{"id":4640,"date":"2025-11-03T14:45:02","date_gmt":"2025-11-03T11:45:02","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/03\/gedik-yatirim-abd-vadeli-endekslerinde-yukselis-egilimi-on-planda"},"modified":"2025-11-03T14:45:02","modified_gmt":"2025-11-03T11:45:02","slug":"gedik-yatirim-abd-vadeli-endekslerinde-yukselis-egilimi-on-planda","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/03\/gedik-yatirim-abd-vadeli-endekslerinde-yukselis-egilimi-on-planda\/","title":{"rendered":"Gedik Yat\u0131r\u0131m: ABD vadeli endekslerinde y\u00fckseli\u015f e\u011filimi \u00f6n planda"},"content":{"rendered":"<p>Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde ABD vadeli endekslerinde y\u00fckseli\u015f e\u011filiminin \u00f6n planla oldu\u011fu belirtildi. Raporda \u015f\u00f6yle denildi:<\/p>\n<p>\u201cS&amp;P 500 vadeli kontratlar\u0131 y\u00fczde 0,2, Nasdaq 100 y\u00fczde 0,5 ve Dow Jones y\u00fczde 0,1 art\u0131da. Wall Street ge\u00e7en haftay\u0131 g\u00fc\u00e7l\u00fc teknoloji \u015firketlerinin olumlu bilan\u00e7olar\u0131yla desteklenen bir y\u00fckseli\u015fle kapatm\u0131\u015ft\u0131. Ancak 34. g\u00fcn\u00fcne giren ve tarihinin en uzun kapanmas\u0131na yakla\u015fan ABD h\u00fck\u00fcmet kapanmas\u0131, bu hafta piyasalar\u0131n ana g\u00fcndem maddesi olmaya devam ediyor.<\/p>\n<p>H\u00fck\u00fcmet verileri yay\u0131mlanamad\u0131\u011f\u0131 i\u00e7in yat\u0131r\u0131mc\u0131lar, \u00f6zellikle ADP \u00f6zel sekt\u00f6r istihdam verisine ve Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n ge\u00e7en haftaki \u015fahin a\u00e7\u0131klamalar\u0131 sonras\u0131 para politikas\u0131na dair sinyallere odaklanacak. Ayr\u0131ca AMD, Qualcomm, Palantir, Pfizer, McDonald\u2019s, Airbnb ve Uber gibi dev \u015firketlerin bilan\u00e7olar\u0131 da bu hafta yak\u0131ndan takip edilecek. ABD-\u00c7in cephesinde ise Washington\u2019un \u00c7in ba\u011flant\u0131l\u0131 gemilere y\u00f6nelik liman \u00fccretlerini 10 Kas\u0131m\u2019dan itibaren bir y\u0131l s\u00fcreyle ask\u0131ya almas\u0131, ticaret gerilimlerinde yumu\u015fama sinyali verdi.<\/p>\n<p>Avrupa borsalar\u0131 da kas\u0131m ay\u0131na hafif pozitif bir ba\u015flang\u0131\u00e7 yapt\u0131. STOXX 50 ve STOXX 600 endeksleri y\u00fczde 0,2 y\u00fckselirken, yat\u0131r\u0131mc\u0131lar yeni bilan\u00e7o a\u00e7\u0131klamalar\u0131n\u0131 de\u011ferlendiriyor. Bankac\u0131l\u0131k ve otomotiv hisseleri \u00f6ne \u00e7\u0131karken, Unicredit, BBVA, Deutsche Bank, Mercedes-Benz ve BMW hisseleri y\u00fczde 1\u2019in \u00fczerinde art\u0131\u015f g\u00f6sterdi. BP, ABD\u2019deki kaya petrol\u00fc varl\u0131klar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 1,5 milyar dolara satarak y\u00fczde 1,5 y\u00fckseldi; Nokia hisseleri ise y\u00fczde 4\u2019e yak\u0131n prim yapt\u0131. \u00d6te yandan Ryanair ve Campari hisseleri zay\u0131f seyrederken, BNP Paribas y\u00fczde 1,4 de\u011fer kaybetti. Genel olarak piyasalar, h\u00fck\u00fcmet kapanmas\u0131, bilan\u00e7o sezonu ve k\u00fcresel ticaret geli\u015fmeleri aras\u0131nda y\u00f6n aray\u0131\u015f\u0131n\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n<p>Berkshire Hathaway (BRK.B), hisseleri sigorta faaliyetlerindeki g\u00fc\u00e7l\u00fc performans\u0131n etkisiyle i\u015fletme k\u00e2r\u0131n\u0131n y\u0131ll\u0131k bazda y\u00fczde 34 art\u0131\u015f