Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda y\u0131l sonu d\u00f6neminde i\u015flem hacimlerinin belirgin \u015fekilde azalmas\u0131na ra\u011fmen k\u00fcresel piyasalarda y\u00fckseli\u015f e\u011filimi korunurken, yat\u0131r\u0131mc\u0131lar\u0131n risk i\u015ftah\u0131n\u0131n canl\u0131 kald\u0131\u011f\u0131n\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi.<\/p>\n
Ekonomik b\u00fcy\u00fcmenin beklentilerin \u00fczerinde seyretmesi ve \u015firket karl\u0131l\u0131klar\u0131n\u0131n gelecek d\u00f6nemde iyile\u015fece\u011fine y\u00f6nelik beklentilerin, hisse senedi piyasalar\u0131n\u0131 destekleyen ana unsurlar aras\u0131nda yer ald\u0131\u011f\u0131 aktar\u0131lan raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cAsya piyasalar\u0131nda bir\u00e7ok \u00fclkenin tatil nedeniyle kapal\u0131 olmas\u0131 fiyat hareketlerini s\u0131n\u0131rlasa da, a\u00e7\u0131k olan piyasalarda k\u00fcresel iyimserli\u011fe paralel al\u0131mlar dikkat \u00e7ekiyor. ABD taraf\u0131nda endeksler tatil \u00f6ncesi seanslarda rekor seviyelere yak\u0131n kapan\u0131\u015flar yaparken, oynakl\u0131\u011f\u0131n d\u00fc\u015f\u00fck seviyelerde kalmas\u0131 yat\u0131r\u0131mc\u0131lar\u0131n pozisyonlar\u0131n\u0131 korudu\u011funu g\u00f6steriyor. G\u00fc\u00e7l\u00fc b\u00fcy\u00fcme ve t\u00fcketim verileri k\u0131sa vadede faiz indirim beklentilerini zay\u0131flatsa da, piyasalar bunu ekonomik dayan\u0131kl\u0131l\u0131\u011f\u0131n bir g\u00f6stergesi olarak alg\u0131l\u0131yor. Bu durum \u00f6zellikle sanayi, t\u00fcketim ve finans hisselerinde destekleyici bir g\u00f6r\u00fcn\u00fcm yarat\u0131yor. Teknoloji taraf\u0131nda ise yapay zeka yat\u0131r\u0131mlar\u0131na ili\u015fkin soru i\u015faretleri s\u00fcrerken, sekt\u00f6r genelinde daha se\u00e7ici ve dengeli bir fiyatlama \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Emtia piyasalar\u0131nda zay\u0131flayan dolar ve artan jeopolitik riskler belirleyici olmaya devam ediyor. Alt\u0131n ve g\u00fcm\u00fc\u015f, g\u00fcvenli liman talebinin artmas\u0131yla tarihi zirvelere yak\u0131n seyrederken, merkez bankas\u0131 al\u0131mlar\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n para birimlerinde de\u011fer kayb\u0131 endi\u015feleri de\u011ferli metalleri destekliyor. Petrol fiyatlar\u0131, jeopolitik geli\u015fmeler ve arz taraf\u0131na y\u00f6nelik risk alg\u0131s\u0131yla y\u00fckselirken, k\u00fcresel arz fazlas\u0131 endi\u015feleri fiyatlar\u0131n daha sert y\u00fckselmesini s\u0131n\u0131rl\u0131yor. Bak\u0131r cephesinde ise uzun vadeli arz s\u0131k\u0131nt\u0131lar\u0131 ve enerji d\u00f6n\u00fc\u015f\u00fcm\u00fcne ba\u011fl\u0131 talep beklentileri fiyatlar\u0131 yukar\u0131 \u00e7ekiyor.<\/p>\n
D\u00f6viz piyasalar\u0131nda dolar\u0131n g\u00f6rece zay\u0131f seyri s\u00fcrerken, bu durum geli\u015fmi\u015f ve geli\u015fmekte olan \u00fclke varl\u0131klar\u0131na s\u0131n\u0131rl\u0131 da olsa destek sa\u011fl\u0131yor. Yen ve yuan taraf\u0131nda ise Asya merkez bankalar\u0131n\u0131n temkinli duru\u015fu ve kur oynakl\u0131\u011f\u0131n\u0131 kontrol alt\u0131nda tutma \u00e7abalar\u0131 \u00f6ne \u00e7\u0131k\u0131yor. Genel olarak piyasalarda y\u0131l sonuna girilirken temkinli iyimser bir tablo h\u00e2kim; yat\u0131r\u0131mc\u0131lar bir yandan g\u00fc\u00e7l\u00fc makro verileri fiyatlarken, di\u011fer yandan yeni y\u0131lda para politikas\u0131, jeopolitik riskler ve \u015firket k\u00e2rl\u0131l\u0131klar\u0131n\u0131n seyrine odaklanm\u0131\u015f durumda.<\/p>\n
