Gedik Yat\u0131r\u0131m'\u0131n raporunda “K\u00fcresel piyasalarda haftan\u0131n ana temas\u0131 belirgin bi\u00e7imde para politikas\u0131na y\u00f6nelik
\nbeklentilerin yeniden fiyatlanmas\u0131 olurken, risk i\u015ftah\u0131 bask\u0131 alt\u0131nda kal\u0131yor.” ifadelerine yer verildi. Raporda \u015funlar kaydedildi:<\/p>\n
“Donald Trump y\u00f6netiminin Kevin Warsh\u2019\u0131 Federal Reserve ba\u015fkanl\u0131\u011f\u0131na aday g\u00f6stermeye haz\u0131rlanmas\u0131, piyasalar taraf\u0131ndan derin ve h\u0131zl\u0131 faiz indirimlerine daha mesafeli bir senaryo olarak okunuyor. Warsh\u2019\u0131n ge\u00e7mi\u015fte enflasyon risklerini \u00f6nceliklendiren duru\u015fu, s\u0131k\u0131 para politikas\u0131n\u0131n daha uzun s\u00fcre korunabilece\u011fi alg\u0131s\u0131n\u0131 g\u00fc\u00e7lendirirken; bu beklenti hisse senetleri ve tahviller \u00fczerinde bask\u0131 yarat\u0131yor, dolara ise destek sa\u011fl\u0131yor. ABD 10 y\u0131ll\u0131k tahvil faizi y\u00fckselirken, alt\u0131n geri \u00e7ekiliyor; dolar endeksi ise ayl\u0131k bazda zay\u0131f seyrine ra\u011fmen k\u0131sa vadede toparlanma e\u011filimi g\u00f6steriyor.<\/p>\n
Hisse senedi taraf\u0131nda ABD vadeli endeksleri d\u00fc\u015f\u00fc\u015f kaydederken, S&P 500\u2019de sat\u0131\u015flar \u00f6ne \u00e7\u0131k\u0131yor; Avrupa borsalar\u0131 ise g\u00f6rece daha diren\u00e7li bir g\u00f6r\u00fcn\u00fcmle s\u0131n\u0131rl\u0131 y\u00fckseli\u015f sergiliyor. Bu ayr\u0131\u015fmada, ABD merkezli para politikas\u0131 belirsizli\u011finin Wall Street\u2019i daha do\u011frudan etkilemesi belirleyici oluyor. Bilan\u00e7o sezonu ise oynakl\u0131\u011f\u0131 art\u0131ran bir di\u011fer unsur: Apple Inc rekor sat\u0131\u015flar ve beklentilerin \u00fczerinde gelir a\u00e7\u0131klasa da, artan bile\u015fen maliyetlerinin marjlar \u00fczerindeki bask\u0131s\u0131na dikkat \u00e7ekmesi, b\u00fcy\u00fck teknoloji hisselerinde temkinli fiyatlamay\u0131 beraberinde getirdi. Yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n \u00f6l\u00e7e\u011fi ve k\u00e2rl\u0131l\u0131k \u00fczerindeki etkisi, mega teknoloji \u015firketleri i\u00e7in ana tart\u0131\u015fma ba\u015fl\u0131\u011f\u0131 olmaya devam ediyor.<\/p>\n
Emtia ve alternatif varl\u0131klarda da riskten ka\u00e7\u0131\u015f havas\u0131 hissediliyor. Petrol fiyatlar\u0131 genel piyasa sat\u0131\u015flar\u0131na paralel olarak geri \u00e7ekilirken, ABD\u2019nin \u0130ran\u2019a y\u00f6nelik sertle\u015fen s\u00f6ylemleri enerji piyasas\u0131nda a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketi s\u0131n\u0131rl\u0131yor; Brent petrol yeniden 70 dolar\u0131n alt\u0131na inse de jeopolitik prim tamamen silinmi\u015f de\u011fil. Kripto para piyasas\u0131nda ise sat\u0131\u015flar h\u0131z kazanm\u0131\u015f durumda: Bitcoin, Ekim ay\u0131ndaki zirvesinden bu yana y\u00fczde 30\u2019un \u00fczerinde de\u011fer kaybederken, son 24 saatte milyarlarca dolarl\u0131k kald\u0131ra\u00e7l\u0131 pozisyonun tasfiye edilmesi risk i\u015ftah\u0131ndaki bozulmay\u0131 net bi\u00e7imde ortaya koyuyor. Buna ek olarak Londra Metal Borsas\u0131\u2019nda ya\u015fanan teknik aksakl\u0131klar ve ABD\u2019de olas\u0131 h\u00fck\u00fcmet kapanmas\u0131n\u0131n son anda engellenmesine y\u00f6nelik uzla\u015f\u0131, piyasalarda haber ak\u0131\u015f\u0131na duyarl\u0131l\u0131\u011f\u0131n y\u00fcksek, y\u00f6n aray\u0131\u015f\u0131n\u0131n ise k\u0131r\u0131lgan oldu\u011funu g\u00f6steriyor.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
