Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda haftaya temkinli bir g\u00f6r\u00fcn\u00fcmle ba\u015flan\u0131rken, ana g\u00fcndem maddesinin yapay zeka kaynakl\u0131 sat\u0131\u015f dalgas\u0131 oldu\u011fu belirtildi. Raporda \u015fu de\u011ferlendirmeler yap\u0131ld\u0131:<\/p>\n
\u201cK\u00fcresel piyasalarda haftan\u0131n ana temas\u0131 yapay zek\u00e2 eksenli \u201cikili korku\u201d oldu. Bir tarafta yapay zekan\u0131n hukuk, finans, sigorta, lojistik ve yaz\u0131l\u0131m gibi bir\u00e7ok sekt\u00f6rde i\u015f modellerini k\u00f6kten d\u00f6n\u00fc\u015ft\u00fcrerek baz\u0131 \u015firketleri ciddi bi\u00e7imde zay\u0131flatabilece\u011fi endi\u015fesi; di\u011fer tarafta ise b\u00fcy\u00fck teknoloji \u015firketlerinin her y\u0131l y\u00fcz milyarlarca dolar\u0131 bulan yat\u0131r\u0131mlar\u0131n\u0131n k\u0131sa vadede g\u00fc\u00e7l\u00fc bir k\u00e2rl\u0131l\u0131k art\u0131\u015f\u0131 yaratamayabilece\u011fi \u015f\u00fcphesi \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Amazon.com Inc., Microsoft Corp., Meta Platforms Inc. ve Alphabet Inc. hisselerinde zirvelerden y\u00fczde 20\u2019ye yakla\u015fan geri \u00e7ekilmeler g\u00f6r\u00fcl\u00fcrken, bilan\u00e7o sezonu sonras\u0131nda sat\u0131\u015f bask\u0131s\u0131 h\u0131zland\u0131. Yaln\u0131zca bu d\u00f6rt \u015firketin 2026 y\u0131l\u0131nda 600 milyar dolar\u0131n \u00fczerinde sermaye harcamas\u0131 yapmas\u0131n\u0131n beklenmesi, serbest nakit ak\u0131\u015flar\u0131n\u0131n \u00f6nemli b\u00f6l\u00fcm\u00fcn\u00fcn veri merkezleri, \u00e7ipler ve altyap\u0131 yat\u0131r\u0131mlar\u0131na y\u00f6nelmesi anlam\u0131na geliyor. Bu tablo, teknoloji a\u011f\u0131rl\u0131kl\u0131 Nasdaq 100 Index\u2019i y\u0131l genelinde negatife iterken, toplamda yakla\u015f\u0131k 1,5 trilyon dolarl\u0131k piyasa de\u011ferinin silinmesine yol a\u00e7t\u0131. Piyasa art\u0131k \u201cgelecekte b\u00fcy\u00fck d\u00f6n\u00fc\u015f\u00fcm\u201d temas\u0131ndan ziyade, \u201cbu yat\u0131r\u0131m\u0131n geri d\u00f6n\u00fc\u015f\u00fc ne zaman?\u201d sorusuna odaklanm\u0131\u015f durumda.<\/p>\n
Yapay zeka kaynakl\u0131 dalga yaln\u0131zca b\u00fcy\u00fck teknolojiyle s\u0131n\u0131rl\u0131 kalmad\u0131. Hukuk ve finans alan\u0131na y\u00f6nelik yeni \u00fcretken yapay zeka ara\u00e7lar\u0131n\u0131n devreye al\u0131nmas\u0131, bu sekt\u00f6rlerde faaliyet g\u00f6steren \u015firket hisselerinde ani sat\u0131\u015flara neden oldu. Benzer \u015fekilde sigorta brokerlar\u0131, varl\u0131k y\u00f6netim \u015firketleri ve baz\u0131 yaz\u0131l\u0131m firmalar\u0131 da \u201cAI ile yer de\u011fi\u015ftirme\u201d riskinin fiyatland\u0131\u011f\u0131 sert hareketler ya\u015fad\u0131. Ge\u00e7mi\u015fte \u00c7in merkezli DeepSeek \u00f6rne\u011finde oldu\u011fu gibi yapay zeka ba\u011flant\u0131l\u0131 sat\u0131\u015flar\u0131n daha sonra toparland\u0131\u011f\u0131 g\u00f6r\u00fclm\u00fc\u015f olsa da, mevcut d\u00fczeltme daha geni\u015f tabanl\u0131 ve yat\u0131r\u0131m harcamalar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine dair soru i\u015faretleri i\u00e7eriyor. Bu s\u00fcre\u00e7te donan\u0131m taraf\u0131nda talep g\u00f6ren \u015firketler g\u00f6rece g\u00fc\u00e7l\u00fc kal\u0131rken, piyasa de\u011ferlemelerinin y\u00fcksekli\u011fi nedeniyle teknoloji sekt\u00f6r\u00fcne y\u00f6nelik tavsiyelerde temkinli ton art\u0131yor.<\/p>\n
