Gedik Yat\u0131r\u0131m’\u0131n raporunda k\u00fcresel piyasalar\u0131n Fed faiz karar\u0131 sonras\u0131 haftan\u0131n d\u00f6rd\u00fcnc\u00fc i\u015flem g\u00fcn\u00fcnde y\u00f6n aray\u0131\u015f\u0131 i\u00e7inde oldu\u011fu belirtildi.\u00a0Yat\u0131r\u0131mc\u0131lar\u0131n hem ABD\u2013\u00c7in ticaret g\u00f6r\u00fc\u015fmelerindeki geli\u015fmeleri hem de Apple ile Amazon\u2019un a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7olara odakland\u0131\u011f\u0131 aktar\u0131lan raporda \u015funlar kaydedildi:<\/p>\n
“ABD Ba\u015fkan\u0131 Donald Trump, \u00c7in Devlet Ba\u015fkan\u0131 Xi Jinping ile G\u00fcney Kore\u2019de yapt\u0131\u011f\u0131 g\u00f6r\u00fc\u015fmenin ard\u0131ndan nadir elementler ve kritik mineralleri kapsayan bir y\u0131ll\u0131k ticaret anla\u015fmas\u0131na var\u0131ld\u0131\u011f\u0131n\u0131, ayr\u0131ca fentanil tarifelerinin y\u00fczde 20\u2019den y\u00fczde 10\u2019a indirildi\u011fini duyurdu. Bu haberin piyasada s\u0131n\u0131rl\u0131 iyimserlik yaratt\u0131\u011f\u0131n\u0131 belirten UBS\u2019ten Paul Donovan, detaylar\u0131n netle\u015fmemesi nedeniyle piyasalar\u0131n sevinece\u011fini ama a\u015f\u0131r\u0131 iyimser olmayaca\u011f\u0131n\u0131 ifade
\netti.<\/p>\n
ABD taraf\u0131nda Fed\u2019in \u00c7ar\u015famba g\u00fcn\u00fc politika faizini 25 baz puan indirerek y\u00fczde 3,75\u20134,00 aral\u0131\u011f\u0131na \u00e7ekmesi, piyasalar taraf\u0131ndan beklendi\u011fi gibi kar\u015f\u0131land\u0131. Ancak Ba\u015fkan Jerome Powell, Aral\u0131k ay\u0131nda yeni bir faiz indiriminin garanti olmad\u0131\u011f\u0131n\u0131 vurgulayarak temkinli bir ton benimsedi. Deutsche Bank ve UBS analistleri, Fed\u2019in mesajlar\u0131n\u0131n \u015fahin e\u011filimli oldu\u011funu ve piyasan\u0131n bekledi\u011finden daha az faiz indirimi g\u00f6r\u00fclebilece\u011fini de\u011ferlendirdi.<\/p>\n
\u015eirket cephesinde teknoloji hisseleri g\u00fcndemi belirlemeye devam etti. Alphabet hisseleri, gelirin ilk kez 100 milyar dolar\u0131 a\u015fmas\u0131 ve yapay zek\u00e2 uygulamas\u0131 Gemini\u2019nin 650 milyon kullan\u0131c\u0131ya ula\u015fmas\u0131 sonras\u0131 y\u00fczde 6,7 y\u00fckseldi. Buna kar\u015f\u0131l\u0131k Meta, 16 milyar dolarl\u0131k tek seferlik vergi gideri a\u00e7\u0131klamas\u0131yla y\u00fczde 7,1 d\u00fc\u015ferken, Microsoft da OpenAI yat\u0131r\u0131mlar\u0131n\u0131n k\u00e2rl\u0131l\u0131\u011f\u0131 azaltmas\u0131 nedeniyle y\u00fczde 3 geriledi. \u00dc\u00e7 teknoloji devinin toplam sermaye harcamalar\u0131 y\u0131ll\u0131k bazda y\u00fczde 89 art\u0131\u015fla 78 milyar dolara ula\u015ft\u0131. G\u00fcn\u00fcn geri kalan\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 Apple ve Amazon bilan\u00e7olar\u0131na \u00e7evrildi.<\/p>\n
Avrupa\u2019da ise borsalar temkinli seyretti. Stoxx 50 endeksi yatay kal\u0131rken, Stoxx 600 y\u00fczde 0,1 geriledi. ECB\u2019nin faiz politikas\u0131n\u0131 de\u011fi\u015ftirmemesi beklenirken, yat\u0131r\u0131mc\u0131lar b\u00f6lge genelinde a\u00e7\u0131klanacak b\u00fcy\u00fcme ve enflasyon verilerini takip etti. \u015eirket baz\u0131nda WPP\u2019nin k\u00e2r uyar\u0131s\u0131 sonras\u0131 y\u00fczde 8,8 d\u00fc\u015fmesi dikkat \u00e7ekerken, VW\u2019nin \u00fcretimi s\u00fcrd\u00fcrece\u011fini a\u00e7\u0131klamas\u0131 hisselere y\u00fczde 1,3 y\u00fckseli\u015f getirdi. Genel olarak, k\u00fcresel piyasalarda risk i\u015ftah\u0131 zay\u0131f kal\u0131rken, yat\u0131r\u0131mc\u0131lar para politikas\u0131 y\u00f6nlendirmeleri ve teknoloji bilan\u00e7olar\u0131na odaklanmay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
