Gedik yat\u0131r\u0131m'\u0131n teknik analizinde \u015fu ifadeler yer ald\u0131:<\/p>\n
''Asya piyasalar\u0131, pazartesi g\u00fcn\u00fc ya\u015fanan sert sat\u0131\u015flar\u0131n ard\u0131ndan alt\u0131n ve g\u00fcm\u00fc\u015fteki toparlanman\u0131n risk i\u015ftah\u0131n\u0131 desteklemesiyle g\u00fc\u00e7l\u00fc bir tepki verdi; MSCI Asya Pasifik Endeksi y\u00fczde 2,8 y\u00fckselerek Nisan\u2019dan bu yana en iyi g\u00fcn\u00fcn\u00fc kaydetti. Yapay zek\u00e2 temas\u0131n\u0131n lokomotifi olan G\u00fcney Kore borsas\u0131 y\u00fczde 6,3 s\u0131\u00e7rarken, Samsung Electronics ve SK Hynix\u2019teki g\u00fc\u00e7l\u00fc y\u00fckseli\u015fler teknoloji hisselerini \u00f6ne \u00e7\u0131kard\u0131 ve b\u00f6lge genelinde AI odakl\u0131 ralliyi h\u0131zland\u0131rd\u0131. Bu olumlu hava, Palantir\u2019in beklentileri a\u015fan sat\u0131\u015f \u00f6ng\u00f6r\u00fcs\u00fc ve Elon Musk\u2019\u0131n SpaceX ile xAI\u2019yi birle\u015ftirme hamlesinin yaratt\u0131\u011f\u0131 heyecanla ABD ve Avrupa vadeli endekslerine de ta\u015f\u0131nmaya haz\u0131rlan\u0131yor.<\/p>\n
De\u011ferli metaller cephesinde alt\u0131n y\u00fczde 4\u2019\u00fcn, g\u00fcm\u00fc\u015f y\u00fczde 8\u2019in \u00fczerinde y\u00fckselerek son iki g\u00fcnde ya\u015fanan sert d\u00fc\u015f\u00fc\u015flerin bir k\u0131sm\u0131n\u0131 telafi etti; ancak bu hareketi yeni bir y\u00fckseli\u015f trendinden ziyade a\u015f\u0131r\u0131 sat\u0131\u015f sonras\u0131 dengeleme olarak de\u011ferlendirebiliriz. Piyasalardaki k\u0131r\u0131lganl\u0131\u011f\u0131n temelinde, Fed ba\u015fkanl\u0131\u011f\u0131na Kevin Warsh\u2019\u0131n aday g\u00f6sterilmesiyle g\u00fc\u00e7lenen daha \u015fahin para politikas\u0131 alg\u0131s\u0131 ve yakla\u015fan ABD istihdam verisinin faiz beklentilerini yeniden \u015fekillendirme potansiyeli yer al\u0131yor.<\/p>\n
B\u00f6lgesel geli\u015fmeler de fiyatlamalarda etkili oldu: Avustralya\u2019da merkez bankas\u0131n\u0131n enflasyonla m\u00fccadele i\u00e7in faizi art\u0131rmas\u0131 tahvilleri bask\u0131larken para birimi de\u011fer kazand\u0131. Hindistan taraf\u0131nda ise ABD ile tarifelerin d\u00fc\u015f\u00fcr\u00fclmesine y\u00f6nelik ilerleme, uzun s\u00fcredir devam eden zay\u0131f performans\u0131n ard\u0131ndan hisselerde rahatlama rallisini tetikledi ve rupiyi destekledi. Genel olarak yat\u0131r\u0131mc\u0131lar, oynakl\u0131\u011f\u0131n tamamen sona ermedi\u011fini kabul ederken yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n Asya\u2019da sekt\u00f6r dinamiklerini kal\u0131c\u0131 bi\u00e7imde d\u00f6n\u00fc\u015ft\u00fcrd\u00fc\u011f\u00fc g\u00f6r\u00fc\u015f\u00fc a\u011f\u0131rl\u0131k kazan\u0131yor.<\/p>\n
Avrupa hisse senedi piyasalar\u0131n\u0131n sal\u0131 g\u00fcn\u00fc y\u00fckseli\u015fle a\u00e7\u0131lmas\u0131 bekleniyor; metal fiyatlar\u0131ndaki toparlanma ile k\u00fcresel teknoloji ve yapay zek\u00e2 hisselerindeki g\u00fc\u00e7l\u00fc seyir risk i\u015ftah\u0131n\u0131 destekleyerek endeksleri \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc kazan\u00e7 g\u00fcn\u00fcne ta\u015f\u0131yor.<\/p>\n
