Gedik Yat\u0131r\u0131m\u2018\u0131n raporunda k\u00fcresel piyasalar 2026 y\u0131l\u0131na g\u00fc\u00e7l\u00fc ancak se\u00e7ici bir risk i\u015ftah\u0131yla girerken, fiyatlamalar\u0131n ana ekseninde yapay zeka ve yar\u0131 iletken temas\u0131 yer almaya devam etti\u011fi belirtildi.<\/p>\n
Asya borsalar\u0131n\u0131n, teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde 2012\u2019den bu yana y\u0131l\u0131n en iyi ba\u015flang\u0131c\u0131n\u0131 yaparken, b\u00f6lgesel teknoloji endekslerinin rekor seviyelere y\u00fckselmesinin risk i\u015ftah\u0131n\u0131n bu b\u00f6lgeye yo\u011funla\u015ft\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi ifade edilen raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cYapay zeka ve \u00e7ip odakl\u0131 \u015firketlerdeki halka arz haberleri, stratejik ortakl\u0131klar ve kapasite art\u0131\u015flar\u0131na y\u00f6nelik beklentiler \u00f6zellikle \u00c7in ve Hong Kong piyasalar\u0131nda al\u0131mlar\u0131 h\u0131zland\u0131rd\u0131. Emtia taraf\u0131nda ise 2025\u2019te tarihi nitelikte bir performans sergileyen alt\u0131n ve g\u00fcm\u00fc\u015f, yeni y\u0131lda da y\u00fckseli\u015fini s\u00fcrd\u00fcrerek jeopolitik riskler ve para politikas\u0131na dair belirsizlikler kar\u015f\u0131s\u0131nda g\u00fcvenli liman talebinin canl\u0131 kald\u0131\u011f\u0131n\u0131 teyit etti.<\/p>\n
ABD piyasalar\u0131nda teknoloji a\u011f\u0131rl\u0131kl\u0131 g\u00f6r\u00fcn\u00fcm korunurken, Nasdaq 100 vadeli i\u015flemlerindeki y\u00fckseli\u015f 2025\u2019te \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc y\u0131l \u00e7ift haneli getiri sa\u011flayan rallinin devam edebilece\u011fine dair beklentileri destekliyor. Yapay zek\u00e2 temal\u0131 hisseler yat\u0131r\u0131mc\u0131 ilgisinin oda\u011f\u0131nda kalmaya devam ederken, tahvil piyasas\u0131nda uzun vadeli getirilerin y\u00fckselmesi faiz cephesinde daha temkinli bir fiyatlamaya i\u015faret ediyor.<\/p>\n
Yat\u0131r\u0131mc\u0131lar bir yandan yakla\u015fan istihdam verileriyle ABD ekonomisinin momentumunu \u00f6l\u00e7meye \u00e7al\u0131\u015f\u0131rken, di\u011fer yandan Fed\u2019in yeni d\u00f6nemde izleyece\u011fi para politikas\u0131na dair sinyalleri yak\u0131ndan takip ediyor. Tarifelere ili\u015fkin erteleme kararlar\u0131 k\u0131sa vadede risk i\u015ftah\u0131n\u0131 desteklese de, y\u00fcksek de\u011ferlemeler ve para politikas\u0131na dair belirsizlikler piyasalar\u0131n k\u0131r\u0131lgan yap\u0131s\u0131n\u0131 korumas\u0131na neden oluyor.<\/p>\n
Avrupa piyasalar\u0131 ise y\u0131lba\u015f\u0131 tatili sonras\u0131 g\u00f6rece d\u00fc\u015f\u00fck i\u015flem hacmine ra\u011fmen y\u00fckseli\u015f e\u011filimini s\u00fcrd\u00fcrerek rekor seviyelere ula\u015ft\u0131. Savunma ve g\u00fcvenlik hisseleri, devam eden jeopolitik gerilimler ve artan askeri harcama beklentileriyle \u00f6ne \u00e7\u0131karken, d\u00fc\u015fen faiz ortam\u0131 ve Almanya kaynakl\u0131 mali te\u015fviklerin etkisiyle 2025\u2019te ba\u015flayan pozitif trendin 2026\u2019ya ta\u015f\u0131nd\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Bununla birlikte yat\u0131r\u0131mc\u0131lar, Avrupa\u2019da b\u00fcy\u00fcmenin s\u00fcrd\u00fcr\u00fclebilirli\u011fi ve k\u00fcresel ticaret g\u00f6r\u00fcn\u00fcm\u00fcne dair riskleri yak\u0131ndan izliyor. \u00d6n\u00fcm\u00fczdeki d\u00f6nemde ABD faiz patikas\u0131, k\u00fcresel b\u00fcy\u00fcme sinyalleri ve jeopolitik geli\u015fmelerin, k\u00fcresel piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde belirleyici olmaya devam etmesi bekleniyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 2 Ocak (Hibya) \u2013 Gedik Yat\u0131r\u0131m, Avrupa piyasalar\u0131n\u0131n y\u0131lba\u015f\u0131 tatili sonras\u0131 g\u00f6rece d\u00fc\u015f\u00fck i\u015flem hacmine ra\u011fmen y\u00fckseli\u015f e\u011filimini s\u00fcrd\u00fcrerek rekor seviyelere ula\u015ft\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":28512,"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-28511","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\/28511","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=28511"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/28511\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/28512"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=28511"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=28511"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=28511"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"