<\/p>\n
\n\tD\u00fcn, petrol fiyatlar\u0131n\u0131n gerilemesi ve beklentileri a\u015fan \u015firket bilan\u00e7olar\u0131n\u0131n teknoloji hisselerindeki oynakl\u0131\u011f\u0131 s\u0131n\u0131rlamas\u0131, k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131 art\u0131rd\u0131. Bu geli\u015fmelerin etkisiyle New York borsas\u0131nda al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izlendi.<\/p>\n
\n\tBeklentilerin belirgin \u015fekilde \u00fczerinde ger\u00e7ekle\u015fen \u015firket karlar\u0131 yapay zeka temas\u0131na ili\u015fkin endi\u015felerin bir \u00f6l\u00e7\u00fcde hafiflemesine katk\u0131 sa\u011fl\u0131yor. Ancak y\u00fcksek beklentilerin \u015firket baz\u0131nda fiyat oynakl\u0131\u011f\u0131na yol a\u00e7abilece\u011fine dair tahminler de \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
\n\tYapay zeka temas\u0131 \u015firket karlar\u0131n\u0131n ve ekonomik b\u00fcy\u00fcmenin uzun vadeli itici g\u00fc\u00e7lerinden biri olmaya devam ediyor. Ancak yat\u0131r\u0131mc\u0131lar, bu geli\u015fmeden hangi \u015firketlerin fayda sa\u011flayaca\u011f\u0131n\u0131 de\u011ferlendirirken giderek daha se\u00e7ici davran\u0131yor.<\/p>\n
\n\tOrta Do\u011fu’daki jeopolitik belirsizlikler de k\u00fcresel piyasalar\u0131n y\u00f6n aray\u0131\u015f\u0131na girmesine neden oluyor.<\/p>\n
\n\tABD ve \u0130ran’\u0131n arabulucular \u00fczerinden yeni bir anla\u015fmay\u0131 g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fcne dair haberlerle d\u00fcn y\u00fczde 0,7 azal\u0131\u015fla 108,8 dolara gerileyen aral\u0131k vadeli Brent petrol\u00fcn varil fiyat\u0131\u200b\u200b\u200b\u200b yeni g\u00fcnde H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki gemilere y\u00f6nelik sald\u0131r\u0131lar\u0131n petrol sevkiyatlar\u0131n\u0131 tehdit etmesi ve ABD petrol stoklar\u0131n\u0131n gerilemesi nedeniyle y\u00fczde 1,3 art\u0131\u015fla 110,2 dolarda seyrediyor.<\/p>\n
\n\t\u00d6te yandan ABD’de 3 Kas\u0131m’da d\u00fczenlenecek Kongre ara se\u00e7imleri yakla\u015f\u0131rken yap\u0131lan anketlerdeki tablolar da netle\u015fmeye ba\u015flad\u0131.<\/p>\n
\n\tSe\u00e7imlere ili\u015fkin \u00fclke genelinde yap\u0131lan anketlerin ortalamas\u0131nda, Temsilciler Meclisinde Demokratlar, Senatoda ise Cumhuriyet\u00e7iler avantajl\u0131 g\u00f6r\u00fcnse de as\u0131l sonucu halihaz\u0131rda ba\u015fa ba\u015f yar\u0131\u015f\u0131n s\u00fcrd\u00fc\u011f\u00fc se\u00e7im b\u00f6lgeleri belirleyecek.<\/p>\n
\n\tDi\u011fer taraftan Oval Ofis’te d\u00fczenledi\u011fi bir bas\u0131n toplant\u0131s\u0131n\u0131n ard\u0131ndan \u0130ran g\u00fcndemine ili\u015fkin de\u011ferlendirmeler yapan Trump, \u0130ran ile sava\u015f\u0131n \u00e7ok yak\u0131nda sona erece\u011fini ve petrol fiyatlar\u0131n\u0131n h\u0131zla d\u00fc\u015fece\u011fini savundu.<\/p>\n
\n\t\u00d6te yandan SpaceX ile Tesla’n\u0131n \u00dcst Y\u00f6neticisi (CEO) Elon Musk, iki \u015firketin olas\u0131 bir birle\u015fmeyi de\u011ferlendirmek \u00fczere \u00f6zel komiteler kurdu\u011funu, ancak bu komitelerin hen\u00fcz bir anla\u015fmaya varmad\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
\n\tMeta ve Tesla’n\u0131n bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7olar yat\u0131r\u0131mc\u0131lar taraf\u0131ndan yak\u0131ndan takip edilecek.<\/p>\n
