Gedik Yat\u0131r\u0131m'\u0131n raporunda k\u00fcresel piyasalar\u0131n haftan\u0131n son i\u015flem g\u00fcn\u00fcnde temkinli ancak kar\u0131\u015f\u0131k bir seyir izliyor oldu\u011fu belirtildi.”ABD endeks vadeli i\u015flemleri, b\u00fcy\u00fck teknoloji \u015firketlerinden gelen g\u00fc\u00e7l\u00fc bilan\u00e7olar\u0131n etkisiyle y\u00fckselirken, Avrupa borsalar\u0131 kar sat\u0131\u015flar\u0131 ve ABD-\u00c7in ticaret ate\u015fkesine y\u00f6nelik temkinli beklentiler nedeniyle hafif geriliyor.” ifadeleri kullan\u0131lan raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Nasdaq vadeli kontratlar\u0131 y\u00fczde 1,4, S&P 500 y\u00fczde 0,8 ve Dow Jones y\u00fczde\u00a00,1 oran\u0131nda y\u00fckseli\u015f kaydetti.
\n\u00d6zellikle teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde g\u00f6r\u00fclen bu y\u00fckseli\u015fte Amazon ve Apple bilan\u00e7olar\u0131 belirleyici
\noldu. Amazon, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte sat\u0131\u015f, k\u00e2r ve abonelik gelirlerinde tahminleri a\u015farak y\u00fczde\u00a012\u2019ye yak\u0131n de\u011fer
\nkazand\u0131. \u015eirketin bulut birimi AWS gelirlerindeki y\u00fczde\u00a020\u2019lik art\u0131\u015f, yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcvenini tazeledi. Apple ise
\nmali d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte beklentilerin \u00fczerinde sonu\u00e7lar a\u00e7\u0131klayarak tatil d\u00f6nemi i\u00e7in g\u00fc\u00e7l\u00fc bir sat\u0131\u015f
\nrehberli\u011fi sundu ve hisseleri y\u00fczde\u00a02,5 y\u00fckseldi.<\/p>\n
Analistler, \u00f6nceki g\u00fcn Meta ve Microsoft\u2019un zay\u0131f sonu\u00e7lar\u0131yla bask\u0131lanan teknoloji hisselerinin, bu sonu\u00e7larla birlikte yeniden toparland\u0131\u011f\u0131n\u0131 belirtiyor. Deutsche Bank\u2019tan Jim Reid, yapay zek\u00e2 harcamalar\u0131na ili\u015fkin maliyet endi\u015felerinin s\u00fcrmesine ra\u011fmen yat\u0131r\u0131mc\u0131lar\u0131n genel risk i\u015ftah\u0131n\u0131n toparland\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
Jeopolitik cephede ise ABD-\u00c7in liderlerinin g\u00f6r\u00fc\u015fmesinden \u00e7\u0131kan bir y\u0131ll\u0131k ticaret ate\u015fkesi, k\u0131sa vadede ili\u015fkilerde yumu\u015fama sinyali verse de taraflar\u0131n uzun vadeli rekabetten vazge\u00e7meyece\u011fine dair endi\u015feler devam ediyor. Ayr\u0131ca ABD\u2019nin, Rusya Devlet Ba\u015fkan\u0131 Vladimir Putin ile yap\u0131lmas\u0131 planlanan Budape\u015fte zirvesini iptal etmesi de piyasada jeopolitik tansiyonun s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor.<\/p>\n
Avrupa taraf\u0131nda ise STOXX 50 ve STOXX 600 endeksleri y\u00fczde 0,1 oran\u0131nda geriledi. Yat\u0131r\u0131mc\u0131lar, ticaret ate\u015fkesinin ekonomik etkilerini tartarken b\u00f6lgedeki \u015firket bilan\u00e7olar\u0131na odaklanm\u0131\u015f durumda. Electrolux, \u00f6nceki seansta ya\u015fad\u0131\u011f\u0131 g\u00fc\u00e7l\u00fc rallinin ard\u0131ndan y\u00fczde 2,8 d\u00fc\u015ferek en zay\u0131f performanslardan birini sergiledi. Saint-Gobain y\u00fczde 2\u2019nin \u00fczerinde kay\u0131p ya\u015farken, yar\u0131 iletken devi ASML Holding (-0,8 y\u00fczde) ve enerji devi Shell (-1,3 y\u00fczde) de d\u00fc\u015f\u00fc\u015f kaydetti. Buna kar\u015f\u0131l\u0131k, Anheuser-Busch y\u00fczde 2\u2019lik y\u00fckseli\u015fiyle pozitif ayr\u0131\u015ft\u0131.<\/p>\n
Genel olarak, piyasalarda ABD taraf\u0131nda teknoloji hisseleri kaynakl\u0131 iyimserlik \u00f6ne \u00e7\u0131karken, Avrupa taraf\u0131nda k\u00e2r realizasyonlar\u0131 ve temkinli g\u00f6r\u00fcn\u00fcm hakim. Yat\u0131r\u0131mc\u0131lar, g\u00fcn i\u00e7inde a\u00e7\u0131klanacak Chevron ve ExxonMobil bilan\u00e7olar\u0131 ile Avrupa enflasyon verilerini yak\u0131ndan takip ederek, merkez bankalar\u0131n\u0131n para politikas\u0131 ad\u0131mlar\u0131na ili\u015fkin ipu\u00e7lar\u0131 ar\u0131yor.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
