Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e'nin raporuna g\u00f6re k\u00fcresel risk i\u015ftah\u0131 bu sabah \u00fc\u00e7 eksende toplan\u0131yor: yapay zeka temal\u0131 anla\u015fmalar\u0131n tetikledi\u011fi risk i\u015ftah\u0131, Fed\u2019in y\u0131l\u0131n geri kalan\u0131 i\u00e7in belirsizle\u015fen patikas\u0131 ve dolar\u0131n g\u00fc\u00e7lenmesi.\u00a0<\/p>\n
Raporun devam\u0131nda “Dolar endeksi 3 ay\u0131n zirvesine yak\u0131n seyrederken alt\u0131n yeniden 4.000 dolar e\u015fi\u011finin alt\u0131na sarkt\u0131; petrol ise OPEC+\u2019\u0131n 2026 ilk \u00e7eyre\u011fi i\u00e7in \u00fcretim art\u0131\u015flar\u0131n\u0131 ask\u0131ya alma karar\u0131n\u0131n ard\u0131ndan arz fazlas\u0131 endi\u015fesiyle hafif a\u015fa\u011f\u0131 e\u011fimli.” ifadeleri kullan\u0131l\u0131rken \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Bu \u00e7er\u00e7evede Asya borsalar\u0131, son g\u00fcnlerdeki ralli sonras\u0131 k\u00e2r realizasyonlar\u0131yla gerilerken teknoloji hisselerinde
\nk\u0131smi \u00e7\u00f6z\u00fclme, vadeli i\u015flemlerde de temkinli bir g\u00f6r\u00fcn\u00fcm yarat\u0131yor.<\/p>\n
Wall Street d\u00fcn\u00fc kar\u0131\u015f\u0131k ama teknoloji lehine kapatt\u0131: S&P 500 ve Nasdaq yapay zek\u00e2 ba\u015fl\u0131klar\u0131yla y\u00fckselirken
\nDow Jones sa\u011fl\u0131k hisseleri bask\u0131s\u0131yla hafif geriledi. Man\u015feti, Amazon\u2013OpenAI aras\u0131nda 38 milyar dolar b\u00fcy\u00fckl\u00fc\u011f\u00fcnde a\u00e7\u0131klanan \u00e7ok y\u0131ll\u0131 anla\u015fma ta\u015f\u0131d\u0131; Amazon hissesi belirgin art\u0131 yazarken yar\u0131 iletkenlerde de e\u015flik
\neden al\u0131mlar g\u00f6r\u00fcld\u00fc. Buna kar\u015f\u0131l\u0131k, Fed \u00fcyelerinden gelen kar\u0131\u015f\u0131k mesajlar ve h\u00fck\u00fcmet kapanmas\u0131n\u0131n veri ak\u0131\u015f\u0131n\u0131 g\u00f6lgelemesi, Aral\u0131k\u2019ta ek indirim ihtimaline dair fiyatlamay\u0131 a\u015fa\u011f\u0131 \u00e7ekti.\u015eirketler cephesinde Kimberly-
\nClark\u2019\u0131n Kenvue\u2019yu sat\u0131n alma plan\u0131 iki hisseyi z\u0131t y\u00f6nlere ta\u015f\u0131rken, geni\u015f kat\u0131l\u0131m nispeten zay\u0131f kald\u0131.<\/p>\n
Asya-Pasifik\u2019te bu sabah ralli sonras\u0131 geri ad\u0131m belirgin: Japonya, Tayvan ve G\u00fcney Kore endeksleri k\u00e2r
\nrealizasyonlar\u0131yla eksiye d\u00f6nd\u00fc. RBA politika faizini sabit b\u0131rakt\u0131; enflasyondaki ge\u00e7ici fakt\u00f6rlere at\u0131f, Avustralya
\ndolar\u0131n\u0131 zay\u0131flat\u0131rken hisse piyasalar\u0131ndaki kay\u0131plar\u0131 s\u0131n\u0131rlad\u0131. Teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcnde s\u00fcren k\u00fcresel ayr\u0131\u015fma ile imalatta zay\u0131f veri seti, b\u00f6lge fiyatlamas\u0131n\u0131 k\u0131r\u0131lgan tutuyor.<\/p>\n
Emtialarda \u201cdenge aray\u0131\u015f\u0131\u201d s\u00fcr\u00fcyor. Alt\u0131n spotta sabah saatlerinde 3.992 dolar civar\u0131nda y\u00fczde -0,2 ekside; vadeli kontratlar 4.001 dolar \u00e7evresinde. Petrol taraf\u0131nda Brent 64,7\u201364,9 dolar, WTI 60,9\u201361,1 dolar band\u0131nda;
\nOPEC+\u2019\u0131n \u00fcretim art\u0131\u015f\u0131 molas\u0131 ve Asya\u2019daki zay\u0131f fabrika verileri, fiyatlar\u0131n g\u00fcn i\u00e7i e\u011filimini yatay-negatifte tutuyor.<\/p>\n
