Gedik Yat\u0131r\u0131m'\u0131n raporunda\u00a0Asya piyasalar\u0131n\u0131n haftaya g\u00fc\u00e7l\u00fc bir ba\u015flang\u0131\u00e7 yaparak y\u00fckseli\u015f serisini d\u00f6rd\u00fcnc\u00fc g\u00fcne ta\u015f\u0131d\u0131\u011f\u0131 belirtildi. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“\u00d6zellikle \u00e7ip ve yapay zeka temal\u0131 hisselere y\u00f6nelik talebin s\u00fcrmesiyle MSCI Asya Pasifik Endeksi tarihi zirvesine y\u00fckselirken, G\u00fcney Kore Kospi endeksi y\u00fczde 2\u2019nin \u00fczerinde prim yaparak y\u0131l\u0131n en iyi performans g\u00f6steren piyasas\u0131 konumunu peki\u015ftirdi. Ancak k\u00fcresel risk i\u015ftah\u0131, Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc bilan\u00e7osuna ra\u011fmen hisse fiyat\u0131ndaki s\u0131n\u0131rl\u0131 tepki nedeniyle temkinli seyrini koruyor.<\/p>\n
Nvidia ilk \u00e7eyrek i\u00e7in piyasa beklentilerinin \u00fczerinde gelir tahmini a\u00e7\u0131klasa da, hisselerin bilan\u00e7o sonras\u0131 yaln\u0131zca s\u0131n\u0131rl\u0131 y\u00fckselmesi yat\u0131r\u0131mc\u0131 beklentilerinin zaten y\u00fcksek fiyatland\u0131\u011f\u0131n\u0131 g\u00f6sterdi. \u015eirketin yapay zeka talebindeki g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmeye vurgu yapmas\u0131na ra\u011fmen, sekt\u00f6r genelinde \u201ca\u015f\u0131r\u0131 \u0131s\u0131nma\u201d ve de\u011ferlemelerin temel g\u00f6stergelerin \u00f6n\u00fcne ge\u00e7ti\u011fi y\u00f6n\u00fcndeki endi\u015feler Asya\u2019daki baz\u0131 yar\u0131 iletken hisselerinde bask\u0131 yaratt\u0131. ABD ve Avrupa vadeli endekslerinde hafif geri \u00e7ekilme g\u00f6r\u00fclmesi, yat\u0131r\u0131mc\u0131lar\u0131n k\u00e2r realizasyonuna y\u00f6neldi\u011fine i\u015faret ediyor.<\/p>\n
D\u00f6viz ve emtia taraf\u0131nda dolar ikinci g\u00fcn\u00fcnde de zay\u0131flarken Japon yeni, Japonya Merkez Bankas\u0131 y\u00f6netim kurulu \u00fcyesinin faiz art\u0131\u015f \u00e7a\u011fr\u0131lar\u0131n\u0131 yinelemesi sonras\u0131 de\u011fer kazand\u0131. Tahvil piyasas\u0131nda ABD 10 y\u0131ll\u0131k getirisi s\u0131n\u0131rl\u0131 gerileyerek g\u00fcvenli liman talebinin artt\u0131\u011f\u0131n\u0131 g\u00f6sterirken, alt\u0131n jeopolitik riskler ve tarifelere ili\u015fkin belirsizliklerle y\u00fckseldi. Bitcoin ise y\u00fczde 1 civar\u0131nda d\u00fc\u015f\u00fc\u015f kaydetti.<\/p>\n
Ticaret politikalar\u0131 cephesinde ise ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n k\u00fcresel tarifeleri uygun g\u00f6r\u00fclen \u00fclkeler i\u00e7in y\u00fczde 15 seviyesine \u00e7\u0131karma haz\u0131rl\u0131\u011f\u0131 piyasalar \u00fczerinde belirsizlik unsuru olmaya devam ediyor. Genel g\u00f6r\u00fcn\u00fcmde Asya piyasalar\u0131 yapay zeka tedarik zincirine y\u00f6nelik g\u00fc\u00e7l\u00fc sermaye ak\u0131\u015f\u0131yla pozitif ayr\u0131\u015fsa da, k\u00fcresel yat\u0131r\u0131mc\u0131lar\u0131n art\u0131k \u201ciyi\u201d sonu\u00e7lardan fazlas\u0131n\u0131 talep etti\u011fi ve fiyatlamalarda se\u00e7ici davranmaya ba\u015flad\u0131\u011f\u0131 bir d\u00f6neme girildi\u011fi g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa