Pusula Yat\u0131r\u0131m’\u0131n raporunda Orta Do\u011fu\u2019da \u0130ran ile ya\u015fanan \u00e7at\u0131\u015fmalar\u0131n enerji altyap\u0131s\u0131na s\u0131\u00e7ramas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki sevkiyat risklerinin, k\u00fcresel piyasalarda teknoloji rallisini
durdurarak yerini karamsarl\u0131\u011fa b\u0131rakt\u0131\u011f\u0131 belirtildi. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Brent petrol\u00fcn varil ba\u015f\u0131na 104 dolar\u0131 a\u015fmas\u0131yla enflasyon endi\u015feleri yeniden tetiklenirken, ABD vadeli endeksleri g\u00fcne d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131; g\u00fcvenli liman aray\u0131\u015f\u0131ndaki dolar ve alt\u0131n ise de\u011fer kazand\u0131. Yat\u0131r\u0131mc\u0131lar, artan enerji maliyetleri kar\u015f\u0131s\u0131nda Fed ve ECB gibi merkez bankalar\u0131n\u0131n faiz politikalar\u0131n\u0131 nas\u0131l \u015fekillendirece\u011fine odaklan\u0131rken, Ba\u015fkan Trump\u2019\u0131n \u00c7in zirvesini erteleme sinyali ve sava\u015f\u0131n uzayaca\u011f\u0131 beklentisi risk i\u015ftah\u0131n\u0131 bask\u0131lamaya devam ediyor.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump, \u0130ran\u2019\u0131n askeri kapasitesine a\u011f\u0131r darbe vurduklar\u0131n\u0131 ve n\u00fckleer bir d\u00fcnya sava\u015f\u0131n\u0131 engellediklerini savunarak, \u00e7at\u0131\u015fmalar\u0131n “yak\u0131nda” bitece\u011fini a\u00e7\u0131klad\u0131. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n g\u00fcvenli\u011fi i\u00e7in enerji ihtiyac\u0131 y\u00fcksek olan \u00c7in, Japonya ve G\u00fcney Kore gibi \u00fclkelere askeri destek \u00e7a\u011fr\u0131s\u0131nda bulunan Trump, b\u00f6lgedeki durumu “b\u00fcy\u00fck bir satran\u00e7
oyunu” olarak nitelendirdi. \u0130ran liderli\u011findeki belirsizli\u011fe ra\u011fmen diplomatik temaslar\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirten Trump, operasyonun k\u00fcresel g\u00fcvenlik ve Orta Do\u011fu\u2019nun istikrar\u0131 i\u00e7in ka\u00e7\u0131n\u0131lmaz oldu\u011funu vurgulad\u0131.<\/p>\n
ABD ve \u00c7in heyetleri, Paris\u2019te ger\u00e7ekle\u015fen 6. tur m\u00fczakerelerinde, mevcut ticaret tarifelerinin seviyesini koruma karar\u0131 alarak gerilimi d\u00fc\u015f\u00fcrecek kritik bir ad\u0131m att\u0131. ABD Y\u00fcksek Mahkemesi’nin g\u00fcmr\u00fck vergisi yetkilerini k\u0131s\u0131tlayan karar\u0131n\u0131n ard\u0131ndan belirsizli\u011fe d\u00fc\u015fen ticaret dengesi, taraflar\u0131n istikrarl\u0131 ekonomik ili\u015fkiler ve yeni bir ikili \u00e7al\u0131\u015fma mekanizmas\u0131 \u00fczerinde mutab\u0131k kalmas\u0131yla yeniden zemin buldu. Bu uzla\u015f\u0131, Ba\u015fkan Trump\u2019\u0131n Mart sonunda \u00c7in\u2019e ger\u00e7ekle\u015ftirece\u011fi stratejik ziyaret \u00f6ncesinde, k\u00fcresel ticaretin gelece\u011fi a\u00e7\u0131s\u0131ndan umut verici bir “ate\u015fkes” niteli\u011fi ta\u015f\u0131yor.<\/p>\n
ABD\u2019de sanayi \u00fcretimi, \u015eubat ay\u0131nda imalat ve madencilik sekt\u00f6rlerindeki art\u0131\u015f\u0131n etkisiyle y\u00fczde 0,2 y\u00fckselerek piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015fti. Fed verilerine g\u00f6re, \u00f6zellikle otomotiv, bilgisayar ve elektrikli ekipman \u00fcretimindeki canlanma imalat sekt\u00f6r\u00fcn\u00fc ayakta tutarken; madencilik ve enerji \u00fcretimi y\u00fczde 0,8\u2019lik g\u00fc\u00e7l\u00fc bir art\u0131\u015f sergiledi. Elektrik \u00fcretimindeki d\u00fc\u015f\u00fc\u015fe ra\u011fmen \u00fcst \u00fcste iki ayd\u0131r devam eden bu b\u00fcy\u00fcme ivmesi, ABD sanayisindeki direncin s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor.<\/p>\n
Amazon ve NVIDIA, otomobillere \u00f6zel “ortam fark\u0131ndal\u0131\u011f\u0131” y\u00fcksek yapay zeka asistanlar\u0131 geli\u015ftirmek i\u00e7in g\u00fc\u00e7lerini birle\u015ftirdi. Alexa Custom Assistant ile NVIDIA DRIVE AGX platformunu entegre eden bu i\u015f birli\u011fi, ara\u00e7 i\u00e7inde hem yerel hem de bulut tabanl\u0131 veri i\u015fleyerek yolcu diyaloglar\u0131n\u0131 ve \u00e7evresel detaylar\u0131 anl\u0131k olarak analiz edebilecek. 2027\u2019de \u00fcreticilere sunulacak olan bu teknoloji; ki\u015fiselle\u015ftirilmi\u015f karakter se\u00e7enekleri ve d\u00fc\u015f\u00fck gecikmeli yan\u0131t s\u00fcresiyle ak\u0131ll\u0131 ara\u00e7 deneyimini yeni bir seviyeye ta\u015f\u0131may\u0131 hedefliyor.<\/p>\n
Nvidia, yeni nesil Blackwell ve Rubin \u00e7iplerine y\u00f6nelik yo\u011fun talep sayesinde 2027 y\u0131l\u0131 sonuna kadar en az 1 trilyon dolar gelir bekledi\u011fini duyurdu. CEO Jensen Huang\u2019\u0131n payla\u015ft\u0131\u011f\u0131 bu devasa \u00f6ng\u00f6r\u00fc, \u015firketin \u00f6nceki sat\u0131\u015f hedeflerini ikiye katlarken yapay zeka pazar\u0131ndaki mutlak hakimiyetini de teyit etti. Yakla\u015f\u0131k 4,4 trilyon dolarl\u0131k piyasa de\u011feriyle d\u00fcnyan\u0131n en de\u011ferli \u015firketleri aras\u0131nda yer alan Nvidia, artan rekabete ra\u011fmen teknoloji
d\u00fcnyas\u0131ndaki b\u00fcy\u00fcme ivmesini yeni nesil i\u015flemcileriyle s\u00fcrd\u00fcrmeyi hedefliyor.”<\/p>\n
<\/strong> \u0130stanbul, 17 Mart (Hibya)- Pusula Yat\u0131r\u0131m; ABD\u2019de sanayi \u00fcretiminin, \u015eubat ay\u0131nda imalat ve madencilik sekt\u00f6rlerindeki art\u0131\u015f\u0131n etkisiyle y\u00fczde 0,2 y\u00fckselerek piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015fti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":62415,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-62414","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/62414","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=62414"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/62414\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/62415"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=62414"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=62414"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=62414"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"