Gedik Yat\u0131r\u0131m'\u0131n raporunda \u015fu ifadeler yer ald\u0131:<\/p>\n
'' K\u00fcresel piyasalarda risk alg\u0131s\u0131, teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde bozulurken emtia ve daha d\u00f6ng\u00fcsel sekt\u00f6rlere y\u00f6nelim \u00f6ne \u00e7\u0131kt\u0131. Asya\u2019da yaz\u0131l\u0131m hisseleri, ABD\u2019deki sert sat\u0131\u015flar\u0131n ard\u0131ndan yapay zekadaki h\u0131zl\u0131 ilerlemenin geleneksel SaaS i\u015f modellerini a\u015f\u0131nd\u0131raca\u011f\u0131 endi\u015fesiyle geriledi. Hindistan\u2019da Tata Consultancy Services ve Infosys g\u00fc\u00e7l\u00fc kay\u0131plar ya\u015farken, sat\u0131\u015f dalgas\u0131n\u0131n fitilini Anthropic\u2019in kurum i\u00e7i hukuk\u00e7ulara y\u00f6nelik yeni arac\u0131 ate\u015fledi. Anthropic, \u015firketlerin kendi b\u00fcnyesindeki avukatlar\u0131n s\u00f6zle\u015fme inceleme, belge analizi ve hukuki ara\u015ft\u0131rma gibi i\u015fleri \u00e7ok daha h\u0131zl\u0131 yapmas\u0131n\u0131 sa\u011flayan yeni bir yapay zek\u00e2 arac\u0131 duyurdu. Bu ara\u00e7, h\u00e2lihaz\u0131rda bu i\u015fleri yaz\u0131l\u0131m-abonelik (SaaS) modeliyle yapan hukuk teknolojisi ve veri hizmetleri \u015firketlerinin gelirlerini tehdit edebilece\u011fi i\u00e7in yat\u0131r\u0131mc\u0131lar sekt\u00f6rde 'i\u015f modeli bozuluyor' endi\u015fesiyle yaz\u0131l\u0131m hisselerinde sat\u0131\u015fa y\u00f6neldi. ABD taraf\u0131nda teknoloji a\u011f\u0131rl\u0131kl\u0131 endeksler, pahal\u0131 de\u011ferlemelerden \u00e7\u0131k\u0131\u015f ve rotasyonla bask\u0131 alt\u0131nda kald\u0131. Yar\u0131 iletken ve yapay zek\u00e2 hisselerinde d\u00fc\u015f\u00fc\u015fler \u00f6ne \u00e7\u0131karken, daha d\u00f6ng\u00fcsel sekt\u00f6rler g\u00f6rece diren\u00e7liydi. Seans sonras\u0131 i\u015flemlerde Advanced Micro Devices zay\u0131f ilk \u00e7eyrek g\u00f6r\u00fcn\u00fcm\u00fcyle sert d\u00fc\u015ferken, perakende ve hizmet taraf\u0131nda se\u00e7ici toparlanmalar izlendi. G\u00f6zler Alphabet ve Amazon bilan\u00e7olar\u0131na \u00e7evrildi. Jeopolitik cephede ABD donanmas\u0131n\u0131n \u0130ran\u2019a ait bir \u0130HA\u2019y\u0131 d\u00fc\u015f\u00fcrmesi petrol\u00fc desteklerken, Brent ikinci g\u00fcn\u00fcnde y\u00fckseldi. Buna paralel alt\u0131n, haftan\u0131n ba\u015f\u0131ndaki sert geri \u00e7ekilmenin ard\u0131ndan dipten al\u0131mlarla yeniden 5.000 dolar\u0131n \u00fczerine \u00e7\u0131karak g\u00fcvenli liman talebinden faydaland\u0131. Para politikas\u0131nda ise Ba\u015fkan Donald Trump\u2019\u0131n Fed ba\u015fkanl\u0131\u011f\u0131na Kevin Warsh\u2019\u0131 aday g\u00f6stermesi h\u0131zl\u0131 faiz indirimi beklentilerini t\u00f6rp\u00fclerken, piyasalar h\u00e2len y\u0131l ortas\u0131 ve 2026\u2019n\u0131n ilerleyen d\u00f6nemlerinde iki indirim fiyatl\u0131yor. K\u0131smi h\u00fck\u00fcmet kapanmas\u0131 nedeniyle ABD istihdam verilerinde gecikme riski de takvim belirsizli\u011fini art\u0131r\u0131yor. D\u00f6viz taraf\u0131nda Japonya\u2019daki se\u00e7imler \u00f6ncesi yen zay\u0131flarken, kripto cephesinde Bitcoin ABD seans\u0131ndaki sert d\u00fc\u015f\u00fc\u015f sonras\u0131 Asya\u2019da s\u0131n\u0131rl\u0131 toparlanma denemesi yapt\u0131.<\/p>\n