\u0130yimserli\u011fi art\u0131ran bir di\u011fer unsur, ABD ile Hindistan aras\u0131nda kar\u015f\u0131l\u0131kl\u0131 tarifeleri d\u00fc\u015f\u00fcren ve Yeni Delhi\u2019nin Rus petrol\u00fc al\u0131m\u0131n\u0131 durdurmas\u0131n\u0131 i\u00e7eren ticaret anla\u015fmas\u0131 olurken, cuma g\u00fcn\u00fc yeniden ba\u015flayabilece\u011fi belirtilen ABD\u2013\u0130ran n\u00fckleer g\u00f6r\u00fc\u015fmeleri de jeopolitik risk alg\u0131s\u0131n\u0131 yumu\u015fat\u0131yor. Avrupa cephesinde yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131, T\u00fcrkiye ve Fransa\u2019dan gelecek enflasyon verileri ile \u0130spanya i\u015fsizlik rakamlar\u0131na \u00e7evrilmi\u015f durumda. Piyasa \u00f6ncesi i\u015flemlerde Euro Stoxx 50 ve Stoxx 600 vadeli endeksleri yakla\u015f\u0131k y\u00fczde 0,4 art\u0131da seyrediyor.<\/p>\n
Yurt i\u00e7inde \u0130SO T\u00fcrkiye \u0130malat PMI Endeksi ocak ay\u0131nda 48,90 seviyesinden 48,10 seviyesine geriledi. Ticaret Bakanl\u0131\u011f\u0131\u2019n\u0131n \u00f6nc\u00fc verilerine g\u00f6re d\u0131\u015f ticaret dengesi ocak ay\u0131nda ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 11,2 artarak 8,35 milyar dolar a\u00e7\u0131k verdi. On iki ayl\u0131k d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 ise y\u00fczde 11,1 oran\u0131nda art\u0131\u015fla 83,5 milyar dolardan 92,85 milyar dolara y\u00fckseldi.<\/p>\n
ABD taraf\u0131nda \u00fcretim PMI verisi ocak ay\u0131nda 52,4 ile beklentileri a\u015farken, ISM \u0130malat PMI Endeksi de 50 referans seviyesinin alt\u0131nda 48,5 beklentilerine kar\u015f\u0131 52,6 seviyesinde a\u00e7\u0131klanarak g\u00fc\u00e7l\u00fc art\u0131\u015f kaydetti ve ekonomik b\u00fcy\u00fcmeye i\u015faret etti. Verilerin kur \u00fczerindeki etkisi s\u0131n\u0131rl\u0131 kal\u0131rken, dolar endeksi de\u011fer kazanmaya devam etti. Bug\u00fcn yurt i\u00e7inde enflasyon verileri piyasalar\u0131n oda\u011f\u0131nda olacak. Dolar\/TL, bu sabah saat 08.00 itibar\u0131yla 43,47 civar\u0131nda seyrediyor.<\/p>\n
Euro, \u015fubat ay\u0131 ba\u015f\u0131nda 1,185 dolar civar\u0131nda yatay seyrederken ge\u00e7en hafta test edilen 1,20 ile son d\u00f6rt y\u0131l\u0131n zirvesine yak\u0131n kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Piyasalar, zay\u0131flayan dolar ve d\u00fc\u015f\u00fck fiyatl\u0131 \u00c7in ithalatlar\u0131n\u0131n enflasyona etkisini de\u011ferlendiren ECB\u2019nin bu hafta faizleri sabit tutmas\u0131n\u0131 bekliyor. Ancak yetkililer, eurodaki ilave g\u00fc\u00e7lenmenin ilerleyen d\u00f6nemde politika duru\u015funu yeniden tart\u0131\u015fmaya a\u00e7abilece\u011fi uyar\u0131s\u0131nda bulunuyor.Destekler: 1,1753 \u2013 1,1714 \u2013 1,1654 Diren\u00e7ler: 1,1852 \u2013 1,1912 \u2013 1,1951<\/p>\n
