\u00a0<\/p>\n
Pusula Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re ABD piyasalar\u0131, \u0130ran\u2019da uzayan sava\u015f\u0131n petrol fiyatlar\u0131n\u0131 y\u00fcksek tutarak enflasyonu art\u0131raca\u011f\u0131 ve ekonomik b\u00fcy\u00fcmeyi yava\u015flataca\u011f\u0131 endi\u015feleriyle sert sat\u0131\u015f bask\u0131s\u0131 alt\u0131nda kal\u0131rken, ABD borsalar\u0131 2022\u2019den bu yana en uzun haftal\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ya\u015fad\u0131. Haftan\u0131n son i\u015flem g\u00fcn\u00fcnde kay\u0131plar h\u0131zlan\u0131rken S&P 500 y\u00fczde 1,7 gerilerken, Nasdaq 100 zirvesinden y\u00fczde 10\u2019dan fazla d\u00fc\u015ferek d\u00fczeltme s\u00fcrecine girdi. Brent petrol\u00fcn 112 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131 enerji maliyetleri kaynakl\u0131 enflasyon riskini yeniden \u00f6ne \u00e7\u0131kar\u0131rken, artan belirsizlikle birlikte yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcvenli liman talebi y\u00fckseldi ve \u00f6zellikle k\u0131sa vadeli ABD Hazine tahvilleri daha g\u00fc\u00e7l\u00fc performans g\u00f6sterdi. ABD\u2019de a\u00e7\u0131klanan veriler de sava\u015f\u0131n benzin fiyatlar\u0131 \u00fczerinden t\u00fcketici g\u00fcvenini bask\u0131lad\u0131\u011f\u0131n\u0131 ve enflasyon beklentilerini yukar\u0131 \u00e7ekti\u011fini ortaya koyarken, piyasalarda riskten ka\u00e7\u0131nma e\u011filimi belirgin \u015fekilde artarak sat\u0131\u015f bask\u0131s\u0131n\u0131n s\u00fcrmesine neden oldu.<\/p>\n
JPMorgan, Pimco ve Goldman Sachs, \u0130ran\u2019daki sava\u015f\u0131n zaten yava\u015flayan ABD ekonomisini daha da yava\u015flatma riskinin finans piyasalar\u0131nda yeterince dikkate al\u0131nmad\u0131\u011f\u0131n\u0131 belirtiyor. Petrol\u00fcn varil fiyat\u0131n\u0131n 110 dolar\u0131 a\u015fmas\u0131yla tetiklenen enflasyon \u015foku, h\u0131zla keskin bir b\u00fcy\u00fcme darbo\u011faz\u0131na d\u00f6n\u00fc\u015febilirken, yat\u0131r\u0131mc\u0131lar\u0131n Fed\u2019in faiz art\u0131r\u0131mlar\u0131na odaklanmas\u0131 k\u0131sa vadeli ABD Hazine tahvillerinde 2024\u2019ten bu yana en derin ayl\u0131k kay\u0131plara yol a\u00e7t\u0131. Y\u00fckselen enerji maliyetleri ve bor\u00e7lanma y\u00fck\u00fc t\u00fcketici harcamalar\u0131n\u0131 k\u0131sarken, resesyon olas\u0131l\u0131\u011f\u0131 y\u00fczde 30\u2019un \u00fczerine \u00e7\u0131kt\u0131; bu tablo, tahvil getirilerinin yeniden d\u00fc\u015fece\u011fi ve piyasan\u0131n b\u00fcy\u00fcme odakl\u0131 bir \u201cekonomik darbe\u201d senaryosunu fiyatlamak zorunda kalaca\u011f\u0131 bir d\u00f6nemi i\u015faret ediyor.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump, Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar\u0131n be\u015finci haftas\u0131na girerken, \u0130ran\u2019daki petrol\u00fc ele ge\u00e7irebileceklerini ve \u00fclkenin en kritik ihracat merkezi olan Harg Adas\u0131\u2019n\u0131 kontrol alt\u0131na alabileceklerini belirtti. Trump, tercihinin \u0130ran\u2019\u0131n petrol\u00fcn\u00fc almak oldu\u011funu s\u00f6yleyerek bunu Venezuela\u2019daki benzer bir operasyonla k\u0131yaslad\u0131 ve \u201cbelki Harg Adas\u0131\u2019n\u0131 al\u0131r\u0131z, belki almay\u0131z\u201d ifadelerini kulland\u0131. B\u00f6yle bir ad\u0131m\u0131n ABD\u2019nin b\u00f6lgede daha uzun s\u00fcre asker bulundurmas\u0131n\u0131 gerektirebilece\u011fini de ekledi; bu a\u00e7\u0131klama b\u00f6lgedeki gerilimi art\u0131r\u0131rken enerji piyasalar\u0131 ve uluslararas\u0131 ili\u015fkiler a\u00e7\u0131s\u0131ndan endi\u015fe yarat\u0131yor.<\/p>\n
