Marba\u015f Menkul De\u011ferler'in raporunda “\u0130\u00e7 tarafta ise teknik olarak 14.000 b\u00f6lgesinin alt\u0131nda bask\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc izlerken sat\u0131\u015flar\u0131n derinle\u015fti\u011fini takip ettik.” ifadeleri kullan\u0131ld\u0131. Bankac\u0131l\u0131k endeksinin y\u00fczde 0,56 gerilerken, holding endeksinin y\u00fczde 3,03 d\u00fc\u015ft\u00fc\u011f\u00fc belirtilen raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Tek y\u00fckselen sekt\u00f6r y\u00fczde 0,28 ile turizm, en \u00e7ok kaybeden ise y\u00fczde 8,17 ile finansal kiralama-faktoring oldu. Bug\u00fcn i\u00e7in haftal\u0131k para ve banka istatistiklerine ek olarak ekonomik g\u00fcven endeksini takip edece\u011fiz. Teknik a\u00e7\u0131dan BIST 100'de 13.700-13.600 destek, 13.900-14.000 diren\u00e7 b\u00f6lgesi olarak takip etmekteyiz. K\u00fcresel risk
\ni\u015ftah\u0131nda toparlanmayla beraber i\u00e7 tarafta da hareketlilik beklesek de yabanc\u0131 fon ak\u0131\u015f\u0131n\u0131n devaml\u0131l\u0131\u011f\u0131 ve 14.000 b\u00f6lgesinin \u00fczerinde fiyatlaman\u0131n \u00f6nemini vurgulamak isteriz.<\/p>\n
ABD piyasalar\u0131nda d\u00fcn NVIDIA'n\u0131n beklentinin \u00fczerinde gelen sonu\u00e7lar\u0131yla endekslerin al\u0131c\u0131l\u0131 kapatt\u0131\u011f\u0131n\u0131 izlerken veri merkezi gelirinin y\u00fczde 75 , toplam gelirin ise y\u00fczde 73 art\u0131\u015f g\u00f6sterdi\u011fini izledik. Jeopolitik tarafta odak noktas\u0131 olarak \u0130ran'\u0131n g\u00fcndemi olu\u015fturmaya devam etti\u011fini izlerken, Trump'\u0131n konu\u015fmas\u0131nda emeklilik ve konut gibi i\u00e7 politikalara \u00f6ncelik verdi\u011fini ve jeopolitik riskin g\u00f6rece azald\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz. Bug\u00fcn i\u00e7in ise piyasan\u0131n NVIDIA bilan\u00e7osunu sindirmesi, Salesforce ve Snowflake sonu\u00e7lar\u0131n\u0131 de\u011ferlendirmesi ve ABD haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131n\u0131 takip etmesi bekleniyor. NVIDIA'n\u0131n GTC konferans\u0131 (16 Mart) ve yeni nesil Vera Rubin platformunun lansman\u0131 da orta vadede g\u00fcndemde kalmas\u0131n\u0131 beklemekteyiz.<\/p>\n
Asya-Pasifik g\u00fcndeminde teknoloji ve para politikas\u0131 eksenli hareketlilik \u00f6ne \u00e7\u0131karken, Nvidia\u2019n\u0131n \u00c7in\u2019e s\u0131n\u0131rl\u0131 miktarda H200 \u00e7ip ihracat\u0131 i\u00e7in ABD\u2019den lisans almas\u0131, yar\u0131 iletken tedarik zinciri ve ABD-\u00c7in teknoloji rekabeti a\u00e7\u0131s\u0131ndan dikkat \u00e7ekici bir geli\u015fme olarak \u00f6ne \u00e7\u0131kt\u0131. Piyasalarda ise Japonya \u00f6nc\u00fcl\u00fc\u011f\u00fcnde pozitif seyir izlendi; Nikkei 225 endeksinin rekor seviyelere y\u00fckselmesiyle b\u00f6lge borsalar\u0131n\u0131n \u00e7o\u011fu art\u0131da kapan\u0131rken, teknoloji hisseleri ABD\u2019deki ralliyi takip etti. D\u00f6viz taraf\u0131nda Japon Yeni g\u00fc\u00e7 kazan\u0131rken, Bank of Japan Y\u00f6netim Kurulu \u00dcyesi Takata\u2019n\u0131n enflasyonun a\u015f\u0131r\u0131 y\u00fckselme riskine odaklan\u0131lmas\u0131 gerekti\u011fini vurgulamas\u0131 ve BOJ Ba\u015fkan\u0131\u2019n\u0131n Mart-Nisan d\u00f6neminde faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131na i\u015faret etmesi, para politikas\u0131nda daha \u015fahin bir duru\u015f beklentilerini