Avrupa hisse senedi piyasalar\u0131n\u0131n g\u00fcne sat\u0131c\u0131l\u0131 ba\u015flamas\u0131 beklenirken, k\u00fcresel \u00e7apta teknoloji hisselerinde ya\u015fanan sat\u0131\u015f dalgas\u0131 risk i\u015ftah\u0131n\u0131 bask\u0131l\u0131yor. \u00d6zellikle yaz\u0131l\u0131m hisseleri, yapay zek\u00e2 giri\u015fimi Anthropic\u2019in kurum i\u00e7i hukuk ekiplerine y\u00f6nelik yeni bir verimlilik arac\u0131 duyurmas\u0131n\u0131n ard\u0131ndan bask\u0131 alt\u0131na girerken, bu ad\u0131m\u0131n hukuk yaz\u0131l\u0131mlar\u0131 ve veri hizmetleri alan\u0131ndaki \u015firketlerin i\u015f modellerini tehdit edebilece\u011fi endi\u015fesi \u00f6ne \u00e7\u0131k\u0131yor.Makro cephede yat\u0131r\u0131mc\u0131lar, para politikas\u0131na dair ipu\u00e7lar\u0131 i\u00e7in ocak ay\u0131 Euro B\u00f6lgesi enflasyon verisini beklerken, Avrupa Merkez Bankas\u0131 ve \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klayacaklar\u0131 faiz kararlar\u0131nda oranlar\u0131 sabit tutmalar\u0131 bekleniyor.\u015eirket haberleri taraf\u0131nda ise Frans\u0131z bankac\u0131l\u0131k devi Cr\u00e9dit Agricole, \u0130talya operasyonlar\u0131n\u0131 yeniden yap\u0131land\u0131rmaya y\u00f6nelik artan maliyetler ve zay\u0131flayan kredi g\u00f6r\u00fcn\u00fcm\u00fcne kar\u015f\u0131 ayr\u0131lan kar\u015f\u0131l\u0131klar nedeniyle beklentilerin alt\u0131nda kalan d\u00f6rd\u00fcnc\u00fc \u00e7eyrek k\u00e2r\u0131 a\u00e7\u0131klad\u0131. Vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx Europe 600 kontratlar\u0131 yakla\u015f\u0131k y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle i\u015flem g\u00f6r\u00fcyor.<\/p>\n
D\u00fcn yurt i\u00e7erisinde enflasyon verileri takip edildi. T\u00dcFE ocak ay\u0131nda y\u00fczde 4,84 ile beklentimizin \u00fczerinde art\u0131\u015f kaydederken, y\u0131ll\u0131k enflasyon ise y\u00fczde 30,89\u2019dan y\u00fczde 30,65\u2019e indi. Yurt i\u00e7i \u00dcFE ocak ay\u0131nda ayl\u0131k y\u00fczde 2,67 ve y\u0131ll\u0131k y\u00fczde 27,17 oran\u0131nda art\u0131\u015f kaydetti. Verilerin kur \u00fczerinde etkisi olmazken, kurda yataya yak\u0131n seyirler izlendi. Dolar endeksi ise s\u0131n\u0131rl\u0131 de\u011fer kayb\u0131 ya\u015fad\u0131. Bug\u00fcn yurt i\u00e7inde T\u00dcFE bazl\u0131 reel efektif d\u00f6viz kuru, ABD taraf\u0131nda ise ADP \u00d6zel Sekt\u00f6r \u0130stihdam De\u011fi\u015fimi ve ISM Hizmet PMI verileri piyasalar\u0131n oda\u011f\u0131nda olacak.<\/p>\n