ABD\u2019li ila\u00e7 devi Eli Lilly, yapay zeka destekli ila\u00e7 ke\u015ffi alan\u0131nda faaliyet g\u00f6steren Hong Kong borsas\u0131nda i\u015flem g\u00f6ren biyoteknoloji \u015firketi Insilico Medicine ile yakla\u015f\u0131k 2,75 milyar dolar de\u011ferinde bir i\u015f birli\u011fi anla\u015fmas\u0131 imzalad\u0131. Anla\u015fma kapsam\u0131nda Lilly, Insilico\u2019nun preklinik a\u015famadaki ila\u00e7 adaylar\u0131n\u0131 geli\u015ftirme, \u00fcretim ve ticarile\u015ftirme konusunda d\u00fcnya \u00e7ap\u0131nda m\u00fcnhas\u0131r haklara sahip olacak, Insilico ise 115 milyon dolar pe\u015fin \u00f6deme alacak ve geli\u015ftirme, onay ve ticari kilometre ta\u015flar\u0131na ula\u015f\u0131lmas\u0131yla birlikte toplam \u00f6deme potansiyeli artacak. Bu ad\u0131m, b\u00fcy\u00fck ila\u00e7 \u015firketlerinin yapay zeka teknolojisini Ar-Ge s\u00fcre\u00e7lerinde giderek daha fazla kullanma e\u011filimini ortaya koyuyor.<\/p>\n
Microsoft, OpenAI\u2019nin geni\u015fleme plan\u0131n\u0131 durdurmas\u0131n\u0131n ard\u0131ndan Teksas\u2019\u0131n Abilene kentinde iki yeni \u201cAI fabrikas\u0131\u201d ve enerji santrali in\u015fa ederek toplam veri merkezi say\u0131s\u0131n\u0131 10\u2019a \u00e7\u0131karacak. Mevcut Stargate kamp\u00fcs\u00fcn\u00fcn yan\u0131nda yer alacak tesisler, 2,1 gigavatl\u0131k dev bir hesaplama kapasitesi sa\u011flayacak. Microsoft, OpenAI\u2019nin eski bulut sa\u011flay\u0131c\u0131s\u0131 ve ChatGPT\u2019deki y\u00fczde 27 hissesine ra\u011fmen art\u0131k ba\u011f\u0131ms\u0131z AI geli\u015ftirme yolunda ilerliyor; bu ad\u0131m, ABD\u2019de yapay zek\u00e2 altyap\u0131s\u0131n\u0131 g\u00fc\u00e7lendirme ve b\u00fcy\u00fck veri merkezlerinin enerji kullan\u0131m\u0131n\u0131 art\u0131rma \u00e7abalar\u0131n\u0131 \u00f6ne \u00e7\u0131kar\u0131yor.<\/p>\n
Apple, iOS 27, iPadOS 27 ve macOS 27 g\u00fcncellemeleriyle Siri\u2019yi \u00fc\u00e7\u00fcnc\u00fc taraf AI asistanlar\u0131na a\u00e7acak. Kullan\u0131c\u0131lar, ChatGPT\u2019nin yan\u0131 s\u0131ra Google Gemini veya Anthropic Claude gibi hizmetleri Siri \u00fczerinden kullanabilecek. Yeni Extensions sistemi, App Store\u2019dan y\u00fcklenen AI uygulamalar\u0131n\u0131n Siri ile entegre \u00e7al\u0131\u015fmas\u0131n\u0131 sa\u011flayacak ve kullan\u0131c\u0131lar\u0131n hangi hizmetleri aktif edece\u011fini se\u00e7mesine imkan tan\u0131yacak. Bu ad\u0131m, Siri\u2019yi kapsaml\u0131 bir AI platformuna d\u00f6n\u00fc\u015ft\u00fcrmeyi ve Apple\u2019\u0131n \u00fc\u00e7\u00fcnc\u00fc taraf AI aboneliklerinden gelir elde etmesini ama\u00e7l\u0131yor.<\/p>\n
Pusula Yat\u0131r\u0131m’\u0131n teknik analizinde \u015fu ifadelere yer verildi:<\/p>\n
”Avustralya\u2019daki Wheatstone LNG tesisinde f\u0131rt\u0131na hasar\u0131 nedeniyle ya\u015fanan ve haftalarca s\u00fcrmesi beklenen ar\u0131za; Orta Do\u011fu\u2019daki sava\u015f ve Katar\u2019daki kesintilerle birle\u015ferek k\u00fcresel LNG arz\u0131n\u0131 ciddi \u015fekilde daralt\u0131rken, b\u00f6lgedeki tesislerin toparlanma \u00e7abalar\u0131 Asya piyasalar\u0131 \u00fczerindeki bask\u0131y\u0131 art\u0131r\u0131yor. Bu temel g\u00f6r\u00fcn\u00fcm alt\u0131nda Chevron (CVX), hem k\u0131sa hem de uzun vadeli hareketli ortalamalar\u0131n\u0131n \u00fczerinde seyrederek olduk\u00e7a g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f trendi sergiliyor; ancak teknik g\u00f6stergelerden RSI\u2019\u0131n a\u015f\u0131r\u0131 