Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e'nin raporunda “Y\u0131l\u0131n ilk i\u015flem g\u00fcn\u00fcnde fiyatlamalar iyimserlik temas\u0131n\u0131n
\nkorundu\u011funu, Asya\u2019da teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcnde pozitif a\u00e7\u0131l\u0131\u015fla birlikte de\u011ferli metallerde 2025 rallisinin devam etti\u011fini g\u00f6steriyor.” ifadelerine yer verildi. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Hong Kong\u2019da teknoloji hisseleri \u00f6nderli\u011finde y\u00fckseli\u015f dikkat \u00e7ekerken Japonya ve \u00c7in\u2019de tatil nedeniyle i\u015flem yap\u0131lm\u0131yor; ABD taraf\u0131nda yeni y\u0131l\u0131n ilk seans\u0131 \u00f6ncesi vadeli i\u015flemler hafif art\u0131da fiyatlan\u0131yor. G\u00fcn\u00fcn veri ak\u0131\u015f\u0131nda Euro B\u00f6lgesi\u2019nin nihai imalat PMI okumalar\u0131 ve ABD\u2019de ISM imalat endeksi \u00f6ne \u00e7\u0131k\u0131yor; dolar endeksi 2025\u2019i sekiz y\u0131l\u0131n en sert y\u0131ll\u0131k d\u00fc\u015f\u00fc\u015f\u00fcyle kapatt\u0131ktan sonra 2026\u2019ya yumu\u015fak ba\u015flang\u0131\u00e7 yaparken, ABD 10 y\u0131ll\u0131k getiriler y\u0131l sonuna yak\u0131n seviyelerde dengeli. Bu \u00e7er\u00e7eve, \u201c\u0131l\u0131ml\u0131 veri\u2013zay\u0131f dolar e\u011filimi\u2013uzun u\u00e7ta y\u00fczde 4,1\u2013y\u00fczde 4,2 band\u0131\u201d ekseninde risk i\u015ftah\u0131n\u0131n yeni y\u0131la ta\u015f\u0131nd\u0131\u011f\u0131 bir resme i\u015faret ediyor.<\/p>\n
ABD borsalar\u0131nda 2025\u2019in son seans\u0131 tatil s\u0131\u011fl\u0131\u011f\u0131nda ekside tamamlan\u0131rken, \u00fc\u00e7 ana endeks y\u0131l genelinde \u00e7ift
\nhaneli art\u0131larla g\u00fc\u00e7l\u00fc bir kapan\u0131\u015f yapt\u0131. Yeni y\u0131l\u0131n ilk i\u015flem g\u00fcn\u00fcne girerken S&P 500 ve Nasdaq vadeli kontratlar\u0131nda s\u0131n\u0131rl\u0131 pozitif e\u011filim korunuyor; teknoloji temal\u0131 hisselerde 2025 boyunca g\u00f6r\u00fclen rallinin ard\u0131ndan 2026\u2019ya ge\u00e7i\u015fte se\u00e7ici fiyat ke\u015ffi \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Avrupa taraf\u0131nda y\u0131l kapan\u0131\u015f\u0131 \u00f6ncesi STOXX 600 rekor kapan\u0131\u015flara yak\u0131n seviyelerde tutunmu\u015f, bankalar ve
\nemtia ba\u011flant\u0131l\u0131 hisseler \u00f6ne \u00e7\u0131km\u0131\u015ft\u0131. Yeni y\u0131l\u0131n ilk g\u00fcn\u00fcnde Avrupa vadelileri kar\u0131\u015f\u0131k bir a\u00e7\u0131l\u0131\u015fa i\u015faret ederken, odak Euro B\u00f6lgesi nihai imalat PMI seti ve para istatistikleri \u00fczerinde.<\/p>\n
Asya-Pasifik\u2019te sabah i\u015flemleri pozitif: Hong Kong\u2019da teknoloji hisseleri ve \u00c7inli yar\u0131 iletken ba\u015fl\u0131klar\u0131 g\u00fc\u00e7l\u00fc
\nseyrederken, b\u00f6lgenin geri kalan\u0131nda tatil kaynakl\u0131 hacim d\u00fc\u015f\u00fckl\u00fc\u011f\u00fc hakim. G\u00fcney Kore ve Tayvan\u2019da imalat
\nPMI\u2019lar\u0131n\u0131n Aral\u0131k\u2019ta yeniden 50 e\u015fi\u011finin \u00fczerine \u00e7\u0131kmas\u0131, b\u00f6lgedeki d\u00f6ng\u00fcsel toparlanma sinyalini g\u00fc\u00e7lendiriyor.