Tesla (TSLA), Bloomberg\u2019in haberine g\u00f6re SpaceX\u2019in Tesla ile birle\u015fme ya da xAI ile alternatif bir birle\u015fme se\u00e7ene\u011fini de\u011ferlendirdi\u011fi y\u00f6n\u00fcndeki spek\u00fclasyonlar sonras\u0131 hisseler y\u00fckseldi. Olas\u0131 senaryoda, xAI hisselerinin SpaceX sermayesiyle de\u011fi\u015ftirilmesi ve 2026 ortas\u0131nda muhtemel bir halka arz \u00f6ncesi yap\u0131land\u0131rma g\u00fcndemde. Bu hamle, Starlink destekli y\u00f6r\u00fcngesel veri merkezleriyle xAI\u2019nin yapay zeka altyap\u0131s\u0131n\u0131 g\u00fc\u00e7lendirme planlar\u0131yla uyumlu g\u00f6r\u00fcl\u00fcyor ve Elon Musk\u2019\u0131n \u015firketleri aras\u0131nda sinerji yaratabilece\u011fi d\u00fc\u015f\u00fcn\u00fcl\u00fcyor. Tesla\u2019n\u0131n k\u0131sa s\u00fcre \u00f6nce xAI\u2019ye yakla\u015f\u0131k 2 milyar dolarl\u0131k yat\u0131r\u0131m yapt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 da yat\u0131r\u0131mc\u0131 ilgisini art\u0131rd\u0131; ancak g\u00f6r\u00fc\u015fmelerin hen\u00fcz erken a\u015famada oldu\u011fu vurgulan\u0131yor. (Olumlu)<\/p>\n
KLA (KLAC), \u015eirketin mali 2. \u00e7eyrekte k\u00e2r ve gelir beklentilerini a\u015fmas\u0131na ra\u011fmen hisseler sert \u015fekilde y\u00fczde 10\u2019un \u00fczerinde geriledi. Piyasa, tahminlerin alt\u0131nda kalan serbest nakit ak\u0131\u015f\u0131na ve rehberli\u011fe s\u0131n\u0131rl\u0131 tepkiye odakland\u0131. D\u00fczeltilmi\u015f EPS 8,85 dolar, gelir ise 3,3 milyar dolar ile beklentilerin hafif \u00fczerinde ger\u00e7ekle\u015fti; hizmet
\ngelirlerindeki g\u00fc\u00e7, \u00fcr\u00fcn taraf\u0131ndaki s\u0131n\u0131rl\u0131 b\u00fcy\u00fcmeyi dengeledi. 3. \u00e7eyrek beklentileri tahminlerin \u00fczerinde a\u00e7\u0131klansa da, y\u00f6netimin d\u00f6k\u00fcmhane, bellek ve ileri paketleme alanlar\u0131nda yapay zeka kaynakl\u0131 g\u00fc\u00e7l\u00fc konumlanmaya vurgu yapmas\u0131na ra\u011fmen yat\u0131r\u0131mc\u0131lar k\u0131sa vadeli momentum konusunda temkinli kald\u0131 (Olumsuz)<\/p>\n
Bug\u00fcn A\u00e7\u0131klanmas\u0131 Beklenen \u00d6nemli \u015eirket Bilan\u00e7olar\u0131: Exxon Mobil Corporation, Chevron Corporation, American Express Company, Verizon Communications, Sumitomo Mitsui Financial Group, SoFi Technologies, Regeneron Pharmaceuticals.”<\/p>\n
<\/strong> \u0130stanbul, 19 Ocak (Hibya)- Gedik Yat\u0131r\u0131m, hisse senedi taraf\u0131nda ABD vadeli endeksleri d\u00fc\u015f\u00fc\u015f kaydederken, S&P 500\u2019de sat\u0131\u015flar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131, Avrupa borsalar\u0131n\u0131n ise g\u00f6rece daha diren\u00e7li bir g\u00f6r\u00fcn\u00fcmle s\u0131n\u0131rl\u0131 y\u00fckseli\u015f sergiliyor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":40378,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-40377","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\/40377","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=40377"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/40377\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/40378"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=40377"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=40377"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=40377"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"