Sterlin, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n bu haftaki faiz karar\u0131na y\u00f6nelik temkinli beklentilerle 1,367 dolar seviyesine gerileyerek ocak sonunda g\u00f6r\u00fclen 2021 zirvesinin daha da alt\u0131na indi. Piyasalar BoE\u2019nin faizi y\u00fczde 3,75\u2019te sabit tutmas\u0131n\u0131 beklerken, g\u00fc\u00e7l\u00fc ekonomik veriler ve y\u00fcksek enflasyon nedeniyle bu y\u0131l birden fazla faiz indirimi ihtimali y\u00fczde 50\u2019nin alt\u0131na \u00e7ekilmi\u015f durumda. Buna kar\u015f\u0131n Fed\u2019e ili\u015fkin beklentilerle g\u00fc\u00e7lenen dolar, sterlin \u00fczerinde ek bask\u0131 yarat\u0131yor. Destekler: 1,3620 \u2013 1,3576 \u2013 1,3528 Diren\u00e7ler: 1,3712 \u2013 1,3759 \u2013 1,3804<\/p>\n
Alt\u0131n fiyatlar\u0131, iki g\u00fcn \u00fcst \u00fcste ya\u015fanan sert sat\u0131\u015flar\u0131n ard\u0131ndan gelen al\u0131mlarla y\u00fczde 4\u2019\u00fcn \u00fczerinde y\u00fckselerek ons ba\u015f\u0131na 4.870 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131. \u00d6nceki d\u00fc\u015f\u00fc\u015f, Trump\u2019\u0131n Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in daha \u015fahin g\u00f6r\u00fclen Kevin Warsh\u2019\u0131 aday g\u00f6stermesiyle h\u0131zlanm\u0131\u015f, ancak ABD\u2013Hindistan ticaret geriliminin yumu\u015famas\u0131 ve ABD\u2013\u0130ran g\u00f6r\u00fc\u015fme beklentileri risk alg\u0131s\u0131n\u0131 dengelemi\u015fti. Buna ra\u011fmen, k\u0131smi h\u00fck\u00fcmet kapanmas\u0131 nedeniyle bu hafta a\u00e7\u0131klanmayacak olan kritik ABD istihdam verileri, piyasadaki belirsizli\u011fin s\u00fcrmesine neden oluyor.
\nDestekler: 4407 \u2013 4162 \u2013 3924 Diren\u00e7ler: 4890 \u2013 5129 \u2013 5374<\/p>\n
G\u00fcm\u00fc\u015f fiyatlar\u0131, son iki g\u00fcnde rekor zirveden de\u011ferinin yakla\u015f\u0131k y\u00fczde 40\u2019\u0131n\u0131 silen sert sat\u0131\u015flar\u0131n ard\u0131ndan toparlanarak ons ba\u015f\u0131na 83 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131. Ocak boyunca jeopolitik ve ekonomik belirsizlikler, parasal de\u011fer kayb\u0131 endi\u015feleri, Fed\u2019in ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na dair riskler ve \u00f6zellikle \u00c7inli yat\u0131r\u0131mc\u0131lardan gelen g\u00fc\u00e7l\u00fc talep ralliyi h\u0131zland\u0131rm\u0131\u015ft\u0131. Ancak Kevin Warsh\u2019\u0131n Fed ba\u015fkanl\u0131\u011f\u0131na aday g\u00f6sterilmesiyle spek\u00fclatif pozisyonlar\u0131n h\u0131zla \u00e7\u00f6z\u00fclmesi sert d\u00fc\u015f\u00fc\u015fe yol a\u00e7arken, olas\u0131 yeni dip al\u0131mlar\u0131n\u0131n fiyatlar\u0131 yeniden destekleyebilece\u011fi de\u011ferlendiriliyor. Destekler: 71,46 \u2013 63,08 \u2013 54,86 Diren\u00e7ler: 88,06 \u2013 96,27 \u2013 104,65<\/p>\n
Brent petrol, jeopolitik tansiyonun d\u00fc\u015fmesiyle son alt\u0131 ay\u0131n en sert gerilemesini s\u00fcrd\u00fcrerek varil ba\u015f\u0131na 66 dolar\u0131n alt\u0131na indi. ABD ile \u0130ran\u2019\u0131n n\u00fckleer g\u00f6r\u00fc\u015fmelere yeniden ba\u015flayaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 ve Trump\u2019\u0131n Hindistan\u2019a y\u00f6nelik tarifeleri d\u00fc\u015f\u00fcrme karar\u0131, Orta Do\u011fu arz risklerine dair endi\u015feleri azaltt\u0131. Buna ek olarak OPEC+\u2019\u0131n mart ay\u0131nda \u00fcretimi sabit tutma karar\u0131n\u0131 yinelemesi, zay\u0131f mevsimsel talep ortam\u0131nda fiyatlar \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131.
