Gedik Yat\u0131r\u0131m’\u0131n de\u011ferlendirmesinde, Avrupa borsalar\u0131n\u0131n, Donald Trump\u2019\u0131n Avrupa\u2019ya y\u00f6nelik g\u00fcmr\u00fck tarifesi tehditlerinden vazge\u00e7mesi ve olas\u0131 bir ticaret sava\u015f\u0131na dair endi\u015felerin azalmas\u0131 sebebiyle yeniden y\u00fckseli\u015fe ge\u00e7ti\u011fi belirtildi. Stoxx 600 endeksinin y\u00fczde 1,1 artarak haftan\u0131n ilk g\u00fcnl\u00fck y\u00fckseli\u015f sergilemeye haz\u0131rlan\u0131rken, endeksin ABD ve Asya piyasalar\u0131ndaki kazan\u0131mlar\u0131 takip etti\u011fi vurgulan\u0131rken \u015funlar kaydedildi:<\/p>\n
“Otomotiv ve otomotiv yan sanayi hisseleri y\u00fckseli\u015fe \u00f6nc\u00fcl\u00fck etti; Volkswagen hisseleri y\u00fczde 5,2 de\u011fer kazand\u0131 ve ABD vadeli endeksleri de rallinin s\u00fcrebilece\u011fine i\u015faret etti.<\/p>\n
K\u00fcresel yar\u0131 iletken hisseleri, Nvidia CEO\u2019su Jensen Huang\u2019\u0131n Davos\u2019taki a\u00e7\u0131klamalar\u0131n\u0131n yapay zeka temas\u0131na olan ilgiyi g\u00fc\u00e7lendirmesiyle y\u00fckseldi. Asya\u2019da Nvidia tedarik\u00e7isi Disco Corp. y\u00fczde 17 artarken, Samsung Electronics y\u00fczde 2,3 de\u011fer kazand\u0131. G\u00fcney Kore\u2019nin teknoloji hisseleri i\u00e7in g\u00f6sterge niteli\u011findeki endeksi yeni bir rekor seviyeye ula\u015ft\u0131<\/p>\n
Hisse senetlerindeki iyimser hava g\u00fcvenli liman talebini tamamen ortadan kald\u0131rmad\u0131; alt\u0131n rekor seviyeye yak\u0131n yatay seyrederken \u00fc\u00e7 ay\u0131n en iyi haftas\u0131na y\u00f6neldi. Dolar ve ABD Hazine tahvilleri b\u00fcy\u00fck \u00f6l\u00e7\u00fcde yatay kald\u0131. Trump\u2019\u0131n Gr\u00f6nland\u2019\u0131 askeri g\u00fc\u00e7le alma se\u00e7ene\u011fini d\u0131\u015flamas\u0131 ve Avrupa\u2019ya tarife uygulamayaca\u011f\u0131n\u0131 s\u00f6ylemesiyle risk i\u015ftah\u0131 yeniden g\u00fc\u00e7lendi; yat\u0131r\u0131mc\u0131lar bu a\u00e7\u0131klamalar\u0131 jeopolitik ve ticari gerilimlerin hafifledi\u011fine dair bir sinyal olarak de\u011ferlendirdi.<\/p>\n
Piyasan\u0131n di\u011fer alanlar\u0131nda Japon devlet tahvilleri ikinci g\u00fcn \u00fcst \u00fcste toparlan\u0131rken, Bitcoin 90.000 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc. Trump, Gr\u00f6nland\u2019a ili\u015fkin \u201c\u00e7er\u00e7eve\u201d anla\u015fman\u0131n detaylar\u0131n\u0131 a\u00e7\u0131klamazken, daha sonra ayr\u0131nt\u0131lar\u0131n yak\u0131nda payla\u015f\u0131laca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
Oynakl\u0131ktaki d\u00fc\u015f\u00fc\u015f, sal\u0131 g\u00fcn\u00fc olu\u015fan korku priminin h\u0131zla da\u011f\u0131ld\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Trump\u2019\u0131n Davos\u2019ta NATO Genel Sekreteri Mark Rutte ile yapt\u0131\u011f\u0131 g\u00f6r\u00fc\u015fme sonras\u0131 geri ad\u0131m\u0131, Avrupa ile ya\u015fanan diplomatik krizin piyasalar \u00fczerindeki bask\u0131s\u0131n\u0131 azaltt\u0131. Bu ortamda Per\u015fembe g\u00fcn\u00fc Avrupa hisseleri be\u015f seans\u0131n ard\u0131ndan ilk kez y\u00fckselirken, STOXX 