Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e'nin raporunda, k\u00fcresel risk i\u015ftah\u0131n\u0131 belirleyen ba\u015fl\u0131\u011f\u0131n, Nvidia\u2019n\u0131n beklentileri a\u015fan bilan\u00e7osu oldu\u011fu belirtildi. \u015eirketin Ekim\u2019de biten \u00e7eyrekte 57 milyar dolar ciro ve 51,2 milyar dolar veri merkezi geliri a\u00e7\u0131klamas\u0131n\u0131n, \u201cAI balonu\u201d endi\u015felerini yumu\u015fatarak Asya seans\u0131nda teknoloji hisselerine g\u00fc\u00e7l\u00fc al\u0131m getirdi\u011f\u0131 vurguland\u0131. Raporda ayr\u0131ca \u015funlar kaydedildi:<\/p>\n
“TSMC, Samsung, SK Hynix ve Tokyo Electron hisseleri belirgin y\u00fckselirken b\u00f6lge endeksleri toparland\u0131. Ayn\u0131 ak\u0131\u015fta \u00c7in, kredi faizlerini (LPR) alt\u0131nc\u0131 ayda da sabit tutarak b\u00fcy\u00fcmeyi destekleme duru\u015funu korudu. Piyasalar\u0131n g\u00f6z\u00fc ise h\u00fck\u00fcmet kapanmas\u0131 nedeniyle geciken ABD istihdam raporunun bug\u00fcn yay\u0131mlanmas\u0131na \u00e7evrildi; bu beklenti dolar endeksini desteklerken de\u011ferli metallerde dalgalanma yaratt\u0131.<\/p>\n
Wall Street\u2019te \u00c7ar\u015famba kapan\u0131\u015f\u0131nda \u00fc\u00e7 ana endeks son d\u00fc\u015f\u00fc\u015flerini telafi ederek g\u00fcn\u00fc art\u0131da kapatt\u0131; teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcnde S&P 500 y\u00fczde 0,4, Nasdaq y\u00fczde 0,6 y\u00fckseldi. Seans i\u00e7inde hedef \u015fa\u015f\u0131ran Target\u2019\u0131n geri \u00e7ekilmesi ve Fed tutanaklar\u0131n\u0131n \u201cihtiyatl\u0131\u201d tonu k\u0131sa s\u00fcreli dalgalanma yaratsa da odak Nvidia\u2019n\u0131n sonu\u00e7lar\u0131na kayd\u0131; kapan\u0131\u015f sonras\u0131 g\u00fc\u00e7l\u00fc a\u00e7\u0131klamalarla hisse geni\u015f saatlerde y\u00fckseldi ve AI tedarik zincirinde moralleri g\u00fc\u00e7lendirdi. Sekt\u00f6rel bazda teknoloji pozitif ayr\u0131\u015f\u0131rken enerji zay\u0131f seyretti; bireysel hisselerde Lowe\u2019s ve Broadcom yukar\u0131da, Boeing a\u015fa\u011f\u0131da kapad\u0131. Asya saatlerinde ABD vadelileri pozitif b\u00f6lgede seyrediyor.<\/p>\n
Avrupa taraf\u0131nda d\u00fcnk\u00fc i\u015flemlerde risk i\u015ftah\u0131 s\u0131n\u0131rl\u0131 kald\u0131; Stoxx 600 g\u00fcn\u00fc neredeyse yatay tamamlarken DAX ve CAC hafif ekside, FTSE 100 daha zay\u0131f bir performans sergiledi. De\u011ferleme tart\u0131\u015fmalar\u0131 ve Fed\u2019in Aral\u0131k\u2019ta ek bir indirimden ka\u00e7\u0131nabilece\u011fi mesaj\u0131 hisse senetlerine bask\u0131 yapmay\u0131 s\u00fcrd\u00fcr\u00fcrken, bu sabah Nvidia\u2019dan gelen k\u00fcresel teknoloji r\u00fczgar\u0131 Avrupa a\u00e7\u0131l\u0131\u015f\u0131na daha iyi bir ton ta\u015f\u0131yabilir.<\/p>\n
Asya-Pasifik piyasalar\u0131 yeni g\u00fcnde net bi\u00e7imde g\u00fc\u00e7lendi. Japonya, G\u00fcney Kore ve Tayvan\u2019da yar\u0131 iletken a\u011f\u0131rl\u0131kl\u0131 endeksler belirgin y\u00fckselirken, MSCI Asya (Japonya hari\u00e7) endeksi Nvidia etkisiyle toparland\u0131. Politika cephesinde, Reuters anketi Banka\u2019n\u0131n 18\u201319 Aral\u0131k toplant\u0131s\u0131nda faiz art\u0131\u015f\u0131na gidebilece\u011fini g\u00f6steriyor; Japonya\u2019da faiz normalle\u015fmesi olas\u0131l\u0131\u011f\u0131 ve zay\u0131f yen, b\u00f6lge fiyatlamalar\u0131nda \u00f6ne \u00e7\u0131kan \u00e7ift y\u00f6nl\u00fc dinamikler olmaya devam ediyor. \u00c7in\u2019de LPR sabit kal\u0131rken b\u00fcy\u00fcmeye y\u00f6nelik ince ayar s\u00f6ylemi korunuyor.<\/p>\n
Emtia cephesinde alt\u0131n, g\u00fc\u00e7l\u00fc dolar temas\u0131yla s\u0131n\u0131rl\u0131 geri \u00e7ekilmekle birlikte rekorlara yak\u0131n seviyelerde tutunuyor; spot fiyat sabah saatlerinde 4.070 dolar\/ons civar\u0131nda dalgaland\u0131. G\u00fcm\u00fc\u015f yakla\u015f\u0131k 51 dolar\/ons civar\u0131nda yatay; platin ve paladyumda hafif kazan\u0131mlar g\u00f6r\u00fcld\u00fc. Petrol, bir \u00f6nceki seansta arz endi\u015feleri ve Rusya-Ukrayna sava\u015f\u0131na ili\u015fkin \u201cbar\u0131\u015f \u00e7er\u00e7evesi\u201d haber ak\u0131\u015f\u0131yla y\u00fczde 2\u2019den fazla gerilemenin ard\u0131ndan sabah saatlerinde s\u0131n\u0131rl\u0131 toparland\u0131; Brent 63,5 dolar\/varil \u00e7evresinde i\u015flem g\u00f6r\u00fcyor. Bak\u0131r taraf\u0131nda ise dolar\u0131n g\u00fc\u00e7lenmesine ra\u011fmen fiyatlar son haftalardaki rekor seviyelere yak\u0131n seyrediyor; arz taraf\u0131ndaki k\u0131r\u0131lganl\u0131k ve enerji\/altyap\u0131 talebi orta vadede destek sunmay\u0131 s\u00fcrd\u00fcr\u00fcyor.”<\/p>\n
<\/strong> \u0130stanbul, 20 Kas\u0131m (Hibya)- Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, Asya saatlerinde ABD vadelilerinin pozitif b\u00f6lgede seyretti\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":8627,"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-8626","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\/8626","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=8626"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/8626\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/8627"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=8626"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=8626"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=8626"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"