Amazon (AMZN) hisseleri g\u00fc\u00e7l\u00fc \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131n\u0131n ard\u0131ndan y\u00fczde 13 y\u00fckseldi. \u015eirketin hisse ba\u015f\u0131na kar\u0131 (EPS) 1,95 dolar ile beklentileri 0,37 dolar a\u015ft\u0131, gelir ise y\u0131ll\u0131k bazda y\u00fczde\u00a0\u00a013 artarak 180,2 milyar dolara ula\u015ft\u0131. B\u00fcy\u00fcme; \u00e7evrim i\u00e7i ve fiziksel ma\u011fazalar, \u00fc\u00e7\u00fcnc\u00fc taraf sat\u0131c\u0131 hizmetleri, abonelik gelirleri ve \u00f6zellikle AWS gelirlerindeki y\u00fczde 20 y\u0131ll\u0131k art\u0131\u015f (33,01 milyar dolar) sayesinde ger\u00e7ekle\u015fti. Reklam gelirleri de 17,7 milyar dolar ile beklentileri a\u015ft\u0131. \u0130\u015fletme gelirinin 17,42 milyar dolar ve y\u00fczde 9,7\u2019lik faaliyet marj\u0131n\u0131n beklentilerin alt\u0131nda kalmas\u0131na neden olan artan harcamalara ra\u011fmen y\u00f6netim, AWS ve yapay zek\u00e2 kapasitesinin agresif \u015fekilde art\u0131r\u0131ld\u0131\u011f\u0131n\u0131 vurgulad\u0131. AWS\u2019in enerji kapasitesinin 2022\u2019den bu yana iki kat\u0131na \u00e7\u0131kt\u0131\u011f\u0131 ve 2027\u2019ye kadar tekrar iki kat\u0131na \u00e7\u0131kmas\u0131n\u0131n beklendi\u011fi belirtildi. 2025 y\u0131l\u0131 sermaye harcamalar\u0131n\u0131n yakla\u015f\u0131k 125 milyar dolar, 2026\u2019da ise daha y\u00fcksek olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. (Olumlu)<\/p>\n
Apple (AAPL), beklentileri a\u015fan d\u00f6rd\u00fcnc\u00fc mali \u00e7eyrek sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131. iPhone geliri (49,0 milyar dolar, beklenti: 50,3 milyar dolar) ve \u00c7in sat\u0131\u015flar\u0131 (14,5 milyar dolar, beklenti: 16,4 milyar dolar) zay\u0131f gelse de genel tablo g\u00fc\u00e7l\u00fc kald\u0131. CEO Tim Cook, birinci mali \u00e7eyrek gelirinin y\u00fczde 10\u201312 art\u0131\u015fla 136,7\u2013 139,2 milyar dolar aral\u0131\u011f\u0131nda olmas\u0131n\u0131 beklediklerini a\u00e7\u0131klad\u0131 (beklenti: 131,82 milyar dolar). iPhone sat\u0131\u015flar\u0131n\u0131n \u00e7ift haneli b\u00fcy\u00fcmeye d\u00f6nece\u011fini ve \u00c7in pazar\u0131nda toparlanma beklendi\u011fini belirtti. Ayr\u0131ca, Apple\u2019\u0131n yapay zek\u00e2 destekli Siri versiyonunun gelecek y\u0131l tan\u0131t\u0131laca\u011f\u0131n\u0131 ve daha geni\u015f bir yapay zek\u00e2 entegrasyonunun izlenece\u011fini yineledi. (Olumlu)<\/p>\n
Roku (ROKU), kar\u0131\u015f\u0131k \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 ve beklentilerini m\u00fctevazi \u015fekilde a\u015fan rehberlik yay\u0131nlamas\u0131 nedeniyle TOKU hisseleri a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde geriledi. \u015eirket, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek i\u00e7in yakla\u015f\u0131k 1,35 milyar dolar gelir ve 575 milyon dolar br\u00fct k\u00e2r (her ikisi de beklentilerin biraz \u00fczerinde) \u00f6ng\u00f6rd\u00fc. D\u00fczeltilmi\u015f FAV\u00d6K tahmini ise 395 milyon dolar civar\u0131nda a\u00e7\u0131kland\u0131. (Olumsuz)<\/p>\n
Twilio (TWLO) hisseleri, \u015firketin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131n\u0131n ve beklentileri a\u015fan y\u00f6nlendirmenin ard\u0131ndan y\u00fckseldi. Bu \u00e7eyrekte 2 milyar dolarl\u0131k hisse geri al\u0131m program\u0131 kapsam\u0131nda 349,8 milyon dolar de\u011ferinde hisse geri ald\u0131, yakla\u015f\u0131k 1,3 milyar dolar bakiye kald\u0131. D\u00f6rd\u00fcnc\u00fc \u00e7eyrek i\u00e7in d\u00fczeltilmi\u015f EPS tahmini 1,17\u20131,22 dolar (beklenti: 1,14 dolar), gelir tahmini 1,31\u20131,32 milyar dolar (beklenti: 1,28 milyar dolar) olarak a\u00e7\u0131kland\u0131; bu da y\u00fczde 9,5\u201310,5 y\u0131ll\u0131k b\u00fcy\u00fcmeye i\u015faret ediyor. (Olumlu)<\/p>\n
Bug\u00fcn Bilan\u00e7o A\u00e7\u0131klamas\u0131 Beklenen \u00d6nemli \u015eirketler: Exxon, AbbVie, Chevron, Linde plc,Colgate- Palmolive, Stellantis.”<\/p>\n
<\/strong> \u0130stanbul, 31 Ekim (Hibya)- Gedik Yat\u0131r\u0131m, Avrupa borsalar\u0131n\u0131n kar sat\u0131\u015flar\u0131 ve ABD-\u00c7in ticaret ate\u015fkesine y\u00f6nelik temkinli beklentiler nedeniyle hafif geriliyor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":3645,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-3644","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\/3644","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=3644"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/3644\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/3645"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=3644"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=3644"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=3644"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"