A1 Capital'in de\u011ferlendirmesinde, Nvidia'n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131na g\u00f6re inan\u0131lmaz bir b\u00fcy\u00fcme ve karl\u0131l\u0131k \u00e7izgisini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc aktar\u0131ld\u0131. Tahminleri – ve daha da \u00f6nemlisi, daha k\u00fc\u00e7\u00fck, tamamlay\u0131c\u0131 firmalara yapt\u0131\u011f\u0131 bol miktardaki yat\u0131r\u0131mlar\u0131n – a\u015f\u0131r\u0131 bir g\u00fcveni ortaya koydu\u011fu belirtilirken \u015fu bilgiler verildi:<\/p>\n
“Jensen Huang liderli\u011findeki \u015firket, Ekim ay\u0131nda sona eren \u00fc\u00e7 ayl\u0131k d\u00f6nemde 57 milyar dolar gelir bildirdi; bu, bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde 62'lik bir art\u0131\u015fa denk geliyor. Daha da \u015fa\u015f\u0131rt\u0131c\u0131 olan\u0131, br\u00fct kar marj\u0131n\u0131n y\u00fczde 74 olmas\u0131.<\/p>\n
Di\u011fer teknoloji devleri, sohbet robotlar\u0131yla \u00e7al\u0131\u015fan veri merkezlerini dolduracak yeterli \u00e7ipe sahip olam\u0131yor. Sonu\u00e7 olarak, \u00f6deme yapmak zorundalar. T\u00fcm bunlara ra\u011fmen, LSEG'ye g\u00f6re Nvidia hisseleri \u00f6n\u00fcm\u00fczdeki on iki ay boyunca tahmini kazan\u00e7lar\u0131n\u0131n yakla\u015f\u0131k 28 kat\u0131 seviyesinde i\u015flem g\u00f6r\u00fcyor; bu da on y\u0131ll\u0131k ortalamalar\u0131n\u0131n biraz alt\u0131nda.<\/p>\n
CEO Jensen Huang, “Yapay zeka balonu hakk\u0131nda \u00e7ok konu\u015fuldu. Bizim bak\u0131\u015f a\u00e7\u0131m\u0131za g\u00f6re \u00e7ok farkl\u0131 bir \u015fey g\u00f6r\u00fcyoruz, Her buluttay\u0131z. Geli\u015ftiricilerin bizi sevmesinin sebebi, kelimenin tam anlam\u0131yla her yerde olmam\u0131z, Buluttan \u015firket i\u00e7i sistemlere, robotik sistemlere, u\u00e7 cihazlara, bilgisayarlara, akl\u0131n\u0131za ne gelirse her yerdeyiz. Tek bir mimari. Her \u015fey yolunda gidiyor. \u0130nan\u0131lmaz.” Dedi.<\/p>\n
Fed'in Ekim ay\u0131 toplant\u0131s\u0131n\u0131n tutanaklar\u0131, politika yap\u0131c\u0131lar\u0131n faiz oranlar\u0131n\u0131 d\u00fc\u015f\u00fcrmenin yerle\u015fik enflasyona ve merkez bankas\u0131na olan kamu g\u00fcveninin kayb\u0131na yol a\u00e7abilece\u011fi konusunda uyarmas\u0131na ra\u011fmen faiz oranlar\u0131n\u0131 d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi.<\/p>\n
CME Group'un FedWatch arac\u0131, yat\u0131r\u0131mc\u0131lar\u0131n Fed'in 9-10 Aral\u0131k toplant\u0131s\u0131nda faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131n \u00c7ar\u015famba g\u00fcnk\u00fc y\u00fczde 49'dan y\u00fczde 33'e d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor.<\/p>\n
Tutanaklarda, “Ancak kat\u0131l\u0131mc\u0131lar\u0131n \u00e7o\u011fu, politika faiz oranlar\u0131n\u0131n daha fazla d\u00fc\u015f\u00fcr\u00fclmesinin, y\u00fcksek enflasyonun kal\u0131c\u0131 hale gelme riskini art\u0131rabilece\u011fi veya politika yap\u0131c\u0131lar\u0131n y\u00fczde 2 enflasyon hedefine ba\u011fl\u0131 kalmad\u0131\u011f\u0131 \u015feklinde yanl\u0131\u015f yorumlanabilece\u011fi” ifadelerine yer verildi.<\/p>\n
