Gedik Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, k\u00fcresel piyasalarda y\u00f6n aray\u0131\u015f\u0131 s\u00fcrerken, yapay zeka kaynakl\u0131 i\u015f modeli bozulmalar\u0131na duyarl\u0131 teknoloji ve yaz\u0131l\u0131m hisselerinde ya\u015fanan sat\u0131\u015flar yat\u0131r\u0131mc\u0131lar\u0131 ekonomik d\u00f6ng\u00fcye daha hassas sekt\u00f6rlere y\u00f6nlendirdi\u011fi belirtildi. Bu s\u00fcre\u00e7te alt\u0131n\u0131n yeniden 5.000 dolar\u0131n \u00fczerine \u00e7\u0131karak g\u00fcvenli liman talebinden destek buldu\u011fu aktar\u0131l\u0131rken \u015funlar kaydedildi:<\/p>\n
“Avrupa\u2019da piyasalar g\u00fcne zay\u0131f ba\u015flamaya haz\u0131rlan\u0131rken, Anthropic\u2019in hukuk yaz\u0131l\u0131mlar\u0131na y\u00f6nelik yeni otomasyon arac\u0131 sonras\u0131 yaz\u0131l\u0131m ve veri hizmetleri hisseleri bask\u0131 alt\u0131nda kald\u0131; yat\u0131r\u0131mc\u0131lar Euro B\u00f6lgesi enflasyon verisini beklerken Avrupa Merkez Bankas\u0131 ve \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n faizleri sabit tutaca\u011f\u0131 fiyatlan\u0131yor ve Credit Agricole\u2019un beklentilerin alt\u0131nda kalan kar\u0131 banka hisselerine ek bask\u0131 yaratt\u0131. ABD taraf\u0131nda ise y\u00fcksek de\u011ferlemeler ve bilan\u00e7o sezonu nedeniyle beklentileri kar\u015f\u0131layamayan \u015firketler cezaland\u0131r\u0131l\u0131rken, piyasa genelinde ya\u015fanan bu d\u00fczeltmenin k\u00f6p\u00fc\u011f\u00fc azaltarak orta vadede k\u00fcresel b\u00fcy\u00fcme ve kar toparlanmas\u0131yla daha dengeli bir zemin olu\u015fturabilece\u011fi g\u00f6r\u00fc\u015f\u00fc \u00f6ne \u00e7\u0131k\u0131yor.”<\/p>\n
De\u011ferlendirmede \u015firketlere ili\u015fkin \u015fu bilgilr verildi:<\/p>\n
“Advanced Micro Devices (AMD), \u015eirket d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 ve g\u00f6r\u00fcn\u00fcm\u00fc beklentilerin \u00fczerinde olmas\u0131na ra\u011fmen hisseler, a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde %8 ile sert d\u00fc\u015ft\u00fc. \u0130lk \u00e7eyrek i\u00e7in sat\u0131\u015flar\u0131n 9,5\u201310,1 milyar dolar aral\u0131\u011f\u0131nda olmas\u0131 beklenirken, orta nokta olan 9,8 milyar dolar piyasa tahminlerinin \u00fcst\u00fcnde yer ald\u0131. Gelire \u00c7in\u2019e yap\u0131lan yakla\u015f\u0131k 100 milyon dolarl\u0131k MI308 sat\u0131\u015flar\u0131 dahil edilirken, d\u00fczeltilmi\u015f br\u00fct marj %55 olarak \u00f6ng\u00f6r\u00fcld\u00fc. (Olumsuz)<\/p>\n
Enphase Energy (ENPH), \u015eirket, y\u0131ll\u0131k bazda gelirin %10 d\u00fc\u015fmesine ra\u011fmen d\u00f6rd\u00fcnc\u00fc \u00e7eyrek beklentilerini a\u015fmas\u0131n\u0131n ard\u0131ndan hisselerinde g\u00fc\u00e7l\u00fc y\u00fckseli\u015f ya\u015fad\u0131. \u0130lk \u00e7eyrek i\u00e7in gelir beklentisi 270\u2013300 milyon dolar aral\u0131\u011f\u0131nda a\u00e7\u0131kland\u0131 ve bu rakam 263,2 milyon dolarl\u0131k piyasa beklentisinin \u00fczerinde kald\u0131.(Olumlu)<\/p>\n
Chipotle Mexican Grill (CMG), d\u00f6rd\u00fcnc\u00fc \u00e7eyrek k\u00e2r beklentileri a\u015f\u0131lm\u0131\u015f olsa da, kar\u015f\u0131la\u015ft\u0131r\u0131labilir sat\u0131\u015flar\u0131n %2,5 d\u00fc\u015fmesi hisseler \u00fczerinde bask\u0131 yaratt\u0131. Restoran bazl\u0131 kar marj\u0131 %27,4 ile beklentilerin \u00fczerinde gelse de, y\u0131ll\u0131k bazda 150 baz puan geriledi. \u015eirketin y\u0131l geneli i\u00e7in yatay kar\u015f\u0131la\u015ft\u0131r\u0131labilir sat\u0131\u015f b\u00fcy\u00fcmesi \u00f6ng\u00f6rmesi yat\u0131r\u0131mc\u0131 alg\u0131s\u0131n\u0131 olumsuz etkiledi.(Olumsuz)<\/p>\n
Super Micro Computer (SMCI), Yapay zeka sunucu \u00fcreticisi \u015firket, ikinci mali \u00e7eyrek sonu\u00e7lar\u0131 ve ileriye d\u00f6n\u00fck beklentilerinin tahminleri a\u015fmas\u0131 sonras\u0131 y\u00fckseldi. \u00dc\u00e7\u00fcnc\u00fc mali \u00e7eyrek i\u00e7in d\u00fczeltilmi\u015f hisse ba\u015f\u0131 k\u00e2r en az 0,60 dolar ve gelir en az 12,3 milyar dolar olarak \u00f6ng\u00f6r\u00fcld\u00fc; bu rakamlar piyasa beklentilerinin belirgin \u015fekilde \u00fczerinde yer ald\u0131. \u015eirket ayr\u0131ca y\u0131ll\u0131k gelir tahminini 36 milyar dolardan en az 40 milyar dolara y\u00fckseltti.(Olumlu)”<\/p>\n
<\/strong> \u0130stanbul, 4 \u015eubat (Hibya) – Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda y\u00f6n aray\u0131\u015f\u0131 s\u00fcrerken, yapay zeka kaynakl\u0131 i\u015f modeli bozulmalar\u0131na duyarl\u0131 teknoloji ve yaz\u0131l\u0131m hisselerinde ya\u015fanan sat\u0131\u015flar yat\u0131r\u0131mc\u0131lar\u0131 ekonomik d\u00f6ng\u00fcye daha hassas sekt\u00f6rlere y\u00f6nlendirdi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":42456,"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-42455","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\/42455","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=42455"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/42455\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/42456"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=42455"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=42455"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=42455"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"