\n\tS\u00f6z konusu geli\u015fmelerle ABD’nin 10 y\u0131ll\u0131k tahvil faizi ve dolar endeksinde bug\u00fcn yatay bir seyir \u00f6ne \u00e7\u0131k\u0131yor. ABD’nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 5,13, dolar endeksi 101,7 seviyesinde seyrediyor.<\/p>\n
\n\tAlt\u0131n\u0131n onsu ise y\u00fckselen petrol fiyatlar\u0131n\u0131n etkisiyle y\u00fczde 0,2 azal\u0131\u015fla 4 bin 117 dolardan i\u015flem g\u00f6r\u00fcyor. Artan enerji fiyatlar\u0131yla enflasyonun y\u00fcksek seviyelerde kalaca\u011f\u0131na y\u00f6nelik beklentiler alt\u0131n fiyatlar\u0131 \u00fczerinde bask\u0131 olu\u015fturuyor.<\/p>\n
\n\tABD’de bilan\u00e7o sezonu yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda yer al\u0131rken, \u015firketlerin finansal sonu\u00e7lar\u0131 piyasalar\u0131n seyrinde etkili oldu.<\/p>\n
\n\tSanayi \u00fcr\u00fcnleri \u00fcreticisi 3M’in hisseleri, beklenenden iyi gelen finansal sonu\u00e7lar\u0131 ve \u015firketin y\u0131l\u0131n tamam\u0131na ili\u015fkin kar tahminini y\u00fckseltmesinin ard\u0131ndan y\u00fczde 5,8 de\u011fer kazand\u0131. Savunma \u015firketi Northrop Grumman’\u0131n hisseleri de beklentileri a\u015fan finansal sonu\u00e7lar\u0131n\u0131n ard\u0131ndan y\u00fczde 4,5 y\u00fckseldi.<\/p>\n
\n\tGeneral Motors’un hisseleri ise \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131n\u0131n beklentileri a\u015fmas\u0131na ra\u011fmen \u015firketin y\u0131l\u0131n tamam\u0131na ili\u015fkin kar beklentilerini daraltmas\u0131yla y\u00fczde 6,8 de\u011fer kaybetti.<\/p>\n
\n\tK\u00fcresel yay\u0131n platformu Netflix’in geliri, bu y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde y\u0131ll\u0131k bazda yakla\u015f\u0131k y\u00fczde 12 artarak 12,9 milyar dolara y\u00fckseldi.<\/p>\n
\n\tSpaceX’in geliri, yapay zeka segmentinin ve Starlink abone say\u0131s\u0131ndaki art\u0131\u015f\u0131n etkisiyle 2026’n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine k\u0131yasla y\u00fczde 161 y\u00fckseldi.<\/p>\n
\n\tPiyasa sonras\u0131 i\u015flemlerde SpaceX’in hisseleri y\u00fczde 9,3 ve Netflix’in hisseleri ise gelirleri artmas\u0131na kar\u015f\u0131n y\u00fczde 5,6 geriledi.<\/p>\n
\n\tDow Jones endeksi y\u00fczde 1,02, S&P 500 endeksi y\u00fczde 0,28 artarken Nasdaq endeksi yatay seyretti.<\/p>\n
\n\tABD’de endeks vadeli kontratlar, g\u00fcne y\u00fckseli\u015fle ba\u015flad\u0131.<\/p>\n
\n\tAvrupa borsalar\u0131 Fransa’da \u015fiddeti artan ve baz\u0131 Avrupa \u00fclkelerine de yay\u0131lan protestolar nedeniyle g\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle tamamlad\u0131.<\/p>\n
\n\tFransa’da \u015fiddetlenen olaylar\u0131n \u00fclkede siyasi ve toplumsal kaosu t\u0131rmand\u0131rmas\u0131 \u00fclke ekonomisine ili\u015fkin endi\u015felerin derinle\u015fmesine neden oluyor.<\/p>\n
\n\tY\u00fcksek ya\u015fam maliyetleri, enflasyon ve kamu hizmetlerinin kalitesindeki d\u00fc\u015f\u00fc\u015f nedeniyle d\u00fczenlenen kitlesel g\u00f6steriler, b\u00fcy\u00fck \u015fehirler genelinde ya\u011fma olaylar\u0131na d\u00f6n\u00fc\u015ft\u00fc.<\/p>\n
