Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda temkinli bir hava hakimken, ABD istihdam verilerinin Fed\u2019in faiz indirimi beklentilerini g\u00fc\u00e7lendirmemesinin tahvil ve hisse vadelerinde s\u0131n\u0131rl\u0131 hareketlere yol a\u00e7t\u0131\u011f\u0131 belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cTrump\u2019\u0131n Venezuela\u2019ya y\u00f6nelik petrol tankerlerine blokaj karar\u0131yla birlikte petrol fiyatlar\u0131 y\u00fckselirken, bu geli\u015fme enerji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde Avrupa borsalar\u0131na destek verdi. 10 y\u0131ll\u0131k ABD tahvil faizi y\u00fczde 4,15 civar\u0131nda dengelendi. Alt\u0131n 4.330 dolar\u0131n \u00fczerine \u00e7\u0131karak tarihi zirveye yakla\u015f\u0131rken, g\u00fcm\u00fc\u015f ve platin de rekor seviyelere t\u0131rmand\u0131; emtia\u2013hisse performans ayr\u0131\u015fmas\u0131 de\u011ferli metalleri portf\u00f6ylerde daha cazip hale getiriyor.<\/p>\n
Avrupa taraf\u0131nda hisse senetleri \u00c7ar\u015famba g\u00fcn\u00fc toparland\u0131; STOXX 50 ve STOXX 600 s\u0131ras\u0131yla y\u00fczde 0,4 ve y\u00fczde 0,3 y\u00fckselirken bankac\u0131l\u0131k, savunma ve enerji hisseleri \u00f6ne \u00e7\u0131kt\u0131. \u0130ngiltere\u2019de sekiz ay\u0131n en d\u00fc\u015f\u00fck enflasyon verisi sterlini zay\u0131flat\u0131rken FTSE 100\u2019e yakla\u015f\u0131k y\u00fczde 1\u2019lik g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f getirdi. Buna kar\u015f\u0131l\u0131k l\u00fcks t\u00fcketim hisseleri zay\u0131f seyrederken, yat\u0131r\u0131mc\u0131lar Per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanacak yo\u011fun merkez bankas\u0131 kararlar\u0131na odakland\u0131; ECB\u2019nin faizleri sabit tutmas\u0131, BoE\u2019nin ise yeniden faiz indirimine gitmesi bekleniyor.<\/p>\n
Makro cephede ABD i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n so\u011fudu\u011funa i\u015faret eden ancak sert bir bozulma g\u00f6stermeyen veriler, Fed\u2019in yak\u0131n vadede agresif ad\u0131mlar ataca\u011f\u0131 beklentisini s\u0131n\u0131rlad\u0131; piyasalar hala 2026\u2019da iki faiz indirimi senaryosunu koruyor. Trump y\u00f6netiminin Avrupa Birli\u011fi\u2019ne, \u00f6zellikle ABD\u2019li teknoloji \u015firketlerini hedef alan vergiler nedeniyle misilleme tehdidi jeopolitik ve ticari riskleri g\u00fcndemde tutuyor. Di\u011fer yandan Hindistan Merkez Bankas\u0131\u2019n\u0131n m\u00fcdahalesiyle rupi g\u00fc\u00e7lenirken, Bitcoin yakla\u015f\u0131k 86.700 dolar seviyesine gerileyerek bask\u0131 alt\u0131nda kalmaya devam etti.<\/p>\n
\u00d6nemli \u015firket haberler:<\/p>\n
Micron Technology (MU), hisseleri, Wells Fargo\u2019nun Micron\u2019un dinamik rastgele eri\u015fimli bellek (DRAM) sekt\u00f6r\u00fcndeki g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmeden fayda sa\u011flayaca\u011f\u0131n\u0131 belirtmesinin ard\u0131ndan a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde y\u00fczde 3 y\u00fckseldi. TrendForce, 2025 ve 2026 takvim y\u0131llar\u0131 i\u00e7in k\u00fcresel DRAM sekt\u00f6r\u00fc gelir tahminlerini yukar\u0131 y\u00f6nl\u00fc revize etti. 2025 i\u00e7in 165,7 milyar dolar (y\u00fczde 73 y\u0131ll\u0131k art\u0131\u015f) ve 2026 i\u00e7in 333,5 milyar dolar (y\u00fczde 101 y\u0131ll\u0131k art\u0131\u015f) \u00f6ng\u00f6r\u00fcl\u00fcyor. (Olumlu)<\/p>\n
