{"id":6864,"date":"2025-11-17T08:45:03","date_gmt":"2025-11-17T05:45:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/17\/alnus-yatirim-bist-100-endeksinin-gune-pozitif-bir-baslangic-yapmasini-bekliyoruz-3"},"modified":"2025-11-17T08:45:03","modified_gmt":"2025-11-17T05:45:03","slug":"alnus-yatirim-bist-100-endeksinin-gune-pozitif-bir-baslangic-yapmasini-bekliyoruz-3","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/17\/alnus-yatirim-bist-100-endeksinin-gune-pozitif-bir-baslangic-yapmasini-bekliyoruz-3\/","title":{"rendered":"Alnus Yat\u0131r\u0131m: B\u0130ST-100 endeksinin, g\u00fcne pozitif bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz"},"content":{"rendered":"

Alnus Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, B\u0130ST-100'\u00fcn, ge\u00e7en haftan\u0131n son i\u015flem g\u00fcn\u00fcne; 23,74 puanl\u0131k d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131\u011f\u0131 hat\u0131rlat\u0131ld\u0131. G\u00fcn i\u00e7erisinde, a\u015fa\u011f\u0131 tarafta 10.440,44 puan seviyesini test ettikten sonra toparlanmaya \u00e7al\u0131\u015fan endekste; seans\u0131n sonunu y\u00fczde 0,59 oran\u0131ndaki d\u00fc\u015f\u00fc\u015fle, 10.565,74 puandan noktaland\u0131\u011f\u0131 belirtilirken \u015fu bilgilere yer verildi:<\/p>\n

“Endeksin \u0130\u015flem hacmi de; \u00f6nceki g\u00fcnk\u00fc 116,6 Milyar TL d\u00fczeyinden 104,0 Milyar TL\u2019ye geriledi. Endekse puan baz\u0131nda en fazla negatif etki eden \u015firket hisseleri; 8,65 puan ile BIMAS, 7,18 puan ile TCELL ve 6,46 puan ile ASELS oldu.<\/p>\n

Cuma g\u00fcn\u00fc, yurt i\u00e7inde TCMB taraf\u0131ndan yay\u0131nlanan 2025 Kas\u0131m d\u00f6nemine ait Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi\u2019nin sonu\u00e7lar\u0131n\u0131 izledik. Ankette; Kas\u0131m ay\u0131 T\u00dcFE beklentisi y\u00fczde 1,59 olurken, y\u0131l sonu y\u0131ll\u0131k T\u00dcFE beklentisi ise Ekim anketindeki y\u00fczde 31,77 d\u00fczeyinden y\u00fczde 32,20 seviyesine revize edildi. Ankette yer alan, TCMB\u2019nin 11 Aral\u0131ktaki PPK toplant\u0131s\u0131nda politika faizinin 100 veya 150 baz puan indirilece\u011fine dair karars\u0131zl\u0131k \u00f6ng\u00f6r\u00fc de; y\u0131l sonu T\u00dcFE tahmini ile birlikte dikkat \u00e7ekti.<\/p>\n

