Gedik Yat\u0131r\u0131m\u2019\u0131n yay\u0131mlad\u0131\u011f\u0131 piyasa de\u011ferlendirmesinde, ABD ve Avrupa endekslerindeki y\u00fckseli\u015f trendi, \u015firket k\u00e2rl\u0131l\u0131klar\u0131 ve merkez bankalar\u0131n\u0131n olas\u0131 faiz hamlelerine ili\u015fkin beklentiler analiz edildi. Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131ndaki b\u00fcy\u00fcme dinamiklerine dair \u015fu bilgiler payla\u015f\u0131ld\u0131:<\/p>\n
“K\u00fcresel piyasalarda risk i\u015ftah\u0131, bilan\u00e7o sezonunun en yo\u011fun a\u015famas\u0131na girilmesiyle birlikte yeniden g\u00fc\u00e7 kazan\u0131rken, \u00f6zellikle teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde hisse senetleri yeni rekor seviyelere do\u011fru ilerliyor. ABD taraf\u0131nda S&P 500 ve Nasdaq 100 vadeli kontratlar\u0131 y\u00fckseli\u015fini s\u00fcrd\u00fcr\u00fcrken, son iki haftada ya\u015fanan dalgal\u0131 seyrin ard\u0131ndan yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131n\u0131n yeniden \u015firket karl\u0131l\u0131klar\u0131 ve ileriye d\u00f6n\u00fck b\u00fcy\u00fcme beklentilerine kayd\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. \u00d6nceki d\u00f6nemde rallinin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde mega teknoloji \u015firketleri taraf\u0131ndan ta\u015f\u0131nmas\u0131na kar\u015f\u0131n, son haftalarda finans, sanayi ve sa\u011fl\u0131k gibi sekt\u00f6rlere de al\u0131mlar\u0131n yay\u0131lmas\u0131, \u00fc\u00e7 y\u0131ld\u0131r devam eden bo\u011fa piyasas\u0131n\u0131n daha dengeli bir yap\u0131ya evrildi\u011fine i\u015faret ediyor; bu durum, y\u00fckseli\u015fin s\u00fcrd\u00fcr\u00fclebilirli\u011fi a\u00e7\u0131s\u0131ndan piyasalar taraf\u0131ndan olumlu okunuyor.<\/p>\n
Avrupa borsalar\u0131nda STOXX 50 ve STOXX 600 endeksleri yukar\u0131 y\u00f6nl\u00fc seyrini korurken, \u015firket bazl\u0131 hareketler \u00f6n plana \u00e7\u0131k\u0131yor. Puma SE hisseleri, b\u00fcy\u00fck ortaklardan birinin ger\u00e7ekle\u015ftirdi\u011fi hisse sat\u0131\u015f\u0131 sonras\u0131nda artan likidite ve de\u011ferleme alg\u0131s\u0131yla sert y\u00fckselirken, sa\u011fl\u0131k sekt\u00f6r\u00fcnde Roche\u2019nin deneysel obezite ilac\u0131na ili\u015fkin olumlu klinik sonu\u00e7lar\u0131 savunmac\u0131 hisselere al\u0131m getirdi. Yaz\u0131l\u0131m ve teknoloji taraf\u0131nda Sage\u2019in g\u00fc\u00e7l\u00fc ciro art\u0131\u015f\u0131, Avrupa\u2019da kurumsal harcamalar\u0131n ve dijitalle\u015fme e\u011filiminin canl\u0131 kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Buna ek olarak, Avrupa Birli\u011fi ile Hindistan aras\u0131nda yakla\u015f\u0131k yirmi y\u0131l s\u00fcren m\u00fczakerelerin ard\u0131ndan imzalanan serbest ticaret anla\u015fmas\u0131, orta ve uzun vadede Avrupa ihracat\u00e7\u0131lar\u0131 i\u00e7in yeni b\u00fcy\u00fcme alanlar\u0131 yaratabilece\u011fi beklentisiyle piyasalar taraf\u0131ndan yap\u0131sal olarak pozitif bir geli\u015fme olarak de\u011ferlendiriliyor.<\/p>\n
K\u00fcresel g\u00fcndemde ise \u015firket bilan\u00e7olar\u0131 ve merkez bankas\u0131 mesajlar\u0131 belirleyici olmaya devam ediyor. Boeing ve LVMH gibi farkl\u0131 sekt\u00f6rlerden gelen finansal sonu\u00e7lar hem sanayi hem de l\u00fcks t\u00fcketim talebinin k\u00fcresel ekonomi i\u00e7indeki seyrine dair \u00f6nemli sinyaller sunacak.\u00a0<\/p>\n
