Gedik Yat\u0131r\u0131m2\u0131n analizine g\u00f6re,\u00a0ABD endeks vadeli i\u015flemleri ve Bitcoin kay\u0131plar\u0131n\u0131 azalt\u0131rken, tahvillere y\u00f6nelen g\u00fc\u00e7l\u00fc talep getirileri a\u015fa\u011f\u0131 \u00e7ekti, dolar ise yatay seyretti. S&P 500 vadeli i\u015flemleri g\u00fcn i\u00e7indeki %0,8\u2019e varan d\u00fc\u015f\u00fc\u015ften toparlanarak kayb\u0131n\u0131 y\u00fczde 0,3\u2019e indirirken, Bitcoin 90 bin dolar seviyesinin alt\u0131n\u0131 k\u0131sa s\u00fcreli test ettikten sonra tepki al\u0131mlar\u0131yla y\u00fckseli\u015fe ge\u00e7ti.<\/p>\n
Buna kar\u015f\u0131n k\u00fcresel riskten ka\u00e7\u0131\u015f e\u011filimi Asya ve Avrupa borsalar\u0131nda g\u00fc\u00e7l\u00fc \u015fekilde hissedildi. Japonya\u2019da Nikkei 225 Nisan\u2019dan bu yana en k\u00f6t\u00fc g\u00fcn\u00fcn\u00fc ya\u015fad\u0131. Avrupa\u2019da sat\u0131\u015flar derinle\u015firken STOXX 50 y\u00fczde 1,2, STOXX 600 ise y\u00fczde 1,1 d\u00fc\u015ferek \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc kay\u0131p seans\u0131n\u0131 tamamlad\u0131. Her iki endeks de son bir ay\u0131n en d\u00fc\u015f\u00fck seviyelerine geriledi.<\/p>\n
Sat\u0131\u015f bask\u0131s\u0131n\u0131n ana nedeni, Nvidia\u2019n\u0131n bu hafta a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7o \u00f6ncesi yapay zek\u00e2 hisselerinde yeniden alevlenen a\u015f\u0131r\u0131 de\u011ferleme endi\u015feleri oldu. Nvidia\u2019n\u0131n sonu\u00e7lar\u0131n\u0131n yapay zek\u00e2 rallisinin s\u00fcrd\u00fcr\u00fclebilirli\u011fi a\u00e7\u0131s\u0131ndan kritik \u00f6neme sahip olmas\u0131, yat\u0131r\u0131mc\u0131lar\u0131n risk i\u015ftah\u0131n\u0131 t\u00f6rp\u00fcl\u00fcyor. Ayr\u0131ca Per\u015fembe g\u00fcn\u00fc yay\u0131mlanacak gecikmi\u015f Eyl\u00fcl istihdam raporunun, Fed\u2019in Aral\u0131k ay\u0131nda faiz indirimi ihtimalini daha da zay\u0131flatabilece\u011fi endi\u015fesi piyasalar\u0131 gergin tutuyor.<\/p>\n
Avrupa\u2019da sekt\u00f6r bazl\u0131 sat\u0131\u015flarda bankac\u0131l\u0131k hisseleri \u00f6ne \u00e7\u0131kt\u0131. Societe Generale, Deutsche Bank ve Barclays %3\u2019\u00fcn \u00fczerinde de\u011fer kayb\u0131 ya\u015fad\u0131. Umicore y\u00fczde 11\u2019i a\u015fan d\u00fc\u015f\u00fc\u015fle g\u00fcn\u00fcn en zay\u0131f performans\u0131n\u0131 g\u00f6sterirken, ABB\u2019nin b\u00fcy\u00fcme hedeflerini korumas\u0131 yat\u0131r\u0131mc\u0131 beklentilerini kar\u015f\u0131lamayarak hissede y\u00fczde\u00a0\u00a02,8 kayba yol a\u00e7t\u0131.<\/p>\n
\u00d6te yandan baz\u0131 hisseler g\u00fc\u00e7l\u00fc bilan\u00e7olar ve olumlu klinik veri ak\u0131\u015f\u0131yla pozitif ayr\u0131\u015ft\u0131. Intermediate Capital Group y\u00fczde\u00a0\u00a08,1 y\u00fckselirken, Roche\u2019un meme kanseri ilac\u0131 giredestrant\u2019\u0131n ba\u015far\u0131l\u0131 \u00fc\u00e7\u00fcnc\u00fc faz sonu\u00e7lar\u0131 sonras\u0131 hisseleri y\u00fczde\u00a0\u00a07\u2019ye yak\u0131n prim yapt\u0131. Savunma sekt\u00f6r\u00fcnde Rheinmetall y\u00fczde\u00a0\u00a03,5 art\u0131\u015fla de\u011fer kazand\u0131.<\/p>\n