Dolar\/TL, bu sabah saat 08.00 itibar\u0131yla 43,50 civar\u0131nda seyrediyor. Dolar endeksi ise 97,33 seviyesinde bulunuyor.<\/p>\n
Euro, \u015fubat ba\u015f\u0131nda 1,18 dolar civar\u0131nda seyrederken, ge\u00e7en hafta g\u00f6r\u00fclen 1,20 dolar zirvesinin alt\u0131nda kal\u0131yor. Piyasalar Avrupa Merkez Bankas\u0131\u2019n\u0131n per\u015fembe g\u00fcn\u00fc faizleri sabit tutmas\u0131n\u0131 beklerken, zay\u0131f dolar ve \u00c7in\u2019den gelen ucuz ithalat\u0131n enflasyon \u00fczerindeki etkileri yak\u0131ndan izleniyor. Yetkililer politikay\u0131 \u015fimdilik dengeli g\u00f6rse de, euronun a\u015f\u0131r\u0131 g\u00fc\u00e7lenmesi ileride yeniden faiz indirimi tart\u0131\u015fmalar\u0131n\u0131 g\u00fcndeme getirebilir. G\u00fcn i\u00e7i teknik seviyeler: Destekler: 1,1790 \u2013 1,1760 \u2013 1,1742 Diren\u00e7ler: 1,1839 \u2013 1,1858 \u2013 1,1888<\/p>\n
Sterlin 1,37 dolar seviyesine gerileyerek, ocak sonunda g\u00f6r\u00fclen 1,3847 zirvesinin daha da alt\u0131na indi. Yat\u0131r\u0131mc\u0131lar \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n bu haftaki faiz karar\u0131na temkinli pozisyonlan\u0131yor. Piyasalar faizin y\u00fczde 3,75\u2019te sabit kalmas\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 d\u00fc\u015fm\u00fc\u015f durumda. Buna kar\u015f\u0131n sterlin, ABD dolar\u0131ndaki g\u00fc\u00e7lenme ve ABD\u2019de faiz indirim beklentilerinin azalmas\u0131 nedeniyle bask\u0131 alt\u0131nda kalmaya devam ediyor. G\u00fcn i\u00e7i teknik seviyeler: Destekler: 1,3661 \u2013 1,3627 \u2013 1,3604 Diren\u00e7ler: 1,3718 \u2013 1,3741 \u2013 1,3775<\/p>\n
Alt\u0131n, haftan\u0131n ba\u015f\u0131ndaki sert geri \u00e7ekilmenin ard\u0131ndan dipten gelen al\u0131mlarla ons ba\u015f\u0131na 5 bin \u00a0dolar seviyesinin yeniden \u00fczerine \u00e7\u0131karak, 2008\u2019den bu yana en g\u00fc\u00e7l\u00fc g\u00fcnl\u00fck y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc. ABD g\u00fc\u00e7lerinin \u0130ran\u2019a ait bir \u0130HA\u2019y\u0131 d\u00fc\u015f\u00fcrmesi jeopolitik risk alg\u0131s\u0131n\u0131 art\u0131rarak g\u00fcvenli liman talebini desteklerken, diplomatik temaslar\u0131n s\u00fcrece\u011fine dair a\u00e7\u0131klamalar tansiyonu s\u0131n\u0131rlad\u0131.<\/p>\n
\u00d6te yandan ABD Merkez Bankas\u0131\u2019nda ba\u015fkan adayl\u0131\u011f\u0131 s\u00fcreci sonras\u0131 h\u0131zl\u0131 faiz indirimi beklentileri zay\u0131flarken, k\u0131smi h\u00fck\u00fcmet kapanmas\u0131 nedeniyle ABD istihdam verilerinde gecikme ya\u015fanmas\u0131 piyasadaki belirsizli\u011fi art\u0131r\u0131yor. G\u00fcn i\u00e7i teknik seviyeler: Destekler: 4.860 \u2013 4.726 \u2013 4.509 Diren\u00e7ler: 5.077 \u2013 5.210 \u2013 5.427<\/p>\n