\n\tYa\u015fanan toplumsal huzursuzluk, Cumhurba\u015fkan\u0131 Emmanuel Macron y\u00f6netimi etraf\u0131ndaki derin siyasi t\u0131kan\u0131kl\u0131\u011f\u0131 g\u00f6zler \u00f6n\u00fcne sererken, Fransa’da milletvekillerinin \u00fclkenin Gayri Safi Yurt \u0130\u00e7i Has\u0131las\u0131n\u0131n (GSYH) y\u00fczde 5,4’\u00fcne ula\u015fan ve giderek b\u00fcy\u00fcyen b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131n\u0131 kontrol alt\u0131na almak i\u00e7in gerekli harcama kesintilerini onaylama ihtimalini de giderek azalt\u0131yor.<\/p>\n
\n\tD\u00fcn 5 baz puan art\u0131\u015fla y\u00fczde 4,98’e kadar \u00e7\u0131kan Fransa’da 10 y\u0131ll\u0131k tahvil faizi daha sonra y\u00fczde 4,92’de dengelendi. Fransa-Almanya tahvil faiz fark\u0131 153 baz puana y\u00fckseldi. Devam eden risklerle avro\/dolar paritesi y\u00fczde 0,1 azal\u0131\u015fla 1,1230 seviyesinde bulunuyor.<\/p>\n
\n\tAvrupa’da do\u011fal gaz fiyatlar\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131nda aksamalar\u0131n s\u00fcrmesi ve k\u0131\u015f \u00f6ncesi depo doluluk seviyesinin d\u00fc\u015f\u00fck kalmas\u0131n\u0131n getirdi\u011fi bask\u0131larla megavat saat ba\u015f\u0131na 89,74 avroya y\u00fckselerek Aral\u0131k 2022’den bu yana en y\u00fcksek seviyeye ula\u015fm\u0131\u015ft\u0131.<\/p>\n
\n\tAvrupa’da do\u011fal gaz fiyatlar\u0131 bug\u00fcn 87 avro seviyelerinde dengelendi.<\/p>\n
\n\t\u00d6te yandan Alman h\u00fck\u00fcmeti taraf\u0131ndan Berlin’de d\u00fczenlenen “Almanya’ya Yat\u0131r\u0131m Yap\u0131n” zirvesinde konu\u015fan Almanya Ba\u015fbakan\u0131 Friedrich Merz, “Made in Germany” giri\u015fimi kapsam\u0131nda kat\u0131l\u0131mc\u0131 \u015firketlerin Almanya’da 2028 y\u0131l\u0131na kadar toplam 800 milyar avroluk yat\u0131r\u0131m taahh\u00fcd\u00fcnde bulundu\u011funu a\u00e7\u0131klad\u0131.<\/p>\n
\n\tMakroekonomik veri taraf\u0131nda Almanya’da eyl\u00fcl ay\u0131na ili\u015fkin \u00dcretici Fiyat Endeksi (\u00dcFE) ayl\u0131k y\u00fczde 1,9, y\u0131ll\u0131k y\u00fczde 6,7 artarak beklentilerin \u00fczerinde ger\u00e7ekle\u015firken, a\u011fustos ay\u0131na g\u00f6re de h\u0131zland\u0131.<\/p>\n
\n\t\u00dclkede \u00dcFE, y\u0131ll\u0131k bazda Mart 2023’ten bu yana en h\u0131zl\u0131 art\u0131\u015f\u0131n\u0131 kaydetti.<\/p>\n
\n\tEnerji fiyatlar\u0131ndaki sert y\u00fckseli\u015f, Almanya’n\u0131n enflasyon sorununu daha da a\u011f\u0131rla\u015ft\u0131r\u0131rken Avrupa Merkez Bankas\u0131’n\u0131n (ECB) para politikas\u0131na ili\u015fkin g\u00f6r\u00fcn\u00fcm\u00fc de belirsiz hale getiriyor.<\/p>\n
\n\tS\u00f6z konusu geli\u015fmelerle \u0130talya’da FTSE MIB endeksi y\u00fczde 0,03, Almanya’da DAX endeksi y\u00fczde 0,06, \u0130ngiltere’de FTSE endeksi y\u00fczde 0,29, Fransa’da CAC 40 endeksi ise y\u00fczde 0,38 de\u011fer kaybetti.<\/p>\n
\n\tAvrupa’da endeks vadeli kontratlar, g\u00fcne kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n
\n\tNew York borsas\u0131nda g\u00f6r\u00fclen al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 seyir bug\u00fcn Asya taraf\u0131nda G\u00fcney Kore ve Japonya borsalar\u0131na da ta\u015f\u0131n\u0131rken, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n kara d\u00f6n\u00fc\u015f\u00fcp d\u00f6n\u00fc\u015fmeyece\u011fine ili\u015fkin belirsizlikler b\u00f6lge piyasalar\u0131nda etkili olmaya devam ediyor.<\/p>\n
