Gedik Yat\u0131r\u0131m\u2019\u0131n yay\u0131mlad\u0131\u011f\u0131 g\u00fcnl\u00fck piyasa analizinde, ABD ve Avrupa borsalar\u0131ndaki teknoloji odakl\u0131 y\u00fckseli\u015fler, \u015firket bilan\u00e7olar\u0131 ve merkez bankalar\u0131n\u0131n faiz kararlar\u0131 \u00f6ncesindeki fiyatlama hareketleri de\u011ferlendirildi. Sekt\u00f6rel ayr\u0131\u015fmalar\u0131n ve k\u00fcresel b\u00fcy\u00fcme hikayesinin ele al\u0131nd\u0131\u011f\u0131 raporda \u015fu bilgiler kaydedildi:<\/p>\n
“K\u00fcresel piyasalarda risk i\u015ftah\u0131 teknoloji ve yar\u0131 iletken hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde g\u00fc\u00e7l\u00fc kalmaya devam ederken, yat\u0131r\u0131mc\u0131lar ayn\u0131 anda bilan\u00e7o sezonunun kritik a\u015famas\u0131n\u0131, jeopolitik geli\u015fmeleri ve para politikas\u0131 beklentilerini fiyatl\u0131yor. ABD taraf\u0131nda teknoloji a\u011f\u0131rl\u0131kl\u0131 endekslerde yukar\u0131 y\u00f6nl\u00fc ivme korunurken, yat\u0131r\u0131mc\u0131 oda\u011f\u0131nda hem mega-cap \u015firketlerin sonu\u00e7lar\u0131 hem de ABD Merkez Bankas\u0131\u2019nin faiz karar\u0131 bulunuyor. Vadeli i\u015flemlerde Nasdaq100\u2019\u00fcn Ekim ay\u0131ndaki rekor seviyelere yakla\u015fmas\u0131, yapay zeka ve yar\u0131 iletken yat\u0131r\u0131mlar\u0131n\u0131n halen ana tema olmaya devam etti\u011fini g\u00f6sterirken, S&P 500\u2019\u00fcn 7 bin seviyesini test etmesi piyasalardaki iyimserli\u011fin geni\u015f tabana yay\u0131ld\u0131\u011f\u0131n\u0131 ortaya koyuyor.\u00a0<\/p>\n
Dolar, son y\u0131llar\u0131n en d\u00fc\u015f\u00fck seviyelerinden gelen tepkiyle dengelenirken, yat\u0131r\u0131mc\u0131lar zay\u0131f dolar\u2013k\u00fcresel likidite ili\u015fkisini ve bunun emtia fiyatlar\u0131 \u00fczerindeki etkisini yak\u0131ndan izliyor; bu ortamda alt\u0131n jeopolitik riskler ve para birimi istikrar\u0131na y\u00f6nelik endi\u015felerle y\u00fcksek seviyelerde tutunmay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
Avrupa cephesinde ise daha se\u00e7ici ve ayr\u0131\u015fan bir g\u00f6r\u00fcn\u00fcm s\u00f6z konusu. EURO STOXX 50\u2019\u00fcn y\u00fczde 0,4 y\u00fckselmesi b\u00fcy\u00fck ve likit hisselerde s\u0131n\u0131rl\u0131 da olsa pozitif havaya i\u015faret ederken, daha geni\u015f kapsaml\u0131 STOXX Europe 600\u2019\u00fcn yatay seyri sekt\u00f6rler aras\u0131 g\u00fc\u00e7l\u00fc ayr\u0131\u015fmay\u0131 yans\u0131t\u0131yor. Teknoloji hisseleri Avrupa\u2019da da ana itici g\u00fc\u00e7 konumunda; \u00f6zellikle ASML\u2019nin beklentilerin olduk\u00e7a \u00fczerinde gelen sipari\u015fleri ve rekor sat\u0131\u015f rakamlar\u0131, k\u00fcresel \u00e7ip yat\u0131r\u0131mlar\u0131nda ivmenin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ederek hissede sert y\u00fckseli\u015f getirdi. Bu g\u00fc\u00e7l\u00fc tablo yar\u0131 iletken ekosistemine yay\u0131larak STMicroelectronics ve Infineon gibi firmalarda da belirgin al\u0131mlar\u0131 beraberinde getirdi. Sanayi taraf\u0131nda Volvo\u2019nun faaliyet kar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn beklentilerden s\u0131n\u0131rl\u0131 kalmas\u0131, ekonomik yava\u015flama endi\u015felerine ra\u011fmen \u015firket bazl\u0131 dayan\u0131kl\u0131l\u0131\u011f\u0131n halen \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131n\u0131 g\u00f6sterdi.<\/p>\n