Alphabet (GOOG) (GOOGL) hisseleri, g\u00fc\u00e7l\u00fc gelen \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131n\u0131n ard\u0131ndan y\u00fczde 7 y\u00fckseldi. \u015eirketin geliri ilk kez 100 milyar dolar\u0131 a\u015farak y\u0131ll\u0131k bazda y\u00fczde 16 art\u0131\u015fla 102,3 milyar dolara ula\u015ft\u0131 ve beklentilerin \u00fczerinde ger\u00e7ekle\u015fti. S\u0131k\u0131 maliyet disiplini, net geliri y\u00fczde 33 art\u0131rarak yakla\u015f\u0131k 35 milyar dolara ta\u015f\u0131rken, hisse ba\u015f\u0131na k\u00e2r (EPS) y\u00fczde 35 art\u0131\u015fla 2,87 dolara y\u00fckseldi (beklenti: 2,27 dolar). Yat\u0131r\u0131mc\u0131lar yapay zek\u00e2 odakl\u0131 altyap\u0131 harcamalar\u0131n\u0131 izlemeye devam ederken, Alphabet 2025 sermaye harcamas\u0131 tahminini 91\u201393 milyar dolar aral\u0131\u011f\u0131na y\u00fckseltti; \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek harcamas\u0131 ise 24 milyar dolar\u0131n hemen alt\u0131nda ger\u00e7ekle\u015fti. CEO Sundar Pichai, g\u00fc\u00e7l\u00fc bulut talebi ve genel i\u015f ivmesinin yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131 destekledi\u011fini vurgulad\u0131. (Olumlu)<\/p>\n
Microsoft (MSFT), beklentileri a\u015fan birinci \u00e7eyrek sonu\u00e7lar\u0131na ra\u011fmen \u015firket hisseleri a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde geriledi. \u015eirket, OpenAI yat\u0131r\u0131m\u0131n\u0131n net k\u00e2r\u0131 523 milyon dolar ve hisse ba\u015f\u0131na k\u00e2r\u0131 0,07 dolar azaltt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Y\u00f6netim, 2026 mali y\u0131l\u0131nda GPU ve CPU yat\u0131r\u0131mlar\u0131n\u0131n artaca\u011f\u0131n\u0131 ve bunun \u00f6nceki maliyet tahminlerini a\u015faca\u011f\u0131n\u0131 belirtti. Microsoft, ikinci \u00e7eyrek gelirini 79,5\u201380,6 milyar dolar aral\u0131\u011f\u0131nda (beklenti: ~80 milyar dolar) \u00f6ng\u00f6r\u00fcrken, Azure gelirinin sabit kur baz\u0131nda y\u00fczde 37 artmas\u0131 ve Ak\u0131ll\u0131 Bulut gelirinin 32,25\u201332,55 milyar dolar aras\u0131nda ger\u00e7ekle\u015fmesi bekleniyor. (Olumsuz)<\/p>\n
Meta Platforms (META) hisseleri, \u015firketin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte 16 milyar dolarl\u0131k tek seferlik vergi gideri a\u00e7\u0131klanmas\u0131 ve 2025\u2019te yapay zek\u00e2 altyap\u0131 yat\u0131r\u0131mlar\u0131n\u0131n h\u0131zlanmas\u0131yla artacak maliyet uyar\u0131s\u0131 sonras\u0131 geriledi. \u00c7eyrek d\u00f6nem giderleri y\u00fczde 32 art\u0131\u015fla 30,7 milyar dolara y\u00fckseldi ve bu art\u0131\u015f\u0131n b\u00fcy\u00fck k\u0131sm\u0131 Ar-Ge kaynakl\u0131 oldu. Meta, 2025\u2019te agresif harcama planlad\u0131\u011f\u0131n\u0131 belirterek sermaye harcamalar\u0131n\u0131 70\u201372 milyar dolar, toplam giderleri ise 116\u2013118 milyar dolar aral\u0131\u011f\u0131nda \u00f6ng\u00f6r\u00fcyor. \u015eirket, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek gelirini 56\u201359 milyar dolar aral\u0131\u011f\u0131nda bekliyor ve yeni vergi yasas\u0131 sayesinde 2025 sonras\u0131 vergi y\u00fck\u00fcn\u00fcn azalaca\u011f\u0131n\u0131 tahmin ediyor. (Olumsuz)<\/p>\n
Chipotle Mexican Grill (CMG), hisseler, zay\u0131f \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 sonras\u0131nda geriledi. Kar\u015f\u0131la\u015ft\u0131r\u0131labilir sat\u0131\u015flar yaln\u0131zca y\u00fczde 0,3 artarken, makroekonomik bask\u0131lar, artan i\u015f g\u00fcc\u00fc ve protein maliyetleri ile yeni tarifelerin etkisi restoran k\u00e2rl\u0131l\u0131\u011f\u0131n\u0131 100 baz puan d\u00fc\u015f\u00fcrerek y\u00fczde 24,5\u2019e, toplam faaliyet marj\u0131n\u0131 ise y\u00fczde 15,9\u2019a \u00e7ekti. (Olumsuz)<\/p>\n
Bug\u00fcn Bilan\u00e7o A\u00e7\u0131klamas\u0131 Beklenen \u00d6nemli \u015eirketler: Apple, Amazon.com, Eli Lilly and Company, Mastercard, Shell plc, S&P Global, Gilead Sciences.”<\/p>\n
\t\t\t\t\t\t\t\t\t <\/strong> \u0130stanbul, 30 Ekim (Hibya)- Gedik Yat\u0131r\u0131m, Avrupa\u2019da borsalar\u0131n temkinli seyretti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":3062,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-3061","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\/3061","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=3061"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/3061\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/3062"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=3061"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=3061"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=3061"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"