Gedik Yat\u0131r\u0131m'\u0131n raporunda, k\u00fcresel piyasalarda hafta ortas\u0131nda belirgin bir tedirginli\u011fin \u00f6n planda oldu\u011fu belirtildi. Nvidia\u2019n\u0131n bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7onun,\u00a0k\u00fcresel risk i\u015ftah\u0131n\u0131n y\u00f6n\u00fcn\u00fc belirleyecek kilit unsur olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131na de\u011finirilirken \u015fu bilgiler verildi:<\/p>\n
“De\u011ferlemelerin a\u015f\u0131r\u0131 y\u00fckseldi\u011fine dair artan endi\u015feler son g\u00fcnlerde yakla\u015f\u0131k 1,6 trilyon dolarl\u0131k piyasa de\u011ferini sildi ve Asya borsalar\u0131 d\u00f6rt g\u00fcnd\u00fcr d\u00fc\u015f\u00fc\u015f ya\u015farken, S&P 500 ve Nasdaq vadeli i\u015flemleri de bilan\u00e7o \u00f6ncesi negatif seyretti. Wall Street\u2019te volatilite sert \u015fekilde geri d\u00f6nd\u00fc; korku endeksi VIX\u2019in 24 seviyesini a\u015fmas\u0131 yat\u0131r\u0131mc\u0131lar\u0131n AI harcamalar\u0131n\u0131n ger\u00e7ekten s\u00fcrd\u00fcr\u00fclebilir verimlilik yarat\u0131p yaratmad\u0131\u011f\u0131n\u0131 sorgulad\u0131\u011f\u0131n\u0131 g\u00f6steriyor.Bu ortamda da Bitcoin 90.000 dolar civar\u0131nda zay\u0131flad\u0131.<\/p>\n
Piyasalarda bu bask\u0131l\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn arkas\u0131nda Fed\u2019e ili\u015fkin belirsizlik de yer al\u0131yor. Aral\u0131k ay\u0131nda faiz indirimi olas\u0131l\u0131\u011f\u0131 swap piyasas\u0131nda y\u00fczde 50\u2019nin alt\u0131na gerilerken, son d\u00f6nemde baz\u0131 Fed yetkililerinin indirimlere kar\u015f\u0131 temkinli a\u00e7\u0131klamalar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n riskten ka\u00e7\u0131\u015f\u0131n\u0131 h\u0131zland\u0131rd\u0131. Kredi piyasalar\u0131nda da stres i\u015faretleri belirginle\u015fiyor; yat\u0131r\u0131mc\u0131lar\u0131n talep etti\u011fi risk primleri hem yat\u0131r\u0131m yap\u0131labilir seviyedeki tahvillerde hem de y\u00fcksek getirili \u015firket tahvillerinde son haftalar\u0131n zirvesine do\u011fru y\u00fckselerek likidite ko\u015fullar\u0131ndaki s\u0131k\u0131la\u015fmay\u0131 teyit etti. ABD 10 y\u0131ll\u0131k tahvil getirisi 4,12y\u00fczde \u00a0civar\u0131nda yatay seyrederken, petrol ABD stok verileri nedeniyle geriledi ve alt\u0131n fiyatlar\u0131 dengelendi; dolar ise geni\u015f bir a\u00e7\u0131kl\u0131kta yatay hareket etti.<\/p>\n
Nvidia cephesine d\u00f6nersek, \u015firketin piyasa de\u011feri art\u0131k enerji, emtia ve gayrimenkul sekt\u00f6rlerinin toplam\u0131ndan b\u00fcy\u00fck; baz\u0131 g\u00fcnler bu toplam\u0131n \u00fczerine kamu hizmetleri sekt\u00f6r\u00fcn\u00fcn a\u011f\u0131rl\u0131\u011f\u0131 da eklenebiliyor. Bu nedenle Nvidia\u2019n\u0131n bilan\u00e7o sonucu hem ABD hem de uluslararas\u0131 piyasalar i\u00e7in zincirleme etkiler yaratabilecek b\u00fcy\u00fckl\u00fckte. Beklentiler y\u00fcksek, ancak son haftalarda AI sekt\u00f6r\u00fcne y\u00f6nelik iyimserli\u011fin zay\u0131flamas\u0131, de\u011ferleme tart\u0131\u015fmalar\u0131 ve b\u00fcy\u00fck fonlar\u0131n risk azaltmas\u0131 nedeniyle \u00e7\u0131ta her zamankinden daha yukar\u0131da. Nvidia\u2019n\u0131n bilan\u00e7osunun yaln\u0131zca teknoloji hisselerinin de\u011fil, k\u00fcresel risk i\u015ftah\u0131n\u0131n y\u00f6n\u00fcn\u00fc bereleyebilir.<\/p>\n
Avrupa hisse senedi piyasalar\u0131 \u00c7ar\u015famba g\u00fcn\u00fc yataya yak\u0131n bir a\u00e7\u0131l\u0131\u015fa haz\u0131rlan\u0131rken, de\u011ferlemelerin a\u015f\u0131r\u0131 \u015fi\u015fti\u011fine y\u00f6nelik kayg\u0131lar ve Fed\u2019in Aral\u0131k ay\u0131nda faiz indirimi yapmayabilece\u011fi beklentileri risk i\u015ftah\u0131n\u0131 bask\u0131lamaya devam ediyor. Yat\u0131r\u0131mc\u0131lar, yapay zek\u00e2 rallisinin g\u00fcc\u00fcne dair kritik sinyaller verecek olan Nvidia\u2019n\u0131n bu ak\u015fam a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7o \u00f6ncesinde temkinli pozisyon al\u0131rken, Avrupa taraf\u0131nda g\u00f6zler ayn\u0131 zamanda \u0130ngiltere\u2019den gelecek enflasyon verisine \u00e7evrildi; bu veri \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n Aral\u0131k faiz karar\u0131n\u0131n tonunu belirleyebilir. Vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx 600 endeksleri hafif negatif b\u00f6lgede seyrederken, k\u00fcresel piyasalarda son g\u00fcnlerde artan oynakl\u0131k ve de\u011ferleme bask\u0131s\u0131 temkinli g\u00f6r\u00fcn\u00fcm\u00fc koruyor.<\/p>\n
Yurt i\u00e7inde veri ak\u0131\u015f\u0131n\u0131n sakin seyretti\u011fi bir g\u00fcn\u00fc geride b\u0131rakt\u0131k. Bug\u00fcn yurt i\u00e7inde t\u00fcketici g\u00fcven endeksi, ABD taraf\u0131nda ise FOMC Toplant\u0131 Tutanaklar\u0131 takip edilecek. FED\u2019in aral\u0131k ay\u0131 faiz indirim olas\u0131l\u0131\u011f\u0131 bu sabah itibariyle y\u00fczde 48,90 d\u00fczeyinde fiyatlan\u0131yor. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,35 civar\u0131nda yataya yak\u0131n g\u00f6r\u00fcn\u00fcm sergiliyor. Dolar endeksi 99,60 civar\u0131nda hareket ederken, geli\u015fmekte olan \u00fclke para birimleri yataya yak\u0131n kar\u0131\u015f\u0131k g\u00f6r\u00fcn\u00fcm sergiliyor.”<\/p>\n
<\/strong> \u0130stanbul, 19 Kas\u0131m (Hibya) – Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda hafta ortas\u0131nda belirgin bir tedirginli\u011fin \u00f6n planda oldu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":8075,"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-8074","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\/8074","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=8074"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/8074\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/8075"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=8074"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=8074"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=8074"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"