Avrupa taraf\u0131nda ise tablo daha dengeli. Rekor seviyelerden gelen iki g\u00fcnl\u00fck geri \u00e7ekilmenin ard\u0131ndan endeksler s\u0131n\u0131rl\u0131 toparlanma g\u00f6sterdi. Euro Stoxx 50 yakla\u015f\u0131k y\u00fczde 0,4, Stoxx Europe 600 ise y\u00fczde 0,2 y\u00fckseldi. \u015eu ana kadar bilan\u00e7o a\u00e7\u0131klayan \u015firketlerin y\u00fczde 60\u2019tan fazlas\u0131n\u0131n beklentileri a\u015fmas\u0131, tarihsel ortalaman\u0131n \u00fczerinde bir k\u00e2rl\u0131l\u0131k performans\u0131na i\u015faret ediyor ve endeksleri destekliyor. \u00d6n\u00fcm\u00fczdeki g\u00fcnlerde Airbus, Rio Tinto, Glencore ve Anglo American gibi \u015firketlerin sonu\u00e7lar\u0131 yak\u0131ndan izlenecek. Ayr\u0131ca \u0130ngiltere\u2019de a\u00e7\u0131klanacak istihdam ve enflasyon verileri ile ABD Merkez Bankas\u0131 toplant\u0131 tutanaklar\u0131, k\u00fcresel risk i\u015ftah\u0131 a\u00e7\u0131s\u0131ndan belirleyici olabilir.<\/p>\n
Emtia piyasalar\u0131nda ise enflasyon verisi sonras\u0131 olu\u015fan iyimserli\u011fin ard\u0131ndan kar sat\u0131\u015flar\u0131 dikkat \u00e7ekiyor. ABD\u2019de t\u00fcketici enflasyonunun beklentilerin alt\u0131nda kalmas\u0131, piyasada bu y\u0131l iki faiz indirimi beklentisini g\u00fc\u00e7lendirdi; ancak yat\u0131r\u0131mc\u0131lar \u015fimdi ABD Merkez Bankas\u0131 tutanaklar\u0131, b\u00fcy\u00fcme verisi ve \u00e7ekirdek PCE enflasyonunu bekliyor. Alt\u0131n 5.020 dolar civar\u0131na gerilerken, g\u00fcm\u00fc\u015f de y\u00fczde 1\u2019in \u00fczerinde d\u00fc\u015f\u00fc\u015fle 76 dolar seviyesine \u00e7ekildi. ABD, \u00c7in ve baz\u0131 Asya piyasalar\u0131ndaki tatiller nedeniyle i\u015flem hacimleri zay\u0131f seyrediyor. Jeopolitik cephede ise ABD\u2013\u0130ran n\u00fckleer m\u00fczakereleri ve Ukrayna sava\u015f\u0131na y\u00f6nelik diplomatik giri\u015fimler risk alg\u0131s\u0131n\u0131 \u015fekillendirmeye devam ediyor. Genel g\u00f6r\u00fcn\u00fcmde, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n geri d\u00f6n\u00fc\u015f\u00fcne dair belirsizlik ile para politikas\u0131 beklentileri, k\u0131sa vadede k\u00fcresel piyasalarda dalgal\u0131 ve se\u00e7ici bir seyrin s\u00fcrebilece\u011fine i\u015faret ediyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 16 \u015eubat (Hibya) \u2013 Gedik Yat\u0131r\u0131m, emtia piyasalar\u0131nda enflasyon verisi sonras\u0131 olu\u015fan iyimserli\u011fin ard\u0131ndan kar sat\u0131\u015flar\u0131n\u0131n dikkat \u00e7ekti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":48103,"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-48102","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\/48102","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=48102"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/48102\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/48103"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=48102"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=48102"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=48102"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"