\u00d6zetle yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcr\u00fckledi\u011fi teknoloji hisseleri, Fed patikas\u0131ndaki belirsizlik ve ABD-\u00c7in hatt\u0131nda k\u0131smi yumu\u015fama s\u00f6ylemiyle yan yana ilerliyor. Dolar g\u00fc\u00e7l\u00fc seyrini korurken alt\u0131n 4.000 dolar e\u015fi\u011finde nefesleniyor; petrol arz ba\u015fl\u0131klar\u0131 nedeniyle s\u0131n\u0131rl\u0131 bask\u0131 alt\u0131nda. Seans\u0131n geri kalan\u0131nda \u015firket bilan\u00e7olar\u0131, merkez bankas\u0131 s\u00f6ylemleri ve OPEC+ kaynakl\u0131 haber ak\u0131\u015f\u0131 fiyatlaman\u0131n y\u00f6n\u00fcn\u00fc tayin edecek.<\/p>\n
EUR\/USD<\/p>\n
Haftan\u0131n ikinci i\u015flem g\u00fcn\u00fc itibariyle Dolar endeksi 100 seviyesini test etti. G\u00fc\u00e7lenen dolar temas\u0131 ile paritede gev\u015feme s\u00fcrerken, fiyatlama bu sabah 1.1500 k\u0131y\u0131s\u0131nda dalgalan\u0131yor. Teknik g\u00f6stergeler zay\u0131flamaya devam ederken 1,1540 seviyesinin a\u015f\u0131lamamas\u0131 bu zay\u0131fl\u0131\u011f\u0131n s\u00fcrmesi anlam\u0131na gelebilir.<\/p>\n
Ons alt\u0131n<\/p>\n
Alt\u0131n fiyatlar\u0131 bu sabah 4000 dolar alt\u0131nda dalgalanmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Veri ak\u0131\u015f\u0131n\u0131n sakin oldu\u011fu haftada g\u00fc\u00e7lenen dolar temas\u0131 alt\u0131n gibi de\u011ferli metallerde bask\u0131lanman\u0131n devam\u0131 anlam\u0131na gelebilir. 4000 dolar alt\u0131ndaki kal\u0131c\u0131
\nkapan\u0131\u015flarda 3790 dolar seviyesi destek olarak takip edilebilir.<\/p>\n
Brent petrol<\/p>\n
Petrol fiyatlar\u0131 hafta ba\u015f\u0131ndaki sakin seyrine devam ediyor. \u00d6zellikle OPEC+'\u0131n gelecek y\u0131l\u0131n ilk \u00e7eyre\u011finde \u00fcretim art\u0131\u015flar\u0131n\u0131 durdurma karar\u0131n\u0131 piyasada arz fazlas\u0131 sinyali olarak yorumland\u0131. 66 dolar seviyesinin \u00fczerinde
\nkal\u0131c\u0131 bir fiyatlama g\u00f6r\u00fclmedik\u00e7e konsolidasyon s\u00fcrecinin devam etmesi beklenebilir.<\/p>\n
NASDAQ100<\/p>\n
D\u00fcn Wall Street\u2019te endeksler baz\u0131nda ayr\u0131\u015fma belirginle\u015firken, teknoloji hisselerine gelen al\u0131mla Nasdaq g\u00fcn\u00fc pozitif seyirle tamamlad\u0131. Vadeli endeksler ise bu sabah negatif seyrediyor. 25.740 seviyesinin alt\u0131ndaki
\nkapan\u0131\u015flarda bu zay\u0131flaman\u0131n devam etmesi beklenebilir.”<\/p>\n
<\/strong> \u0130stanbul, 4 Kas\u0131m (Hibya)- Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, petrol fiyatlar\u0131n\u0131n hafta ba\u015f\u0131ndaki sakin seyrine
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"
\ndevam ediyor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":4983,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-4982","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/4982","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=4982"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/4982\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/4983"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=4982"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=4982"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=4982"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}