\nDestekler: 64,12 \u2013 62,97 \u2013 62,33 Diren\u00e7ler: 65,90 \u2013 66,54 \u2013 67,69<\/p>\n
WTI petrol fiyatlar\u0131, jeopolitik gerilimin azalmas\u0131yla son alt\u0131 ay\u0131n en sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrerek varil ba\u015f\u0131na 62 dolar\u0131n alt\u0131na geriledi. ABD ile \u0130ran\u2019\u0131n n\u00fckleer g\u00f6r\u00fc\u015fmelere yeniden ba\u015flayacaklar\u0131n\u0131 a\u00e7\u0131klamas\u0131 ve Trump\u2019\u0131n Hindistan\u2019a y\u00f6nelik tarifeleri d\u00fc\u015f\u00fcrme karar\u0131, Orta Do\u011fu kaynakl\u0131 arz kesintisi risklerini azaltt\u0131. Ayr\u0131ca OPEC+\u2019\u0131n mart ay\u0131nda \u00fcretimi sabit tutma karar\u0131n\u0131 teyit etmesi, zay\u0131f mevsimsel talep ortam\u0131nda fiyatlar \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131.
\nDestekler: 60,86 \u2013 59,49 \u2013 57,58 Diren\u00e7ler: 64,15 \u2013 66,06 \u2013 67,43<\/p>\n
ABD vadeli endeksleri, b\u00fcy\u00fck teknoloji \u015firketlerinden gelen g\u00fc\u00e7l\u00fc bilan\u00e7olar\u0131n risk i\u015ftah\u0131n\u0131 desteklemesiyle sal\u0131 g\u00fcn\u00fc hafif y\u00fckseldi. Palantir ve Teradyne\u2019nin beklentileri a\u015fan sonu\u00e7lar\u0131 teknoloji ve yapay zek\u00e2 altyap\u0131 hisselerine al\u0131m getirirken, Nvidia OpenAI yat\u0131r\u0131m\u0131na ili\u015fkin belirsizlik nedeniyle geride kald\u0131. Yat\u0131r\u0131mc\u0131lar bug\u00fcn AMD, PepsiCo, Pfizer ve PayPal gibi \u015firketlerin a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7olarla birlikte rallinin s\u00fcrd\u00fcr\u00fclebilirli\u011fini test edecek.Destekler: 25252 \u2013 24770 \u2013 24483 Diren\u00e7ler: 26021 \u2013 26309 \u2013 26790<\/p>\n
Dow Jones (DJ30), pazartesi g\u00fcn\u00fc y\u00fczde 1,05 y\u00fckselerek ABD piyasalar\u0131ndaki toparlanman\u0131n lokomotifi olurken, g\u00fc\u00e7l\u00fc teknoloji ve sanayi hisseleri endeksi destekledi. Apple ba\u015fta olmak \u00fczere b\u00fcy\u00fck \u00f6l\u00e7ekli hisselerdeki al\u0131mlar DJ30\u2019un risk i\u015ftah\u0131ndan pozitif ayr\u0131\u015fmas\u0131n\u0131 sa\u011flad\u0131. Vadeli i\u015flemlerde s\u0131n\u0131rl\u0131 y\u00fckseli\u015f s\u00fcrerken, yat\u0131r\u0131mc\u0131lar bug\u00fcn a\u00e7\u0131klanacak bilan\u00e7olar\u0131n endeksteki momentumun devam\u0131 a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131n\u0131 izliyor. Destekler: 48694 \u2013 47991 \u2013 47599 Diren\u00e7ler: 49789 \u2013 50181 \u2013 50885''<\/p>\n
<\/strong> \u0130stanbul, 3 \u015eubat (Hibya)-Gedik Yat\u0131r\u0131m,Asya piyasalar\u0131n\u0131n, pazartesi g\u00fcn\u00fc ya\u015fanan sert sat\u0131\u015flar\u0131n ard\u0131ndan alt\u0131n ve g\u00fcm\u00fc\u015fteki toparlanman\u0131n risk i\u015ftah\u0131n\u0131 desteklemesiyle g\u00fc\u00e7l\u00fc bir tepki vererek, MSCI Asya Pasifik Endeksinin y\u00fczde 2,8 y\u00fckselerek Nisan\u2019dan bu yana en iyi g\u00fcn\u00fcn\u00fc kaydetti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":41834,"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-41833","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\/41833","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=41833"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/41833\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/41834"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=41833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=41833"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=41833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"