{"id":42269,"date":"2026-02-04T09:00:02","date_gmt":"2026-02-04T06:00:02","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/02\/04\/kuresel-piyasalarda-temkinli-seyir-hakim"},"modified":"2026-02-04T09:00:02","modified_gmt":"2026-02-04T06:00:02","slug":"kuresel-piyasalarda-temkinli-seyir-hakim","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/02\/04\/kuresel-piyasalarda-temkinli-seyir-hakim\/","title":{"rendered":"K\u00fcresel piyasalarda temkinli seyir hakim"},"content":{"rendered":"<p>Pusula Yat\u0131r\u0131m&#039;\u0131n raporunda \u015fu ifadeler yer ald\u0131:<\/p>\n<p>&#039;&#039;K\u00fcresel piyasalar uzun s\u00fcredir a\u015f\u0131r\u0131 gerginlik yaratmama taraf\u0131nda yer almaya devam ediyor. Kadayf\u0131n alt\u0131 \u0130ran-ABD aras\u0131nda bir miktar k\u0131zart\u0131lmaya \u00e7al\u0131\u015f\u0131lsa da, Cuma g\u00fcn\u00fcn\u00fc bekleyen bir odak oldu\u011funu s\u00f6yleyebiliriz.<\/p>\n<p>D\u00fcn, ABD piyasalar\u0131 teknoloji \u015firketlerinde beklentilerin kar\u015f\u0131lanamamas\u0131 ve Arap Denizi\u2019nde \u0130ran\u2019a ait \u0130HA d\u00fc\u015f\u00fcr\u00fclmesi kaynakl\u0131 sat\u0131c\u0131l\u0131 seyretti. Avrupa piyasalar\u0131 da k\u00fcresel etkilerle sat\u0131\u015f bask\u0131s\u0131na maruz kald\u0131.<\/p>\n<p>Yeni g\u00fcnde ise Asya-Pasifik haricinde genele yay\u0131lan al\u0131m i\u015ftah\u0131n\u0131 takip ediyoruz.<\/p>\n<p>\u0130\u00e7 tarafta d\u00fcn beklenti \u00fczeri gelen enflasyonu takip ettik. Burada \u00f6zellikle g\u0131da ve alkols\u00fcz i\u00e7ecekler grubu beklentiye paralel gelirken; sa\u011fl\u0131k, sigorta ve finansal hizmetler ile konut gruplar\u0131 beklenti \u00fczeri gelmesiyle beklentiler \u00fczerinde enflasyon sonu\u00e7land\u0131rd\u0131.<\/p>\n<p>Hisse senetleri taraf\u0131nda bu durumun a\u015f\u0131r\u0131 umursanmamas\u0131; g\u0131da enflasyonuna duyarl\u0131 \u015firketlerin a\u011f\u0131rl\u0131kta olmas\u0131 ve \u00e7ekirdek T\u00dcFE taraf\u0131nda y\u00fczde 5,2 beklentisinin epeyce alt\u0131nda y\u00fczde 4,55 band\u0131nda sonu\u00e7lanmas\u0131ndan kaynaklan\u0131yor.<\/p>\n<p>1.\u00e7eyrek finansallar\u0131n\u0131 almaya devam ediyoruz. K\u0131saca \u00f6zetlemek gerekirse TSKB (olumsuz) diyebiliriz. Detaylar\u0131n\u0131 seans \u00f6ncesi payla\u015f\u0131yor olaca\u011f\u0131z.<\/p>\n<p>D\u00fcn ak\u015fam piyasayla \u00f6nemli bir anla\u015fma payla\u015f\u0131ld\u0131. Enerji ve Tabii Kaynaklar Bakan\u0131 Bayraktar, T\u00fcrkiye ile Suudi Arabistan aras\u0131nda imzalanan anla\u015fma kapsam\u0131nda Sivas ve Karaman\u2019da toplam\u00a02 bin megavat\u00a0kapasiteli g\u00fcne\u015f enerjisi santrali kurulaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n<p>Anla\u015fman\u0131n toplam\u0131 ise\u00a0RES + GES toplamda 5 bin megavat\u00a0oldu. Enerji ve enerji teknolojileri hisseleri bug\u00fcn bu geli\u015fmeye a\u00e7\u0131k\u00e7a duyarl\u0131 olabilirler.<\/p>\n<p>Yeni g\u00fcn\u00fc, d\u00fcn diren\u00e7 noktas\u0131nda kapatt\u0131\u011f\u0131m\u0131z\u0131 dikkate alarak\u00a013.875\u00a0seviyesinden g\u00fcn\u00fc tamamlad\u0131k.\u00a013.555\u2019i destek olarak korumaya devam edece\u011fiz.\u00a013.875 \u00fczeri kapan\u0131\u015flar, bizi\u00a014 bin\u00a0seviyesine y\u00f6nlendirecektir.<\/p>\n<p>XU100 teknik g\u00f6r\u00fcn\u00fcm, tam diren\u00e7 noktas\u0131nda g\u00fcn\u00fc tamamlad\u0131k. Yeni g\u00fcnde\u00a013.875\u00a0\u00fczeri kal\u0131c\u0131l\u0131\u011f\u0131 yak\u0131ndan takip ediyor olaca\u011f\u0131z.\u00a0Diren\u00e7ler:\u00a013.875 \u2013 14.000 \u2013 14.200\u00a0Destekler:\u00a013.000 \u2013 13.290 \u2013 13.555<\/p>\n<p>V\u0130OP teknik g\u00f6r\u00fcn\u00fcm, bankac\u0131l\u0131k ve ASELS etkisiyle bir miktar ortalamalar\u0131n alt\u0131nda kalan yap\u0131y\u0131 takip ediyoruz. Yeni g\u00fcnde yukar\u0131 y\u00f6nl\u00fc ivme i\u00e7in\u00a015.500\u00a0\u00fczerinde kal\u0131c\u0131l\u0131\u011fa ihtiya\u00e7 var.\u00a0Diren\u00e7ler:\u00a015.550 \u2013 15.880 \u2013 16.000\u00a0Destekler:\u00a014.865 \u2013 15.000 \u2013 15.200&#039;&#039;<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 4 \u015eubat (Hibya)-Pusula Yat\u0131r\u0131m, k\u00fcresel piyasalar\u0131n uzun s\u00fcredir a\u015f\u0131r\u0131 gerginlik yaratmama taraf\u0131nda yer almaya devam etti\u011fini ve  Kadayf\u0131n alt\u0131 \u0130ran-ABD aras\u0131nda bir miktar k\u0131zart\u0131lmaya \u00e7al\u0131\u015f\u0131lsa da, Cuma g\u00fcn\u00fcn\u00fc bekleyen bir odak oldu\u011funu aktard\u0131.<\/p>\n","protected":false},"author":1,"featured_media":42270,"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-42269","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\/42269","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=42269"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/42269\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/42270"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=42269"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=42269"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=42269"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}