Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalar\u0131n, ABD teknoloji hisselerinde son haftalardaki sert sat\u0131\u015flar\u0131n ard\u0131ndan gelen toparlanman\u0131n ivme kazanmas\u0131yla birlikte risk i\u015ftah\u0131n\u0131n yeniden g\u00fc\u00e7lendi\u011fi bir g\u00f6r\u00fcn\u00fcme ge\u00e7ti\u011fi belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cMSCI T\u00fcm \u00dclkeler D\u00fcnya Endeksi ve Asya borsalar\u0131 teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde tarihi zirvelere y\u00fckselirken, SoftBank gibi y\u00fcksek beta hisseler rallinin lokomotifi oldu; buna kar\u015f\u0131n ABD ve Avrupa vadeli endekslerinin yatay seyri, yat\u0131r\u0131mc\u0131lar\u0131n k\u0131sa vadede temkinli kalmaya devam etti\u011fini g\u00f6steriyor. Yapay zeka yat\u0131r\u0131mlar\u0131na y\u00f6nelik \u201ca\u015f\u0131r\u0131 harcama\u201d endi\u015felerinin ge\u00e7ici olarak geri plana itilmesi, \u00f6zellikle yaz\u0131l\u0131m ve y\u00fcksek de\u011ferlemeli teknoloji hisseleri \u00fczerindeki bask\u0131y\u0131 azaltt\u0131.<\/p>\n
D\u00f6viz ve emtia taraf\u0131nda ise daha karma\u015f\u0131k bir tablo \u00f6ne \u00e7\u0131k\u0131yor. \u00c7in\u2019in bankalardan ABD Hazine tahvillerine maruziyeti s\u0131n\u0131rlamalar\u0131n\u0131 istemesiyle yuan May\u0131s 2023\u2019ten bu yana en g\u00fc\u00e7l\u00fc seviyelerine yakla\u015f\u0131rken, bu ad\u0131m k\u00fcresel \u00f6l\u00e7ekte dolar varl\u0131klar\u0131ndan kademeli uzakla\u015fma e\u011filimini yeniden g\u00fcndeme ta\u015f\u0131d\u0131. Dolar yatay kal\u0131rken, son g\u00fcnlerde sert dalgalanmalar ya\u015fayan alt\u0131n iki g\u00fcnl\u00fck y\u00fckseli\u015fin ard\u0131ndan k\u00e2r sat\u0131\u015flar\u0131yla geriledi; kripto varl\u0131klarda ise Bitcoin\u2019in 70 bin dolar\u0131n alt\u0131na sarkmas\u0131 risk i\u015ftah\u0131ndaki k\u0131r\u0131lganl\u0131\u011f\u0131 yans\u0131tt\u0131.<\/p>\n
Hisse senetlerindeki toparlanma, piyasan\u0131n yapay zek\u00e2 temas\u0131n\u0131 tamamen terk etmedi\u011fini ancak daha se\u00e7ici bir a\u015famaya ge\u00e7ti\u011fini g\u00f6steriyor. Alphabet\u2019in 20 milyar dolarl\u0131k tahvil ihrac\u0131 plan\u0131 ve di\u011fer b\u00fcy\u00fck teknoloji \u015firketlerinin artan sermaye harcamalar\u0131, 2026\u2019ya kadar devasa bir yat\u0131r\u0131m ve finansman d\u00f6ng\u00fcs\u00fcne i\u015faret ederken, bunun uzun vadede k\u00fcresel ekonomik yap\u0131y\u0131 d\u00f6n\u00fc\u015ft\u00fcrebilecek bir teknoloji dalgas\u0131n\u0131 besleyebilece\u011fi de\u011ferlendiriliyor. Ancak yat\u0131r\u0131mc\u0131lar, bu harcamalar\u0131n ne \u00f6l\u00e7\u00fcde karl\u0131l\u0131\u011fa d\u00f6n\u00fc\u015fece\u011fini sorgulamaya devam ediyor.<\/p>\n
\u00d6n\u00fcm\u00fczdeki g\u00fcnlerde piyasalar\u0131n ana y\u00f6n belirleyicisi ABD\u2019den gelecek yo\u011fun veri takvimi olacak. \u00c7ar\u015famba a\u00e7\u0131klanacak istihdam verileri ve cuma g\u00fcnk\u00fc enflasyon rakamlar\u0131, ABD Merkez Bankas\u0131\u2019n\u0131n faiz politikas\u0131na ili\u015fkin beklentileri \u015fekillendirecek; piyasalar k\u0131sa vadede faizlerin sabit kalmas\u0131n\u0131 beklese de, yumu\u015fak bir veri seti y\u0131l i\u00e7inde s\u0131n\u0131rl\u0131 faiz indirimleri ihtimalini canl\u0131 tutuyor. Bu senaryoda, \u00f6zellikle Asya hisseleri ve teknoloji odakl\u0131 piyasalar\u0131n kazan\u00e7lar\u0131n\u0131 s\u00fcrd\u00fcrmesi m\u00fcmk\u00fcn g\u00f6r\u00fcn\u00fcrken, zay\u0131f veriler volatiliteyi yeniden art\u0131rabilir.<\/p>\n
