Gedik Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, k\u00fcresel piyasalarda sat\u0131\u015f bask\u0131s\u0131n\u0131n g\u00fc\u00e7lenirken, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Gr\u00f6nland\u2019a ili\u015fkin tarife tehditleri ticaret gerilimlerini yeniden alevlendirerek risk i\u015ftah\u0131n\u0131 zay\u0131flatt\u0131\u011f\u0131 belirtildi. Bu geli\u015fmeyle birlikte k\u00fcresel tahvil piyasalar\u0131nda sat\u0131\u015flar\u0131n h\u0131z kazan\u0131rken, ABD tatilinin ard\u0131ndan i\u015flemlerin yeniden ba\u015flamas\u0131yla Hazine tahvillerinin de\u011fer kaybetti\u011fi ve 30 y\u0131ll\u0131k ABD tahvil faizi %4,90\u2019a y\u00fckseldi\u011fi aktar\u0131l\u0131rken \u015funlar kaydedildi:<\/p>\n
“Japon tahvillerinde ise sert sat\u0131\u015flar g\u00f6r\u00fclerek 40 y\u0131ll\u0131k tahvil faizi %4 ile rekor seviyeye \u00e7\u0131kt\u0131. Hisse senedi cephesinde, Wall Street\u2019in a\u00e7\u0131l\u0131\u015f\u0131nda ABD endeks vadeli i\u015flemleri d\u00fc\u015f\u00fc\u015fe i\u015faret ederken Avrupa kontratlar\u0131 \u00f6nceki g\u00fcn ya\u015fanan sert kay\u0131plar\u0131n ard\u0131ndan zay\u0131f seyrini s\u00fcrd\u00fcrd\u00fc, Asya borsalar\u0131 da %0,6 gerileyerek haftan\u0131n en sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc kaydetti. Artan belirsizlik ortam\u0131nda yat\u0131r\u0131mc\u0131lar g\u00fcvenli limanlara y\u00f6nelirken alt\u0131n ve g\u00fcm\u00fc\u015f fiyatlar\u0131 rekor seviyelere y\u00fckseldi, dolar endeksi ise iki haftan\u0131n en d\u00fc\u015f\u00fck d\u00fczeyine indi. ABD ile Avrupa Birli\u011fi aras\u0131ndaki gerilimin t\u0131rmanmas\u0131 ve AB\u2019nin ABD mallar\u0131na y\u00f6nelik olas\u0131 misilleme tarifelerini de\u011ferlendirmesi, piyasalar\u0131n y\u00f6n\u00fcn\u00fc belirleyecek ana ba\u015fl\u0131k olarak \u00f6ne \u00e7\u0131karken, Trump\u2019\u0131n Davos\u2019taki a\u00e7\u0131klamalar\u0131 ve Fed\u2019in ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na y\u00f6nelik tart\u0131\u015fmalar k\u00fcresel varl\u0131k fiyatlar\u0131 \u00fczerinde oynakl\u0131\u011f\u0131n s\u00fcrmesine neden oluyor. Bu riskten ka\u00e7\u0131\u015f ortam\u0131, son d\u00f6nemde yapay zeka yat\u0131r\u0131mlar\u0131yla desteklenen rallinin ard\u0131ndan piyasa g\u00fcvenini test ederken, yat\u0131r\u0131mc\u0131lar\u0131n daha se\u00e7ici ve temkinli pozisyon ald\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor.<\/p>\n
ABD ile Avrupa aras\u0131ndaki siyasi ve ticari restle\u015fme, \u00f6zellikle ihracata ba\u011f\u0131ml\u0131 ekonomiler a\u00e7\u0131s\u0131ndan belirsizlik yarat\u0131rken, Avrupa Birli\u011fi\u2019nin 93 milyar avroluk ABD \u00fcr\u00fcn\u00fcne tarife uygulama ihtimali k\u00fcresel ticaret g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc daha da karma\u015f\u0131k hale getiriyor. Fransa Cumhurba\u015fkan\u0131 Emmanuel Macron\u2019un AB\u2019nin \u201canti-zorlama\u201d mekanizmas\u0131n\u0131 devreye alma iste\u011fi ile Almanya\u2019n\u0131n daha temkinli yakla\u015f\u0131m\u0131, birlik i\u00e7inde g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131 da g\u00fcndeme ta\u015f\u0131yor. \u00d6te yandan Asya taraf\u0131nda Japonya\u2019daki tahvil