Analize g\u00f6re,ABD taraf\u0131nda ise sert sat\u0131\u015flar\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fc yaz\u0131l\u0131m hisselerinde ya\u015fanan toparlanma Wall Street endekslerini yukar\u0131 ta\u015f\u0131d\u0131. Piyasalarda ana g\u00fcndem maddesi, \u00e7ip devi Nvidia\u2019n\u0131n a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7o oldu. Analistler, \u015firketin finansal sonu\u00e7lar\u0131n\u0131n yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n h\u0131z kesip kesmedi\u011fine dair \u00f6nemli sinyaller verece\u011fini belirtiyor.<\/p>\n
D\u00f6viz ve tahvil piyasalar\u0131nda ise daha temkinli bir seyir izlendi. ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Birli\u011fin Durumu konu\u015fmas\u0131n\u0131n ard\u0131ndan dolar zay\u0131flarken, ABD 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,05 seviyesine y\u00fckseldi. Dolar\u0131n gerilemesiyle birlikte yuan ve Asya para birimleri son 16 ay\u0131n en g\u00fc\u00e7l\u00fc seviyelerine yakla\u015ft\u0131. Trump\u2019\u0131n tarifeleri yeniden devreye alma ve gelir vergisinin yerini zamanla tarifelerin alabilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131 ise k\u00fcresel ticaret politikalar\u0131na ili\u015fkin belirsizli\u011fi g\u00fcndemde tutuyor.<\/p>\n
Piyasalardaki toparlanmada, yapay zeka \u015firketi Anthropic\u2019in geli\u015ftirdi\u011fi sistemin mevcut \u015firketlerin yerini almak yerine onlarla entegre \u00e7al\u0131\u015faca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 etkili oldu. Son haftalarda yaz\u0131l\u0131m, sigorta, varl\u0131k y\u00f6netimi ve siber g\u00fcvenlik sekt\u00f6rlerinde g\u00f6r\u00fclen geni\u015f \u00e7apl\u0131 sat\u0131\u015f dalgas\u0131 bu a\u00e7\u0131klamayla birlikte bir miktar duruldu. Ancak stratejistler, mevcut y\u00fckseli\u015fin kal\u0131c\u0131 bir trend d\u00f6n\u00fc\u015f\u00fcnden ziyade sert sat\u0131\u015flar\u0131n ard\u0131ndan gelen bir \u201crahatlama rallisi\u201d niteli\u011fi ta\u015f\u0131d\u0131\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcnde.<\/p>\n
Avrupa borsalar\u0131 da k\u00fcresel toparlanmay\u0131 takip ederek g\u00fcne pozitif sinyallerle haz\u0131rlan\u0131yor. Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 Nvidia bilan\u00e7osuna \u00e7evrilirken, sonu\u00e7lar\u0131n yapay zek\u00e2 talebinin s\u00fcrd\u00fcr\u00fclebilirli\u011fine dair net bir tablo sunmas\u0131 bekleniyor.<\/p>\n
Makro veri taraf\u0131nda Almanya ve Fransa t\u00fcketici g\u00fcven endeksleri, Almanya\u2019n\u0131n nihai b\u00fcy\u00fcme verisi ve Euro B\u00f6lgesi enflasyon rakamlar\u0131 g\u00fcn\u00fcn \u00f6ne \u00e7\u0131kan ba\u015fl\u0131klar\u0131 olacak. \u00d6zellikle enflasyon verilerinin Avrupa Merkez Bankas\u0131\u2019n\u0131n faiz politikas\u0131na ili\u015fkin beklentileri \u015fekillendirmesi bekleniyor.<\/p>\n
\u015eirketler cephesinde HSBC\u2019nin beklentilerin \u00fczerinde gelen 2025 k\u00e2r\u0131 dikkat \u00e7ekerken, Iberdrola, E.ON ve Diageo gibi b\u00fcy\u00fck \u00f6l\u00e7ekli \u015firketlerin finansal sonu\u00e7lar\u0131 da sekt\u00f6r bazl\u0131 hareketlilik yaratabilir. Vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx 600 endeksleri s\u0131n\u0131rl\u0131 y\u00fckseli\u015fle Avrupa\u2019da temkinli bir a\u00e7\u0131l\u0131\u015fa i\u015faret ediyor.<\/p>\n
Yurt i\u00e7inde ise d\u00f6viz kurunda d\u00fc\u015f\u00fck volatilitede, kademeli ve s\u0131n\u0131rl\u0131 y\u00fckseli\u015f e\u011filimi izleniyor. Veri ak\u0131\u015f\u0131n\u0131n sakin oldu\u011fu g\u00fcnde hareketler s\u0131n\u0131rl\u0131 kald\u0131. ABD\u2019de a\u00e7\u0131klanan \u015fubat ay\u0131 t\u00fcketici g\u00fcven endeksi 91,2 ile beklentilerin \u00fczerinde ger\u00e7ekle\u015firken, verinin dolar endeksi ve kur \u00fczerindeki etkisi s\u0131n\u0131rl\u0131 oldu.<\/p>\n
Bug\u00fcn hem yurt i\u00e7inde hem de ABD\u2019de \u00f6nemli bir veri ak\u0131\u015f\u0131 bulunmazken, yar\u0131n \u0130svi\u00e7re\u2019nin Cenevre kentinde ger\u00e7ekle\u015ftirilecek ABD\u2013\u0130ran n\u00fckleer m\u00fczakerelerinin \u00fc\u00e7\u00fcnc\u00fc turu piyasalar\u0131n oda\u011f\u0131nda olacak. G\u00f6r\u00fc\u015fmelerin ard\u0131ndan yap\u0131lacak a\u00e7\u0131klamalar\u0131n k\u00fcresel risk i\u015ftah\u0131 \u00fczerinde etkili olabilece\u011fi belirtiliyor.<\/p>\n
Dolar\/TL kuru sabah saatlerinde 43,85 seviyesinde yataya yak\u0131n seyrederken, dolar endeksi 97,74 civar\u0131nda bulunuyor. Piyasalarda ayr\u0131ca ABD taraf\u0131nda s\u00fcregelen tarife belirsizli\u011fi yak\u0131ndan takip edilmeye devam ediliyor.<\/p>\n
<\/strong> \u0130stanbul, 25 \u015eubat (Hibya) – K\u00fcresel piyasalarda teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde ba\u015flayan toparlanma Asya seans\u0131na da ta\u015f\u0131nd\u0131. Haftalard\u0131r piyasalar \u00fczerinde bask\u0131 yaratan \u201cyapay zeka sekt\u00f6rleri bozacak\u201d endi\u015fesinin k\u0131smen azalmas\u0131yla MSCI Asya endeksi y\u00fczde 1\u2019in \u00fczerinde y\u00fckselerek rekor seviyeye ula\u015ft\u0131.<\/p>\n","protected":false},"author":1,"featured_media":52432,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-52431","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/52431","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=52431"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/52431\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/52432"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=52431"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=52431"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=52431"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"