{"id":17558,"date":"2025-12-09T08:15:02","date_gmt":"2025-12-09T05:15:02","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/09\/alnus-yatirim-bist100-endeksinin-gune-pozitif-baslangic-yapmasini-bekliyoruz-2"},"modified":"2025-12-09T08:15:02","modified_gmt":"2025-12-09T05:15:02","slug":"alnus-yatirim-bist100-endeksinin-gune-pozitif-baslangic-yapmasini-bekliyoruz-2","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/09\/alnus-yatirim-bist100-endeksinin-gune-pozitif-baslangic-yapmasini-bekliyoruz-2\/","title":{"rendered":"Alnus Yat\u0131r\u0131m: B\u0130ST100 endeksinin, g\u00fcne pozitif ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m&#039;\u0131nraporunda, B\u0130ST-100 endeksinin, yeni haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne; 74,77 puanl\u0131k g\u00fc\u00e7l\u00fc y\u00fckseli\u015fle ba\u015flad\u0131\u011f\u0131 vurguland\u0131. Yakla\u015fan TCMB\/PPK karar\u0131na ili\u015fkin piyasan\u0131n artan faiz indirimi beklentisi ve D\u0131\u015fi\u015fleri Bakan\u0131 Hakan Fidan\u2019\u0131n CAATSA yapt\u0131r\u0131mlar\u0131na ili\u015fkin pozitif a\u00e7\u0131klamas\u0131 yukar\u0131 y\u00f6nl\u00fc a\u00e7\u0131l\u0131\u015fta etkili olurken; g\u00fcn i\u00e7erisinde al\u0131m a\u011f\u0131rl\u0131kl\u0131 i\u015flemlerin ivme kazanmas\u0131yla, 11.250,44 puan seviyesi test edildi\u011fi belirtilirken \u015fu bilgiler verildi:<\/p>\n<p>&#8220;Seans\u0131n sonunu; y\u00fczde 1,65 oran\u0131ndaki h\u0131zl\u0131 y\u00fckseli\u015fle 11.189,50 puandan noktalad\u0131\u011f\u0131m\u0131z endeksin, i\u015flem hacmi de; \u00f6nceki g\u00fcnk\u00fc 140,8 Milyar TL d\u00fczeyinden 148,3 Milyar TL\u2019ye y\u00fckseldi. Endekse puan baz\u0131nda en fazla pozitif etki eden \u015firket hisseleri; 19,64 puan ile ASELS, 17,00 puan ile SISE ve 15,97 puan ile BIMAS oldu.<\/p>\n<p>D\u00fcn, yurt i\u00e7i ekonomik takvimde; Hazine ve Maliye Bakanl\u0131\u011f\u0131 taraf\u0131ndan a\u00e7\u0131klanan Kas\u0131m ay\u0131n\u0131n Merkezi Y\u00f6netim \u0130\u00e7 Bor\u00e7 \u0130statistiklerini takip ettik. Ayl\u0131k Ortalama Vade; Kuponsuz Senetlerde 8,1 ay, Sabit Getirililerde 18,9 ay, Nakit Bor\u00e7lanmada 20,7 ay oldu. Ayl\u0131k Ortalama Bile\u015fik Y\u0131ll\u0131k Maliyet; Kuponsuz Senetlerde y\u00fczde 41,13 Sabit Getirililerde y\u00fczde 40,24, Nakit Bor\u00e7lanmada y\u00fczde 36,57 oranlar\u0131nda yer bulurken, Toplam \u0130\u00e7 Bor\u00e7 \u00c7evirme Oran\u0131 ise; y\u00fczde 150,5 d\u00fczeyinde ger\u00e7ekle\u015fti. G\u00fcn i\u00e7erisinde ba\u015fka bir makroekonomik veri ak\u0131\u015f\u0131 bulunmazken, uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings\u2019den gelen a\u00e7\u0131klamada: banka d\u0131\u015f\u0131 baz\u0131 finansal kurulu\u015flar\u0131n(Deniz Finansal Kiralama, Alternatif Finansal Kiralama, QNB Finansal Kiralama ve QNB Faktoring) uzun vadeli yerel para cinsi notlar\u0131 ile ulusal notlar\u0131n\u0131n de\u011fi\u015fiklik yap\u0131lmadan teyit edildi\u011fi g\u00f6r\u00fcld\u00fc.<\/p>\n<p>K\u00fcresel ekonomik takvimde g\u00fcne, \u00c7in\u2019den gelen Kas\u0131m ay\u0131 D\u0131\u015f Ticaret Dengesi\u2019nin; 111,68 Milyar Dolarl\u0131k fazla ile son 5 ay\u0131n en g\u00fc\u00e7l\u00fc rakam\u0131na i\u015faret etmesi ve buna kar\u015f\u0131n b\u00f6lgenin bir di\u011fer \u00f6nemli ekonomisi olan Japonya\u2019n\u0131n 3.