Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan analizde, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin anla\u015fman\u0131n gelecek hafta tamamlanabilece\u011fini ifade etti\u011fi ve \u0130ran ile y\u00fcr\u00fct\u00fclen m\u00fczakerelerde ilerleme sa\u011fland\u0131\u011f\u0131n\u0131 belirtti\u011fi aktar\u0131ld\u0131. Trump\u2019\u0131n ayr\u0131ca baz\u0131 askeri gerilimlerin azalt\u0131ld\u0131\u011f\u0131na dair a\u00e7\u0131klamalarda bulundu\u011fu ve \u0130ran ile yap\u0131lacak olas\u0131 bir anla\u015fman\u0131n askeri bir ba\u015far\u0131dan daha de\u011ferli olabilece\u011fini vurgulad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Analizde ABD y\u00f6netiminin tar\u0131m ekipmanlar\u0131nda g\u00fcmr\u00fck vergisini y\u00fczde 25\u2019ten y\u00fczde 15\u2019e indirdi\u011fi, d\u00fczenlemenin buldozer ve forklift gibi end\u00fcstriyel ekipmanlar\u0131 da kapsayacak \u015fekilde geni\u015fletildi\u011fi ve uygulaman\u0131n 8 Haziran\u2019da y\u00fcr\u00fcrl\u00fc\u011fe girece\u011fi belirtildi. Bu ad\u0131m\u0131n yerli \u00fcretimi desteklemeyi ama\u00e7lad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
ABD ekonomisine ili\u015fkin verilerde ise ISM imalat endeksinin May\u0131s ay\u0131nda 54 seviyesine y\u00fckselerek son d\u00f6rt y\u0131l\u0131n zirvesine \u00e7\u0131kt\u0131\u011f\u0131, \u00fcretim ve yeni sipari\u015flerdeki art\u0131\u015f\u0131n sekt\u00f6r\u00fc destekledi\u011fi ifade edildi. Buna kar\u015f\u0131n enerji maliyetlerindeki y\u00fckseli\u015fin girdi fiyatlar\u0131n\u0131 bask\u0131lamaya devam etti\u011fi kaydedildi.<\/p>\n
Teknoloji taraf\u0131nda Alphabet\u2019in yapay zek\u00e2 altyap\u0131s\u0131n\u0131 g\u00fc\u00e7lendirmek amac\u0131yla 80 milyar dolara kadar sermaye art\u0131r\u0131m\u0131 planlad\u0131\u011f\u0131, fonun b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fcn veri merkezi ve AI hesaplama kapasitesine ayr\u0131laca\u011f\u0131 belirtildi. Nvidia\u2019n\u0131n ise Dell, Asus ve HP gibi \u00fcreticilerle birlikte yeni \u201cs\u00fcper \u00e7ip\u201d ile PC pazar\u0131na giri\u015f yaparak Apple, Intel, AMD ve Qualcomm\u2019a rakip olaca\u011f\u0131 ifade edildi.<\/p>\n
Alphabet\u2019in plan\u0131na ili\u015fkin detaylarda, 30 milyar dolar halka arz, 40 milyar dolar kademeli hisse sat\u0131\u015f\u0131 ve 10 milyar dolar \u00f6zel yerle\u015ftirme (Berkshire Hathaway ile anla\u015fma dahil) bulundu\u011fu aktar\u0131ld\u0131. Kayna\u011f\u0131n yapay zek\u00e2 altyap\u0131s\u0131na y\u00f6nlendirilece\u011fi ve sermaye harcamalar\u0131n\u0131n 2026 sonras\u0131 artmas\u0131n\u0131n beklendi\u011fi belirtildi.<\/p>\n
Nvidia cephesinde, \u015firketin yeni s\u00fcper \u00e7ip hamlesiyle veri merkezi ba\u015far\u0131s\u0131n\u0131 PC segmentine ta\u015f\u0131yarak b\u00fcy\u00fcme hik\u00e2yesinde yeni bir a\u015famaya ge\u00e7ti\u011fi ifade edildi. Hissenin 50, 100 ve 200 g\u00fcnl\u00fck ortalamalar\u0131n \u00fczerinde seyretti\u011fi, g\u00fc\u00e7l\u00fc trendin korundu\u011fu ancak k\u0131sa vadede k\u00e2r realizasyonu riskinin bulundu\u011fu aktar\u0131ld\u0131.<\/p>\n
ON Semiconductor taraf\u0131nda ise \u015firketin NVIDIA MGX mimarisindeki rol\u00fcyle AI veri merkezlerinde g\u00fc\u00e7 y\u00f6netimi alan\u0131nda kritik bir konum kazand\u0131\u011f\u0131 belirtildi. Hissenin 50, 100 ve 200 g\u00fcnl\u00fck ortalamalar\u0131n \u00fczerinde oldu\u011fu, 120,92 dolar kapan\u0131\u015fla 129,13 dolar zirvesine yakla\u015f\u0131k y\u00fczde 7 mesafede i\u015flem g\u00f6rd\u00fc\u011f\u00fc ifade edildi. Geri \u00e7ekilmelerde 118,50 ve 114,00 dolar seviyelerinin destek, yukar\u0131da ise 128 ve 135 dolar seviyelerinin diren\u00e7 olarak takip edildi\u011fi kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 2 Haziran (Hibya) – Pusula Yat\u0131r\u0131m analizine g\u00f6re, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131 anla\u015fmas\u0131n\u0131n gelecek hafta tamamlanabilece\u011fini belirtmesi ve \u0130ran ile m\u00fczakerelerde ilerleme sa\u011fland\u0131\u011f\u0131n\u0131 ifade etmesi k\u00fcresel piyasalarda takip ediliyor.<\/p>\n","protected":false},"author":1,"featured_media":93248,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-93247","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/93247","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=93247"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/93247\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/93248"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=93247"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=93247"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=93247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"