{"id":88835,"date":"2026-05-22T12:45:13","date_gmt":"2026-05-22T09:45:13","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/05\/22\/piyasalarda-secici-yukselis-ve-sektorel-ayrisma-devam-ediyor"},"modified":"2026-05-22T12:45:13","modified_gmt":"2026-05-22T09:45:13","slug":"piyasalarda-secici-yukselis-ve-sektorel-ayrisma-devam-ediyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/05\/22\/piyasalarda-secici-yukselis-ve-sektorel-ayrisma-devam-ediyor\/","title":{"rendered":"Piyasalarda se\u00e7ici y\u00fckseli\u015f ve sekt\u00f6rel ayr\u0131\u015fma devam ediyor"},"content":{"rendered":"<p>GCM Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan de\u011ferlendirmede, piyasalarda d\u00f6nemsel olarak yat\u0131r\u0131mc\u0131 psikolojisinin fiyat hareketleri \u00fczerinde belirleyici olabildi\u011fi belirtilerek, \u00f6zellikle zirve ve dip b\u00f6lgelerinde olu\u015fan duygusal kararlar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>Raporda, 22 May\u0131s 2026 saat 10:55 itibar\u0131yla BIST100 endeksinin y\u0131lba\u015f\u0131ndan bu yana y\u00fczde 18,60 getiri sa\u011flad\u0131\u011f\u0131 aktar\u0131ld\u0131. Y\u0131lba\u015f\u0131ndan bu yana ya\u015fanan y\u00fckseli\u015fin t\u00fcm hisselere e\u015fit \u015fekilde yay\u0131lmad\u0131\u011f\u0131, daha \u00e7ok se\u00e7ici bir yap\u0131 i\u00e7erisinde belirli hisseler \u00f6nc\u00fcl\u00fc\u011f\u00fcnde ger\u00e7ekle\u015fti\u011fi vurguland\u0131.<\/p>\n<p>Verilere g\u00f6re, BIST100 endeks performans\u0131n\u0131 yenen \u015firket say\u0131s\u0131 35 olurken, endeksin \u00fczerinde ancak pozitif performans sergileyen \u015firket say\u0131s\u0131 20, negatif performans g\u00f6steren \u015firket say\u0131s\u0131 ise 45 olarak kaydedildi. Ayr\u0131ca, y\u0131lba\u015f\u0131ndan bu yana en y\u00fcksek performansa sahip ilk 10 \u015firketin endeks i\u00e7indeki a\u011f\u0131rl\u0131\u011f\u0131n\u0131n y\u00fczde 22 oldu\u011fu belirtildi.<\/p>\n<p>Endekste a\u011f\u0131rl\u0131\u011f\u0131 en y\u00fcksek 10 \u015firketin toplam a\u011f\u0131rl\u0131\u011f\u0131n\u0131n y\u00fczde 49 seviyesine y\u00fckseldi\u011fi, bu \u015firketlerden 6\u2019s\u0131n\u0131n endeksi a\u015fan performans sergiledi\u011fi, 2\u2019sinin ise negatif ayr\u0131\u015ft\u0131\u011f\u0131 ifade edildi. Y\u0131lba\u015f\u0131ndan bu yana en k\u00f6t\u00fc performans g\u00f6steren 10 \u015firketin endeks i\u00e7indeki a\u011f\u0131rl\u0131\u011f\u0131n\u0131n ise y\u00fczde 3 seviyesinde kald\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>K\u00fcresel tarafta jeopolitik riskler ve y\u00fcksek tahvil faizlerinin piyasalar \u00fczerinde bask\u0131 olu\u015fturdu\u011fu belirtilirken, i\u00e7 tarafta ise siyasi geli\u015fmelerin sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi. \u00d6zellikle \u201cmutlak butlan\u201d karar\u0131 sonras\u0131 piyasalarda sat\u0131\u015flar\u0131n derinle\u015fti\u011fi ve BIST100 endeksinin 14.200 seviyesinin alt\u0131na sarkmas\u0131yla geri \u00e7ekilmenin belirginle\u015fti\u011fi kaydedildi.<\/p>\n<p>Raporda ayr\u0131ca ABD\u2013\u0130ran hatt\u0131ndaki geli\u015fmeler ve enerji maliyetlerinin k\u00fcresel enflasyon \u00fczerindeki etkilerinin yak\u0131ndan takip edildi\u011fi belirtilirken, yurt i\u00e7inde T\u00fcrk liras\u0131n\u0131n seyri, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 rezerv kompozisyonu, enflasyonun ayl\u0131k de\u011fi\u015fim h\u0131z\u0131 ve para politikas\u0131 ad\u0131mlar\u0131n\u0131n ana belirleyiciler aras\u0131nda oldu\u011fu ifade edildi.