K\u00fcresel piyasalarda, Orta Do\u011fu kaynakl\u0131 risklerin s\u0131n\u0131rlanaca\u011f\u0131na y\u00f6nelik beklentiler ve teknoloji hisselerinde g\u00f6r\u00fclen toparlanman\u0131n etkisiyle pozitif bir hava \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
\u0130srail ve \u0130ran\u2019\u0131n b\u00f6lgedeki bar\u0131\u015f g\u00f6r\u00fc\u015fmelerini tehdit eden sald\u0131r\u0131lar\u0131 nedeniyle piyasalarda olu\u015fan sat\u0131\u015f bask\u0131s\u0131, \u00e7at\u0131\u015fmalar\u0131n kontrolden \u00e7\u0131kmayaca\u011f\u0131na ili\u015fkin beklentilerin g\u00fc\u00e7lenmesiyle zay\u0131flad\u0131. Taraflar\u0131n devam eden uzla\u015fma aray\u0131\u015flar\u0131n\u0131 tehlikeye atacak ad\u0131mlara ara vermesi, riskli varl\u0131klara y\u00f6nelik talebi destekledi.<\/p>\n
B\u00f6lgedeki geli\u015fmelere ili\u015fkin a\u00e7\u0131klamalar yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda kalmay\u0131 s\u00fcrd\u00fcr\u00fcrken, Amerika Birle\u015fik Devletleri Ba\u015fkan\u0131 Donald Trump, \u0130ran\u2019la anla\u015fma s\u00fcrecinde \u00e7ok iyi gittiklerini belirterek, \u201c\u00d6n\u00fcm\u00fczdeki iki hafta i\u00e7inde tam zafer ilan etti\u011fimizde ger\u00e7ekten kazanm\u0131\u015f olaca\u011f\u0131z.\u201d dedi.<\/p>\n
Trump ayr\u0131ca, \u0130srail Ba\u015fbakan\u0131 Binyamin Netanyahu ile yapt\u0131\u011f\u0131 telefon g\u00f6r\u00fc\u015fmesinde, kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar\u0131n b\u00f6lgesel bir sava\u015fa d\u00f6n\u00fc\u015fmesi halinde \u0130srail\u2019in \u0130ran kar\u015f\u0131s\u0131nda yaln\u0131z kalabilece\u011fi uyar\u0131s\u0131nda bulundu\u011funu a\u00e7\u0131klad\u0131.<\/p>\n
Petrol ve tahvil piyasalar\u0131nda gerilim etkisi izleniyor<\/strong><\/p>\n Orta Do\u011fu\u2019da gerilimin nispeten azalmas\u0131yla birlikte, son d\u00f6nemde \u201csava\u015f fiyatlamas\u0131\u201d kapsam\u0131nda de\u011ferlendirilen varl\u0131klarda oynakl\u0131k artt\u0131. Brent petrol\u00fcn varil fiyat\u0131 d\u00fcn 93,4 dolara kadar gerilemesinin ard\u0131ndan yeni i\u015flem g\u00fcn\u00fcnde y\u00fczde 1,1 azal\u0131\u015fla 92,4 dolar seviyesinde bulunuyor.<\/p>\n Jeopolitik risklerin t\u0131rmand\u0131\u011f\u0131 d\u00f6nemlerde enerji arz\u0131na y\u00f6nelik endi\u015feler, petrol fiyatlar\u0131 \u00fczerinden enflasyon beklentilerini etkiliyor. Bu kapsamda d\u00fcn y\u00fczde 4,59 seviyelerini g\u00f6ren Amerika Birle\u015fik Devletleri\u2019nin 10 y\u0131ll\u0131k tahvil faizi, yeni i\u015flem g\u00fcn\u00fcnde petrol fiyatlar\u0131ndaki geri \u00e7ekilmenin de etkisiyle y\u00fczde 4,56 seviyesinde dengelendi.<\/p>\n Sald\u0131r\u0131lar\u0131n \u015fiddetlendi\u011fi d\u00f6nemlerde g\u00fcvenli liman talebiyle di\u011fer para birimleri kar\u015f\u0131s\u0131nda g\u00fc\u00e7lenen dolar da gerilimin azalmas\u0131yla bir miktar gev\u015fedi. Cuma g\u00fcn\u00fc 7 Nisan\u2019dan bu yana ilk kez 100 seviyesinin \u00fczerine \u00e7\u0131kan dolar endeksi, d\u00fcn\u00fc bu e\u015fi\u011fe yak\u0131n s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015fle tamamlarken, yeni i\u015flem g\u00fcn\u00fcnde y\u00fczde 0,1 gerileyerek 99,9 seviyesinde i\u015flem g\u00f6r\u00fcyor.