Gedik Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, Nvidia\u2019n\u0131n beklentilerin \u00fczerinde gelen bilan\u00e7osu ve iyimser d\u00f6rd\u00fcnc\u00fc \u00e7eyrek gelir tahmininin, yapay zeka temal\u0131 al\u0131mlar\u0131 yeniden canland\u0131rarak Nasdaq 100 vadeli i\u015flemlerini y\u00fczde 1,4 y\u00fckseltti\u011fi belirtildi. De\u011ferlendirmede ayr\u0131ca \u015fu bilgiler verildi:<\/p>\n
“CEO Jensen Huang\u2019\u0131n \u201cBlackwell \u00e7iplerine talep ola\u011fan\u00fcst\u00fc seviyede\u201d a\u00e7\u0131klamas\u0131 sonras\u0131 \u015firket hisseleri seans sonras\u0131 y\u00fczde 5\u2019in \u00fczerinde prim yapt\u0131. AMD, Micron, Broadcom ve Palantir gibi yar\u0131 iletken ve AI odakl\u0131 hisselerde de y\u00fczde 3\u20134 aras\u0131 y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc. D\u00fcnk\u00fc seansta Dow y\u00fczde 0,1, S&P 500 y\u00fczde 0,38 ve Nasdaq y\u00fczde 0,59 art\u0131da kapanm\u0131\u015ft\u0131. Bug\u00fcnk\u00fc ana g\u00fcndem ise gecikmeli a\u00e7\u0131klanacak Eyl\u00fcl tar\u0131m d\u0131\u015f\u0131 istihdam verisi, i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n yumu\u015fad\u0131\u011f\u0131na dair sinyaller aran\u0131yor.<\/p>\n
Dolar endeksi 100 seviyesi \u00fczerinde tutunarak alt\u0131 ay\u0131n zirvesine yak\u0131n seyrediyor. Fed\u2019in Aral\u0131k ay\u0131nda faiz indirimine gitme ihtimali, FOMC tutanaklar\u0131nda politika yap\u0131c\u0131lar aras\u0131nda belirgin g\u00f6r\u00fc\u015f ayr\u0131l\u0131\u011f\u0131 g\u00f6r\u00fclmesi sonras\u0131 y\u00fczde 50\u2019den y\u00fczde 33\u2019e geriledi. BLS\u2019nin duyurusuna g\u00f6re, Ekim ay\u0131na ait istihdam raporu veri toplanamad\u0131\u011f\u0131 i\u00e7in yay\u0131nlanmayacak; eksik rakamlar Kas\u0131m a\u00e7\u0131klamas\u0131na entegre edilecek. Bu durum, bug\u00fcn gelecek Eyl\u00fcl verisini piyasalar i\u00e7in daha kritik hale getiriyor.<\/p>\n
Alt\u0131n fiyatlar\u0131 ise iki g\u00fcnl\u00fck y\u00fckseli\u015fin ard\u0131ndan per\u015fembe g\u00fcn\u00fc ons ba\u015f\u0131na 4.070 dolar\u0131n alt\u0131na geriledi. Yat\u0131r\u0131mc\u0131lar\u0131n faiz indirim beklentilerini azaltmas\u0131, alt\u0131n \u00fczerinde bask\u0131 olu\u015fturmay\u0131 s\u00fcrd\u00fcrd\u00fc. FOMC tutanaklar\u0131nda yetkililerin zay\u0131flayan istihdam ile inat\u00e7\u0131 enflasyon aras\u0131nda b\u00f6l\u00fcnmesi, piyasalarda politika g\u00f6r\u00fcn\u00fcm\u00fcne dair belirsizli\u011fi art\u0131rd\u0131. Fed\u2019in gelecek ay faiz indirimine gitme olas\u0131l\u0131\u011f\u0131 bir g\u00fcn i\u00e7inde y\u00fczde 50\u2019den y\u00fczde 30\u2019a d\u00fc\u015ft\u00fc. Ayr\u0131ca hisse senetlerindeki g\u00fc\u00e7lenen risk i\u015ftah\u0131, g\u00fcvenli liman talebini s\u0131n\u0131rlayarak alt\u0131n\u0131n gerilemesine katk\u0131da bulundu.<\/p>\n