50 ve STOXX 600 endeksleri y\u00fczde 1,2 art\u0131\u015f kaydetti. L\u00fcks ve otomotiv hisseleri \u00f6nc\u00fcl\u00fck etti; LVMH y\u00fczde 1,9, Herm\u00e8s y\u00fczde 2,3, Mercedes-Benz y\u00fczde 3 ve Porsche y\u00fczde 3,7 y\u00fckseldi. Volkswagen, y\u0131ll\u0131k bazda yakla\u015f\u0131k y\u00fczde 20\u2019lik nakit ak\u0131\u015f\u0131 art\u0131\u015f\u0131 bildirmesinin ard\u0131ndan y\u00fczde 5\u2019in \u00fczerinde s\u0131\u00e7rarken; savunma hisseleri geriledi, Rheinmetall y\u00fczde 2,4 ve Leonardo y\u00fczde 2 d\u00fc\u015f\u00fc\u015f kaydetti.”\u00a0<\/p>\n
De\u011ferlendirmede ayr\u0131ca \u015firketlere ili\u015fkin \u015fu bilgiler verildi:<\/p>\n
“Alibaba (BABA) hisseleri, \u015firketin yar\u0131 iletken birimi T-Head\u2019i olas\u0131 bir halka arz i\u00e7in haz\u0131rlad\u0131\u011f\u0131na dair haber sonras\u0131 y\u00fckseldi. Alibaba, T-Head\u2019i k\u0131smi \u00e7al\u0131\u015fan ortakl\u0131\u011f\u0131 i\u00e7eren ba\u011f\u0131ms\u0131z bir yap\u0131ya d\u00f6n\u00fc\u015ft\u00fcr\u00fcyor ve bu ad\u0131m, ilerideki olas\u0131 bir halka arz \u00f6ncesi ilk a\u015fama olarak g\u00f6r\u00fcl\u00fcyor. Zamanlama ve de\u011ferleme belirsizli\u011fini korurken, bu hamle Alibaba\u2019n\u0131n bulut ve yapay zek\u00e2 hedeflerini desteklemek, d\u0131\u015f tedarik\u00e7ilere ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 azaltmak ve AI donan\u0131m\u0131nda daha rekabet\u00e7i olmak istedi\u011fini g\u00f6steriyor. (Olumlu)<\/p>\n
Datadog (DDOG) hisseleri, Stifel\u2019in hisseler i\u00e7in tavsiyesini \u201cTut\u201dtan \u201cAl\u201da y\u00fckseltmesiyle de\u011fer kazand\u0131. Analist Brad Reback, \u00e7ekirdek b\u00fcy\u00fcmenin h\u0131zlanmas\u0131yla \u015firketin beklentilerin \u00fczerinde performans g\u00f6sterebilece\u011fini ve y\u00f6netimin 2026 gelir hedefini yakla\u015f\u0131k 4,1 milyar dolar seviyesine y\u00f6nlendirebilece\u011fini belirtti. Stifel, 160 dolarl\u0131k hedef fiyat vererek \u00f6nceki kapan\u0131\u015fa g\u00f6re yakla\u015f\u0131k y\u00fczde 30 y\u00fckseli\u015f potansiyeline i\u015faret etti. (Olumlu)”<\/p>\n
\t\t\t\t\t\t\t\t\t <\/strong> \u0130stanbul, 22 Ocak (Hibya) – Gedik Yat\u0131r\u0131m, Avrupa borsalar\u0131n\u0131n, Donald Trump\u2019\u0131n Avrupa\u2019ya y\u00f6nelik g\u00fcmr\u00fck tarifesi tehditlerinden vazge\u00e7mesi ve olas\u0131 bir ticaret sava\u015f\u0131na dair endi\u015felerin azalmas\u0131 sebebiyle yeniden y\u00fckseli\u015fe ge\u00e7ti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":36885,"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-36884","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\/36884","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=36884"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/36884\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/36885"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=36884"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=36884"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=36884"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"