Gedik Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re, ABD\u2019nin \u0130ran\u2019\u0131n Kharg Adas\u0131\u2019ndaki askeri hedeflere y\u00f6nelik sald\u0131r\u0131s\u0131n\u0131n ard\u0131ndan Brent petrol fiyat\u0131 106 dolar seviyesine kadar y\u00fckseldi. Enerji fiyatlar\u0131ndaki art\u0131\u015f enflasyon endi\u015felerini yeniden g\u00fcndeme getirirken, faiz indirim beklentilerinin \u00f6telenmesine yol a\u00e7t\u0131. Bu geli\u015fmelerle birlikte ABD 10 y\u0131ll\u0131k tahvil faizlerinde s\u0131n\u0131rl\u0131 gerileme g\u00f6r\u00fcl\u00fcrken dolar endeksi zay\u0131flad\u0131.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131 i\u00e7in m\u00fcttefik \u00fclkelere \u00e7a\u011fr\u0131da bulunmas\u0131 ve \u0130ran ile g\u00f6r\u00fc\u015fmelerin s\u00fcrd\u00fc\u011f\u00fcn\u00fc a\u00e7\u0131klamas\u0131 piyasalarda k\u0131sa s\u00fcreli bir rahatlama yaratt\u0131. Ancak \u0130ran\u2019\u0131n hen\u00fcz ate\u015fkes ya da m\u00fczakere talebinde bulunmad\u0131\u011f\u0131n\u0131 belirtmesi belirsizli\u011fin devam etmesine neden oldu. K\u00fcresel petrol ticaretinin \u00f6nemli bir b\u00f6l\u00fcm\u00fcn\u00fcn ge\u00e7ti\u011fi H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan baz\u0131 tankerlerin ge\u00e7i\u015fe ba\u015flamas\u0131 arz kesintisi endi\u015felerini s\u0131n\u0131rlasa da piyasada temkinli bir g\u00f6r\u00fcn\u00fcm s\u00fcr\u00fcyor.<\/p>\n
Avrupa piyasalar\u0131 ise haftaya yatay bir ba\u015flang\u0131\u00e7 yapt\u0131. Enerji ve savunma sekt\u00f6r\u00fc hisseleri y\u00fckseli\u015f g\u00f6sterirken, Shell, TotalEnergies ve HSBC hisselerinde s\u0131n\u0131rl\u0131 art\u0131\u015flar kaydedildi. Bankac\u0131l\u0131k sekt\u00f6r\u00fcnde ise UniCredit\u2019in Commerzbank\u2019taki pay\u0131n\u0131 art\u0131rma teklifinin ard\u0131ndan Alman bankas\u0131n\u0131n hisselerinde y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc. Buna kar\u015f\u0131l\u0131k sa\u011fl\u0131k sekt\u00f6r\u00fc hisselerinde s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015fler izlendi.<\/p>\n
\u015eirket haberleri<\/p>\n
Micron Technology, Tayvan\u2019\u0131n Miaoli County b\u00f6lgesindeki Tongluo sahas\u0131nda yeni sat\u0131n ald\u0131\u011f\u0131 alanda ikinci bir \u00e7ip \u00fcretim tesisi kurmay\u0131 planlad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Yakla\u015f\u0131k 300 bin metrekarelik 300 mm temiz oda kapasitesine sahip olacak tesisin, \u00f6zellikle HBM ve DRAM \u00fcr\u00fcn arz\u0131n\u0131 art\u0131rarak yapay zek\u00e2 kaynakl\u0131 talebi kar\u015f\u0131lamay\u0131 hedefledi\u011fi belirtildi. A\u00e7\u0131klaman\u0131n ard\u0131ndan \u015firket hisseleri y\u00fczde 3,4 y\u00fckseldi.<\/p>\n
HIVE Digital Technologies ise Kanada\u2019daki stratejik veri merkezi orta\u011f\u0131 arac\u0131l\u0131\u011f\u0131yla s\u0131v\u0131 so\u011futmal\u0131 yapay zek\u00e2 veri merkezi kapasitesini d\u00f6rt kat art\u0131raca\u011f\u0131n\u0131 duyurdu. Geni\u015fleme kapsam\u0131nda Manitoba\u2019daki mevcut 4 megavatl\u0131k kapasite iki eyalette toplam 16,6 megavatl\u0131k kritik IT y\u00fck\u00fcne \u00e7\u0131kar\u0131lacak. Ayr\u0131ca British Columbia\u2019da yeni bir tesis eklenerek 5 megavatl\u0131k kapasite sa\u011flanacak ve 7,6 megavatl\u0131k ek kapasite art\u0131r\u0131m\u0131 opsiyonu bulunacak.<\/p>\n
Alt\u0131n fiyatlar\u0131n\u0131n gerilemesiyle birlikte alt\u0131n madencili\u011fi \u015firketlerinin hisselerinde ise d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcld\u00fc. Newmont hisseleri y\u00fczde 1,3, Barrick hisseleri ise y\u00fczde 1,2 de\u011fer kaybetti. Artan enerji fiyatlar\u0131n\u0131n enflasyon bask\u0131s\u0131n\u0131 art\u0131rabilece\u011fi ve ABD\u2019de faiz indirimlerinin gecikebilece\u011fi beklentisi bu hareketlerde etkili oldu. Bu hafta ABD Merkez Bankas\u0131\u2019n\u0131n faizleri \u00fcst \u00fcste ikinci toplant\u0131da da sabit tutmas\u0131 beklenirken, piyasalar Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n a\u00e7\u0131klamalar\u0131n\u0131 yak\u0131ndan izleyecek.<\/p>\n
<\/strong> \u0130stanbul, 16 Mart (Hibya) – Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re k\u00fcresel piyasalarda haftan\u0131n ba\u015f\u0131nda temkinli bir toparlanma e\u011filimi g\u00f6r\u00fcl\u00fcrken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda Orta Do\u011fu\u2019daki jeopolitik geli\u015fmeler ve bu hafta a\u00e7\u0131klanacak merkez bankas\u0131 kararlar\u0131 yer al\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":61947,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-61946","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/61946","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=61946"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/61946\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/61947"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=61946"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=61946"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=61946"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"