\nart\u0131rd\u0131. B\u00f6lgesel yat\u0131r\u0131m cephesinde Vietnam\u2019\u0131n Ho Chi Minh kentinde kurulan VIFC-HCMC uluslararas\u0131 finans merkezinin milyarlarca dolarl\u0131k yat\u0131r\u0131m taahh\u00fcd\u00fc \u00e7ekmesi b\u00fcy\u00fcme hik\u00e2yesini desteklerken, United Nations Economic and Social Commission for Asia and the Pacific (ESCAP) yay\u0131mlad\u0131\u011f\u0131 raporda mevcut h\u0131zla s\u00fcrd\u00fcr\u00fclebilir kalk\u0131nma hedeflerinin \u00f6nemli b\u00f6l\u00fcm\u00fcn\u00fcn 2030\u2019a kadar yakalanamayabilece\u011fi uyar\u0131s\u0131nda bulunarak b\u00f6lgenin uzun vadeli yap\u0131sal risklerine dikkat \u00e7ekti.<\/p>\n
Avrupa g\u00fcndeminde son saatlerde hem jeopolitik hem de ekonomik ba\u015fl\u0131klar \u00f6ne \u00e7\u0131karken, Hollanda merkezli hava yolu \u015firketi KLM Royal Dutch Airlines 1 Mart itibar\u0131yla \u0130srail u\u00e7u\u015flar\u0131n\u0131 durduraca\u011f\u0131n\u0131 a\u00e7\u0131klayarak b\u00f6lgedeki g\u00fcvenlik risklerinin sivil havac\u0131l\u0131\u011fa yans\u0131maya devam etti\u011fini g\u00f6sterdi. \u00d6te yandan Rusya, Ukrayna krizinin \u00e7\u00f6z\u00fcm s\u00fcrecinde \u201cen a\u011f\u0131r konunun toprak meselesi\u201d oldu\u011funu vurgulayarak m\u00fczakerelerin en kritik ba\u015fl\u0131\u011f\u0131n\u0131n s\u0131n\u0131rlar ve kontrol alanlar\u0131 oldu\u011funu net bi\u00e7imde ortaya koydu; bu a\u00e7\u0131klama, Avrupa Birli\u011fi i\u00e7inde Ukrayna\u2019ya siyasi ve askeri deste\u011fin s\u00fcrd\u00fcr\u00fclmesi y\u00f6n\u00fcndeki tart\u0131\u015fmalar\u0131 da yeniden h\u0131zland\u0131rd\u0131. Ayn\u0131 d\u00f6nemde AB cephesinde \u0130zlanda\u2019n\u0131n \u00fcyelik s\u00fcrecini referanduma g\u00f6t\u00fcrme plan\u0131, AB\u2013\u0130ngiltere aras\u0131nda rekabet alan\u0131nda i\u015f birli\u011fi ad\u0131m\u0131 ve Avrupa\u2019da \u00f6zellikle Almanya \u00f6nc\u00fcl\u00fc\u011f\u00fcnde h\u0131z kazanan g\u00fcne\u015f enerjisi yat\u0131r\u0131mlar\u0131 dikkat \u00e7ekerken, birlik hem g\u00fcvenlik eksenli d\u0131\u015f politika hem de enerji d\u00f6n\u00fc\u015f\u00fcm\u00fc ve ekonomik koordinasyon ba\u015fl\u0131klar\u0131nda yo\u011fun bir ajanda ile ilerlemeyi s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
Emtialar \u00fczerinde jeopolitik tansiyonun k\u0131sa vadeli durulmas\u0131na paralel olarak hem Alt\u0131n hem de Brent\u2019in bu seviyelerde konsolide oldu\u011funu g\u00f6rmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta haftal\u0131k para ve banka istatistikleri ve ekonomik g\u00fcven endeksi takip edilecek.<\/p>\n
K\u00fcresel tarafta ise ABD\u2019den \u0130\u015fsizlik Haklar\u0131ndan Yararlanma Ba\u015fvurular\u0131n\u0131 izleyece\u011fiz.”<\/p>\n
<\/strong> \u0130stanbul, 26 \u015eubat (Hibya)- Marba\u015f Menkul De\u011ferler, ekonomik takvimde i\u00e7 tarafta haftal\u0131k para ve banka istatistikleri ve ekonomik g\u00fcven endeksinin takip edilece\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":52870,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-52869","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\/52869","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=52869"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/52869\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/52870"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=52869"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=52869"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=52869"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"