Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda y\u0131l sonuna yakla\u015f\u0131l\u0131rken risk alma i\u015ftah\u0131n\u0131n belirgin \u015fekilde g\u00fc\u00e7lenmi\u015f durumda oldu\u011fu belirtildi.<\/p>\n
ABD\u2019de teknoloji hisselerine y\u00f6nelen al\u0131mlar\u0131n etkisiyle Nasdaq 100\u2019\u00fcn, aral\u0131k ay\u0131ndaki kay\u0131plar\u0131n\u0131 silmeye haz\u0131rland\u0131\u011f\u0131 ifade edilen raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cYapay zeka temal\u0131 hisselerde canlanan talep, Oracle ve Micron gibi \u015firketlerin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde ABD vadeli endekslerini yukar\u0131 ta\u015f\u0131rken, \u201cSanta Claus rallisi\u201d beklentileri de yeniden g\u00fcndeme geldi. Asya taraf\u0131nda, yapay zeka ve yar\u0131 iletken talebine en duyarl\u0131 endekslerden biri olan G\u00fcney Kore Kospi\u2019nin \u00f6n plana \u00e7\u0131kmas\u0131, k\u00fcresel teknoloji temas\u0131n\u0131n yayg\u0131nla\u015ft\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
Emtia piyasalar\u0131 ise g\u00fc\u00e7l\u00fc y\u00fckseli\u015flerle g\u00fcndemin merkezinde yer al\u0131yor. Jeopolitik risklerin artmas\u0131 ve k\u00fcresel \u00e7apta faiz indirimlerine y\u00f6nelik beklentilerle alt\u0131n, g\u00fcm\u00fc\u015f ve bak\u0131r tarihi zirvelere ula\u015ft\u0131. \u00d6zellikle de\u011ferli metallerde, son aylarda dolar ve riskli varl\u0131klarla olan korelasyonun zay\u0131flamas\u0131 dikkat \u00e7ekiyor; bu durum, g\u00fcvenli liman talebinin daha ba\u011f\u0131ms\u0131z bir fiyatlama s\u00fcrecine girdi\u011fine i\u015faret ediyor. Petrol taraf\u0131nda ise ABD\u2019nin Venezuela \u00fczerindeki bask\u0131y\u0131 art\u0131rmas\u0131 ve tanker m\u00fcdahaleleri, Brent fiyat\u0131n\u0131 61 dolar civar\u0131nda desteklemeye devam ediyor.<\/p>\n
Tahvil ve d\u00f6viz piyasalar\u0131nda bask\u0131 s\u00fcrerken, Japonya \u00f6ne \u00e7\u0131kan bir ba\u015fl\u0131k olmaya devam ediyor. Bank of Japan\u2019\u0131n son faiz art\u0131\u015f\u0131 sonras\u0131 Japon tahvil getirileri 1999\u2019dan bu yana en y\u00fcksek seviyelere \u00e7\u0131karken, yen yetkililerden gelen s\u00f6zl\u00fc y\u00f6nlendirmelerle k\u0131smen toparland\u0131. K\u00fcresel tahvil piyasalar\u0131nda faizler genel olarak y\u00fcksek seyrini korurken, ABD 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,16 civar\u0131nda dengelendi; dolar ise zay\u0131f bir g\u00f6r\u00fcn\u00fcm sergiliyor.<\/p>\n
Avrupa cephesinde STOXX 600 ve STOXX 50 endeksleri d\u00fc\u015f\u00fck hacimli tatil haftas\u0131 nedeniyle yatay seyrederken, teknoloji hisseleri g\u00f6rece olumlu ayr\u0131\u015f\u0131yor. Ukrayna sava\u015f\u0131yla ilgili haber ak\u0131\u015f\u0131 jeopolitik riskleri canl\u0131 tutarken, veri taraf\u0131nda haftan\u0131n en \u00f6nemli ba\u015fl\u0131\u011f\u0131 \u0130ngiltere\u2019nin nihai GSYH rakamlar\u0131 oldu. ABD taraf\u0131nda ise yat\u0131r\u0131mc\u0131lar, b\u00fcy\u00fcme, \u015firket karlar\u0131 ve sanayi \u00fcretimi verilerini yak\u0131ndan izliyor; bu veriler, Federal Reserve\u2019in gelecek y\u0131l faiz indirimlerine ne \u00f6l\u00e7\u00fcde alan a\u00e7abilece\u011fine dair beklentileri \u015fekillendirecek. Genel g\u00f6r\u00fcn\u00fcm, y\u0131l sonuna do\u011fru hisse senetlerinde iyimserli\u011fin, tahvil taraf\u0131nda ise temkinli duru\u015fun korundu\u011funa i\u015faret ediyor.<\/p>\n