\n\tJaponya’da eyl\u00fcl ay\u0131na ili\u015fkin ihracat y\u00fczde 16,7 artarak beklentilerin alt\u0131nda kal\u0131rken, a\u011fustos ay\u0131na g\u00f6re de yava\u015flad\u0131. Japonya’n\u0131n ihracat\u0131ndaki art\u0131\u015fta yar\u0131 iletkenlere ve yapay zeka \u00fcr\u00fcnlerine y\u00f6nelik g\u00fc\u00e7l\u00fc talep etkili oldu.<\/p>\n
\n\tS\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,4, G\u00fcney Kore’de Kospi endeksi y\u00fczde 2,6 y\u00fckselirken, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,3, Hong Kong’da Hang Seng endeksi y\u00fczde 0,4 geriledi.<\/p>\n
\n\tD\u00fcn al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 3,22 de\u011fer kazanarak 11.797,70 puandan tamamlad\u0131.<\/p>\n
\n\tBorsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131’nda (V\u0130OP) BIST 30 endeksine dayal\u0131 ekim vadeli kontrat ise d\u00fcn ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,11 de\u011fer kaybetti.<\/p>\n
\n\tDolar\/TL d\u00fcn g\u00fcn\u00fc yatay seyirle 49,5664’ten tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,1 \u00fczerinde 49,5990’dan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
\n\tHazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek d\u00fcn, 131 fonun 66’s\u0131n\u0131n tamamen tasfiye edildi\u011fini ve 7 portf\u00f6y y\u00f6netim \u015firketinden 3’\u00fcn\u00fcn tam tasfiyesinin tamamland\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
\n\tS&P Global Ratings, T\u00fcrkiye’de hanehalk\u0131n\u0131n liraya g\u00fcveninin diren\u00e7li kalmaya devam etti\u011fini ve Orta Do\u011fu’daki sava\u015ftan kaynaklanan enerji fiyat \u015fokunun enflasyonda yukar\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturmas\u0131na ra\u011fmen \u00fclke ekonomisinin \u015fokun etkilerini atlatabilece\u011fini bildirdi.<\/p>\n
\n\t\u00d6te yandan Sermaye Piyasas\u0131 Kurulu, Alnus Yat\u0131r\u0131m, Bulls Yat\u0131r\u0131m ve Pusula Yat\u0131r\u0131m’\u0131n sermaye piyasas\u0131 faaliyetlerini 21 Ekim’den itibaren ge\u00e7ici olarak durdurdu.<\/p>\n
\n\tAnalistler, bug\u00fcn yurt i\u00e7inde reel kesim g\u00fcven endeksi ve imalat sanayi kapasite kullan\u0131m oran\u0131, yurt d\u0131\u015f\u0131nda ise veri g\u00fcndeminin sakin olaca\u011f\u0131n\u0131 belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 11.900 ve 12.000 puan\u0131n diren\u00e7, 11.600 ve 11.500 puan\u0131n destek konumunda oldu\u011funu kaydetti.<\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"
D\u00fcn, petrol fiyatlar\u0131n\u0131n gerilemesi ve beklentileri a\u015fan \u015firket bilan\u00e7olar\u0131n\u0131n teknoloji hisselerindeki oynakl\u0131\u011f\u0131 s\u0131n\u0131rlamas\u0131, k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131 art\u0131rd\u0131. Bu geli\u015fmelerin etkisiyle New York borsas\u0131nda al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izlendi. Beklentilerin belirgin \u015fekilde \u00fczerinde ger\u00e7ekle\u015fen \u015firket karlar\u0131 yapay zeka temas\u0131na ili\u015fkin endi\u015felerin bir \u00f6l\u00e7\u00fcde hafiflemesine katk\u0131 sa\u011fl\u0131yor. Ancak y\u00fcksek beklentilerin \u015firket baz\u0131nda fiyat oynakl\u0131\u011f\u0131na […]<\/p>\n","protected":false},"author":1,"featured_media":45371,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,5],"tags":[],"class_list":["post-72720","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-genel","category-gundem"],"yoast_head":"\n