Analize g\u00f6re, g\u00fc\u00e7l\u00fc perakende sat\u0131\u015f verileri ve teknoloji hisselerindeki y\u00fckseli\u015fle birlikte ABD\u2019de S&P 500 endeksi 7.500 puan\u0131n \u00fczerine \u00e7\u0131kt\u0131. Yapay zeka \u00e7ip \u00fcreticisi\u00a0NVIDIA\u2019n\u0131n piyasa de\u011ferinin 6 trilyon dolara yakla\u015fmas\u0131 dikkat \u00e7ekerken, Cisco hisselerinde y\u00fczde 13\u2019l\u00fck y\u00fckseli\u015f ya\u015fand\u0131. Yapay zeka \u015firketi Cerebras Systems\u2019\u0131n halka arz\u0131nda da g\u00fc\u00e7l\u00fc art\u0131\u015f kaydedildi.<\/p>\n
\u00d6te yandan, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin a\u00e7\u0131klamalar\u0131 sonras\u0131 petrol fiyatlar\u0131n\u0131n y\u00fckselmesi enflasyon endi\u015felerini art\u0131rd\u0131. Brent petrol\u00fcn 107 dolar seviyesine yakla\u015fmas\u0131n\u0131n ard\u0131ndan ABD iki y\u0131ll\u0131k tahvil faizleri son 14 ay\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131.<\/p>\n
ABD ile \u0130ran aras\u0131ndaki diplomatik temaslar da piyasalarda yak\u0131ndan izlendi. \u0130ran\u2019\u0131n Pakistan arac\u0131l\u0131\u011f\u0131yla iletti\u011fi \u00e7\u00f6z\u00fcm plan\u0131n\u0131n Washington y\u00f6netimi taraf\u0131ndan kabul edilmedi\u011fi belirtilirken, taraflar aras\u0131ndaki n\u00fckleer m\u00fczakerelerde g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
ABD ile \u00c7in aras\u0131nda Pekin\u2019de ger\u00e7ekle\u015ftirilen liderler zirvesi ise piyasalarda olumlu kar\u015f\u0131land\u0131. \u00c7in Devlet Ba\u015fkan\u0131 Xi Jinping ile Donald Trump aras\u0131nda yap\u0131lan g\u00f6r\u00fc\u015fmede ekonomik ili\u015fkilerin s\u00fcrd\u00fcr\u00fclmesi konusunda mutabakata var\u0131ld\u0131\u011f\u0131 aktar\u0131ld\u0131. \u00c7in\u2019in Boeing u\u00e7ak al\u0131m\u0131 ve baz\u0131 \u00fcr\u00fcnlerde g\u00fcmr\u00fck vergilerinin d\u00fc\u015f\u00fcr\u00fclmesine y\u00f6nelik ad\u0131mlar\u0131n piyasalardaki iyimserli\u011fi destekledi\u011fi kaydedildi.<\/p>\n
Analizde ayr\u0131ca, yapay zeka yat\u0131r\u0131mlar\u0131ndaki y\u00fckseli\u015fin teknoloji \u015firketlerini desteklemeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtildi. Nvidia\u2019n\u0131n son bir haftada y\u00fczde 20 de\u011fer kazand\u0131\u011f\u0131, \u015firketin piyasa de\u011ferine yakla\u015f\u0131k 900 milyar dolar ekledi\u011fi ifade edildi.<\/p>\n
ABD ekonomisine ili\u015fkin verilerde ise perakende sat\u0131\u015flar\u0131n art\u0131\u015f\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, buna kar\u015f\u0131n haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131nda hafif y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc\u011f\u00fc bildirildi. Bu durumun i\u015f g\u00fcc\u00fc piyasas\u0131nda s\u0131n\u0131rl\u0131 bir yava\u015flamaya i\u015faret etti\u011fi de\u011ferlendirildi.<\/p>\n
\u00c7in merkezli Alibaba\u2019n\u0131n da bulut teknolojileri, yapay zeka modelleri ve \u00e7ip \u00fcretimi alan\u0131ndaki yat\u0131r\u0131mlar\u0131yla k\u00fcresel teknoloji rekabetinde konumunu g\u00fc\u00e7lendirdi\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 15 May\u0131s (Hibya) – Pusula Yat\u0131r\u0131m\u2019\u0131n yay\u0131mlad\u0131\u011f\u0131 piyasa de\u011ferlendirmesine g\u00f6re, k\u00fcresel piyasalarda yapay zeka sekt\u00f6r\u00fcndeki y\u00fckseli\u015f ve ABD-\u00c7in ili\u015fkilerindeki geli\u015fmeler pozitif fiyatlamalar\u0131 desteklerken, enerji fiyatlar\u0131ndaki art\u0131\u015f ve \u0130ran kaynakl\u0131 jeopolitik riskler yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcndeminde yer ald\u0131.<\/p>\n","protected":false},"author":1,"featured_media":85536,"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-85535","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\/85535","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=85535"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/85535\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/85536"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=85535"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=85535"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=85535"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"