Gedik Yat\u0131r\u0131m'\u0131n raporunda hafta ba\u015f\u0131nda k\u00fcresel piyasalarda temkinli toparlanma ve y\u00fcksek belirsizli\u011fin \u00f6ne \u00e7\u0131k\u0131yor oldu\u011fu belirtildi. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“ABD vadeli endeksleri Cuma g\u00fcn\u00fc ya\u015fanan y\u00fczde 1\u2019i a\u015fan kay\u0131plar\u0131n ard\u0131ndan s\u0131n\u0131rl\u0131 y\u00fckseli\u015f g\u00f6sterirken, S&P 500 vadelileri y\u00fczde 0,2 art\u0131da. Avrupa hisseleri de teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki sat\u0131\u015flar\u0131n ard\u0131ndan toparlanarak STOXX 50 ve STOXX 600 endekslerinde y\u00fczde 0,3 y\u00fckseli\u015fle haftaya ba\u015flad\u0131. ABD 10 y\u0131ll\u0131k tahvil faizi hafif gerilerken, dolar yatay seyrediyor. Alt\u0131n ise g\u00fcvenli liman talebiyle be\u015finci g\u00fcn\u00fcnde y\u00fckselerek 4.339 dolar civar\u0131nda tarihi zirveye yakla\u015f\u0131yor.<\/p>\n
Piyasalardaki ana tema, teknoloji ve yapay zeka hisselerinin y\u00fcksek de\u011ferlemelerine y\u00f6nelik artan \u015f\u00fcpheler. Nvidia, Oracle ve OpenAI ekosistemine ba\u011fl\u0131 \u015firketlerde g\u00f6r\u00fclen sat\u0131\u015flar, yat\u0131r\u0131mc\u0131lar\u0131n risk i\u015ftah\u0131n\u0131 zay\u0131flat\u0131rken \u201cNoel rallisi\u201d beklentilerini de belirsiz hale getiriyor. Asya taraf\u0131nda \u00c7in hisseleri, perakende sat\u0131\u015flar\u0131n Covid d\u00f6neminden bu yana en zay\u0131f b\u00fcy\u00fcmeyi g\u00f6stermesi ve yat\u0131r\u0131mlar\u0131n gerilemesiyle d\u00fc\u015ferken, G\u00fcney Kore borsas\u0131 teknoloji hisselerindeki bask\u0131yla y\u00fczde 1,8 geriledi.<\/p>\n
Makro cephede bu hafta ABD istihdam ve enflasyon verileri kritik \u00f6nemde olacak. A\u00e7\u0131klamalar, Fed\u2019in 2026\u2019ya girerken faiz indirimlerinde ne kadar ileri gidece\u011fine dair beklentileri \u015fekillendirecek. Ayn\u0131 zamanda Bank of
\nEngland ve Japonya Merkez Bankas\u0131 ba\u015fta olmak \u00fczere \u00f6nemli merkez bankas\u0131 kararlar\u0131 izlenecek. Avrupa\u2019da ECB\u2019nin faizleri sabit tutmas\u0131 ancak b\u00fcy\u00fcme tahminlerini yukar\u0131 revize etmesi beklenirken, jeopolitik tarafta Berlin\u2019de yeniden ba\u015flayan Ukrayna bar\u0131\u015f g\u00f6r\u00fc\u015fmeleri piyasalar taraf\u0131ndan yak\u0131ndan takip ediliyor. Genel g\u00f6r\u00fcn\u00fcm, y\u0131l sonuna yakla\u015f\u0131l\u0131rken k\u00e2r realizasyonlar\u0131n\u0131n artt\u0131\u011f\u0131, oynakl\u0131\u011f\u0131n y\u00fcksek kald\u0131\u011f\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n daha se\u00e7ici davrand\u0131\u011f\u0131 bir piyasa ortam\u0131na i\u015faret ediyor.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
Sanofi (SNY) hisseleri, \u015firketin MS hastal\u0131\u011f\u0131 i\u00e7in geli\u015ftirdi\u011fi ilac\u0131n \u00f6nemli bir klinik testte beklenen fayday\u0131 g\u00f6sterememesi nedeniyle a\u00e7a\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde y\u00fczde 3 geriledi. Bu sonu\u00e7 sonras\u0131 Sanofi, ilac\u0131n bu hastal\u0131k t\u00fcr\u00fc i\u00e7in onay alma planlar\u0131n\u0131 durdurdu. \u015eirket g\u00fcvenlik sorunu olmad\u0131\u011f\u0131n\u0131 s\u00f6ylese de, ilac\u0131n etkisinin yetersiz kalmas\u0131 piyasada olumsuz kar\u015f\u0131land\u0131. (Olumsuz)<\/p>\n
ServiceNow (NOW) ve Adobe (ADBE) hisseleri, yat\u0131r\u0131m bankas\u0131 KeyBanc\u2019\u0131n her iki \u015firket i\u00e7in de tavsiyesini d\u00fc\u015f\u00fcrmesinin ard\u0131ndan geriledi. KeyBanc, yapay zeka alan\u0131nda artan rekabetin bu \u015firketlerin b\u00fcy\u00fcmesini zorla\u015ft\u0131rabilece\u011fini, ServiceNow taraf\u0131nda ise BT alan\u0131nda i\u015fe al\u0131mlar\u0131n yava\u015flamas\u0131 ve Microsoft gibi g\u00fc\u00e7l\u00fc rakiplerle rekabetin risk olu\u015fturdu\u011funu belirtti. Adobe i\u00e7in de 2026\u2019ya y\u00f6nelik y\u00fckseli\u015f potansiyelinin s\u0131n\u0131rl\u0131 oldu\u011fu, \u015firketin hem geleneksel rakipler hem de yapay zeka odakl\u0131 yeni giri\u015fimler kar\u015f\u0131s\u0131nda yo\u011fun bir rekabet bask\u0131s\u0131 alt\u0131nda bulundu\u011fu ifade edildi. (Olumsuz)”<\/p>\n
<\/strong> \u0130stanbul, 15 Aral\u0131k (Hibya)- Gedik Yat\u0131r\u0131m, G\u00fcney Kore borsas\u0131n\u0131n teknoloji hisselerindeki bask\u0131yla y\u00fczde 1,8 geriledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":20475,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-20474","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/20474","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=20474"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/20474\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/20475"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=20474"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=20474"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=20474"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"