Gedik Yat\u0131r\u0131m'\u0131n raporunda “Wall Street haftaya pozitif bir zeminde ba\u015flarken, yat\u0131r\u0131mc\u0131lar hem h\u00fck\u00fcmet kapanmas\u0131 nedeniyle ertelenen yo\u011fun veri ak\u0131\u015f\u0131na hem de perakende devleri ile Nvidia\u2019dan gelecek kritik bilan\u00e7olara odakland\u0131.” ifadeleri kullan\u0131ld\u0131.\u00a0<\/p>\n
Raporun devam\u0131nda ise unlar aktar\u0131ld\u0131:<\/p>\n
“A\u00e7\u0131l\u0131\u015f \u00f6ncesinde S&P 500 vadeli kontratlar\u0131 y\u00fczde 0,6, Nasdaq 100 vadeli kontratlar\u0131 y\u00fczde 1 ve Dow Jones vadeli kontratlar\u0131 y\u00fczde 0,2 y\u00fckseli\u015f kaydetti; teknoloji a\u011f\u0131rl\u0131kl\u0131 Nasdaq, ge\u00e7en haftaki zay\u0131f kapan\u0131\u015f\u0131na ra\u011fmen de\u011ferleme endi\u015felerine kar\u015f\u0131n toparlanma \u00e7abas\u0131 g\u00f6steriyor. ABD h\u00fck\u00fcmetinin yeniden a\u00e7\u0131lmas\u0131yla birlikte bu hafta piyasalar\u0131n hem birikmi\u015f hem de planl\u0131 makro verilerle s\u0131k\u0131\u015f\u0131k bir takvimle kar\u015f\u0131 kar\u015f\u0131ya kalacak. Per\u015fembe
\ng\u00fcn\u00fc a\u00e7\u0131klanacak eyl\u00fcl istihdam raporunun haftan\u0131n a\u00e7\u0131k ara en \u00f6nemli verisi olacakt\u0131r. Ekonomistlerin beklentisi tar\u0131m d\u0131\u015f\u0131 istihdamda keskin bir toparlanma g\u00f6r\u00fclmesi y\u00f6n\u00fcnde.<\/p>\n
Hafta boyunca Home Depot (sal\u0131), Nvidia (\u00e7ar\u015famba) ve Walmart\u2019\u0131n (per\u015fembe) bilan\u00e7olar\u0131 risk i\u015ftah\u0131 a\u00e7\u0131s\u0131ndan belirleyici olacak. Veri taraf\u0131nda ise a\u00e7\u0131l\u0131\u015f \u00f6ncesinde a\u00e7\u0131klanacak Empire State imalat endeksi, g\u00fcn i\u00e7inde yay\u0131mlanacak in\u015faat harcamalar\u0131 ve Fed \u00fcyeleri John Williams ile Neel Kashkari\u2019nin konu\u015fmalar\u0131 takip edilecek.<\/p>\n
Avrupa\u2019da yat\u0131r\u0131mc\u0131lar yeni kataliz\u00f6r aray\u0131\u015f\u0131ndayken Avrupa borsalar\u0131 haftaya hafif al\u0131c\u0131l\u0131 bir ba\u015flang\u0131\u00e7 yapt\u0131. Londra FTSE 100 y\u00fczde 0,07, Almanya DAX y\u00fczde 0,17 ve Fransa CAC y\u00fczde 0,04 y\u00fckseldi; pan-Avrupa Stoxx 600 ise iki g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan y\u00fczde 0,11 art\u0131\u015fla 575,5 puana \u00e7\u0131kt\u0131. B\u00f6lge genelinde yeni y\u00f6n aray\u0131\u015f\u0131 s\u00fcrerken, piyasalar bu hafta a\u00e7\u0131klanacak Euro B\u00f6lgesi, Almanya, Fransa ve \u0130ngiltere\u2019nin flash PMI verileriyle birlikte enflasyon ve GSYH rakamlar\u0131n\u0131 bekliyor; ayr\u0131ca h\u00fck\u00fcmet kapanmas\u0131 nedeniyle ertelenen yo\u011fun ABD veri ak\u0131\u015f\u0131 da g\u00fcndemde. Makro cephede \u0130svi\u00e7re ekonomisi \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte \u00e7eyreklik bazda y\u00fczde 0,5 daral\u0131rken, Norve\u00e7\u2019in d\u0131\u015f ticaret fazlas\u0131 ekimde 56,5 milyar NOK\u2019a geriledi; tahvil taraf\u0131nda ise ABD 10 y\u0131ll\u0131k getirisi y\u00fczde 4,13\u2019e, \u0130ngiltere 10 y\u0131ll\u0131k getirisi y\u00fczde 4,56\u2019ya ve Almanya 10 y\u0131ll\u0131k getirisi y\u00fczde 2,70\u2019e do\u011fru iki baz puan geriledi.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