borsalar\u0131n\u0131n Per\u015fembe g\u00fcn\u00fcne d\u00fc\u015f\u00fc\u015fle ba\u015flamas\u0131 beklenirken, yat\u0131r\u0131mc\u0131lar hem yapay zeka temal\u0131 rallinin a\u015f\u0131r\u0131 \u0131s\u0131nd\u0131\u011f\u0131na dair endi\u015feleri hem de Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc bilan\u00e7osuna ra\u011fmen piyasada s\u0131n\u0131rl\u0131 tepki olu\u015fmas\u0131n\u0131 de\u011ferlendiriyor. ABD\u2019nin baz\u0131 \u00fclkelere y\u00f6nelik tarifeleri y\u00fczde 15\u2019e \u00e7\u0131karabilece\u011fi sinyali ticaret belirsizli\u011fini art\u0131rarak risk i\u015ftah\u0131n\u0131 bask\u0131larken, Cenevre\u2019de yap\u0131lacak ABD-\u0130ran n\u00fckleer g\u00f6r\u00fc\u015fmeleri \u00f6ncesinde temkinli hava korunuyor. Makro cephede Euro B\u00f6lgesi ve \u0130talya\u2019dan gelecek g\u00fcven endeksleri b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin ipucu aray\u0131\u015f\u0131nda izlenirken, Allianz, Deutsche Telekom, AXA, Munich Re ve Eni gibi b\u00fcy\u00fck \u015firketlerin bilan\u00e7olar\u0131 takip edilecek; Euro Stoxx 50 vadeli i\u015flemleri ise y\u00fczde 0,2 ekside seyrediyor.<\/p>\n
T\u00fcrkiye<\/p>\n
D\u00fcn veri ak\u0131\u015f\u0131 bak\u0131m\u0131ndan sakin ge\u00e7erken, kurda d\u00fc\u015f\u00fck volatilitede yatay seyirler etkili oldu. G\u00f6zler bug\u00fcn ABD ile \u0130ran aras\u0131nda 3. tur n\u00fckleer m\u00fczakerelerde olacak. \u0130svi\u00e7re\u2019nin Cenevre kentinde yap\u0131lacak m\u00fczakerelerin sonucunda yap\u0131lacak a\u00e7\u0131klamalar piyasalarda volatiliteyi art\u0131rabilir. Bug\u00fcn yurt i\u00e7inde d\u0131\u015f ticaret dengesi ve ekonomik g\u00fcven endeksi, ABD taraf\u0131nda ise haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 takip edilecek. Ayn\u0131 zamanda TCMB taraf\u0131ndan a\u00e7\u0131klanacak olan haftal\u0131k para ve banka istatistikleri takip edilecek. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,87 civar\u0131nda bulunuyor. Dolar endeksi ise 97,59 civar\u0131nda hareket ediyor. Geli\u015fmekte olan \u00fclke para birimleri ise bu sabah dolar kar\u015f\u0131s\u0131nda yataya yak\u0131n kar\u0131\u015f\u0131k g\u00f6r\u00fcn\u00fcm sergiliyor.”<\/p>\n
<\/strong> \u0130stanbul, 26 \u015eubat (Hibya)- Gedik Yat\u0131r\u0131m, Asya piyasalar\u0131n\u0131n haftaya g\u00fc\u00e7l\u00fc bir ba\u015flang\u0131\u00e7 yaparak y\u00fckseli\u015f serisini d\u00f6rd\u00fcnc\u00fc g\u00fcne ta\u015f\u0131d\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":52952,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-52951","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\/52951","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=52951"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/52951\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/52952"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=52951"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=52951"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=52951"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"