ABD\u2019de g\u00fcvenli liman talebiyle tahvillere y\u00f6nelim artt\u0131, 10 y\u0131ll\u0131k tahvil getirileri y\u00fczde 4,10 seviyesine do\u011fru geriledi. Alt\u0131n ise bask\u0131 alt\u0131nda kalarak 4.000 dolar\/ons seviyesine daha da yakla\u015ft\u0131. Analistler, S&P 500\u2019\u00fcn 50 g\u00fcnl\u00fck ortalamas\u0131n\u0131n alt\u0131na inmesinin teknik olarak geni\u015f \u00e7apl\u0131 bir d\u00fczeltme riskini art\u0131rd\u0131\u011f\u0131na dikkat \u00e7ekiyor. Nvidia bilan\u00e7osu veya istihdam verilerinden gelebilecek olumlu bir s\u00fcrprizin bu bask\u0131y\u0131 k\u0131sa vadede hafifletebilece\u011fi de\u011ferlendirilirken, Noel d\u00f6nemine yakla\u015f\u0131l\u0131rken volatilitenin y\u00fcksek kalaca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fc \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
\u00d6ne \u00e7\u0131kan \u015firket haberleri<\/p>\n
Amazon (AMZN), 2022\u2019den bu yana ilk kez ger\u00e7ekle\u015ftirdi\u011fi 15 milyar dolarl\u0131k ABD tahvil sat\u0131\u015f\u0131yla yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131 finanse etmek i\u00e7in bor\u00e7 piyasalar\u0131na y\u00f6neldi. Alt\u0131 farkl\u0131 vadede yap\u0131lan sat\u0131\u015fta talep 80 milyar dolara ula\u015farak g\u00fc\u00e7l\u00fc ilgi g\u00f6rd\u00fc. \u015eirket, geliri bor\u00e7 \u00f6demeleri, sat\u0131n almalar, sermaye yat\u0131r\u0131mlar\u0131, i\u015ftirak finansman\u0131 ve hisse geri al\u0131mlar\u0131 i\u00e7in kullanaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. B\u00fcy\u00fck teknoloji \u015firketlerinin yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131 art\u0131rmas\u0131yla tahvil ihra\u00e7lar\u0131 h\u0131zlan\u0131rken, Alphabet\u2019in 25 milyar dolar, Meta\u2019n\u0131n 30 milyar dolar ve Oracle\u2019\u0131n 18 milyar dolarl\u0131k son sat\u0131\u015flar\u0131 bu trendi destekledi. JPMorgan\u2019a g\u00f6re ABD kurumsal tahvil ihra\u00e7lar\u0131n\u0131n gelecek y\u0131l AI finansman\u0131 nedeniyle 1,8 trilyon dolarla rekor k\u0131rmas\u0131 bekleniyor.<\/p>\n
\u00a0Xiaomi (XIACF), \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte g\u00fc\u00e7l\u00fc finansal performans sergiledi. D\u00fczeltilmi\u015f net kar\u0131n\u0131 y\u0131ll\u0131k bazda y\u00fczde\u00a0\u00a080,9 art\u0131\u015fla 11,3 milyar RMB\u2019ye, gelirini ise y\u00fczde\u00a0\u00a022,3 y\u00fckseli\u015fle 113,1 milyar RMB\u2019ye ta\u015f\u0131d\u0131. \u015eirketin k\u00fcresel ayl\u0131k aktif kullan\u0131c\u0131 say\u0131s\u0131 741,7 milyona \u00e7\u0131karak rekor k\u0131rd\u0131. AIoT platformuna ba\u011fl\u0131 cihaz say\u0131s\u0131 ilk kez 1 milyar\u0131 a\u015ft\u0131 ve y\u00fczde 20,2 art\u0131\u015fla 1,035 milyar adede ula\u015ft\u0131. Xiaomi ayr\u0131ca otomotiv taraf\u0131nda da g\u00fc\u00e7l\u00fc bir performans sergileyerek \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte 108.796 ara\u00e7 teslimat\u0131 ile \u015fimdiye kadarki en y\u00fcksek \u00e7eyreklik teslimat say\u0131s\u0131na ula\u015ft\u0131. (Olumlu)<\/p>\n
<\/strong> \u0130stanbul, 18 Kas\u0131m (Hibya) – Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalar\u0131n haftaya sert dalgalanmalarla ba\u015flarken, Sal\u0131 g\u00fcn\u00fc risk i\u015ftah\u0131ndaki zay\u0131flama k\u0131smen hafifledi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":7717,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-7716","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\/7716","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=7716"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/7716\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/7717"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=7716"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=7716"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=7716"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"