<\/p>\n<p>Siyasi geli\u015fmelerin piyasa \u00fczerindeki etkisinin ise ekonomik senaryolar\u0131n tansiyonunu art\u0131rd\u0131\u011f\u0131 vurguland\u0131.<\/p>\n<p>BIST100 endeksinin dolar bazl\u0131 g\u00f6r\u00fcn\u00fcm\u00fcnde ise 345$ seviyesine yakla\u015f\u0131ld\u0131k\u00e7a ya\u015fanan geri \u00e7ekilmelerin trend i\u00e7erisinde d\u00fczeltme niteli\u011finde oldu\u011fu belirtildi. Orta ve uzun vadede yat\u0131r\u0131m yap\u0131labilir bir b\u00f6lgeye yakla\u015f\u0131ld\u0131\u011f\u0131 ifade edilirken, 287$ ile 268$ aral\u0131\u011f\u0131n\u0131n ana destek b\u00f6lgesi oldu\u011fu aktar\u0131ld\u0131. Ayr\u0131ca 282$ seviyesi ile psikolojik 300$ seviyesinin k\u0131sa vadeli y\u00f6n a\u00e7\u0131s\u0131ndan kritik \u00f6nemde oldu\u011fu kaydedildi.<\/p>\n<p data-start=\"41\" data-end=\"373\">S\u0131nai (XUSIN) endeksinde son d\u00f6nemde ya\u015fanan y\u00fckseli\u015flerin ard\u0131ndan 22 g\u00fcnl\u00fck hareketli ortalaman\u0131n alt\u0131na sark\u0131lmas\u0131yla birlikte sat\u0131\u015f bask\u0131s\u0131n\u0131n derinle\u015fti\u011fi g\u00f6zlemlenmektedir. Buna kar\u015f\u0131n endeksin 200 g\u00fcnl\u00fck hareketli ortalama \u00fczerinde kalmay\u0131 s\u00fcrd\u00fcrmesi, orta ve uzun vadeli g\u00f6r\u00fcn\u00fcmde iyimserli\u011fin korundu\u011funa i\u015faret edildi.<\/p>\n<p data-start=\"375\" data-end=\"635\" data-is-last-node=\"\" data-is-only-node=\"\">K\u0131sa vadeli y\u00f6n a\u00e7\u0131s\u0131ndan \u00f6nemli referans seviyelerden biri olan 17.000 seviyesindeki 88 g\u00fcnl\u00fck hareketli ortalaman\u0131n kritik bir destek noktas\u0131 oldu\u011fu belirtilirken, 22 May\u0131s Cuma g\u00fcn\u00fc itibar\u0131yla endeksin bu ortalama \u00fczerinde tutunma \u00e7abas\u0131 dikkat \u00e7ekmekte oldu\u011fu aktar\u0131ld\u0131.<\/p>\n<p data-start=\"38\" data-end=\"350\">Hizmetler (XUHIZ) endeksinde son d\u00f6nemdeki yatay seyrin ard\u0131ndan 22 g\u00fcnl\u00fck hareketli ortalama alt\u0131nda sat\u0131\u015flar\u0131n derinle\u015fti\u011fine \u015fahidiz oldu\u011fu aktar\u0131ld\u0131. Buna kar\u015f\u0131n 220 g\u00fcnl\u00fck hareketli ortalama \u00fczerinde kal\u0131nmas\u0131n\u0131n, orta ve uzun vadeli g\u00f6r\u00fcn\u00fcm a\u00e7\u0131s\u0131ndan iyimser tarafta kal\u0131nd\u0131\u011f\u0131na i\u015faret etti\u011fi ifade edildi.<\/p>\n<p data-start=\"352\" data-end=\"591\" data-is-last-node=\"\" data-is-only-node=\"\">K\u0131sa vadeli y\u00f6n tayini a\u00e7\u0131s\u0131ndan 12.160 seviyesindeki 110 g\u00fcnl\u00fck hareketli ortalaman\u0131n kritik bir destek noktas\u0131 oldu\u011fu belirtilirken, 22 May\u0131s Cuma g\u00fcn\u00fc itibar\u0131yla endeksin ilgili ortalama \u00fczerinde tutunma \u00e7abas\u0131 sergiledi\u011fi ifade edildi.<\/p>\n<p data-start=\"36\" data-end=\"393\">Holding (XHOLD) endeksinde son d\u00f6nemdeki yatay seyrin ard\u0131ndan 44 g\u00fcnl\u00fck ve 100 g\u00fcnl\u00fck hareketli ortalamalar\u0131n alt\u0131na sark\u0131lmas\u0131yla birlikte sat\u0131\u015f bask\u0131s\u0131n\u0131n derinle\u015fti\u011fine \u015fahidiz oldu\u011fu aktar\u0131ld\u0131. Buna kar\u015f\u0131n 220 g\u00fcnl\u00fck hareketli ortalama \u00fczerinde kal\u0131nmas\u0131n\u0131n, orta ve uzun vadeli g\u00f6r\u00fcn\u00fcm a\u00e7\u0131s\u0131ndan iyimser tarafta kal\u0131nd\u0131\u011f\u0131na i\u015faret etti\u011fi ifade edildi.