Gedik Yat\u0131r\u0131m\u2019\u0131n yay\u0131mlad\u0131\u011f\u0131 g\u00fcnl\u00fck piyasa analizinde, ABD vadeli endekslerindeki y\u00fckseli\u015f, teknoloji devlerinin bilan\u00e7olar\u0131 ve \u015firket i\u00e7inden gelen hisse al\u0131mlar\u0131n\u0131n piyasa \u00fczerindeki etkileri de\u011ferlendirildi. K\u00fcresel risk i\u015ftah\u0131ndaki art\u0131\u015fa ili\u015fkin \u015fu bilgiler payla\u015f\u0131ld\u0131:<\/p>\n
“K\u00fcresel piyasalarda hafta kapan\u0131\u015f\u0131na yak\u0131n teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde pozitif hava korunuyor ve ABD vadeli endeksleri pozitif seyrediyor. \u00d6zellikle Nasdaq taraf\u0131ndaki g\u00fc\u00e7lenme, yat\u0131r\u0131mc\u0131lar\u0131n yapay zeka ve yar\u0131 iletken temalar\u0131na yeniden yo\u011funla\u015fmas\u0131ndan kaynaklan\u0131yor. Asya borsalar\u0131nda teknoloji hisselerinin tarihi zirveleri test etmesi, k\u00fcresel risk i\u015ftah\u0131n\u0131 destekleyen ana unsur olarak \u00f6ne \u00e7\u0131k\u0131yor.\u00a0<\/p>\n
Bu g\u00f6r\u00fcn\u00fcmde TSMC'nin g\u00fc\u00e7l\u00fc bilan\u00e7osu, yat\u0131r\u0131m harcamalar\u0131n\u0131 art\u0131rma planlar\u0131 ve yapay zeka talebine ili\u015fkin olumlu mesajlar\u0131 belirleyici rol oynuyor. ABD piyasalar\u0131nda yaln\u0131zca b\u00fcy\u00fck \u00f6l\u00e7ekli teknoloji hisseleri de\u011fil, k\u00fc\u00e7\u00fck ve orta \u00f6l\u00e7ekli hisselerin de y\u00fckseli\u015fe kat\u0131lmas\u0131, rallinin tabana yay\u0131lmaya ba\u015flad\u0131\u011f\u0131na i\u015faret ediyor. Tahvil taraf\u0131nda ABD Hazine tahvili getirileri dar bir bantta yatay seyrederken, yat\u0131r\u0131mc\u0131lar Fed'in faiz patikas\u0131na ili\u015fkin yeni ipu\u00e7lar\u0131 ar\u0131yor. Dolar endeksi g\u00fc\u00e7l\u00fc ABD verilerinin deste\u011fiyle dengeli bir g\u00f6r\u00fcn\u00fcm sergilese de maj\u00f6r para birimleri kar\u015f\u0131s\u0131nda net bir y\u00f6n olu\u015fturabilmi\u015f degil. Avrupa borsalar\u0131 ise \u00f6nceki g\u00fcnlerde g\u00f6r\u00fclen rekor kapan\u0131\u015flar\u0131n ard\u0131ndan daha temkinli bir seyir izliyor.<\/p>\n
Teknoloji hisseleri Avrupa'da ABD ve Asya'ya k\u0131yasla daha s\u0131n\u0131rl\u0131 y\u00fckseli\u015fler kaydederken, Morgan Stanley'nin ASML i\u00e7in hedef fiyat art\u0131r\u0131m\u0131 sekt\u00f6r alg\u0131s\u0131n\u0131 destekliyor. Madencilik hisseleri metal fiyatlar\u0131ndaki geri \u00e7ekilmenin etkisiyle bask\u0131 alt\u0131nda kal\u0131rken, savunma sanayi hisseleri jeopolitik geli\u015fmelerin g\u00fcndemde kalmas\u0131yla pozitif ayr\u0131\u015f\u0131yor. Emtia taraf\u0131nda petrol, \u00f6nceki sert d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan dengelenme \u00e7abas\u0131 g\u00f6sterirken, alt\u0131n ve g\u00fcm\u00fc\u015fte g\u00fcvenli liman talebinin zay\u0131flamas\u0131yla s\u0131n\u0131rl\u0131 geri \u00e7ekilmeler izleniyor. \u015eirket bilan\u00e7olar\u0131nda \u015fu ana kadar a\u00e7\u0131klanan sonu\u00e7lar\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fcn beklentilerin \u00fczerinde gelmesi, hisse senedi piyasalar\u0131ndaki iyimserli\u011fi destekliyor.\u00a0<\/p>\n
Genel g\u00f6r\u00fcn\u00fcmde piyasalar teknoloji liderli\u011fini korurken, yat\u0131r\u0131mc\u0131lar\u0131n daha geni\u015f sekt\u00f6rlere yay\u0131lmaya ba\u015flad\u0131\u011f\u0131, dengeli ve temkinli bir y\u00fckseli\u015f s\u00fcrecinin devam etti\u011fi g\u00f6r\u00fcl\u00fcyor. Micron (MU), hisseleri, \u015firketin y\u00f6neticilerinden Teyin Liu'nun toplam 7,8 milyon dolar tutar\u0131nda 23,2 bin adet adi hisse sat\u0131n ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan y\u00fckseldi. Al\u0131mlar hisse ba\u015f\u0131na 336,63-337,50 dolar aral\u0131\u011f\u0131ndan yap\u0131ld\u0131. Bu i\u015flemler sonras\u0131nda Liu'nun Micron'daki do\u011frudan pay\u0131 25.910 hisseye ula\u015ft\u0131. Constellation Energy (CEG), CEG ve Vistra (VST) gibi elektrik \u00fcreticileri, Beyaz Saray y\u00f6netiminin cuma g\u00fcn\u00fc teknoloji \u015firketlerinin yeni kurulacak santraller i\u00e7in teklif verece\u011fi acil bir elektrik ihalesi \u00f6nerisini i\u00e7eren bir direktif yay\u0131mlamas\u0131n\u0131n beklendi\u011fi haberleriyle y\u00fckseldi.<\/p>\n
J.B. Hunt Transport Services (JBHT) hisseleri, \u015firketin kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm sunan finansal sonu\u00e7lar\u0131n ard\u0131ndan d\u00fc\u015ft\u00fc. Lojistik \u015firketi, gelirlerin y\u00fczde 2 gerilemesine ra\u011fmen beklentilerin \u00fczerinde kar a\u00e7\u0131klad\u0131. 2025'in son \u00e7eyre\u011finde hisse ba\u015f\u0131na kar 1,90 dolar ile y\u0131ll\u0131k bazda y\u00fczde 24 artarken beklentilerin 8 sent \u00fczerinde ger\u00e7ekle\u015fti. Ayr\u0131ca toplam faaliyet giderlerinin gelire oran\u0131 y\u00fczde 93,4'ten y\u00fczde 92,0'ye geriledi.”<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 16 Ocak (Hibya) – Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda teknoloji hisseleri ve yapay zeka temal\u0131 yat\u0131r\u0131mlar\u0131n etkisiyle pozitif havan\u0131n korundu\u011funu, rallinin k\u00fc\u00e7\u00fck ve orta \u00f6l\u00e7ekli hisselere de yay\u0131larak tabana g\u00fc\u00e7 kazand\u0131rd\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":34388,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-34387","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/34387","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=34387"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/34387\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/34388"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=34387"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=34387"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=34387"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"