<\/p>\n Teknoloji ve yapay zeka \u015firketleri yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda<\/strong><\/p>\n Amerika Birle\u015fik Devletleri sermaye piyasalar\u0131nda halka arz g\u00fcndemi de yat\u0131r\u0131mc\u0131lar taraf\u0131ndan yak\u0131ndan takip ediliyor. Elon Musk\u2019\u0131n \u00dcst Y\u00f6neticisi oldu\u011fu uzay ve havac\u0131l\u0131k \u015firketi Space Exploration Technologies Corp\u2019un cuma g\u00fcn\u00fc ger\u00e7ekle\u015ftirmeyi planlad\u0131\u011f\u0131 halka arz\u0131n ard\u0131ndan, ChatGPT\u2019nin geli\u015ftiricisi OpenAI\u2019\u0131n de halka arz i\u00e7in gerekli evraklar\u0131 sundu\u011fu bildirildi.<\/p>\n Evraklar\u0131n kabul edilmesi halinde ger\u00e7ekle\u015ftirilecek halka arzla OpenAI\u2019\u0131n \u015firket de\u011ferinin 1 trilyon dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131n\u0131n beklendi\u011fi ifade edildi. OpenAI\u2019\u0131n halka arz ba\u015fvurusuna ili\u015fkin haber ak\u0131\u015f\u0131, yat\u0131r\u0131mc\u0131lar\u0131n yapay zeka \u015firketlerine y\u00f6nelik ilgisinin s\u00fcrmesine katk\u0131 sa\u011flad\u0131.<\/p>\n Analistler, b\u00fcy\u00fcme potansiyeli y\u00fcksek b\u00fcy\u00fck \u00f6l\u00e7ekli teknoloji \u015firketlerinin halka a\u00e7\u0131lmas\u0131n\u0131n sermaye piyasalar\u0131n\u0131n derinli\u011fini art\u0131rabilece\u011fini belirterek, bu geli\u015fmelerin yat\u0131r\u0131mc\u0131lar\u0131n teknoloji sekt\u00f6r\u00fcne y\u00f6nelik olumlu alg\u0131s\u0131n\u0131 destekledi\u011fini ifade ediyor.<\/p>\n Kurumsal tarafta \u00e7ip \u015firketlerinin hisselerinde de toparlanma g\u00f6zlendi. Micron Technology hisseleri y\u00fczde 10\u2019a yak\u0131n artarken, Broadcom hisseleri yakla\u015f\u0131k y\u00fczde 3, Nvidia hisseleri ise yakla\u015f\u0131k y\u00fczde 2 de\u011fer kazand\u0131.<\/p>\n Bu geli\u015fmelerle Amerika Birle\u015fik Devletleri\u2019nde S&P 500 endeksi y\u00fczde 0,3, Nasdaq endeksi y\u00fczde 0,86 y\u00fckselirken, Dow Jones endeksi y\u00fczde 0,16 geriledi. \u00dclkede endeks vadeli kontratlar yeni g\u00fcne pozitif ba\u015flad\u0131.<\/p>\n \u00d6te yandan Amerika Birle\u015fik Devletleri Merkez Bankas\u0131 New York \u015eubesinin yay\u0131mlad\u0131\u011f\u0131 may\u0131s ay\u0131na ili\u015fkin T\u00fcketici Beklentileri Anketi\u2019ne g\u00f6re, \u00fclkede t\u00fcketicilerin k\u0131sa vadeli enflasyon beklentisi may\u0131sta y\u00fczde 3,5\u2019e geriledi.<\/p>\n Avrupa borsalar\u0131nda kar\u0131\u015f\u0131k seyir<\/strong><\/p>\n Avrupa borsalar\u0131nda Orta Do\u011fu\u2019daki jeopolitik risklerin ini\u015fli \u00e7\u0131k\u0131\u015fl\u0131 seyri nedeniyle temkinli bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131k\u0131yor. Petrol fiyatlar\u0131n\u0131n bir miktar geri \u00e7ekilmesi ve teknoloji hisselerindeki y\u00fckseli\u015f, Avrupa\u2019da risk i\u015ftah\u0131n\u0131 genel olarak desteklese de b\u00f6lge borsalar\u0131nda y\u00f6n aray\u0131\u015f\u0131 s\u00fcrd\u00fc.<\/p>\n Avrupa Merkez Bankas\u0131n\u0131n per\u015fembe g\u00fcnk\u00fc toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131rken, bankaya ili\u015fkin faiz indirimi beklentilerinin 2027 Mart ay\u0131ndan 2027 y\u0131l\u0131n\u0131n ortalar\u0131na \u00f6telendi\u011fi belirtiliyor. Analistler, bankan\u0131n para politikas\u0131 kararlar\u0131n\u0131n yan\u0131 s\u0131ra a\u00e7\u0131klayaca\u011f\u0131 yeni ekonomik projeksiyonlar\u0131n da yak\u0131ndan takip edilece\u011fini, b\u00fcy\u00fcme tahminlerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyonlar\u0131n g\u00fcndeme gelebilece\u011fini kaydediyor.