Avrupa borsalar\u0131, son iki g\u00fcndeki g\u00fc\u00e7l\u00fc y\u00fckseli\u015fin ard\u0131ndan sal\u0131 g\u00fcn\u00fcne yatay ve temkinli bir ba\u015flang\u0131\u00e7 yapmaya haz\u0131rlan\u0131yor. Yat\u0131r\u0131mc\u0131lar, ABD Merkez Bankas\u0131\u2019n\u0131n faiz politikas\u0131n\u0131 etkileyebilecek \u00f6nemli ABD verileri \u00f6ncesinde bekle-g\u00f6r pozisyonuna ge\u00e7erken, Fransa i\u015fsizlik ve T\u00fcrkiye sanayi \u00fcretimi verileri g\u00fcn\u00fcn \u00f6ne \u00e7\u0131kan ba\u015fl\u0131klar\u0131 aras\u0131nda. \u015eirket taraf\u0131nda Standard Chartered\u2019daki \u00fcst y\u00f6netim de\u011fi\u015fikli\u011fi ve Gucci\u2019nin zay\u0131f sat\u0131\u015f performans\u0131 dikkat \u00e7ekerken, vadeli endeksler dengeli bir a\u00e7\u0131l\u0131\u015fa i\u015faret ediyor.<\/p>\n
Kurda d\u00fc\u015f\u00fck volatilitede yataya yak\u0131n seyirlerin izlendi\u011fi bir g\u00fcn\u00fc geride b\u0131rakt\u0131k. Genel g\u00f6r\u00fcn\u00fcmde d\u00fc\u015f\u00fck volatilitede s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filimlerinin takip edildi\u011fi kurda a\u00e7\u0131klanan verilerin ve haber ak\u0131\u015flar\u0131n\u0131n fiyatlamalar \u00fczerindeki etkisi s\u0131n\u0131rl\u0131 kalmakta. Bug\u00fcn yurt i\u00e7inde sanayi \u00fcretim verileri, takip edilecek. Hafta genelinde yurt i\u00e7inde TCMB Enflasyon Raporu ve cari i\u015flemler dengesi izlenecek olup, ABD\u2019de tar\u0131m d\u0131\u015f\u0131 istihdam ve T\u00dcFE verileri piyasalar\u0131n oda\u011f\u0131nda olacak. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,60 civar\u0131nda yataya yak\u0131n seyirler izliyor. D\u00fcnk\u00fc de\u011fer kay\u0131plar\u0131n\u0131n ard\u0131ndan dolar endeksi bu sabah 96,85 civar\u0131nda zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fcne devam ediyor. Geli\u015fmekte olan \u00fclke para birimleri ise bu sabah dolar kar\u015f\u0131s\u0131nda yataya yak\u0131n kar\u0131\u015f\u0131k g\u00f6r\u00fcn\u00fcm sergiliyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 10 \u015eubat (Hibya) \u2013 Gedik Yat\u0131r\u0131m, Avrupa borsalar\u0131n\u0131n, son iki g\u00fcndeki g\u00fc\u00e7l\u00fc y\u00fckseli\u015fin ard\u0131ndan sal\u0131 g\u00fcn\u00fcne yatay ve temkinli bir ba\u015flang\u0131\u00e7 yapmaya haz\u0131rland\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":45029,"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-45028","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\/45028","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=45028"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/45028\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/45029"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=45028"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=45028"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=45028"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"