklentileri destekledi.<\/p>\n
De\u011ferli metallerde ons alt\u0131n, Orta Do\u011fu\u2019daki gerilimlerin petrol fiyatlar\u0131n\u0131 y\u00fckselterek enflasyon endi\u015felerini art\u0131rmas\u0131yla \u00f6nceki g\u00fcnk\u00fc kazan\u0131mlar\u0131n\u0131 geri vererek 4.100 dolar\u0131n alt\u0131na geriledi. Suudi Arabistan\u2019daki Aramco\u2019ya ait Shaybah petrol sahas\u0131na d\u00fczenlenen sald\u0131r\u0131 ve ABD\u2019nin b\u00f6lgedeki baz\u0131 diplomatik personelini geri \u00e7ekme karar\u0131 enerji arz\u0131na ili\u015fkin riskleri art\u0131rd\u0131. Piyasalar Fed\u2019in gelecek hafta faizleri sabit tutmas\u0131n\u0131, aral\u0131k ay\u0131nda ise olas\u0131 bir faiz art\u0131\u015f\u0131na gitmesini bekliyor. ECB ve Japonya Merkez Bankas\u0131n\u0131n da gelecek hafta faiz oranlar\u0131n\u0131 de\u011fi\u015ftirmeyece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. Y\u00fcksek enerji fiyatlar\u0131n\u0131n daha s\u0131k\u0131 para politikas\u0131 beklentilerini desteklemesi, faiz getirisi bulunmayan alt\u0131n \u00fczerindeki bask\u0131y\u0131 art\u0131r\u0131yor.<\/p>\n
Ons g\u00fcm\u00fc\u015f de Orta Do\u011fu\u2019da y\u00fckselen jeopolitik gerilimler ve petrol fiyatlar\u0131ndaki art\u0131\u015f\u0131n enflasyon endi\u015felerini g\u00fc\u00e7lendirmesiyle son kazan\u0131mlar\u0131n\u0131 geri vererek 57 dolar\u0131n alt\u0131na indi. Enerji arz\u0131na ili\u015fkin belirsizlikler ve merkez bankalar\u0131n\u0131n para politikalar\u0131nda daha s\u0131k\u0131 bir duru\u015f sergileyebilece\u011fi beklentisi g\u00fcm\u00fc\u015f fiyatlar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu. Piyasalar Fed\u2019in gelecek hafta faizleri sabit tutmas\u0131n\u0131, aral\u0131k ay\u0131nda ise olas\u0131 bir faiz art\u0131\u015f\u0131na gitmesini beklerken ECB ve Japonya Merkez Bankas\u0131n\u0131n mevcut faiz oranlar\u0131n\u0131 koruyaca\u011f\u0131 tahmin ediliyor.<\/p>\n
Petrol piyasas\u0131nda Brent petrol, Suudi Arabistan\u2019daki Aramco\u2019ya ait Shaybah petrol sahas\u0131na d\u00fczenlenen ve iki ki\u015finin hayat\u0131n\u0131 kaybetti\u011fi insans\u0131z hava arac\u0131 sald\u0131r\u0131s\u0131n\u0131n ard\u0131ndan enerji arz\u0131na y\u00f6nelik endi\u015felerin artmas\u0131yla 110 dolar\u0131n \u00fczerine \u00e7\u0131karak haftan\u0131n ba\u015f\u0131ndaki kay\u0131plar\u0131n\u0131 telafi etti. ABD\u2019nin Suudi Arabistan\u2019daki diplomatik personelinin bir b\u00f6l\u00fcm\u00fcn\u00fc geri \u00e7ekme karar\u0131 ve Ukrayna\u2019n\u0131n Rusya\u2019n\u0131n petrol altyap\u0131s\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131 jeopolitik riskleri art\u0131rd\u0131. Kiev\u2019in, ABD Ba\u015fkan\u0131 Donald Trump ile Rusya Devlet Ba\u015fkan\u0131 Vladimir Putin aras\u0131ndaki anla\u015fma kapsam\u0131nda Rusya\u2019n\u0131n dizel ihracat\u0131n\u0131 geni\u015fletmesini engellemeyi hedefledi\u011fi belirtildi. \u00d6te yandan Orta Do\u011fu\u2019dan yap\u0131lan petrol sevkiyatlar\u0131n\u0131n sava\u015f \u00f6ncesi seviyelere yakla\u015fmas\u0131, Suudi Arabistan\u2019\u0131n a\u011fustos ay\u0131ndaki ham petrol ihracat\u0131n\u0131n y\u00fczde 7,9 artmas\u0131 ve Rusya\u2019n\u0131n ABD\u2019ye dizel sevkiyat\u0131na ba\u015flamas\u0131n\u0131n beklenmesi, fiyatlardaki y\u00fckseli\u015fi s\u0131n\u0131rlayabilecek unsurlar aras\u0131nda yer ald\u0131.<\/p>\n
ABD tipi WTI ham petrol de Shaybah petrol sahas\u0131na y\u00f6nelik sald\u0131r\u0131n\u0131n enerji arz\u0131na ili\u015fkin endi\u015feleri art\u0131rmas\u0131yla \u00f6nceki seanstaki kay\u0131plar\u0131n\u0131 telafi ederek 98 dolar\u0131n \u00fczerine y\u00fckseldi. ABD\u2019nin Suudi Arabistan\u2019daki baz\u0131 diplomatik personelini geri \u00e7ekme karar\u0131 ve Ukrayna\u2019n\u0131n Rusya\u2019n\u0131n kritik petrol altyap\u0131s\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131 fiyatlar\u0131 destekledi. Buna kar\u015f\u0131l\u0131k Orta Do\u011fu\u2019dan petrol sevkiyatlar\u0131n\u0131n sava\u015f \u00f6ncesi seviyelere yakla\u015fmas\u0131, Suudi Arabistan\u2019\u0131n ham petrol ihracat\u0131ndaki art\u0131\u015f ve Rusya\u2019n\u0131n ABD\u2019ye ilk dizel sevkiyat\u0131n\u0131 ger\u00e7ekle\u015ftirmesinin beklenmesi, y\u00fckseli\u015fin h\u0131z\u0131n\u0131 s\u0131n\u0131rlayabilecek geli\u015fmeler olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