Buna kar\u015f\u0131l\u0131k Avrupa\u2019da l\u00fcks t\u00fcketim sekt\u00f6r\u00fc bask\u0131 alt\u0131nda kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor. LVMH\u2019nin kar\u0131\u015f\u0131k finansal sonu\u00e7lar ve temkinli ileriye d\u00f6n\u00fck beklentiler a\u00e7\u0131klamas\u0131, k\u00fcresel talepteki yava\u015flaman\u0131n \u00f6zellikle y\u00fcksek fiyat segmentinde daha net hissedildi\u011fine i\u015faret ederken, sekt\u00f6re yay\u0131lan sat\u0131\u015f bask\u0131s\u0131 Kering, Hermes ve Brunello Cucinelli hisselerinde de geri \u00e7ekilmelere yol a\u00e7t\u0131. Genel \u00e7er\u00e7evede piyasalar, teknoloji ve yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n destekledi\u011fi b\u00fcy\u00fcme hikayesi ile t\u00fcketim taraf\u0131ndaki yava\u015flama sinyalleri aras\u0131nda denge ararken, merkez bankalar\u0131n\u0131n temkinli duru\u015fu ve jeopolitik belirsizlikler k\u0131sa vadede dalgal\u0131 fakat se\u00e7ici bir fiyatlama ortam\u0131n\u0131n s\u00fcrebilece\u011fine i\u015faret ediyor.<\/p>\n
Texas Instruments (TXN), \u015eirketin d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 genel olarak beklentilerle uyumlu gelirken, gelirlerin y\u00fczde 10 art\u0131\u015fla 4,42 milyar dolara \u00e7\u0131kmas\u0131 ve Analog ile g\u00f6m\u00fcl\u00fc sistemler taraf\u0131ndaki toparlanma \u00f6ne \u00e7\u0131kt\u0131. \u0130lk \u00e7eyrek i\u00e7in hem kar hem de sat\u0131\u015f beklentilerinin orta noktas\u0131 analist tahminlerinin \u00fczerinde ger\u00e7ekle\u015fti. (Olumlu)<\/p>\n
Stride (LRN), E\u011fitim teknolojileri \u015firketi, beklentilerin \u00e7ok \u00fczerinde gelen g\u00fc\u00e7l\u00fc mali ikinci \u00e7eyrek sonu\u00e7lar\u0131 ve yukar\u0131 y\u00f6nl\u00fc beklentileri sonras\u0131 sert \u015fekilde y\u00fczde 36 y\u00fckseldi. B\u00fcy\u00fcmenin ana kayna\u011f\u0131 Career Learning segmenti olurken, bu alanda gelir y\u00fczde 24,5 artarak 289,9 mil-yon dolar \u00e7\u0131kt\u0131. \u015eirket \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek gelirini piyasa beklentileriyle uyumlu olarak 615\u2013645 milyon dolar aral\u0131\u011f\u0131nda, y\u0131l geneli gelirini ise 2,48\u20132,555 milyar dolar aral\u0131\u011f\u0131nda bekliyor. (Olumlu)”<\/p>\n
<\/strong> \u0130stanbul, 28 Ocak (Hibya) – Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n yapay zeka ve yar\u0131 iletken hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde rekor seviyelere yakla\u015ft\u0131\u011f\u0131n\u0131, S&P 500 endeksinin 7 bin s\u0131n\u0131r\u0131n\u0131 test ederek iyimserli\u011fin geni\u015f tabana yay\u0131ld\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":39346,"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-39345","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\/39345","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=39345"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/39345\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/39346"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=39345"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=39345"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=39345"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"