sat\u0131\u015flar\u0131, artan kamu harcamalar\u0131 ve enflasyon endi\u015felerinin piyasalar \u00fczerindeki etkisini ortaya koyarken, zay\u0131flayan yen k\u00fcresel d\u00f6viz piyasalar\u0131nda dalgalanmay\u0131 art\u0131r\u0131yor. G\u00fcvenli limanlara y\u00f6nelik talebin g\u00fc\u00e7lenmesiyle de\u011ferli metaller \u00f6ne \u00e7\u0131karken, piyasa kat\u0131l\u0131mc\u0131lar\u0131 k\u0131sa vadede Davos\u2019ta yap\u0131lacak a\u00e7\u0131klamalar, olas\u0131 yeni tarife ad\u0131mlar\u0131 ve merkez bankalar\u0131n\u0131n ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na ili\u015fkin geli\u015fmelerin k\u00fcresel fiyatlamalar \u00fczerinde belirleyici olaca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcnde birle\u015fiyor.”<\/p>\n
De\u011ferlendirmede ayr\u0131cda \u015firketlere ili\u015fkin \u015fu bilgiler verildi:<\/p>\n
“Morgan Stanley\u2019nin bu \u00fc\u00e7 \u015firket i\u00e7in olumsuz g\u00f6r\u00fc\u015f a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan Logitech %6, NetApp %4 ve CDW %2 de\u011fer kaybetti. Banka, \u015firketlerin BT donan\u0131m\u0131 taraf\u0131nda zor bir d\u00f6neme girdi\u011fini ve kurumsal harcamalar\u0131n Covid d\u00f6nemi hari\u00e7 son 15 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine indi\u011fini belirtti. Yap\u0131lan anketlere g\u00f6re bir\u00e7ok \u015firket, artan maliyetler nedeniyle bilgisayar, sunucu ve veri depolama harcamalar\u0131n\u0131 ciddi \u015fekilde azaltmay\u0131 planl\u0131yor ve bu d\u00fc\u015f\u00fc\u015f\u00fcn birka\u00e7 \u00e7eyrek s\u00fcrmesi bekleniyor.(Olumsuz)<\/p>\n
Nvidia(NVDA) hisseleri, \u00c7in\u2019in H200 adl\u0131 yapay zeka \u00e7iplerinin \u00fclkeye giri\u015fine izin vermemesi sonras\u0131 %3 d\u00fc\u015ft\u00fc. \u015eirket \u00c7in\u2019den y\u00fcksek sipari\u015f beklerken, g\u00fcmr\u00fcklerin \u00e7iplerin ithalat\u0131n\u0131 durdurdu\u011fu bildirildi. Bu karar, \u00c7inli yetkililerin d\u00fczenlemeler netle\u015fene kadar yerli teknoloji firmalar\u0131ndan bu \u00e7iplere y\u00f6nelik sipari\u015fleri ask\u0131ya almalar\u0131n\u0131 istemesinin ard\u0131ndan geldi ve Nvidia\u2019n\u0131n \u00c7in pazar\u0131ndaki sat\u0131\u015f beklentileri \u00fczerinde bask\u0131 yaratt\u0131.(Olumsuz)”<\/p>\n
<\/strong> \u0130stanbul, 20 Ocak (Hibya) – Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda sat\u0131\u015f bask\u0131s\u0131n\u0131n g\u00fc\u00e7lenirken, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Gr\u00f6nland\u2019a ili\u015fkin tarife tehditleri ticaret gerilimlerini yeniden alevlendirerek risk i\u015ftah\u0131n\u0131 zay\u0131flatt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":35834,"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-35833","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\/35833","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=35833"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/35833\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/35834"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=35833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=35833"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=35833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"