G\u00fcm\u00fc\u015f, iki g\u00fcnde de\u011ferinin yakla\u015f\u0131k y\u00fczde 40\u2019\u0131n\u0131 silen tarihi sat\u0131\u015f\u0131n ard\u0131ndan toparlanarak ons ba\u015f\u0131na 87 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131 ve dipten gelen al\u0131mlarla ikinci g\u00fcn\u00fcnde de y\u00fckseldi. Zorunlu pozisyon kapatmalar\u0131n\u0131n azalmas\u0131 ve ABD donanmas\u0131n\u0131n \u0130ran\u2019a ait bir \u0130HA\u2019y\u0131 d\u00fc\u015f\u00fcrmesiyle artan jeopolitik riskler, g\u00fcvenli liman talebini desteklerken, yap\u0131sal arz a\u00e7\u0131\u011f\u0131 ve g\u00fc\u00e7l\u00fc sanayi talebi fiyatlar\u0131 dengede tutuyor.<\/p>\n
Ocak ay\u0131ndaki sert y\u00fckseli\u015f ise jeopolitik ve ekonomik belirsizlikler, para birimlerinde de\u011fer kayb\u0131 endi\u015feleri ve ABD Merkez Bankas\u0131\u2019n\u0131n ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na dair kayg\u0131larla h\u0131zlanm\u0131\u015f, \u00f6zellikle \u00c7inli yat\u0131r\u0131mc\u0131lar\u0131n spek\u00fclatif al\u0131mlar\u0131 sonras\u0131 sert bir d\u00fczeltmeye zemin haz\u0131rlam\u0131\u015ft\u0131. G\u00fcn i\u00e7i teknik seviyeler: Destekler: 79,50 \u2013 74,08 \u2013 69,27 Diren\u00e7ler: 89,73 \u2013 94,55 \u2013 99,96<\/p>\n
Brent petrol, ABD\u2019nin Umman Denizi\u2019nde \u0130ran\u2019a ait bir \u0130HA\u2019y\u0131 d\u00fc\u015f\u00fcrmesi ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda ya\u015fanan tanker gerilimiyle artan jeopolitik riskler nedeniyle varil ba\u015f\u0131na 68 dolara do\u011fru y\u00fckseldi. Diplomatik temaslar\u0131n s\u00fcrece\u011fi vurgulansa da enerji piyasalar\u0131 temkinli kal\u0131rken, ABD\u2019de ham petrol stoklar\u0131n\u0131n ge\u00e7en hafta 11,1 milyon varil azalmas\u0131 fiyatlara ek destek verdi.<\/p>\n
OPEC+, talebin mart\u2013nisan d\u00f6neminde kademeli toparlanmas\u0131n\u0131 beklerken, \u00fcretim art\u0131\u015flar\u0131na yeniden ba\u015flan\u0131p ba\u015flanmayaca\u011f\u0131na 1 Mart\u2019ta karar verecek. G\u00fcn i\u00e7i teknik seviyeler: Destekler: 67,69 \u2013 66,54 \u2013 65,90 Diren\u00e7ler: 69,00 \u2013 70,14 \u2013 71,20<\/p>\n
WTI petrol, Umman Denizi\u2019nde ABD\u2019nin \u0130ran\u2019a ait bir \u0130HA\u2019y\u0131 d\u00fc\u015f\u00fcrmesi ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki tanker gerilimiyle artan jeopolitik riskler sonras\u0131 varil ba\u015f\u0131na 64 dolara do\u011fru y\u00fckseldi. Diplomatik temaslar\u0131n s\u00fcrece\u011fi belirtilse de piyasalar temkinli kal\u0131rken, ABD ham petrol stoklar\u0131n\u0131n ge\u00e7en hafta 11,1 milyon varil azalmas\u0131 fiyatlara g\u00fc\u00e7l\u00fc destek sa\u011flad\u0131.<\/p>\n
