Gedik Yat\u0131r\u0131m'\u0131n analizine g\u00f6re, k\u00fcresel piyasalarda g\u00fcn\u00fcn ana g\u00fcndem maddesi, Taiwan Semiconductor Manufacturing Co. (TSM) taraf\u0131ndan yap\u0131lan a\u00e7\u0131klamalarla yeniden g\u00fc\u00e7 kazanan yapay zek\u00e2 temas\u0131 oldu. \u015eirketin 2026 y\u0131l\u0131na y\u00f6nelik sermaye harcamalar\u0131n\u0131 en az y\u00fczde 25 art\u0131rarak 52\u201356 milyar dolar aral\u0131\u011f\u0131na \u00e7\u0131karmay\u0131 planlad\u0131\u011f\u0131n\u0131 duyurmas\u0131 ve beklenenden h\u0131zl\u0131 gelir art\u0131\u015f\u0131 \u00f6ng\u00f6rmesi, teknoloji hisselerine olan g\u00fcveni art\u0131rd\u0131.<\/p>\n
Bu geli\u015fmenin ard\u0131ndan Nasdaq 100 vadeli endeksleri \u00f6nceki kay\u0131plar\u0131n\u0131 telafi ederek y\u00fckseli\u015fe ge\u00e7ti. S&P 500 vadeli kontratlar\u0131 art\u0131ya d\u00f6nerken, Avrupa\u2019da teknoloji hisselerine y\u00f6nelik al\u0131mlar Stoxx 600 ve Euro Stoxx 50 endekslerini yeni rekor seviyelere ta\u015f\u0131d\u0131. ASML, Applied Materials ve Lam Research gibi yar\u0131 iletken ekipman \u00fcreticilerinde sert y\u00fckseli\u015fler g\u00f6r\u00fcl\u00fcrken, Nvidia ve Alphabet hisseleri de daha s\u0131n\u0131rl\u0131 ancak pozitif bir performans sergiledi.<\/p>\n
Emtia ve Tahvil Piyasalar\u0131nda K\u00e2r Sat\u0131\u015flar\u0131<\/p>\n
Emtia cephesinde ise son g\u00fcnlerde rekor seviyelere y\u00fckselen de\u011ferli metallerde k\u00e2r sat\u0131\u015flar\u0131 etkili oldu. G\u00fcm\u00fc\u015f, alt\u0131n ve platin fiyatlar\u0131nda gerileme ya\u015fan\u0131rken, bak\u0131r da zay\u0131f bir g\u00f6r\u00fcn\u00fcm sergiledi. Petrol fiyatlar\u0131 ise ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019a y\u00f6nelik olas\u0131 bir askeri m\u00fcdahalenin \u015fimdilik ertelenebilece\u011fine dair a\u00e7\u0131klamalar\u0131 sonras\u0131nda alt\u0131 g\u00fcnl\u00fck y\u00fckseli\u015fin ard\u0131ndan d\u00fc\u015f\u00fc\u015fe ge\u00e7ti.<\/p>\n
Tahvil piyasalar\u0131nda ABD ve Avrupa tahvil getirileri s\u0131n\u0131rl\u0131 y\u00fckselirken, \u0130ngiltere\u2019den gelen g\u00f6rece g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme sinyalleri Bank of England\u2019\u0131n faiz indirimlerine y\u00f6nelik beklentileri zay\u0131flatt\u0131. \u0130ki y\u0131ll\u0131k ABD tahvil faizinde ise s\u0131n\u0131rl\u0131 bir art\u0131\u015f g\u00f6r\u00fcld\u00fc.<\/p>\n
Bilan\u00e7o Sezonu Yak\u0131ndan \u0130zleniyor<\/p>\n
Makroekonomik ve \u015firket g\u00fcndeminde yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda banka bilan\u00e7olar\u0131 yer ald\u0131. JPMorgan ve Bank of America\u2019n\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 finansal sonu\u00e7lar beklentileri tam olarak kar\u015f\u0131lamazken, piyasalarda g\u00f6zler Goldman Sachs ve Morgan Stanley\u2019nin g\u00fcn i\u00e7inde a\u00e7\u0131klanacak bilan\u00e7olar\u0131na \u00e7evrildi. Fed yetkililerinin denetim ve finansal istikrara ili\u015fkin a\u00e7\u0131klamalar\u0131 da para politikas\u0131n\u0131n gelece\u011fine dair sinyaller a\u00e7\u0131s\u0131ndan yak\u0131ndan takip ediliyor.<\/p>\n