<\/p>\n<p data-start=\"395\" data-end=\"634\" data-is-last-node=\"\" data-is-only-node=\"\">K\u0131sa vadeli y\u00f6n tayini a\u00e7\u0131s\u0131ndan 12.385 seviyesindeki 220 g\u00fcnl\u00fck hareketli ortalaman\u0131n kritik bir destek noktas\u0131 oldu\u011fu belirtilirken, 22 May\u0131s Cuma g\u00fcn\u00fc itibar\u0131yla endeksin ilgili ortalama \u00fczerinde tutunma \u00e7abas\u0131 sergiledi\u011fi ifade edildi.<\/p>\n<p data-start=\"47\" data-end=\"330\">Bankac\u0131l\u0131k endeksi y\u0131lba\u015f\u0131ndan bu yana en sorunlu sekt\u00f6r olarak \u00f6ne \u00e7\u0131karken, enflasyondaki de\u011fi\u015fimler, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n s\u0131k\u0131 para politikas\u0131 duru\u015fu ve jeopolitik risklerin yabanc\u0131 yat\u0131r\u0131mc\u0131 alg\u0131s\u0131 \u00fczerindeki etkisinin en \u00e7ok bu alanda hissedildi\u011fi ifade edildi.<\/p>\n<p data-start=\"332\" data-end=\"762\">XBANK\u2019\u0131n 16.600 seviyesindeki 200 g\u00fcnl\u00fck hareketli ortalamas\u0131 alt\u0131nda kalmas\u0131n\u0131n, endeks performans\u0131 \u00fczerindeki soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131. Hikayenin yeniden g\u00fc\u00e7 kazanmas\u0131 i\u00e7in jeopolitik ve politik gerginliklerin azalmas\u0131, ayl\u0131k enflasyon de\u011fi\u015fimlerinin beklentilerin alt\u0131nda kalmas\u0131, g\u0131da ve enerji maliyetlerinde normalle\u015fme g\u00f6r\u00fclmesi ve dezenflasyon s\u00fcrecine ili\u015fkin net sinyallerin olu\u015fmas\u0131 gerekti\u011fi ifade edildi.<\/p>\n<p data-start=\"764\" data-end=\"1175\" data-is-last-node=\"\" data-is-only-node=\"\">Buna ba\u011fl\u0131 olarak T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019na y\u00f6nelik faiz indirim beklentilerinin yeniden g\u00fcndeme gelmesinin de \u00f6nemli bir fakt\u00f6r olaca\u011f\u0131 belirtildi. Bu s\u00fcre\u00e7te orta-uzun vadeli ana destek olarak y\u00fckseli\u015fin ba\u015flad\u0131\u011f\u0131 Ekim 2025 seviyesi olan 13.150 seviyesinin \u00f6nem arz etti\u011fi, ayr\u0131ca yeniden iyimser g\u00f6r\u00fcn\u00fcm\u00fcn g\u00fc\u00e7lenmesi i\u00e7in 200 g\u00fcnl\u00fck hareketli ortalama \u00fczerinde kal\u0131c\u0131la\u015fman\u0131n gerekti\u011fi vurguland\u0131.<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0 <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 22 May\u0131s (Hibya) &#8211; GCM Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan de\u011ferlendirmede, piyasalarda yat\u0131r\u0131mc\u0131 psikolojisinin fiyatlamalar \u00fczerinde belirleyici olmaya devam etti\u011fi belirtilerek \u00f6zellikle zirve ve dip b\u00f6lgelerinde duygusal kararlar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n","protected":false},"author":1,"featured_media":88836,"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-88835","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\/88835","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=88835"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/88835\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/88836"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=88835"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=88835"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=88835"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}