\nJaponya ve \u00c7in piyasalar\u0131n\u0131n kapal\u0131 oldu\u011fu g\u00fcnde, Asya genelinde risk i\u015ftah\u0131 yeni y\u0131la temkinli ama olumlu bir
\ntonla ba\u015fl\u0131yor.<\/p>\n
Emtialarda de\u011ferli metaller yeni y\u0131la g\u00fc\u00e7lenerek ba\u015flad\u0131: alt\u0131n Asya i\u015flemlerinde $4.350\u20134.380 , g\u00fcm\u00fc\u015f $72\u201373
\nband\u0131nda; 2025 boyunca jeopolitik riskler, merkez bankas\u0131 al\u0131mlar\u0131 ve faiz indirim beklentileriyle olu\u015fan g\u00fc\u00e7l\u00fc zeminin korundu\u011fu g\u00f6r\u00fcl\u00fcyor. Petrol taraf\u0131nda Brent $61,2 \/ WTI $57,8 ile y\u0131l\u0131n ba\u015f\u0131nda s\u0131n\u0131rl\u0131 toparlanma
\nizlenirken, 2025\u2019te g\u00f6r\u00fclen yakla\u015f\u0131k -y\u00fczde 20\u2019lik y\u0131ll\u0131k d\u00fc\u015f\u00fc\u015f sonras\u0131 arz fazlas\u0131 anlat\u0131s\u0131 ile jeopolitik risk primi
\naras\u0131ndaki \u00e7eki\u015fme s\u00fcr\u00fcyor. Bak\u0131rda LME \u00fc\u00e7 ay vadeli kontratlar rekor b\u00f6lgelere yak\u0131n fiyatlamay\u0131 korurken, 2026\u2019ya girerken piyasada maden arz kesintileri ve elektrifikasyon ve yar\u0131 iletken talebi temalar\u0131 \u00f6ne \u00e7\u0131kar\u0131l\u0131yor.<\/p>\n
EUR\/USD<\/p>\n
Y\u0131l\u0131n ilk i\u015flem g\u00fcn\u00fcnde 1,17 seviyesinin \u00fczerinde fiyatlanan paritede sakin seyir s\u00fcr\u00fcyor. Fed\u2019in 2025 boyunca yapt\u0131\u011f\u0131 faiz indirimleriyle zay\u0131flayan dolar endeksi 98 civar\u0131nda yatay seyrederken, ECB\u2019nin faizi yerinde tutup g\u00f6rece s\u0131k\u0131 duru\u015funu korumas\u0131 2026\u2019ya girerken paritede 1,17\u20131,18 band\u0131nda euro lehine dengeli bir g\u00f6r\u00fcn\u00fcm \u00fcretiyor. Olas\u0131 zay\u0131f seyrin devam\u0131 durumunda 1,1710 b\u00f6lgesi ilk ara destek noktas\u0131 olarak \u00f6n plana \u00e7\u0131kyor.<\/p>\n
Ons alt\u0131n<\/p>\n
Ons alt\u0131n yeni y\u0131l\u0131n ilk i\u015flem g\u00fcn\u00fcnde 4.310\u20134.380 dolar band\u0131nda dalgalan\u0131yor. 2025\u2019teki tarihi ralli sonras\u0131
\n2026\u2019ya girerken Fed\u2019in ilave faiz indirim ihtimali, 97\u201398 band\u0131nda zay\u0131f dolar endeksi, y\u00fcksek merkez bankas\u0131
\nal\u0131mlar\u0131 ve Ukrayna\/Orta Do\u011fu eksenli jeopolitik riskler alt\u0131n\u0131 halen k\u00fcresel portf\u00f6ylerde ana \u201cg\u00fcvenli liman\u201d temas\u0131 olarak \u00f6ne \u00e7\u0131kar\u0131yor. Bug\u00fcnk\u00fc pozitif seyrin devam\u0131nda 4380 dolar b\u00f6lgesinde diren\u00e7 s\u00f6z konusu
\nolabilir. Bu b\u00f6lgenin \u00fczerindeki seansl\u0131k kapan\u0131\u015flarda ise fiyatlama g\u00fc\u00e7lenme e\u011filiminde olabilir.<\/p>\n