al\u0131m b\u00f6lgesinde olmas\u0131 k\u0131sa vadeli bir d\u00fczeltme riskine, MACD\u2019nin ise pozitif sinyal hatt\u0131 \u00fczerindeki konumuyla yukar\u0131 y\u00f6nl\u00fc momentumun korundu\u011funa i\u015faret ediyor. Mevcut durumda tarihi zirvesine olduk\u00e7a yak\u0131n bir seviyede fiyatlanan hisse, analistlerin b\u00fcy\u00fck \u00e7o\u011funlu\u011funun “Al” tavsiyesiyle g\u00fc\u00e7l\u00fc yat\u0131r\u0131mc\u0131 g\u00fcvenini arkas\u0131na al\u0131rken, olas\u0131 geri \u00e7ekilmelerde belirlenen destek seviyelerinin takibi \u00f6nem ta\u015f\u0131yor.Diren\u00e7ler: \u2013\u00a0Zirve Fiyat\u0131: 212,46 \u00a0dolar Kapan\u0131\u015f Fiyat\u0131: 211,15 dolar\u00a0Destekler: 205,25 \/ 200,05 \/ 195,15\u00a0Zirveye Uzakl\u0131k: y\u00fczde 0,6\u00a0Piyasa De\u011feri: 421 Milyar dolar<\/p>\n
Merck, pulmoner vask\u00fcler direnci anlaml\u0131 \u015fekilde d\u00fc\u015f\u00fcren WINREVAIR ilac\u0131n\u0131n ba\u015far\u0131l\u0131 Phase 2 sonu\u00e7lar\u0131yla klinik g\u00fcc\u00fcn\u00fc peki\u015ftirirken; Keytruda’n\u0131n patent s\u00fcresinin dolmas\u0131na kar\u015f\u0131 bir hamle olarak Terns Pharma\u2019y\u0131 6,7 milyar dolara b\u00fcnyesine kataca\u011f\u0131n\u0131 duyurarak kanser tedavisi portf\u00f6y\u00fcn\u00fc stratejik bir boyuta ta\u015f\u0131d\u0131. Bu dev sat\u0131n alma ilan\u0131yla birlikte hisse fiyat\u0131nda y\u00fczde 5,5\u2019lik bir art\u0131\u015f kaydeden \u015firket, teknik tarafta 50, 100 ve 200 g\u00fcnl\u00fck hareketli ortalamalar\u0131n\u0131n \u00fczerinde seyrederek g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f trendi sergiliyor; g\u00f6stergelerden RSI\u2019\u0131n n\u00f6tr-pozitif b\u00f6lgedeki konumu trendin a\u015f\u0131r\u0131 al\u0131ma girmeden s\u00fcrd\u00fcr\u00fclebilir oldu\u011funu, MACD hatt\u0131n\u0131n sinyal \u00fczerindeki seyri ise pozitif momentumun korundu\u011funu teyit ediyor. Analistlerin b\u00fcy\u00fck \u00e7o\u011funlu\u011funun “Al” tavsiyesiyle destekledi\u011fi Merck hisseleri, tarihi zirvesine olduk\u00e7a yak\u0131n bir seviyede i\u015flem g\u00f6r\u00fcrken, yat\u0131r\u0131mc\u0131lar i\u00e7in yukar\u0131 y\u00f6nl\u00fc potansiyelin devam etti\u011fi ancak zirve direnci yak\u0131nlar\u0131nda k\u0131sa vadeli teknik d\u00fczeltmelerin de ihtimal dahilinde oldu\u011fu bir g\u00f6r\u00fcn\u00fcm sergiliyor.\u00a0Diren\u00e7ler: 124,2\u00a0Zirve Fiyat: 124,22 dolar\u00a0Kapan\u0131\u015f Fiyat: 119,63 dolar\u00a0Destekler: 116,00 \/ 113,00 \/ 110,00\u00a0Zirveye Uzakl\u0131k: y\u00fczde 4\u00a0Piyasa De\u011feri: 296 Milyar dolar”<\/p>\n
<\/strong> \u0130stanbul, 30 Mart (Hibya)-Pusula Yat\u0131r\u0131m, ABD piyasalar\u0131nda \u0130ran\u2019daki sava\u015f ve y\u00fckselen petrol fiyatlar\u0131 nedeniyle sat\u0131\u015f bask\u0131s\u0131 artarken, yat\u0131r\u0131mc\u0131lar g\u00fcvenli limanlara y\u00f6neldi\u011fini aktard\u0131.<\/p>\n","protected":false},"author":1,"featured_media":68389,"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-68388","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\/68388","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=68388"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/68388\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/68389"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=68388"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=68388"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=68388"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"