\u00c7eyrek nihai GSY\u0130H datas\u0131n\u0131n; beklenin \u00fczerinde daralma g\u00f6stermesi ile ba\u015flad\u0131k. Avrupa kanad\u0131nda, Almanya\u2019da a\u00e7\u0131klanan Ekim ay\u0131 Sanayi \u00dcretimi verisi; ayl\u0131k bazda y\u00fczde 1,8 ile piyasa beklentilerinin hayli \u00fczerinde art\u0131\u015f ger\u00e7ekle\u015ftirdi. Euro B\u00f6lgesi\u2019nin Aral\u0131k ay\u0131 Sentix Yat\u0131r\u0131mc\u0131 G\u00fcveni; k\u0131smi iyile\u015fmeyle eksi(-) 6,2 seviyesinde a\u00e7\u0131kland\u0131. Global haber ak\u0131\u015flar\u0131n\u0131n ba\u015f\u0131nda gelen jeopolitik riskler taraf\u0131nda; Rusya-Ukrayna sava\u015f\u0131na dair bar\u0131\u015f g\u00f6r\u00fc\u015fmeleri \u00e7\u0131kmazda kalmaya devam ederken, \u0130srail Ba\u015fbakan\u0131 Binyamin Netanyahu\u2019dan gelen: \u2018\u2019Gazze\u2019de ilk hedeflere ula\u015ft\u0131k, ikinci a\u015famaya ge\u00e7meye haz\u0131r\u0131z\u2019\u2019 \u015feklindeki a\u00e7\u0131klama ise, Orta Do\u011fu a\u00e7\u0131s\u0131ndan kritikti. ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n: Yasal zeka kural kitab\u0131 olmas\u0131na y\u00f6nelik bir kararname \u00e7\u0131kartaca\u011f\u0131na dair a\u00e7\u0131klamas\u0131n\u0131n dikkat \u00e7ekti\u011fi g\u00fcn\u00fcn sonunda, Nvidia\u2019n\u0131n \u00c7in\u2019e sat\u0131\u015f\u0131n\u0131n yasakland\u0131\u011f\u0131 H200 yapay zeka \u00e7iplerinin yeniden sat\u0131\u015f\u0131na ba\u015flanabilece\u011fine dair baz\u0131 kaynaklardan gelen iddia da \u00f6nemli bir geli\u015fmeydi.<\/p>\n<p>Yeni g\u00fcnde \u015fu an i\u00e7in; ABD vadelileri pozitif, Avrupa vadeli endeksleri negatif, Asya borsalar\u0131 ise kar\u0131\u015f\u0131k bir g\u00f6r\u00fcnt\u00fc \u00e7iziyor. B\u0130ST100 endeksinin, g\u00fcne \u2018pozitif\u2019 ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz. Yurt i\u00e7i ekonomik takvimde; makroekonomik veri ak\u0131\u015f\u0131 bulunmazken, Per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanacak TCMB\/PPK faiz karar\u0131na dair beklentiler TL varl\u0131klar\u0131nda etkili olmaya devam edebilir. Yakla\u015fan Fed\/FOMC kararlar\u0131na dair \u00f6ng\u00f6r\u00fclerin izlendi\u011fi k\u00fcresel tarafta ise; bu kapsamda ABD\u2019de ADP Enstit\u00fcs\u00fcn\u00fcn duyuraca\u011f\u0131 haftal\u0131k \u0130stihdam De\u011fi\u015fimi verisi ile ertelenen Eyl\u00fcl ay\u0131 A\u00e7\u0131k \u0130\u015f Say\u0131lar\u0131 (JOLTS) datas\u0131 piyasalar\u0131n oda\u011f\u0131nda olacak. G\u00fcn boyunca ayr\u0131ca; Rusya-Ukrayna bar\u0131\u015f plan\u0131 ve ticaret sava\u015flar\u0131 gibi \u00f6nemli konulara dair geli\u015fmeler de, k\u00fcresel fiyatlamalar \u00fczerinde belirleyici olabilir.&#8221;<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 9 Aral\u0131k (Hibya) &#8211; Alnus Yat\u0131r\u0131m, B\u0130ST100 endeksinin, g\u00fcne pozitif ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131n beklendi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":17559,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-17558","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/17558","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=17558"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/17558\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/17559"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=17558"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=17558"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=17558"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}