Gedik Yat\u0131r\u0131m'\u0131n analizine g\u00f6re, ABD\u2019de S&P 500 vadeli kontratlar\u0131n\u0131n hafif y\u00fckseldi\u011fi, \u00f6nceki g\u00fcn sert sat\u0131\u015f g\u00f6ren yaz\u0131l\u0131m hisselerindeki toparlanman\u0131n endeksleri destekledi\u011fi belirtilirken, tahvil piyasas\u0131nda ise sat\u0131\u015flar ya\u015fanarak uzun vadeli faizlerin y\u00fckseldi\u011fi kaydedildi.<\/p>\n
Gedik Yat\u0131r\u0131m a\u00e7\u0131klamas\u0131nda, Nvidia\u2019n\u0131n bilan\u00e7osunun yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fi ve \u00e7ip talebinin g\u00fcc\u00fc a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131na i\u015faret edildi. \u015eirketin son aylarda yar\u0131 iletken endeksine k\u0131yasla zay\u0131f performans g\u00f6stermesi ve Nasdaq 100\u2019\u00fcn d\u00f6rt ayd\u0131r yeni zirve yapamamas\u0131, teknoloji sekt\u00f6r\u00fcnde rotasyon ve kar realizasyonlar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor.<\/p>\n
Asya piyasalar\u0131nda teknoloji hisselerinin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde g\u00fc\u00e7l\u00fc bir seyir izlendi\u011fi, G\u00fcney Kore borsas\u0131n\u0131n toplam piyasa de\u011ferinin Fransa\u2019y\u0131 geride b\u0131rakt\u0131\u011f\u0131 ve Japonya\u2019da uzun vadeli tahvil faizlerinin y\u00fckseldi\u011fi ifade edildi. Japonya\u2019da ayr\u0131ca h\u00fck\u00fcmetin merkez bankas\u0131 politika kuruluna daha g\u00fcvercin isimler \u00f6nermesi sonras\u0131 yenin dolar kar\u015f\u0131s\u0131nda de\u011fer kaybetti\u011fi aktar\u0131ld\u0131.<\/p>\n
Avrupa taraf\u0131nda ise Euro Stoxx 50 ve Stoxx 600 endekslerinin rekor seviyelere t\u0131rmand\u0131\u011f\u0131, \u00f6zellikle HSBC\u2019nin beklentilerin \u00fczerinde a\u00e7\u0131klanan finansallar\u0131 sayesinde bankac\u0131l\u0131k hisselerinde al\u0131mlar\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi. \u00d6te yandan Almanya\u2019da zay\u0131flayan t\u00fcketici g\u00fcveni ve Fransa\u2019daki toparlanma, Avrupa\u2019daki makro g\u00f6r\u00fcn\u00fcm\u00fcn kar\u0131\u015f\u0131k bir tablo \u00e7izdi\u011fini ortaya koyuyor.<\/p>\n
D\u00f6viz piyasas\u0131nda dolar\u0131n, ABD\u2019deki olas\u0131 yeni ticaret ad\u0131mlar\u0131n\u0131n k\u00fcresel b\u00fcy\u00fcme \u00fczerindeki etkileri fiyatlan\u0131rken y\u00f6n aray\u0131\u015f\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, g\u00fcvenli liman talebinin devam etti\u011fi ve alt\u0131n ile g\u00fcm\u00fc\u015f\u00fcn y\u00fckseli\u015f e\u011filiminde oldu\u011fu vurguland\u0131. Bitcoin ise 65.500 dolar civar\u0131nda dengelendi.<\/p>\n
\u00d6nemli \u015eirket Haberleri<\/p>\n
First Solar (FSLR): Zay\u0131f \u00e7eyrek k\u00e2r\u0131 ve beklentilerin alt\u0131nda kalan 2026 gelir tahmini nedeniyle hisse yakla\u015f\u0131k y\u00fczde 13 de\u011fer kaybetti. \u015eirket, izin s\u00fcre\u00e7lerindeki gecikmeler ve g\u00fcmr\u00fck vergileri belirsizli\u011finin k\u00e2rl\u0131l\u0131\u011f\u0131 olumsuz etkiledi\u011fini a\u00e7\u0131klad\u0131. (Olumsuz)<\/p>\n
Workday (WDAY): G\u00fc\u00e7l\u00fc \u00e7eyrek sonu\u00e7lar\u0131na ra\u011fmen gelecek d\u00f6nem i\u00e7in a\u00e7\u0131klanan gelir beklentilerinin piyasa tahminlerinin alt\u0131nda kalmas\u0131 nedeniyle hisse sat\u0131\u015f bask\u0131s\u0131 alt\u0131nda kald\u0131. Abonelik ve y\u0131ll\u0131k gelir tahminleri beklentiyi kar\u015f\u0131lamad\u0131. (Olumsuz)<\/p>\n
HP (HPQ): \u0130lk \u00e7eyrek sonu\u00e7lar\u0131 beklentileri a\u015fsa da, ikinci \u00e7eyrek ve nakit ak\u0131\u015f\u0131 beklentilerinin temkinli olmas\u0131 nedeniyle hisse y\u00fczde\u00a05 geriledi. (Olumsuz)<\/p>\n
Axon Enterprise (AXON): \u00c7eyrek sonu\u00e7lar\u0131nda beklentileri a\u015fan \u015firket, 2026 i\u00e7in g\u00fc\u00e7l\u00fc gelir art\u0131\u015f\u0131 \u00f6ng\u00f6rd\u00fc. Donan\u0131m, yaz\u0131l\u0131m ve yapay zek\u00e2 destekli \u00fcr\u00fcn talebindeki art\u0131\u015f b\u00fcy\u00fcme hedeflerini yukar\u0131 \u00e7ekti. (Olumlu)<\/p>\n
CAVA Group (CAVA): Beklentilerin \u00fczerinde finansal sonu\u00e7lar ve 2026 i\u00e7in olumlu tahminler hisseleri destekledi. Gelir art\u0131\u015f\u0131, yeni restoran a\u00e7\u0131l\u0131\u015flar\u0131 ve ayn\u0131 ma\u011faza sat\u0131\u015flar\u0131ndaki b\u00fcy\u00fcme \u015firketin g\u00fc\u00e7l\u00fc ivmesini g\u00f6steriyor. (Olumlu)<\/p>\n
Gedik Yat\u0131r\u0131m, bug\u00fcn a\u00e7\u0131klanmas\u0131 beklenen \u00f6nemli \u015firket bilan\u00e7o sonu\u00e7lar\u0131 aras\u0131nda NVIDIA, HSBC Holdings, Salesforce, Lowe's Companies, Synopsys ve Snowflake bulundu\u011funu duyurdu.<\/p>\n
Piyasalarda genel g\u00f6r\u00fcn\u00fcm\u00fcn, Nvidia bilan\u00e7osu ve yapay zek\u00e2 temal\u0131 harcamalara ili\u015fkin yeni sinyaller do\u011frultusunda y\u00f6n aray\u0131\u015f\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 25 \u015eubat (Hibya) – Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda haftan\u0131n ortas\u0131nda risk i\u015ftah\u0131n\u0131n temkinli \u015fekilde toparland\u0131\u011f\u0131n\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda Nvidia\u2019n\u0131n a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7o sonu\u00e7lar\u0131n\u0131n yer ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":52588,"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-52587","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\/52587","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=52587"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/52587\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/52588"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=52587"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=52587"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=52587"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"