K\u00fcresel tarafta, ge\u00e7ti\u011fimiz haftan\u0131n son i\u015flem g\u00fcn\u00fcne; \u00c7in\u2019de son 13 ay\u0131n en k\u00f6t\u00fc ger\u00e7ekle\u015fmesini g\u00f6steren Sanayi \u00dcretimi ve Perakende Sat\u0131\u015flar verilerinin, D\u00fcnya\u2019n\u0131n 2. b\u00fcy\u00fck GSY\u0130H\u2019s\u0131na sahip \u00fclkenin ekonomik g\u00f6r\u00fcn\u00fcm\u00fcne dair endi\u015feleri t\u0131rmand\u0131rmas\u0131 ve \u00f6nceki g\u00fcn ABD\u2019de a\u00e7\u0131klanamayan T\u00dcFE ve istihdam verilerinin Fed\u2019in para politikas\u0131na dair belirsizlikleri art\u0131rmas\u0131n\u0131n etkisiyle risk i\u015ftah\u0131nda olu\u015fan daralma ile ba\u015flad\u0131k. Sabah saatlerinde Ukrayna\u2019n\u0131n Rusya\u2019ya ait bir petrol deposuna d\u00fczenledi\u011fi sald\u0131r\u0131 ise; petrol fiyatlar\u0131nda yukar\u0131 y\u00f6nl\u00fc hareketlere neden olurken, olas\u0131 m\u00fczakere s\u00fcre\u00e7lerine kar\u015f\u0131n Rusya-Ukrayna aras\u0131ndaki jeopolitik gerginli\u011fin devam etti\u011fine y\u00f6nelik \u00f6nemli bir i\u015faret oldu. Ayr\u0131ca, ABD\u2019nin \u00c7in taraf\u0131ndan kendi topra\u011f\u0131 olarak nitelendirilen Tayvan\u2019a sava\u015f u\u00e7a\u011f\u0131 yedek par\u00e7as\u0131 ve ekipman sat\u0131\u015f\u0131n\u0131 onaylamas\u0131 da; ileride b\u00f6lgede olu\u015fabilecek jeopolitik riskler a\u00e7\u0131s\u0131ndan \u00f6nemliydi. ABD Ba\u015fkan\u0131 Donald Trump ise, enflasyonla m\u00fccadele a\u00e7\u0131s\u0131ndan kritik bir ad\u0131m atarak; Arjantin, Guatemala, El Salvador ve Ekvador\u2019dan ithal edilen temel g\u0131da \u00fcr\u00fcnlerinde g\u00fcmr\u00fck vergilerinin azalt\u0131lmas\u0131na y\u00f6nelik tedbir plan\u0131n\u0131 yeniden duyurdu. Cuma g\u00fcn\u00fc, Avrupa taraf\u0131nda ise; Euro B\u00f6lgesi\u2019nin 3. \u00e7eyrek \u00f6nc\u00fc GSYH de\u011fi\u015fimi veri setini izledik. \u00c7eyreklik bazda y\u00fczde 0,2 ile beklentiye paralel gelen veri, y\u0131ll\u0131k olarak ise y\u00fczde 1,4 oran\u0131nda b\u00fcy\u00fcmeye i\u015faret etti.<\/p>\n

Yeni haftaya; ABD Hazine Bakan\u0131 Scott Bessent\u2019\u0131n, \u00c7in ile olas\u0131 bir nadir toprak elementi anla\u015fmas\u0131n\u0131n \u015e\u00fckran g\u00fcn\u00fcne kadar imzalanabilece\u011fine dair hafta sonunda yapt\u0131\u011f\u0131 a\u00e7\u0131klaman\u0131n etkisi ile ba\u015flad\u0131k. Bu kapsamda, ABD\u2019nin vadeli endeksleri \u015fu an i\u00e7in pozitif bir seyir izliyor. Buna kar\u015f\u0131n, Avrupa\u2019n\u0131n vadeli endeksleri negatif bir g\u00f6r\u00fcnt\u00fc \u00e7izerken, maj\u00f6r Asya borsalar\u0131 ise kar\u0131\u015f\u0131k bir ilerleyi\u015f i\u00e7erisinde yer almakta. B\u0130ST-100 endeksinin, g\u00fcne \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz. Yurt i\u00e7i ekonomik takvimde; Hazine ve Maliye Bakanl\u0131\u011f\u0131\u2019n\u0131n a\u00e7\u0131klayaca\u011f\u0131 Eyl\u00fcl ay\u0131 Merkezi Y\u00f6netim B\u00fct\u00e7e Dengesini takip edece\u011fiz. Asya seans\u0131nda Japonya\u2019dan gelen 3. \u00c7eyrek GSY\u0130H(\u00fclke ekonomisi 5 \u00e7eyrek sonra ilk kez darald\u0131) ve Eyl\u00fcl ay\u0131 Sanayi \u00dcretimi verilerini izledi\u011fimiz k\u00fcresel ekonomik takvimde ise; ilerleyen saatlerde ABD\u2019 de Kas\u0131m ay\u0131 New York Empire State \u0130malat Endeksi takibimizde olacak. Ek olarak; ticaret sava\u015flar\u0131 ve jeopolitik geli\u015fmeler gibi \u00f6nemli konulara dair haber ak\u0131\u015flar\u0131 ile de piyasalardaki fiyatlamalar \u015fekil bulabilir.”<\/p>\n

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

\u0130stanbul, 17 Kas\u0131m (Hibya) – Alnus Yat\u0131r\u0131m, B\u0130ST-100 endeksinin, g\u00fcne pozitif bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131n beklendi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":6865,"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-6864","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\/6864","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=6864"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/6864\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/6865"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=6864"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=6864"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=6864"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}