Gedik Yat\u0131r\u0131m'\u0131n raporunda Avrupa borsalar\u0131n\u0131n Per\u015fembe g\u00fcn\u00fc geni\u015f \u00e7apl\u0131 bir y\u00fckseli\u015f sergileyerek k\u00fcresel risk i\u015ftah\u0131ndaki toparlanmaya uyum sa\u011flad\u0131\u011f\u0131n\u0131 belirtildi. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc bilan\u00e7osu ve beklentileri a\u015fan gelir tahmini, yapay zeka rallisinin balon endi\u015felerini hafifleterek hem Avrupa\u2019da hem de Asya ve ABD vadeli i\u015flemlerinde y\u00fczde 1\u2019in \u00fczerinde kazan\u0131mlar\u0131 tetikledi. Londra FTSE 100 y\u00fczde 0,7, Almanya DAX y\u00fczde 1,15 ve Fransa CAC 40 y\u00fczde 1,24 art\u0131da a\u00e7\u0131l\u0131rken, Euro Stoxx 600 da y\u00fczde 1\u2019in \u00fczerinde de\u011fer kazand\u0131; Almanya\u2019da \u00fcretici fiyatlar\u0131n\u0131n y\u0131ll\u0131k y\u00fczde 1,8 d\u00fc\u015fmesi ise bask\u0131lar\u0131n bir miktar hafifledi\u011fine i\u015faret etti. \u0130svi\u00e7re\u2019nin ticaret fazlas\u0131 daral\u0131rken Danimarka ekonomisi \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte y\u00fczde 2,3 b\u00fcy\u00fcme kaydetti. Savunma hisseleri ise, Avrupa\u2019n\u0131n havac\u0131l\u0131k ve savunma endeksinin iki ay\u0131n en d\u00fc\u015f\u00fck seviyesine gerilemesi ve ABD\u2019nin Ukrayna ile bar\u0131\u015f plan\u0131 g\u00f6r\u00fc\u015fmelerinin g\u00fcndeme gelmesiyle yat\u0131r\u0131mc\u0131 takibinde. Tahvil piyasas\u0131nda ABD 10 y\u0131ll\u0131k getirisi y\u00fczde 4,13\u2019te yatay kal\u0131rken, \u0130ngiltere getirisi 1 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 4,59\u2019a, Almanya getirisi ise 1 baz puan y\u00fckseli\u015fle y\u00fczde 2,72\u2019ye geldi. K\u00fcresel \u00e7apta, Nvidia\u2019n\u0131n y\u00fczde 5\u2019lik seans sonras\u0131 y\u00fckseli\u015fi Nasdaq 100 vadeli i\u015flemlerini y\u00fczde 1,7 yukar\u0131 \u00e7ekerken, Bitcoin\u2019in 92.000 dolar civar\u0131nda dengelenmesiyle risk i\u015ftah\u0131 genel olarak g\u00fc\u00e7lendi. T\u00fcm g\u00f6zler art\u0131k gecikmeli a\u00e7\u0131klanacak ABD Eyl\u00fcl istihdam verisine \u00e7evrilmi\u015f durumda; zay\u0131f bir sonu\u00e7 Fed\u2019in Aral\u0131k\u2019ta faiz indirimi i\u00e7in alan a\u00e7abilirken, piyasalar \u015fimdilik sadece y\u00fczde 30 ihtimal fiyatl\u0131yor. Japonya\u2019da ise te\u015fvik paketi beklentileri 5 ve 10 y\u0131ll\u0131k tahvil getirilerini 2008\u2019den bu yana en y\u00fcksek seviyelere ta\u015f\u0131rken, yen taraf\u0131ndaki oynakl\u0131k h\u00fck\u00fcmet taraf\u0131ndan \u201cyak\u0131ndan izlenmesi gereken\u201d bir risk olarak tan\u0131mland\u0131.<\/p>\n
ABD vadeli endeksleri per\u015fembe g\u00fcn\u00fc g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f sergilerken, k\u00fcresel piyasalarda ana tema Nvidia\u2019n\u0131n beklentileri a\u015fan bilan\u00e7osu ve gecikmeli a\u00e7\u0131klanacak ABD istihdam raporu etraf\u0131nda \u015fekilleniyor. Nvidia\u2019n\u0131n y\u00fczde 5\u2019i a\u015fan seans sonras\u0131 rallisi Nasdaq 100 vadeli i\u015flemlerini y\u00fczde 1,8 yukar\u0131 ta\u015f\u0131rken, S&P 500 ve Dow s\u0131ras\u0131yla y\u00fczde 1,3 ve y\u00fczde 0,6 y\u00fckseldi; AMD, Micron, Broadcom ve Palantir gibi di\u011fer AI hisseleri de y\u00fczde 3\u2019e yakla\u015fan kazan\u0131mlarla e\u015flik etti. CEO Jensen Huang\u2019\u0131n \u201cBlackwell \u00e7iplerine talep u\u00e7uyor\u201d mesaj\u0131, yapay zeka yat\u0131r\u0131m d\u00f6ng\u00fcs\u00fcn\u00fcn h\u0131z kesmedi\u011fi alg\u0131s\u0131n\u0131 g\u00fc\u00e7lendirerek teknoloji hisseleri i\u00e7in olumlu bir zemin olu\u015fturdu. Avrupa borsalar\u0131nda da Euro Stoxx 600 ve b\u00f6lgesel endeksler y\u00fczde 1\u2019in \u00fczerinde kazan\u00e7larla pozitif havay\u0131 s\u00fcrd\u00fcr\u00fcrken, Almanya\u2019n\u0131n \u00fcretici fiyatlar\u0131 y\u0131ll\u0131k y\u00fczde 1,8 d\u00fc\u015ferek enflasyonist bask\u0131lar\u0131n bir miktar hafifledi\u011fine i\u015faret etti.<\/p>\n