g\u00f6stermesinin ard\u0131ndan a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde y\u00fczde 2 y\u00fckseldi. Holding\u2019in nakit varl\u0131klar\u0131 30 Eyl\u00fcl 2025 itibar\u0131yla yakla\u015f\u0131k 382 milyar dolara ula\u015farak rekor k\u0131rd\u0131 (ikinci \u00e7eyrekte 344 milyar dolard\u0131) ve \u00e7eyrek boyunca hisse geri al\u0131m\u0131 yap\u0131lmad\u0131. Bu rapor, Warren Buffett\u2019\u0131n CEO olarak g\u00f6rev yapt\u0131\u011f\u0131 son \u00e7eyrek oldu; Buffett y\u0131l sonunda g\u00f6revini Greg Abel\u2019e devredecek ve Abel 2026\u2019dan itibaren hissedarlara y\u0131ll\u0131k mektuplar\u0131 yazmaya ba\u015flayacak. \u00dc\u00e7\u00fcnc\u00fc \u00e7eyrekte i\u015fletme k\u00e2r\u0131 13,49 milyar dolar olurken, iki \u00e7eyrek s\u00fcren d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan toparland\u0131; hissedarlara atfedilen net k\u00e2r ise y\u0131ll\u0131k bazda y\u00fczde 17 art\u0131\u015fla 30,8 milyar dolara y\u00fckseldi. (Olumlu)<\/p>\n<p>NIO (NIO), \u00c7inli elektrikli ara\u00e7 \u00fcreticisi NIO hisseleri, Ekim ay\u0131nda 40.397 ara\u00e7 teslim ederek rekor ayl\u0131k teslimat rakam\u0131na ula\u015fmas\u0131n\u0131n ard\u0131ndan y\u00fckseldi. Bu, y\u0131ll\u0131k bazda y\u00fczde 92,6\u2019l\u0131k bir art\u0131\u015f anlam\u0131na geliyor ve 2025 y\u0131l\u0131 toplam teslimat\u0131n\u0131 913.182 araca \u00e7\u0131kard\u0131. \u015eirketin \u00fc\u00e7 markas\u0131 aras\u0131nda NIO 17.143, ONVO 17.342 ve FIREFLY 5.912 ara\u00e7 teslim etti. NIO, \u00f6zellikle ONVO L90 SUV modeli i\u00e7in g\u00fc\u00e7l\u00fc talebi vurgulad\u0131; bu model, Temmuz sonunda piyasaya s\u00fcr\u00fclmesinden bu yana \u00fc\u00e7 ay \u00fcst \u00fcste 10.000\u2019in \u00fczerinde teslimat ger\u00e7ekle\u015ftirdi. (Olumlu)<\/p>\n<p>Metsera (MTSR) hisseleri, Pfizer\u2019\u0131n (PFE) Metsera ve Novo Nordisk (NVO) aleyhine Delaware eyaletinde a\u00e7t\u0131\u011f\u0131 dava sonras\u0131 geriledi. Pfizer, Metsera\u2019n\u0131n Novo ile rekabet\u00e7i bir sat\u0131n alma teklifi \u00fczerinde g\u00f6r\u00fc\u015fmesinin ard\u0131ndan s\u00f6zle\u015fme ihlali, g\u00fcven y\u00fck\u00fcml\u00fcl\u00fc\u011f\u00fcn\u00fcn ihlali ve haks\u0131z rekabet gerek\u00e7eleriyle dava a\u00e7t\u0131. (Olumsuz)<\/p>\n<p>Bug\u00fcn bilan\u00e7o a\u00e7\u0131klamas\u0131 beklenen \u00f6nemli \u015firketler: Palantir, Vertex Pharmaceuticals, Realty Income Corporation, BioNTech, ON Semiconductor, The Williams Companies.\u201d<\/p>\n<p> <strong><\/strong><br \/>\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 3 Kas\u0131m (Hibya) \u2013 Gedik Yat\u0131r\u0131m, haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde ABD vadeli endekslerinde y\u00fckseli\u015f e\u011filiminin \u00f6n planla oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":4641,"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-4640","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\/4640","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=4640"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/4640\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/4641"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=4640"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=4640"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=4640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}