{"id":6014,"date":"2025-11-14T14:30:05","date_gmt":"2025-11-14T11:30:05","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/14\/gedik-yatirim-yatirimcilarin-odagi-yeniden-ekonomiye-ve-faiz-gorunumune-dondu"},"modified":"2025-11-14T14:30:05","modified_gmt":"2025-11-14T11:30:05","slug":"gedik-yatirim-yatirimcilarin-odagi-yeniden-ekonomiye-ve-faiz-gorunumune-dondu","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/14\/gedik-yatirim-yatirimcilarin-odagi-yeniden-ekonomiye-ve-faiz-gorunumune-dondu\/","title":{"rendered":"Gedik Yat\u0131r\u0131m: Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 yeniden ekonomiye ve faiz g\u00f6r\u00fcn\u00fcm\u00fcne d\u00f6nd\u00fc"},"content":{"rendered":"

Gedik Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, ABD h\u00fck\u00fcmetinin yeniden a\u00e7\u0131lmas\u0131n\u0131n yaratt\u0131\u011f\u0131 k\u0131sa s\u00fcreli iyimserli\u011fin h\u0131zla da\u011f\u0131l\u0131rken yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131n\u0131n yeniden ekonomiye ve faiz g\u00f6r\u00fcn\u00fcm\u00fcne d\u00f6nd\u00fc\u011f\u00fc belirtildi. De\u011ferlendirmede \u015fu bilgiler verildi:<\/p>\n

“Aral\u0131k ay\u0131nda 25 baz puanl\u0131k faiz indirimi ihtimali y\u00fczde 50\u2019nin alt\u0131na gerilerken, S&P 500 ve Dow y\u00fczde1,7, Nasdaq ise y\u00fczde 2,3 d\u00fc\u015ferek 10 Ekim\u2019den bu yana en k\u00f6t\u00fc g\u00fcn\u00fcn\u00fc ya\u015fad\u0131. Super Micro Computer, Tesla ve Palantir gibi mega-cap AI hisselerinde y\u00fczde 6\u20138 aras\u0131 kay\u0131plar g\u00f6r\u00fcl\u00fcrken bu sat\u0131\u015f dalgas\u0131n\u0131 \u0131s\u0131nm\u0131\u015f piyasada sa\u011fl\u0131kl\u0131 bir d\u00fczeltme olarak yotumlayabiliriz. Fed \u00fcyelerinin daha k\u0131s\u0131tlay\u0131c\u0131 duru\u015fa i\u015faret etmesi ve enflasyonun h\u00e2l\u00e2 hedefin \u00fczerinde olmas\u0131 piyasalardaki bask\u0131y\u0131 art\u0131rd\u0131. Bitcoin yeniden 100.000 dolar\u0131n alt\u0131na inerken, h\u00fck\u00fcmet kapanmas\u0131n\u0131n sona ermesi sonras\u0131 beklenen veri ak\u0131\u015f\u0131n\u0131n bir k\u0131sm\u0131n\u0131n hi\u00e7 yay\u0131mlanmayabilece\u011fi bildirildi. \u015eirket haberlerinde Disney y\u00fczde 7,8 d\u00fc\u015ferken Cisco g\u00fc\u00e7l\u00fc bilan\u00e7osuyla y\u00fczde 4,5 y\u00fckseldi; tahvil piyasas\u0131nda ise 10 y\u0131ll\u0131k getiriler y\u00fczde 4,12\u2019ye \u00e7\u0131kt\u0131. Genel olarak piyasa havas\u0131 temkinli seyrediyor ve teknoloji hisseleri sat\u0131\u015f bask\u0131s\u0131n\u0131n merkezinde kalmaya devam ediyor.”\u00a0<\/p>\n

