Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel hisse senedi piyasalar\u0131n\u0131n, 2025\u2019i \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc kez \u00e7ift haneli kazan\u00e7larla kapatmaya haz\u0131rlan\u0131rken y\u0131l\u0131n son g\u00fcnlerinde belirgin bir yava\u015flama s\u00fcrecine girmi\u015f durumda oldu\u011fu belirtildi.<\/p>\n
Y\u0131l boyunca g\u00fc\u00e7l\u00fc \u015fekilde y\u00fckselen piyasalar\u0131n, \u00f6zellikle aral\u0131k ay\u0131n\u0131n son haftalar\u0131nda ivme kayb\u0131 ya\u015fad\u0131\u011f\u0131 ifade edilen raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cBeklenen mevsimsel y\u0131l sonu rallisinin zay\u0131f kalmas\u0131, yat\u0131r\u0131mc\u0131lar\u0131n art\u0131k yeni pozisyon a\u00e7mak yerine mevcut kazan\u00e7lar\u0131n\u0131 korumaya y\u00f6neldi\u011fini g\u00f6steriyor.<\/p>\n
ABD piyasalar\u0131nda S&P 500 ve Nasdaq vadeli i\u015flemleri geri \u00e7ekilirken, sat\u0131\u015flar\u0131n \u00f6zellikle b\u00fcy\u00fck teknoloji hisselerinde yo\u011funla\u015ft\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Magnificent Seven (Muhte\u015fem Yedi) olarak adland\u0131r\u0131lan b\u00fcy\u00fck teknoloji \u015firketlerinin tamam\u0131nda g\u00f6r\u00fclen zay\u0131fl\u0131k, Nasdaq endeksi \u00fczerinde ek bask\u0131 yarat\u0131yor. Buna kar\u015f\u0131n, y\u0131l genelinde yapay zeka yat\u0131r\u0131mlar\u0131, g\u00fc\u00e7l\u00fc \u015firket karl\u0131l\u0131klar\u0131 ve ekonomik dayan\u0131kl\u0131l\u0131k ABD borsalar\u0131n\u0131n ana destek unsurlar\u0131 oldu.<\/p>\n
2025 y\u0131l\u0131 boyunca piyasalar olduk\u00e7a dalgal\u0131 bir seyir izledi. ABD\u2019nin ticaret politikalar\u0131, yeniden g\u00fcndeme gelen g\u00fcmr\u00fck tarifeleri, jeopolitik gerilimler ve y\u00fcksek de\u011ferleme tart\u0131\u015fmalar\u0131 d\u00f6nem d\u00f6nem sert fiyat hareketlerine yol a\u00e7t\u0131. Buna ra\u011fmen yat\u0131r\u0131mc\u0131lar, \u00f6zellikle yapay zeka ve teknoloji alan\u0131ndaki uzun vadeli b\u00fcy\u00fcme beklentileri nedeniyle risk almaktan tamamen vazge\u00e7medi.<\/p>\n
Aral\u0131k ay\u0131n\u0131n son g\u00fcnlerinde ise portf\u00f6y y\u00f6neticilerinin y\u0131l sonu bilan\u00e7o d\u00fczenlemeleri ve kar realizasyonlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor. Bu durum, i\u015flem hacimlerinin d\u00fc\u015fmesine ve fiyat hareketlerinin dar bantta kalmas\u0131na neden oluyor. Piyasalardaki bu sakinlik, y\u00fckseli\u015f trendinin bitti\u011fi anlam\u0131na gelmese de k\u0131sa vadede temkinli bir g\u00f6r\u00fcn\u00fcm\u00fcn hakim oldu\u011funu g\u00f6steriyor. Analistler, 2026 y\u0131l\u0131nda piyasalar\u0131n y\u00fckselmeye devam edebilece\u011fini ancak bu s\u00fcrecin daha dalgal\u0131 ve se\u00e7ici olaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor.<\/p>\n
Emtia taraf\u0131nda ise de\u011ferli metaller y\u0131l\u0131n en dikkat \u00e7ekici varl\u0131k gruplar\u0131 aras\u0131nda yer ald\u0131. Alt\u0131n ve g\u00fcm\u00fc\u015f, y\u0131l boyunca g\u00fc\u00e7l\u00fc y\u00fckseli\u015fler kaydetmesine ra\u011fmen y\u0131l sonunda sert dalgalanmalar ve k\u00e2r sat\u0131\u015flar\u0131yla kar\u015f\u0131la\u015ft\u0131. Buna ra\u011fmen her iki metal de onlarca y\u0131l\u0131n en iyi y\u0131ll\u0131k performanslar\u0131ndan birini tamamlamaya haz\u0131rlan\u0131yor. Bu durum, jeopolitik riskler ve belirsizliklerin yat\u0131r\u0131mc\u0131lar i\u00e7in h\u00e2l\u00e2 \u00f6nemli oldu\u011funu g\u00f6steriyor. Kripto para piyasas\u0131nda ise tablo daha zay\u0131f. Bitcoin, y\u0131l\u0131n ikinci yar\u0131s\u0131nda ya\u015fanan sert d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan dar bir fiyat aral\u0131\u011f\u0131nda dalgalan\u0131yor. Yat\u0131r\u0131mc\u0131lar\u0131n risk i\u015ftah\u0131n\u0131n azalmas\u0131 ve d\u00fczenleyici belirsizlikler, kripto varl\u0131klar\u0131n toparlanmas\u0131n\u0131 zorla\u015ft\u0131r\u0131yor.<\/p>\n
Avrupa borsalar\u0131 ise k\u00fcresel piyasalardan pozitif ayr\u0131\u015fan bir performans sergiliyor. Bankac\u0131l\u0131k hisseleri, y\u00fckselen faiz ortam\u0131n\u0131n etkisiyle g\u00fc\u00e7l\u00fc seyrederken, madencilik ve enerjiyle ba\u011flant\u0131l\u0131 sekt\u00f6rler emtia fiyatlar\u0131ndan destek buluyor. Bu sayede Avrupa endeksleri tarihi zirvelerde y\u0131l\u0131 kapatmaya yakla\u015f\u0131yor.<\/p>\n
\u00d6te yandan Fed toplant\u0131 tutanaklar\u0131, ABD\u2019de para politikas\u0131na dair g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc ortaya koyuyor. Bu durum, 2026\u2019ya girerken faiz politikas\u0131 konusunda belirsizli\u011fin devam edece\u011fine i\u015faret ediyor. Genel olarak piyasalar, olduk\u00e7a g\u00fc\u00e7l\u00fc bir y\u0131l\u0131n ard\u0131ndan yeni d\u00f6neme daha temkinli, daha se\u00e7ici ve oynakl\u0131\u011f\u0131n y\u00fcksek olabilece\u011fi bir beklentiyle giriyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 31 Aral\u0131k (Hibya) \u2013 Gedik Yat\u0131r\u0131m, y\u0131l boyunca g\u00fc\u00e7l\u00fc \u015fekilde y\u00fckselen piyasalar\u0131n, \u00f6zellikle aral\u0131k ay\u0131n\u0131n son haftalar\u0131nda ivme kayb\u0131 ya\u015fad\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":27684,"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-27683","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\/27683","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=27683"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/27683\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/27684"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=27683"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=27683"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=27683"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"