Bununla birlikte yat\u0131r\u0131mc\u0131lar\u0131n ana oda\u011f\u0131, Fed\u2019in faiz karar\u0131 ve Ba\u015fkan Powell\u2019\u0131n y\u00f6nlendirmeleri olacak; \u00f6zellikle faiz indirimi zamanlamas\u0131na ili\u015fkin verilecek mesajlar, hisse senetleri, tahvil piyasas\u0131 ve dolar \u00fczerinde y\u00f6n tayin edici rol oynayabilir. Goldman Sachs CEO\u2019su David Solomon\u2019un mali geni\u015fleme, d\u00fczenleyici ortam\u0131n g\u00f6rece destekleyici olmas\u0131 ve yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n yaratt\u0131\u011f\u0131 uzun vadeli b\u00fcy\u00fcme potansiyeline vurgu yapan a\u00e7\u0131klamalar\u0131 piyasalardaki iyimser havay\u0131 desteklerken, yat\u0131r\u0131mc\u0131lar jeopolitik riskler ve olas\u0131 makro s\u00fcrprizler nedeniyle temkinli duru\u015funu da tamamen terk etmiyor. Bu \u00e7er\u00e7evede, k\u0131sa vadede y\u00fckseli\u015f e\u011filimi korunmakla birlikte, piyasalar\u0131n y\u00f6n\u00fc b\u00fcy\u00fck \u00f6l\u00e7\u00fcde bilan\u00e7o sonu\u00e7lar\u0131n\u0131n kalitesi ve merkez bankalar\u0131ndan gelecek sinyaller taraf\u0131ndan \u015fekillendirilmeye devam edecek.<\/p>\n
UnitedHealth Group (UNH), d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte hisse ba\u015f\u0131na 2,11 dolar d\u00fczeltilmi\u015f kar a\u00e7\u0131klayarak beklentilere paralel bir performans sergilerken, 113,22 milyar dolarl\u0131k geliri y\u0131ll\u0131k bazda y\u00fczde 12,3 artmas\u0131na ra\u011fmen piyasa tahminlerinin yakla\u015f\u0131k 520 milyon dolar alt\u0131nda kald\u0131. \u015eirket, 2026 mali y\u0131l\u0131 i\u00e7in 439 milyar dolar\u0131n \u00fczerinde gelir ve hisse ba\u015f\u0131na 17,10 dolar\u0131n \u00fczerinde kar \u00f6ng\u00f6r\u00fcrken, bu beklentiler gelir taraf\u0131nda konsens\u00fcs\u00fcn alt\u0131nda, karl\u0131l\u0131k taraf\u0131nda ise piyasa tahminlerine yak\u0131n bir g\u00f6r\u00fcn\u00fcm sunuyor. 2025 performans\u0131nda UnitedHealthcare gelirlerini y\u00fczde 16 art\u0131rarak 344,9 milyar dolara ta\u015f\u0131rken Optum\u2019un gelirleri y\u00fczde 7 art\u0131\u015fla 270,6 milyar dolara ula\u015ft\u0131; t\u0131bbi bak\u0131m oran\u0131 y\u0131ll\u0131k bazda belirgin \u015fekilde y\u00fckselirken, tek seferlik giderler hari\u00e7 tutuldu\u011funda faaliyet gider oran\u0131n\u0131n yatay kalmas\u0131 maliyet kontrol\u00fcn\u00fcn korundu\u011funa i\u015faret etti.(Olumsuz)”<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 27 Ocak (Hibya) – Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalar\u0131n bilan\u00e7o sezonunun en yo\u011fun d\u00f6nemine girmesiyle birlikte teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde yeni rekor seviyelere y\u00f6neldi\u011fini ve y\u00fckseli\u015fin farkl\u0131 sekt\u00f6rlere yay\u0131larak daha dengeli bir yap\u0131ya kavu\u015ftu\u011funu a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":38914,"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-38913","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\/38913","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=38913"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/38913\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/38914"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=38913"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=38913"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=38913"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"