\u00d6nemli \u015firket haberleri<\/p>\n
Rocket Lab Corporation (RKLB), \u015eirketin y\u0131l i\u00e7indeki 21\u2019inci Electron roket f\u0131rlat\u0131\u015f\u0131n\u0131 ba\u015far\u0131yla ger\u00e7ekle\u015ftirmesinin ard\u0131ndan hisseler g\u00fc\u00e7l\u00fc \u015fekilde y\u00fckseldi. Yeni Zelanda\u2019dan ger\u00e7ekle\u015ftirilen \u201cThe Wisdom God Guides\u201d g\u00f6revi kapsam\u0131nda, Japon yer g\u00f6zlem \u015firketi iQPS i\u00e7in QPS-SAR-15 uydusu y\u00f6r\u00fcngeye yerle\u015ftirildi. Bu f\u0131rlatma Rocket Lab\u2019in toplamda 79\u2019uncu Electron g\u00f6revi olurken, y\u00fczde 100 g\u00f6rev ba\u015far\u0131s\u0131yla tek bir y\u0131lda yap\u0131lan 21 f\u0131rlatma ile yeni bir y\u0131ll\u0131k rekor k\u0131r\u0131ld\u0131. Uydu, iQPS\u2019in sentetik a\u00e7\u0131kl\u0131kl\u0131 radar (SAR) tak\u0131my\u0131ld\u0131z\u0131n\u0131 geni\u015fletecek; Rocket Lab 2023\u2019ten bu yana iQPS i\u00e7in yedi uydu konu\u015fland\u0131rd\u0131 ve 2026\u2019dan itibaren be\u015f ek g\u00f6rev planlan\u0131yor. Bu g\u00f6rev, 2025 i\u00e7in planlanan son Electron f\u0131rlat\u0131\u015f\u0131 olurken, bir sonraki f\u0131rlatman\u0131n 2026\u2019n\u0131n ilk \u00e7eyre\u011finin ba\u015f\u0131nda yap\u0131lmas\u0131 bekleniyor. (Olumlu)<\/p>\n
Fluor Corporation (FLR), M\u00fchendislik ve in\u015faat \u015firketi FLR, \u00c7in\u2019in Guangdong eyaletindeki Zhuhai imalat tesisindeki hissesini Offshore Oil Engineering Co. (COOEC)\u2019ye devretmek \u00fczere anla\u015fmaya vard\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Fluor, i\u015flemin \u00f6n\u00fcm\u00fczdeki aylarda tamamlanmas\u0131n\u0131n ard\u0131ndan yakla\u015f\u0131k 122 milyon dolar gelir elde etmeyi bekliyor. Devir sonras\u0131 COOEC tesisin y\u00fczde 100 sahibi olacak, ancak gelecekteki Fluor projelerinin imalat ihtiya\u00e7lar\u0131n\u0131 desteklemek amac\u0131yla tesisin kullan\u0131m\u0131n\u0131 s\u00fcrd\u00fcrmesi planlan\u0131yor. (Olumlu)\u201d<\/p>\n
<\/strong> \u0130stanbul, 22 Aral\u0131k (Hibya) \u2013 Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda y\u0131l sonuna yakla\u015f\u0131l\u0131rken risk alma i\u015ftah\u0131n\u0131n belirgin \u015fekilde g\u00fc\u00e7lenmi\u015f durumda oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":23673,"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-23672","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\/23672","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=23672"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/23672\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/23673"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=23672"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=23672"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=23672"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"