\u00d6nemli \u015eirket Haberler: Nvidia(NVDA), yapay zek\u00e2 \u00e7\u0131kar\u0131m (inference) teknolojileri alan\u0131nda faaliyet g\u00f6steren Groq ile m\u00fcnhas\u0131r olmayan bir lisans anla\u015fmas\u0131 imzalad\u0131\u011f\u0131n\u0131 duyurdu. Anla\u015fma, y\u00fcksek performansl\u0131 ve d\u00fc\u015f\u00fck maliyetli inference \u00e7\u00f6z\u00fcmlerine eri\u015fimi geni\u015fletmeyi hedeflerken, Groq\u2019un kurucusu Jonathan Ross, ba\u015fkan\u0131 Sunny Madra ve baz\u0131 kilit ekip \u00fcyeleri lisanslanan teknolojinin \u00f6l\u00e7eklenmesine katk\u0131 sa\u011flamak \u00fczere Nvidia\u2019ya kat\u0131lacak. Groq ise Simon Edwards\u2019\u0131n CEO\u2019lu\u011funda ba\u011f\u0131ms\u0131z yap\u0131s\u0131n\u0131 koruyacak. 2016\u2019da kurulan ve Google\u2019\u0131n TPU\u2019sunun yarat\u0131c\u0131lar\u0131ndan Ross\u2019un da yer ald\u0131\u011f\u0131 Groq, Eyl\u00fcl ay\u0131nda 6,9 milyar dolar de\u011ferleme \u00fczerinden 750 milyon dolarl\u0131k finansman sa\u011flad\u0131\u011f\u0131n\u0131 ve bu y\u0131l g\u00fc\u00e7l\u00fc talep e\u015fli\u011finde 500 milyon dolar gelir hedefledi\u011fini a\u00e7\u0131klam\u0131\u015ft\u0131. CNBC\u2019nin haberine g\u00f6re Nvidia\u2019n\u0131n Groq\u2019un baz\u0131 varl\u0131klar\u0131n\u0131 20 milyar dolar kar\u015f\u0131l\u0131\u011f\u0131nda sat\u0131n ald\u0131\u011f\u0131 iddia edilirken, Groq Cloud i\u015f kolunun bu kapsama dahil olmad\u0131\u011f\u0131 belirtiliyor, rakamlar\u0131n do\u011frulanmas\u0131 h\u00e2linde bu i\u015flem, Nvidia\u2019n\u0131n bug\u00fcne kadarki en b\u00fcy\u00fck sat\u0131n almas\u0131 olacak ve \u015firketin 2019\u2019daki yakla\u015f\u0131k 7 milyar dolarl\u0131k Mellanox al\u0131m\u0131n\u0131 a\u00e7\u0131k ara geride b\u0131rakacak. (Olumlu)\u201d<\/p>\n
<\/strong> \u0130stanbul, 26 Aral\u0131k (Hibya) \u2013 Gedik Yat\u0131r\u0131m, y\u0131l sonu d\u00f6neminde i\u015flem hacimlerinin belirgin \u015fekilde azalmas\u0131na ra\u011fmen k\u00fcresel piyasalarda y\u00fckseli\u015f e\u011filimi korunurken, yat\u0131r\u0131mc\u0131lar\u0131n risk i\u015ftah\u0131n\u0131n canl\u0131 kald\u0131\u011f\u0131n\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":25623,"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-25622","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\/25622","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=25622"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/25622\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/25623"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=25622"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=25622"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=25622"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"