ABD endekslerinde teknoloji \u015firketlerinin bilan\u00e7o sonu\u00e7lar\u0131 ve yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fi g\u00fcndemdeki yerini koruyor. Nasdaq 100 vadeli i\u015flemleri, Tesla ve Meta\u2019n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131n\u0131n ard\u0131ndan yat\u0131r\u0131mc\u0131lar\u0131n yapay zek\u00e2 yat\u0131r\u0131mlar\u0131na ili\u015fkin de\u011ferlendirmelerini yeniden g\u00f6zden ge\u00e7irmesiyle geriledi. Tesla hisseleri beklentileri a\u015fan finansal sonu\u00e7lara ra\u011fmen bilan\u00e7o sonras\u0131nda y\u00fczde 3\u2019\u00fcn \u00fczerinde de\u011fer kaybederken Meta\u2019n\u0131n g\u00fc\u00e7l\u00fc gelir performans\u0131 ve olumlu d\u00f6rd\u00fcnc\u00fc \u00e7eyrek beklentileri hisselerine y\u00fczde 2\u2019nin \u00fczerinde y\u00fckseli\u015f getirdi. \u00d6nceki seansta SpaceX ve Super Micro Computer\u2019\u0131n g\u00fc\u00e7l\u00fc sonu\u00e7lar\u0131yla y\u00fczde 1,05 y\u00fckselen Nasdaq Composite endeksinde ise iyimserlik zay\u0131flad\u0131.<\/p>\n
Dow Jones vadeli i\u015flemleri de b\u00fcy\u00fck \u015firketlerin bilan\u00e7o sonu\u00e7lar\u0131na y\u00f6nelik temkinli yakla\u015f\u0131m\u0131n etkisiyle y\u00fczde 0,3 geriledi. Tesla\u2019n\u0131n beklentileri a\u015fmas\u0131na ra\u011fmen sat\u0131\u015f bask\u0131s\u0131yla kar\u015f\u0131la\u015fmas\u0131 ve Meta\u2019n\u0131n g\u00fc\u00e7l\u00fc sonu\u00e7lar\u0131n\u0131n piyasalardaki endi\u015feleri tamamen giderememesi, yat\u0131r\u0131mc\u0131lar\u0131n \u015firket k\u00e2rl\u0131l\u0131\u011f\u0131 ve gelecek d\u00f6nem beklentileri konusunda se\u00e7ici davrand\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Dow Jones a\u00e7\u0131s\u0131ndan g\u00fcn\u00fcn oda\u011f\u0131nda Procter & Gamble ile Lockheed Martin\u2019in a\u00e7\u0131klayaca\u011f\u0131 finansal sonu\u00e7lar bulunuyor. Bu bilan\u00e7olar\u0131n t\u00fcketim ve sanayi sekt\u00f6rlerine ili\u015fkin beklentiler \u00fczerinde etkili olmas\u0131 bekleniyor.<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 22 Ekim (Hibya)- Gedik Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck forex analizine g\u00f6re, b\u00fcy\u00fck teknoloji \u015firketlerinin yapay zek\u00e2 yat\u0131r\u0131mlar\u0131na ili\u015fkin endi\u015feler ve Orta Do\u011fu\u2019daki jeopolitik gerilimler k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131 bask\u0131l\u0131yor. Brent petrol\u00fcn 110 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131 enerji arz\u0131 ve enflasyon endi\u015felerini art\u0131r\u0131rken, yurt i\u00e7i piyasalarda T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) faiz karar\u0131 takip ediliyor. Analizde, TCMB\u2019nin politika faizini 100 baz puan indirerek y\u00fczde 36\u2019ya \u00e7ekmesinin<\/p>\n","protected":false},"author":1,"featured_media":171290,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-171289","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/171289","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=171289"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/171289\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/171290"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=171289"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=171289"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=171289"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"