Avrupa endeks vadelileri, ABD endekslerinin yaratt\u0131\u011f\u0131 iyimserlik sonras\u0131 Asya borsalar\u0131n\u0131 takip ederek, per\u015fembe g\u00fcn\u00fc g\u00fc\u00e7l\u00fc bir a\u00e7\u0131l\u0131\u015fa haz\u0131rlan\u0131yor. Nvidia\u2019n\u0131n beklentileri a\u015fan bilan\u00e7osunun k\u00fcresel risk i\u015ftah\u0131n\u0131 canland\u0131rmas\u0131yla Avrupa endeksleri bir \u00f6nceki seansta ba\u015flayan y\u00fckseli\u015fi s\u00fcrd\u00fcrmeye odaklan\u0131rken, yat\u0131r\u0131mc\u0131lar\u0131n g\u00f6z\u00fc ayn\u0131 zamanda gecikmeli a\u00e7\u0131klanacak ABD Eyl\u00fcl istihdam verisinde olacak. Bu veri, Fed\u2019in Aral\u0131k ay\u0131nda faiz indirimi yap\u0131p yapmayaca\u011f\u0131na ili\u015fkin beklentileri \u00f6nemli \u00f6l\u00e7\u00fcde \u015fekillendirebilir. Avrupa taraf\u0131nda ise Kas\u0131m ay\u0131 Euro B\u00f6lgesi t\u00fcketici g\u00fcveni, Eyl\u00fcl in\u015faat \u00fcretimi ve Almanya Ekim \u00dcFE verileri \u00f6ne \u00e7\u0131k\u0131yor. Vadeli i\u015flemlerde Euro Stoxx 50 y\u00fczde 0.9, Stoxx 600 ise y\u00fczde 0.8 art\u0131da seyrederek g\u00fc\u00e7l\u00fc a\u00e7\u0131l\u0131\u015f sinyali veriyor.<\/p>\n
D\u00fcn yurt i\u00e7inde veri ak\u0131\u015f\u0131 sakin seyretti. ABD\u2019de d\u0131\u015f ticaret dengesi a\u011fustosta 59,6 milyar dolar ile beklentilerin alt\u0131nda a\u00e7\u0131k verdi. Di\u011fer taraftan d\u00fcn FOMC Toplant\u0131 Tutanaklar\u0131 a\u00e7\u0131kland\u0131. Tutanaklar, FED\u2019in aral\u0131k ay\u0131 toplant\u0131s\u0131ndaki faiz karar\u0131na ili\u015fkin FED \u00fcyeleri aras\u0131nda belirgin g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131 oldu\u011funu ortaya koydu. A\u00e7\u0131klanan verilerin kur fiyatlamas\u0131 \u00fczerinde etkisi olmazken, dolar endeksinde y\u00fckseli\u015f ve FED\u2019in aral\u0131k ay\u0131ndaki 25 baz puanl\u0131k faiz indirim olas\u0131l\u0131\u011f\u0131n\u0131n d\u00fc\u015f\u00fc\u015f kaydetti\u011fi g\u00f6r\u00fcld\u00fc. Bug\u00fcn ABD\u2019de kritik tar\u0131m d\u0131\u015f\u0131 istihdam verisi a\u00e7\u0131klanacak. Veri \u00f6ncesi piyasalar bu sabah FED\u2019in faiz indirim olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fczde 29,50 d\u00fczeyinde fiyatl\u0131yor. Yurt i\u00e7inde ise t\u00fcketici g\u00fcvenini takip edece\u011fiz. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,35 civar\u0131nda yataya yak\u0131n g\u00f6r\u00fcn\u00fcm sergiliyor.”<\/p>\n
<\/strong> \u0130stanbul, 20 Kas\u0131m (Hibya) – Gedik Yat\u0131r\u0131m, Avrupa endeks vadelilerinin, ABD endekslerinin yaratt\u0131\u011f\u0131 iyimserlik sonras\u0131 Asya borsalar\u0131n\u0131 takip ederek, per\u015fembe g\u00fcn\u00fc g\u00fc\u00e7l\u00fc bir a\u00e7\u0131l\u0131\u015fa haz\u0131rland\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":8698,"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-8697","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\/8697","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=8697"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/8697\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/8698"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=8697"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=8697"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=8697"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"