Amazon (AMZN), hisseleri OpenAI\u2019nin Amazon\u2019dan en az 10 milyar dolarl\u0131k bir finansman sa\u011flamak i\u00e7in \u00f6n g\u00f6r\u00fc\u015fmeler yapt\u0131\u011f\u0131na dair haberlerin ard\u0131ndan y\u00fckseldi. Konuya yak\u0131n bir kayna\u011fa g\u00f6re, OpenAI bu anla\u015fma kapsam\u0131nda 500 milyar dolar\u0131n \u00fczerinde bir de\u011ferlemeye ula\u015fabilir ve ayn\u0131 zamanda Amazon\u2019un kendi geli\u015ftirdi\u011fi Trainium yapay zek\u00e2 \u00e7iplerini kullanabilir. Ancak g\u00f6r\u00fc\u015fmelerin hen\u00fcz erken a\u015famada oldu\u011fu ve nihai \u015fartlar\u0131n de\u011fi\u015febilece\u011fi belirtildi. (Olumlu)<\/p>\n
Lennar (LEN), konut geli\u015ftiricisi LEN\u2019in hisseleri, 2025\u2019in d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131n\u0131n Wall Street beklentilerinin alt\u0131nda kalmas\u0131n\u0131n ard\u0131ndan, 2026 ilk \u00e7eyre\u011fine ili\u015fkin zay\u0131f y\u00f6nlendirme a\u00e7\u0131klamas\u0131yla a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde y\u00fczde 3\u2019\u00fcn \u00fczerinde geriledi. \u015eirket, 2026 ilk \u00e7eyrekte yeni konut sipari\u015flerinin 17.000\u2013 18.000 adet olmas\u0131n\u0131 beklerken, ortalama sat\u0131\u015f fiyat\u0131n\u0131n ise 365\u2013375 bin dolar aral\u0131\u011f\u0131nda olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. (Olumsuz)<\/p>\n
Netflix (NFLX), hissleri, Warner Bros. Discovery\u2019nin (WBD) Paramount Skydance\u2019\u0131n d\u00fc\u015fmanca sat\u0131n alma teklifini reddederek Netflix\u2019in ilk teklifine devam etmeyi planlad\u0131\u011f\u0131na dair medya haberleri sonras\u0131 de\u011fer kazand\u0131. Haberlere g\u00f6re Warner Bros., finansman ko\u015fullar\u0131 da dahil olmak \u00fczere teklif \u015fartlar\u0131na ili\u015fkin endi\u015feler nedeniyle bu teklifi \u00c7ar\u015famba g\u00fcn\u00fc itibar\u0131yla reddetmeyi d\u00fc\u015f\u00fcn\u00fcyor ve y\u00f6netim kurulu Netflix\u2019in teklifinde \u201cdaha fazla de\u011fer\u201d g\u00f6r\u00fcyor. (Olumlu)\u201d<\/p>\n
<\/strong> \u0130stanbul, 17 Aral\u0131k (Hibya) \u2013 Gedik Yat\u0131r\u0131m, Avrupa taraf\u0131nda hisse senetlerinin \u00e7ar\u015famba g\u00fcn\u00fc toparland\u0131\u011f\u0131n\u0131; STOXX 50 ve STOXX 600 s\u0131ras\u0131yla y\u00fczde 0,4 ve y\u00fczde 0,3 y\u00fckselirken bankac\u0131l\u0131k, savunma ve enerji hisselerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":21626,"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-21625","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\/21625","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=21625"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/21625\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/21626"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=21625"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=21625"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=21625"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"