Jeopolitik cephede ise ABD, Danimarka ve Gr\u00f6nland aras\u0131nda y\u00fcr\u00fct\u00fclen g\u00f6r\u00fc\u015fmelerden uzla\u015fma \u00e7\u0131kmamas\u0131 belirsizlik yarat\u0131rken, genel risk i\u015ftah\u0131 yapay zek\u00e2 kaynakl\u0131 iyimserli\u011fin etkisiyle g\u00fc\u00e7l\u00fc seyrini korudu.<\/p>\n
\u00d6ne \u00c7\u0131kan \u015eirket Haberleri<\/p>\n
Taiwan Semiconductor, 2024\u2019\u00fcn son \u00e7eyre\u011finde net k\u00e2r\u0131n\u0131 y\u0131ll\u0131k bazda y\u00fczde 35 art\u0131rarak piyasa beklentilerinin \u00fczerine \u00e7\u0131kt\u0131. \u015eirketin 2026 y\u0131l\u0131 i\u00e7in a\u00e7\u0131klad\u0131\u011f\u0131 y\u00fcksek sermaye harcamas\u0131 plan\u0131 olumlu kar\u015f\u0131land\u0131.<\/p>\n
Dell Technologies hisseleri, Barclays\u2019in \u015firket i\u00e7in tavsiyesini y\u00fckseltmesi ve yapay zek\u00e2 sunucu sipari\u015flerindeki g\u00fcce dikkat \u00e7ekmesi sonras\u0131 y\u00fczde 2,3 de\u011fer kazand\u0131.<\/p>\n
Nokia hisseleri ise Morgan Stanley\u2019nin tavsiye ve hedef fiyat art\u0131\u015f\u0131n\u0131n ard\u0131ndan y\u00fckseli\u015f g\u00f6sterdi. Arac\u0131 kuruma g\u00f6re yapay zek\u00e2 ve bulut \u00e7\u00f6z\u00fcmleri Nokia gelirlerinin yakla\u015f\u0131k y\u00fczde 6\u2019s\u0131n\u0131 olu\u015ftururken bu pay her \u00e7eyrek art\u0131\u015f g\u00f6steriyor.<\/p>\n
Lam Research, yar\u0131 iletken ekipman\u0131 harcamalar\u0131n\u0131n 2026 y\u0131l\u0131nda y\u00fczde 10\u201315 artaca\u011f\u0131 beklentisiyle olumlu ayr\u0131\u015ft\u0131.<\/p>\n
\u00d6te yandan, \u0130ran kaynakl\u0131 jeopolitik risklerin azalmas\u0131 petrol fiyatlar\u0131n\u0131 bask\u0131larken, bu durum Exxon Mobil hisselerinde sat\u0131\u015flara yol a\u00e7t\u0131. Chevron\u2019un Venezuela\u2019daki faaliyetlerini geni\u015fletebilece\u011fine y\u00f6nelik beklentiler de sekt\u00f6rde yak\u0131ndan takip edildi.<\/p>\n
<\/strong> \u0130stanbul, 15 Ocak (Hibya) – K\u00fcresel piyasalarda g\u00fcn\u00fcn ana g\u00fcndem maddesi, Taiwan Semiconductor Manufacturing Co. (TSM) taraf\u0131ndan yap\u0131lan a\u00e7\u0131klamalarla yeniden g\u00fc\u00e7 kazanan yapay zeka temas\u0131 oldu. <\/p>\n","protected":false},"author":1,"featured_media":33892,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-33891","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\/33891","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=33891"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/33891\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/33892"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=33891"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=33891"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=33891"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"