Brent<\/p>\n
Brent tipi ham petrol 2 Ocak 2026 itibar\u0131yla 61 dolar civar\u0131nda i\u015flem g\u00f6r\u00fcyor. Brent\u2019in 2025\u2019i pandemi sonras\u0131
\nd\u00f6nemin en sert y\u0131ll\u0131k d\u00fc\u015f\u00fc\u015flerinden biriyle kapatmas\u0131n\u0131n arkas\u0131nda IEA\u2019n\u0131n 2026 i\u00e7in g\u00fcnde yakla\u015f\u0131k 3,8 milyon
\nvarillik arz fazlas\u0131na i\u015faret etti\u011fi \u201ca\u015f\u0131r\u0131 arz\u201d g\u00f6r\u00fcn\u00fcm\u00fc, zay\u0131f k\u00fcresel b\u00fcy\u00fcme ve \u00f6zellikle \u00c7in kaynakl\u0131 talep endi\u015feleri bulunurken, yeni y\u0131lda Ukrayna\u2019n\u0131n Rus enerji altyap\u0131s\u0131na sald\u0131r\u0131lar\u0131 ve Venezuela\u2019ya y\u00f6nelik ABD yapt\u0131r\u0131mlar\u0131 k\u0131sa vadeli jeopolitik risk primini canl\u0131 tutuyor. K\u0131sa vadede 60 \u2013 62 dolar band\u0131n\u0131n ne y\u00f6ne do\u011fru k\u0131r\u0131laca\u011f\u0131 yak\u0131ndan takip edilebilir.<\/p>\n
NASDAQ100<\/p>\n
Nasdaq 100 endeksi 2025\u2019i 25.249 puanda, g\u00fcn\u00fcn y\u00fczde 0,84 eksiyle kapat\u0131rken y\u0131l genelinde yakla\u015f\u0131k y\u00fczde 21 y\u00fckseli\u015fle AI temal\u0131 teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde g\u00fc\u00e7l\u00fc bir performans kaydetti; endeks 2023\u20132025 d\u00f6neminde \u00fc\u00e7 y\u0131lda toplamda y\u00fczde 130\u2019dan fazla de\u011fer kazand\u0131. 2 Ocak 2026 sabah\u0131 Nasdaq 100 vadeli kontratlar\u0131 pozitif tarafta i\u015flem g\u00f6r\u00fcyor; Asya seans\u0131nda teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcnde pozitif a\u00e7\u0131l\u0131\u015f ve ABD\u2019de y\u0131l\u0131n ilk i\u015flem g\u00fcn\u00fcne dair iyimserlik, y\u0131l sonu d\u00fczeltmesinin ard\u0131ndan risk i\u015ftah\u0131n\u0131n kademeli toparland\u0131\u011f\u0131na i\u015faret ediyor.”<\/p>\n
<\/strong> \u0130stanbul, 2 Ocak (Hibya)- Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, Asya-Pasifik\u2019te sabah i\u015flemlerinin pozitif oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":28348,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-28347","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\/28347","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=28347"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/28347\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/28348"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=28347"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=28347"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=28347"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"