Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda rekor seviyelere yak\u0131n seyir devam ederken, teknoloji hisselerinde a\u015f\u0131r\u0131 de\u011ferleme endi\u015felerinin azalmas\u0131 risk i\u015ftah\u0131n\u0131 yeniden destekledi\u011fi belirtildi. Raporda \u015f\u00f6yle denildi:<\/p>\n
\u201c\u00d6zellikle TSMC\u2019nin beklentilerin olduk\u00e7a \u00fczerinde gelen bilan\u00e7osu, yapay zeka temal\u0131 hisselere olan g\u00fcveni tazeleyerek Asya borsalar\u0131n\u0131 tarihi zirvelere ta\u015f\u0131d\u0131.<\/p>\n
B\u00f6lgedeki teknoloji endeksleri ve yar\u0131 iletken hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde MSCI Asya Pasifik Endeksi g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f sergiledi. Bu iyimserlik ABD taraf\u0131na da yans\u0131rken Nasdaq 100 vadelileri art\u0131da seyretti, ancak Avrupa vadelileri k\u00fcresel ralliye ra\u011fmen kar realizasyonlar\u0131yla zay\u0131f bir a\u00e7\u0131l\u0131\u015fa i\u015faret etti.<\/p>\n
D\u00f6viz piyasas\u0131nda Japon yeni, h\u00fck\u00fcmet ve yetkililerden gelen s\u00f6zl\u00fc y\u00f6nlendirmelerle dolar kar\u015f\u0131s\u0131nda s\u0131n\u0131rl\u0131 de\u011fer kazan\u0131rken, yenin 160 seviyesine yakla\u015fmas\u0131 olas\u0131 bir m\u00fcdahale riskini yeniden g\u00fcndeme ta\u015f\u0131d\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n Japon varl\u0131klar\u0131na y\u00f6nelik temkinli duru\u015funu korumas\u0131na neden oldu. Emtia taraf\u0131nda petrol, son aylardaki en sert haftal\u0131k d\u00fc\u015f\u00fc\u015flerinden birini s\u00fcrd\u00fcr\u00fcrken, g\u00fcvenli liman alg\u0131s\u0131n\u0131n zay\u0131flamas\u0131yla alt\u0131n ve g\u00fcm\u00fc\u015fte de hafif geri \u00e7ekilmeler izlendi.<\/p>\n
Tahvil piyasas\u0131nda ise ABD 10 y\u0131ll\u0131k getirileri dar bir bantta hareket ederek uzun s\u00fcredir devam eden yatay seyrini korurken, bu durum ilerleyen d\u00f6nemde daha sert fiyat hareketleri olabilece\u011fine dair endi\u015feleri art\u0131rd\u0131. Jeopolitik cephede Orta Do\u011fu\u2019daki geli\u015fmeler yak\u0131ndan izlenirken, ABD ile Tayvan aras\u0131nda g\u00fcmr\u00fck tarifelerini d\u00fc\u015f\u00fcren ve yar\u0131 iletken yat\u0131r\u0131mlar\u0131n\u0131 kapsayan ticaret anla\u015fmas\u0131, k\u00fcresel tedarik zinciri ve teknoloji sekt\u00f6r\u00fc a\u00e7\u0131s\u0131ndan orta\u2013uzun vadeli pozitif bir ba\u015fl\u0131k olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Avrupa hisse senedi piyasalar\u0131 haftan\u0131n son i\u015flem g\u00fcn\u00fcne d\u00fc\u015f\u00fc\u015fle ba\u015flamaya haz\u0131rlan\u0131rken, teknoloji sekt\u00f6r\u00fcndeki iyimserlik ve jeopolitik risklerin azalmas\u0131 sat\u0131\u015f bask\u0131s\u0131n\u0131 s\u0131n\u0131rlayan unsurlar olarak \u00f6ne \u00e7\u0131k\u0131yor. K\u00fcresel teknoloji hisseleri, TSMC\u2019nin beklentilerin olduk\u00e7a \u00fczerinde gelen g\u00fc\u00e7l\u00fc finansal sonu\u00e7lar\u0131n\u0131n ard\u0131ndan y\u00fckseli\u015f kaydederken, yapay zek\u00e2 temal\u0131 yat\u0131r\u0131mlara olan g\u00fcvenin yeniden g\u00fc\u00e7lendi\u011fi g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Jeopolitik cephede ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019a y\u00f6nelik askeri bir plan bulunmad\u0131\u011f\u0131n\u0131 belirtmesi ve Gr\u00f6nland konusunda anla\u015fmaya var\u0131labilece\u011fine dair iyimser a\u00e7\u0131klamalar\u0131, risk alg\u0131s\u0131n\u0131n yumu\u015famas\u0131na katk\u0131 sa\u011flad\u0131. Makro tarafta ise yat\u0131r\u0131mc\u0131lar Almanya ve \u0130talya\u2019dan a\u00e7\u0131klanacak nihai aral\u0131k ay\u0131 enflasyon verilerine odaklanm\u0131\u015f durumda; veri setinin Avrupa Merkez Bankas\u0131\u2019n\u0131n faiz patikas\u0131na dair sinyaller a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 de\u011ferlendiriliyor. Kurumsal tarafta \u00f6nemli bir bilan\u00e7o g\u00fcndemi bulunmazken, vadeli i\u015flemlerde Euro Stoxx 50 y\u00fczde 0,4 ve Stoxx 600 y\u00fczde 0,3 d\u00fc\u015f\u00fc\u015fle zay\u0131f bir a\u00e7\u0131l\u0131\u015fa i\u015faret ediyor.<\/p>\n
Yurt i\u00e7inde merkezi y\u00f6netim b\u00fct\u00e7e dengesi aral\u0131k ay\u0131nda 528,1 milyar TL a\u00e7\u0131k verirken, 12-ayl\u0131k birikimli a\u00e7\u0131k 2,1 trilyon TL\u2019den 1,8 trilyon TL\u2019ye geriledi. TCMB br\u00fct rezervi ge\u00e7en hafta 189,1 milyar dolardan 196,1 milyar dolara y\u00fckselirken, net rezervler ise 76,9 milyar dolardan 82,9 milyar dolara art\u0131\u015f kaydetti. Swap hari\u00e7 net rezervler ise 62,6 milyar dolardan 70,1 milyar dolara y\u00fckseldi. ABD taraf\u0131nda i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ge\u00e7en hafta 198 bin ki\u015fi ile beklentilerin alt\u0131nda artt\u0131. Verilerin fiyatlamalara etkisi s\u0131n\u0131rl\u0131 kald\u0131.<\/p>\n
Spot kurda yataya yak\u0131n seyirler etkili oldu. Dolar endeksi ise karars\u0131z seyirler izledi. Bug\u00fcn yurt i\u00e7inde TCMB Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi, ABD\u2019de ise sanayi \u00fcretim endeksi verileri takip edilecek. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,27 civar\u0131nda hafif al\u0131c\u0131l\u0131 g\u00f6r\u00fcn\u00fcm sergiliyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 16 Ocak (Hibya) \u2013 Gedik Yat\u0131r\u0131m, spot kurda yataya yak\u0131n seyirlerin etkili oldu\u011funu dolar endeksinin ise karar\u0131z seyirler izledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":34274,"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-34273","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\/34273","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=34273"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/34273\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/34274"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=34273"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=34273"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=34273"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"