Bu ifade, Fed i\u00e7inde enflasyonun d\u00f6rt bu\u00e7uk y\u0131ld\u0131r merkez bankas\u0131n\u0131n hedefinin \u00fczerinde seyretmesi, son zamanlarda pek fazla hareket etmemesi ve gelecek y\u0131l yaln\u0131zca yava\u015f bir iyile\u015fme g\u00f6stermesinin beklenmesi ger\u00e7e\u011finden ziyade i\u015f piyasas\u0131ndaki potansiyel zay\u0131fl\u0131\u011f\u0131n \u00f6ncelikli olup olmamas\u0131 konusunda ortaya \u00e7\u0131kan b\u00f6l\u00fcnmeyi yans\u0131t\u0131yor.<\/p>\n
Tutanaklar, Fed'in 19 politika yap\u0131c\u0131s\u0131n\u0131n b\u00fcy\u00fck bir k\u0131sm\u0131n\u0131n gelecek ay faiz indirimini desteklemedi\u011fini g\u00f6sterse de, komitenin oy hakk\u0131na sahip 12 \u00fcyesi aras\u0131nda g\u00f6r\u00fc\u015f ayr\u0131l\u0131\u011f\u0131n\u0131n ne kadar yak\u0131n oldu\u011funa dair bir g\u00f6sterge sunmuyor.<\/p>\n
Bu arada \u00c7al\u0131\u015fma \u0130statistikleri B\u00fcrosu'nun d\u00fcn a\u00e7\u0131klad\u0131\u011f\u0131 revize edilmi\u015f yay\u0131n takvimine g\u00f6re, Fed, gelecek ayki toplant\u0131dan \u00f6nce Ekim veya Kas\u0131m ay\u0131na ait g\u00fcncellenmi\u015f istihdam verilerini almayacak, ancak Eyl\u00fcl ay\u0131na ait gecikmeli raporun Per\u015fembe g\u00fcn\u00fc yay\u0131nlanmas\u0131 bekleniyor. G\u00fcncellenen enflasyon verilerinin takvimine ili\u015fkin hen\u00fcz bir a\u00e7\u0131klama yap\u0131lmad\u0131.<\/p>\n
ABD hisse senetleri, tutanaklar\u0131n a\u00e7\u0131klanmas\u0131n\u0131n ard\u0131ndan kazan\u00e7lar\u0131n\u0131 hafif\u00e7e geri verdi. ABD Hazine tahvillerinin getirileri g\u00fcn i\u00e7inde y\u00fckseldi.<\/p>\n
Bu sabah ise yat\u0131r\u0131mc\u0131lar\u0131n Nvidia'n\u0131n piyasa rekoru k\u0131ran kazan\u00e7lar\u0131n\u0131 sevin\u00e7le kar\u015f\u0131lamas\u0131yla hisse senetleri y\u00fckseldi. Y\u00fckseli\u015fe teknoloji a\u011f\u0131rl\u0131kl\u0131 pazarlar Japonya, G\u00fcney Kore ve Tayvan \u00f6nc\u00fcl\u00fck etti. Tokyo'nun Nikkei 225 y\u00fczde 4,2'ye kadar y\u00fckseldi, Kore hisseleri y\u00fczde 3,3 oran\u0131nda artt\u0131 ve Tayvan pazar\u0131 Yapay zeka tedarik zincirindeki teknoloji \u00fcreticilerinin b\u00fcy\u00fck kazan\u0131mlar elde etmesiyle y\u00fczde 3,4 oran\u0131nda y\u00fckseldi. S&P 500 e-mini vadeli i\u015flemleri y\u00fczde 1,3 artt\u0131.<\/p>\n
\u00c7in Halk Bankas\u0131, referans kredi faiz oranlar\u0131n\u0131 \u00fcst \u00fcste alt\u0131nc\u0131 ayd\u0131r de\u011fi\u015ftirmedi. Yat\u0131r\u0131mc\u0131lar faiz oranlar\u0131n\u0131n sabit kalmas\u0131n\u0131 bekliyordu, ancak \u00c7in'in ekonomik toparlanmas\u0131ndaki zay\u0131fl\u0131k endi\u015feleri, piyasalarda daha fazla te\u015fvik \u00e7a\u011fr\u0131s\u0131na yol a\u00e7t\u0131. Bu da Asya piyasalar\u0131ndaki y\u00fckseli\u015fe \u00c7in\u2019in kat\u0131lmamas\u0131na neden oldu. Hong Kong'un Hang Seng Endeksi y\u00fczde 0,1 d\u00fc\u015ft\u00fc ve anakara hisse senetlerinin bir g\u00f6stergesi CSI300 y\u00fczde 0,7'lik \u00f6nceki kazanc\u0131 silerek yatay bir seyir izledi.<\/p>\n