Quantum Computing (QUBT) \u015firketin y\u0131ll\u0131k bazda y\u00fczde 280 gelir art\u0131\u015f\u0131 ve net kara ge\u00e7i\u015f a\u00e7\u0131klad\u0131\u011f\u0131 3. \u00e7eyrek sonu\u00e7lar\u0131n\u0131n ard\u0131ndan \u015firket hisseleri y\u00fczde 23 y\u00fckseldi. Bu g\u00fc\u00e7l\u00fc performans; artan Ar-Ge ve donan\u0131m s\u00f6zle\u015fmesi faaliyetleri ile Dirac-3 kuantum optimizasyon sistemine bulut eri\u015fiminden elde edilen yeni gelir taraf\u0131ndan desteklendi. \u015eirket \u00e7eyre\u011fi 352 milyon dolar nakit ve 461 milyon dolar yat\u0131r\u0131m portf\u00f6y\u00fc ile kapatt\u0131 ve sonras\u0131nda ek 750 milyon dolarl\u0131k kaynak yarat\u0131m\u0131yla likiditesini 1.5 milyar dolar\u0131n \u00fczerine \u00e7\u0131kard\u0131. (Olumlu)<\/p>\n
XPeng (XPEV), \u015eirket y\u0131ll\u0131k bazda y\u00fczde 105 b\u00fcy\u00fcme g\u00f6steren gelir a\u00e7\u0131klamas\u0131na ra\u011fmen, 3. \u00e7eyrek sonu\u00e7lar\u0131n\u0131n kar\u0131\u015f\u0131k gelmesi sonras\u0131 a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde de\u011fer kaybetti. 3. \u00e7eyrekte br\u00fct k\u00e2r marj\u0131 y\u00fczde 20.1\u2019e, ara\u00e7 marj\u0131 ise y\u00fczde 13.1\u2019e y\u00fckseldi. \u015eirket \u00e7eyre\u011fi 48.33 milyar RMB (6.79 milyar USD) likidite ile tamamlad\u0131. Ara\u00e7 teslimatlar\u0131 y\u0131ll\u0131k bazda y\u00fczde 149 artarak 116.007 adede ula\u015ft\u0131; Ekim ay\u0131nda ise 42.013 adet teslim edildi ve y\u0131lba\u015f\u0131ndan bu yana toplam teslimatlar 355.209 oldu. XPeng, 4. \u00e7eyrek i\u00e7in 125.000\u2013132.000 teslimat (+y\u00fczde 37 \u2013 +y\u00fczde 44 Y\/Y) ve 21.5\u2013 23.0 milyar RMB gelir (+y\u00fczde 33 \u2013 +y\u00fczde 43 Y\/Y) bekliyor. (Olumsuz)<\/p>\n
Bug\u00fcn Bilan\u00e7o A\u00e7\u0131klamas\u0131 Beklenen \u00d6nemli \u015eirketler: XPeng, XP Inc., H World Group Limited”<\/p>\n
<\/strong> \u0130stanbul, 17 Kas\u0131m (Hibya)- Gedik Yat\u0131r\u0131m, Avrupa borsalar\u0131n\u0131n haftaya hafif al\u0131c\u0131l\u0131 bir ba\u015flang\u0131\u00e7 yapt\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":7095,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-7094","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/7094","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=7094"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/7094\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/7095"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=7094"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=7094"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=7094"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"