De\u011ferlendirmede \u015firketlere ili\u015fkin \u015funlar kaydedildi:<\/p>\n

“Warner Bros. Discovery (WBD) hisseleri, WSJ\u2019nin Paramount Skydance (PSKY), Netflix (NFLX) ve Comcast\u2019in (CMCSA), 20 Kas\u0131m son ba\u015fvuru tarihi \u00f6ncesinde medya devine ilk tur ba\u011flay\u0131c\u0131 olmayan teklifler haz\u0131rlad\u0131\u011f\u0131n\u0131 bildirmesiyle y\u00fckseldi. Haberlere g\u00f6re Paramount t\u00fcm \u015firketi sat\u0131n almak istiyor; Netflix ve Comcast ise Warner Bros. st\u00fcdyolar\u0131 ile HBO Max\u2019i hedefliyor. Paramount daha \u00f6nce \u00fc\u00e7 teklif yapm\u0131\u015f, sonuncusu hisse ba\u015f\u0131 23,50 dolardan olmu\u015f ve hepsi reddedilmi\u015fti. Ge\u00e7en ay WBD, t\u00fcm \u015firket ve st\u00fcdyo\/streaming birimleri i\u00e7in gelen \u00e7ok say\u0131da teklif sonras\u0131 stratejik inceleme ba\u015flatm\u0131\u015ft\u0131. (Olumlu)<\/p>\n

Virgin Galactic (SPCE) hisseleri, \u015firketin gelir ve k\u00e2r beklentilerini a\u015fmas\u0131 ve operasyonel giderleri azaltarak \u00e7eyreklik zarar\u0131n\u0131 d\u00fc\u015f\u00fcrmesinin ard\u0131ndan y\u00fczde4 y\u00fckseldi. \u015eirket, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek gelirinin yakla\u015f\u0131k 300 bin dolar olmas\u0131n\u0131 serbest nakit ak\u0131\u015f\u0131n\u0131n ise \u201390M ile \u2013100M dolar aras\u0131nda ger\u00e7ekle\u015fmesini bekliyor. Y\u00f6netim, harcamalar\u0131n 2026 \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fe kadar d\u00fc\u015fmeye devam edece\u011fini, ard\u0131ndan ticari hizmetlerin 2026 d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte ba\u015flamas\u0131 \u00f6ncesi yeniden artaca\u011f\u0131n\u0131 s\u00f6yledi. (Olumlu)<\/p>\n

Applied Materials (AMAT) hisseleri, \u015firketin d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 ve 2026 g\u00f6r\u00fcn\u00fcm\u00fc beklentilerin \u00fczerinde gelse a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde \u2013 y\u00fczde5 d\u00fc\u015ft\u00fc. \u015eirket, birinci mali \u00e7eyrek i\u00e7in d\u00fczeltilmi\u015f hisse ba\u015f\u0131 k\u00e2r\u0131n 2,18 dolar (konsens\u00fcs 2,11 dolar) ve gelirin 6,35\u20137,35 milyar dolar aral\u0131\u011f\u0131nda olaca\u011f\u0131n\u0131, 6,85 milyar dolar orta noktan\u0131n konsens\u00fcs\u00fcn \u00fczerinde kald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. CFO Brice Hill, \u015firketin 2026 takvim y\u0131l\u0131n\u0131n ikinci yar\u0131s\u0131nda belirgin \u015fekilde g\u00fc\u00e7lenecek talebe haz\u0131rlanmakta oldu\u011funu ifade etti.(Olumsuz)<\/p>\n

Bug\u00fcn Bilan\u00e7o A\u00e7\u0131klamas\u0131 Beklenen \u00d6nemli \u015eirketler; Mitsubishi UFJ Financial, Sumitomo Mitsui Financial, Mizuho Financial Group, Haleon plc”<\/p>\n

<\/strong>
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130stanbul, 14 Kas\u0131m (Hibya) – Gedik Yat\u0131r\u0131m, ABD h\u00fck\u00fcmetinin yeniden a\u00e7\u0131lmas\u0131n\u0131n yaratt\u0131\u011f\u0131 k\u0131sa s\u00fcreli iyimserli\u011fin h\u0131zla da\u011f\u0131l\u0131rken yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131n\u0131n yeniden ekonomiye ve faiz g\u00f6r\u00fcn\u00fcm\u00fcne d\u00f6nd\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":6015,"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-6014","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\/6014","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=6014"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/6014\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/6015"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=6014"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=6014"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=6014"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}