OPEC+ talebin mart\u2013nisan d\u00f6neminde kademeli toparlanmas\u0131n\u0131 beklerken, \u00fcretim art\u0131\u015flar\u0131na yeniden ba\u015flan\u0131p ba\u015flanmayaca\u011f\u0131na 1 Mart\u2019ta karar verecek. G\u00fcn i\u00e7i teknik seviyeler: Destekler: 62,05 \u2013 60,03 \u2013 58,96 Diren\u00e7ler: 65,14 \u2013 66,21 \u2013 68,23<\/p>\n
ABD piyasalar\u0131nda sat\u0131\u015flar\u0131n merkezinde Nasdaq Endeksi yer al\u0131rken, teknoloji hisselerindeki sert kay\u0131plar endeksi a\u015fa\u011f\u0131 \u00e7ekti. Yapay zek\u00e2 ve yar\u0131 iletken hisselerinde yo\u011funla\u015fan sat\u0131\u015flar Nasdaq\u2019ta belirgin d\u00fc\u015f\u00fc\u015fe yol a\u00e7arken, yat\u0131r\u0131mc\u0131lar pahal\u0131 teknoloji hisselerinden daha d\u00f6ng\u00fcsel sekt\u00f6rlere y\u00f6neldi.<\/p>\n
Piyasalar\u0131n oda\u011f\u0131 \u015fimdi Nasdaq a\u011f\u0131rl\u0131\u011f\u0131 y\u00fcksek olan Alphabet ve Amazon\u2019un a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7olara \u00e7evrilmi\u015f durumda. G\u00fcn i\u00e7i teknik seviyeler:Destekler: 24.981 \u2013 24.636 \u2013 24.172 Diren\u00e7ler: 25.789 \u2013 26.253 \u2013 26.598<\/p>\n
ABD piyasalar\u0131nda g\u00f6rece daha diren\u00e7li g\u00f6r\u00fcn\u00fcm Dow Jones Sanayi Endeksi\u2019nde \u00f6ne \u00e7\u0131karken, endeks s\u0131n\u0131rl\u0131 bir d\u00fc\u015f\u00fc\u015fle Nasdaq\u2019taki sert sat\u0131\u015flardan ayr\u0131\u015ft\u0131. Yat\u0131r\u0131mc\u0131lar\u0131n pahal\u0131 teknoloji hisselerinden \u00e7\u0131karak daha d\u00f6ng\u00fcsel ve defansif hisselere y\u00f6nelmesi, Dow Jones Sanayi Endeksi\u2019ndeki kay\u0131plar\u0131 s\u0131n\u0131rlad\u0131.<\/p>\n
Piyasan\u0131n oda\u011f\u0131, endeks bile\u015fenlerinde bilan\u00e7o g\u00f6r\u00fcn\u00fcm\u00fc ve sekt\u00f6r rotasyonunun devam edip etmeyece\u011fine \u00e7evrilmi\u015f durumda. G\u00fcn i\u00e7i teknik seviyeler: Destekler: 48.808 \u2013 48.395 \u2013 47.975 Diren\u00e7ler: 49.640 \u2013 50.060 \u2013 50.473''<\/p>\n
<\/strong> \u0130stanbul, 4 \u015eubat (Hibya)- Gedik Yat\u0131r\u0131m, K\u00fcresel piyasalarda risk alg\u0131s\u0131, teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde bozulurken emtia ve daha d\u00f6ng\u00fcsel sekt\u00f6rlere y\u00f6nelimin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":42318,"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-42317","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\/42317","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=42317"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/42317\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/42318"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=42317"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=42317"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=42317"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"