Halk Yat\u0131r\u0131m\u2019\u0131n piyasa notuna g\u00f6re Asya-Pasifik borsalar\u0131 yeni i\u015flem g\u00fcn\u00fcnde g\u00fc\u00e7l\u00fc al\u0131mlarla \u00f6ne \u00e7\u0131karken, MSCI Asya endeksi y\u00fczde 2,2 y\u00fckseli\u015fle sava\u015f \u00f6ncesi zirve seviyelerine yakla\u015fm\u0131\u015f durumda. MSCI Asya teknoloji endeksi ise y\u00fczde 4,7 art\u0131\u015fla tarihi zirvesini yeniledi. G\u00fcney Kore ve Tayvan endekslerinde de y\u00fckseli\u015flerin y\u00fczde 4\u2019\u00fc a\u015ft\u0131\u011f\u0131 belirtildi.<\/p>\n
Kuruma g\u00f6re y\u00fckseli\u015fte, yapay zek\u00e2 temal\u0131 k\u00fcresel iyimserlik ve b\u00fcy\u00fck \u00f6l\u00e7ekli teknoloji \u015firketlerinin beklentileri a\u015fan k\u00e2r a\u00e7\u0131klamalar\u0131 etkili oldu. Bu g\u00f6r\u00fcn\u00fcm, b\u00f6lge piyasalar\u0131nda risk i\u015ftah\u0131n\u0131 g\u00fc\u00e7lendirdi.<\/p>\n
Jeopolitik cephede ise Donald Trump taraf\u0131ndan yap\u0131lan a\u00e7\u0131klamalar fiyatlamalarda oynakl\u0131\u011f\u0131 art\u0131rd\u0131. Halk Yat\u0131r\u0131m\u2019\u0131n notuna g\u00f6re Trump, ABD\u2019nin \u00e7at\u0131\u015fmaya dahil olmayan gemileri H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden g\u00fcvenli ge\u00e7irece\u011fini belirtirken, bu ad\u0131m\u0131n Orta Do\u011fu\u2019dan enerji ak\u0131\u015f\u0131n\u0131 rahatlatabilece\u011fi de\u011ferlendirildi.<\/p>\n
Ancak \u0130ran taraf\u0131ndan gelen kar\u015f\u0131 a\u00e7\u0131klamalar jeopolitik tansiyonu yeniden y\u00fckseltti. \u0130ranl\u0131 yetkililer, ABD m\u00fcdahalesini \u201cate\u015fkes ihlali\u201d olarak nitelendirirken, m\u00fczakere s\u00fcrecine ili\u015fkin kar\u015f\u0131l\u0131kl\u0131 mesajlar piyasalar taraf\u0131ndan yak\u0131ndan takip ediliyor.<\/p>\n
Halk Yat\u0131r\u0131m ayr\u0131ca, bu geli\u015fmelerin ard\u0131ndan petrol fiyatlar\u0131nda g\u00fcn i\u00e7inde y\u00fczde 2,4\u2019e varan geri \u00e7ekilme g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc, ancak sonraki a\u00e7\u0131klamalarla birlikte Brent petrol\u00fcn yeniden 108 dolar seviyesinde dengelendi\u011fini bildirdi.<\/p>\n
ABD vadelilerinde bu sabah al\u0131c\u0131l\u0131 seyir izlenirken, piyasalar bug\u00fcn a\u00e7\u0131klanacak fabrika sipari\u015fleri ve dayan\u0131kl\u0131 mal sipari\u015fleri verilerine odaklanm\u0131\u015f durumda. Euro B\u00f6lgesi\u2019nde ise Sentix yat\u0131r\u0131mc\u0131 g\u00fcveni ve imalat PMI verisinin ikinci okumas\u0131 takip edilecek.<\/p>\n
Yurt i\u00e7inde ise Halk Yat\u0131r\u0131m\u2019a g\u00f6re piyasalar\u0131n oda\u011f\u0131nda T\u00fcrkiye T\u00dcFE ve imalat PMI verileri yer al\u0131yor. Enflasyon taraf\u0131nda ayl\u0131k bazda yakla\u015f\u0131k y\u00fczde 3 civar\u0131nda art\u0131\u015f beklenirken, PMI verisinin zay\u0131f seyrini s\u00fcrd\u00fcrmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
\u00d6n\u00fcm\u00fczdeki d\u00f6nemde k\u00fcresel piyasalarda jeopolitik geli\u015fmeler, enflasyon verileri ve merkez bankas\u0131 beklentileri fiyatlamalar\u0131n ana belirleyicisi olmaya devam edecek.<\/p>\n
<\/strong> \u0130stanbul, 4 May\u0131s (Hibya)-Halk Yat\u0131r\u0131m, Asya piyasalar\u0131n\u0131n yapay zeka temas\u0131 ve g\u00fc\u00e7l\u00fc teknoloji bilan\u00e7olar\u0131n\u0131n etkisiyle sert y\u00fckselirken, H\u00fcrm\u00fcz Bo\u011faz\u0131 eksenindeki jeopolitik geli\u015fmeler ve ABD\u2013\u0130ran hatt\u0131ndaki a\u00e7\u0131klamalar k\u00fcresel risk i\u015ftah\u0131 \u00fczerinde belirleyici olmaya devam etti\u011fini aktard\u0131.<\/p>\n","protected":false},"author":1,"featured_media":79535,"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-79534","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\/79534","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=79534"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/79534\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/79535"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=79534"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=79534"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=79534"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"