Alt\u0131n fiyatlar\u0131, dolar\u0131n g\u00fc\u00e7lenmesi ve Aral\u0131k ay\u0131nda Fed'in faiz indirimine gidece\u011fine dair beklentilerin azalmas\u0131yla hafif d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131. Spot alt\u0131n, ons ba\u015f\u0131na y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle 4.077 dolara ve Aral\u0131k vadeli ABD alt\u0131n vadeli i\u015flemleri ise y\u00fczde 0,2 d\u00fc\u015f\u00fc\u015fle ons ba\u015f\u0131na 4.076 dolara geriledi. Alt\u0131n \u015fu anda d\u00fc\u015f\u00fc\u015fte olmas\u0131n\u0131n temel nedeni, son iki haftada faiz indirimi beklentilerinin \u00f6nemli \u00f6l\u00e7\u00fcde azalmas\u0131d\u0131r. K\u0131sa vadede bu durum, alt\u0131n\u0131n 4.100 dolar seviyesinin alt\u0131nda zay\u0131f kalmas\u0131na neden oluyor.<\/p>\n
Petrol fiyatlar\u0131, ABD'nin Rusya-Ukrayna sava\u015f\u0131n\u0131 sona erdirme \u00e7abalar\u0131n\u0131n bol miktarda arz bulunan piyasaya arz\u0131 art\u0131rabilece\u011fi endi\u015feleriyle \u00f6nceki seansta d\u00fc\u015ft\u00fckten sonra g\u00fcn\u00fc hafif\u00e7e y\u00fckseldi. Bu endi\u015feler, ABD ham petrol stoklar\u0131nda beklenenden daha fazla azalma ya\u015fanmas\u0131yla dengelendi. Brent ham petrol vadeli i\u015flemleri y\u00fczde 0,25 art\u0131\u015fla varil ba\u015f\u0131na 63,67 dolara y\u00fckselirken, ABD Bat\u0131 Teksas petrol vadeli i\u015flemleri y\u00fczde 0,29 art\u0131\u015fla 59,61 dolara \u00e7\u0131kt\u0131. Her iki endeks de \u00c7ar\u015famba g\u00fcnk\u00fc seansta y\u00fczde 2,1 d\u00fc\u015ft\u00fckten sonra hafif\u00e7e toparland\u0131. Bu hareket, Reuters'\u0131n konuya yak\u0131n iki kayna\u011fa dayand\u0131rd\u0131\u011f\u0131 haberine g\u00f6re, ABD'nin Ukrayna'ya, Rusya ile sava\u015f\u0131 toprak ve baz\u0131 silahlardan vazge\u00e7erek sona erdirmek i\u00e7in kendi haz\u0131rlad\u0131\u011f\u0131 \u00e7er\u00e7eveyi kabul etmesi y\u00f6n\u00fcnde sinyal verdi\u011fi y\u00f6n\u00fcndeki haberinin ard\u0131ndan geldi.”<\/p>\n
<\/strong> \u0130stanbul, 20 Kas\u0131m (Hibya) – A1 Capital, Nvidia’n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131na g\u00f6re inan\u0131lmaz bir b\u00fcy\u00fcme ve karl\u0131l\u0131k \u00e7izgisini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":8599,"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-8598","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\/8598","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=8598"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/8598\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/8599"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=8598"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=8598"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=8598"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"