Piyasalarda t\u00fcm dikkat, gecikmeli Eyl\u00fcl ABD tar\u0131m d\u0131\u015f\u0131 istihdam raporuna \u00e7evrilmi\u015f durumda; beklentiler istihdam art\u0131\u015f\u0131n\u0131n 50 bin ki\u015fi ile zay\u0131f seyrini korumas\u0131 ve i\u015fsizlik oran\u0131n\u0131n y\u00fczde 4,3\u2019te sabit kalmas\u0131 y\u00f6n\u00fcnde. \u00dccretlerin ayl\u0131k y\u00fczde 0,3 artmas\u0131, y\u0131ll\u0131k bazda y\u00fczde 4,7 ile de\u011fi\u015fmeden kalaca\u011f\u0131na i\u015faret ediyor. Raporun 3 Ekim\u2019de a\u00e7\u0131klanmas\u0131 gerekiyordu ancak ABD tarihinin en uzun h\u00fck\u00fcmet kapanmas\u0131 nedeniyle ertelendi. Bu arada, Ekim istihdam raporu tamamen iptal edildi, \u00e7\u00fcnk\u00fc hanehalk\u0131 anketi (CPS) kapanma d\u00f6neminde toplanamad\u0131 ve geriye d\u00f6n\u00fck olarak tamamlanmas\u0131 m\u00fcmk\u00fcn de\u011fil. Bu durum, Fed\u2019in Aral\u0131k toplant\u0131s\u0131 \u00f6ncesi veri g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc zay\u0131flat\u0131rken, piyasalar halihaz\u0131rda faiz indirimi ihtimalini yaln\u0131zca y\u00fczde 30 oran\u0131nda fiyatl\u0131yor.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
“Nvidia (NVDA), \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte beklentilerin belirgin \u015fekilde \u00fczerinde gelir ve k\u00e2r a\u00e7\u0131klayarak yapay zeka \u00e7iplerine y\u00f6nelik talebin h\u00e2l\u00e2 ola\u011fan\u00fcst\u00fc g\u00fc\u00e7l\u00fc oldu\u011funu g\u00f6sterdi. Veri merkezi gelirlerinin y\u00fczde 66 art\u0131\u015fla 51,2 milyar dolara ula\u015fmas\u0131 b\u00fcy\u00fcmenin ana motoru olurken, otomotiv, profesyonel g\u00f6rselle\u015ftirme ve gaming segmentleri de \u00e7ift haneli art\u0131\u015flarla tabloyu destekledi; CEO Jensen Huang ise Blackwell \u00e7iplerinin \u201cu\u00e7u\u015fta\u201d
\noldu\u011funu ve bulut GPU\u2019lar\u0131n\u0131n tamamen t\u00fckendi\u011fini vurgulad\u0131. \u015eirketin gelecek \u00e7eyrek i\u00e7in 65 milyar dolarla konsens\u00fcs\u00fcn olduk\u00e7a \u00fczerinde gelir rehberi a\u00e7\u0131klamas\u0131, Nvidia\u2019n\u0131n AI ekosistemindeki liderli\u011fini peki\u015ftirirken, hisse senedi seans sonras\u0131 y\u00fczde 5 y\u00fckseldi ve bu olumlu etki teknoloji sekt\u00f6r\u00fcne h\u0131zla yay\u0131ld\u0131. Micron, AMD, Marvell, Broadcom, Palantir, TSM ve Intel gibi yar\u0131 iletken ve AI ba\u011flant\u0131l\u0131 hisseler y\u00fczde 2 ile y\u00fczde 4,5 aras\u0131nda de\u011fer kazanarak geni\u015f \u00e7apl\u0131 bir toparlanma i\u015fareti verdi. Bu sonu\u00e7lar, Palantir\u2019in zay\u0131f bilan\u00e7osu sonras\u0131 ortaya \u00e7\u0131kan \u201cAI de\u011ferleme balonu\u201d endi\u015felerini \u00f6nemli \u00f6l\u00e7\u00fcde bast\u0131rarak teknoloji taraf\u0131ndaki son sat\u0131\u015flar\u0131n a\u015f\u0131r\u0131ya ka\u00e7m\u0131\u015f olabilece\u011fine i\u015faret etti. (Olumlu)<\/p>\n
Bug\u00fcn Bilan\u00e7o A\u00e7\u0131klamas\u0131 Beklenen \u00d6nemli \u015eirketler: Walmart , Intuit. NetEase, The Gap, NetEase.”<\/p>\n
<\/strong> \u0130stanbul, 20 Kas\u0131m (Hibya)- Gedik Yat\u0131r\u0131m, Danimarka ekonomisinin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte y\u00fczde 2,3 b\u00fcy\u00fcme kaydetti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":8842,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-8841","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/8841","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=8841"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/8841\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/8842"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=8841"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=8841"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=8841"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"