<\/p>\n D\u00fcn a\u00e7\u0131klanan verilere g\u00f6re Almanya\u2019da fabrika sipari\u015fleri, Orta Do\u011fu\u2019da t\u0131rmanan \u00e7at\u0131\u015fmalar\u0131n olu\u015fturdu\u011fu k\u00fcresel belirsizlik ve talep daralmas\u0131 nedeniyle nisan ay\u0131nda beklentilerin neredeyse iki kat\u0131 h\u0131zla geriledi. S\u00f6z konusu veri, Almanya ekonomisinin ikinci \u00e7eyrekte daralabilece\u011fine y\u00f6nelik tahminleri \u00f6ne \u00e7\u0131kar\u0131rken, \u00fclkede \u00f6zellikle otomotiv end\u00fcstrisinde ya\u015fanan s\u0131k\u0131nt\u0131lar dikkat \u00e7ekiyor.<\/p>\n Avro B\u00f6lgesi\u2019nde yat\u0131r\u0131mc\u0131 g\u00fcven endeksi ise haziranla birlikte art arda ikinci ayda da y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc.<\/p>\n Bu geli\u015fmelerle \u0130ngiltere\u2019de FTSE 100 endeksi y\u00fczde 0,05 ve \u0130talya\u2019da FTSE MIB 30 endeksi y\u00fczde 0,63 y\u00fckseldi. Almanya\u2019da DAX 40 endeksi y\u00fczde 0,58, Fransa\u2019da CAC 40 endeksi ise y\u00fczde 0,23 geriledi. Avrupa\u2019da endeks vadeli kontratlar g\u00fcne kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n Asya borsalar\u0131nda Hong Kong hari\u00e7 pozitif g\u00f6r\u00fcn\u00fcm<\/strong><\/p>\n Amerika Birle\u015fik Devletleri ve Avrupa piyasalar\u0131nda g\u00f6r\u00fclen toparlanma e\u011filimi, yeni i\u015flem g\u00fcn\u00fcnde Asya borsalar\u0131na da yans\u0131d\u0131. G\u00fcney Kore\u2019de Kospi endeksindeki g\u00fc\u00e7l\u00fc y\u00fckseli\u015f dikkati \u00e7ekti.<\/p>\n Analistler, teknoloji ve yapay zeka duyarl\u0131l\u0131\u011f\u0131 y\u00fcksek olan G\u00fcney Kore borsas\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n bu alandaki olumlu geli\u015fmeleri fiyatlamalara yans\u0131tt\u0131\u011f\u0131n\u0131 belirtiyor.<\/p>\n \u00c7in\u2019de a\u00e7\u0131klanan makroekonomik verilere g\u00f6re, \u00fclkenin d\u0131\u015f ticaret dengesi may\u0131s ay\u0131nda 105,4 milyar dolar fazla verdi. Ayn\u0131 d\u00f6nemde ihracat y\u00fczde 19,4, ithalat ise y\u00fczde 27,4 artt\u0131. D\u0131\u015f ticaret verilerinin g\u00fc\u00e7l\u00fc gelmesinde, \u00c7in\u2019in Amerika Birle\u015fik Devletleri, \u0130srail ve \u0130ran sava\u015f\u0131 sonras\u0131nda alternatif pazarlar bulmas\u0131n\u0131n etkili oldu\u011fu de\u011ferlendiriliyor. Buna kar\u015f\u0131n \u00fclkede i\u00e7 talebin zay\u0131f kalmaya devam etti\u011fi belirtiliyor.<\/p>\n Kapan\u0131\u015fa yak\u0131n Japonya\u2019da Nikkei 225 endeksi y\u00fczde 2,2, G\u00fcney Kore\u2019de Kospi endeksi y\u00fczde 7,5 ve \u00c7in\u2019de \u015eanghay bile\u015fik endeksi y\u00fczde 0,6 y\u00fckselirken, Hong Kong\u2019da Hang Seng endeksi y\u00fczde 0,3 d\u00fc\u015ft\u00fc.<\/p>\n Borsa \u0130stanbul g\u00fcn\u00fc y\u00fckseli\u015fle tamamlad\u0131<\/strong><\/p>\n Yurt i\u00e7inde d\u00fcn al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul\u2019da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 1,22 de\u011fer kazanarak 13.860,59 puandan tamamlad\u0131.<\/p>\n Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131\u2019nda BIST 30 endeksine dayal\u0131 haziran vadeli kontrat ise d\u00fcn ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,12 geriledi.<\/p>\n Dolar\/TL d\u00fcn\u00fc 46,1060 seviyesinden tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,2 \u00fczerinde 46,1150\u2019den i\u015flem g\u00f6r\u00fcyor.<\/p>\n Analistler, bug\u00fcn yurt i\u00e7inde veri g\u00fcndeminin sakin oldu\u011funu, yurt d\u0131\u015f\u0131nda ise Almanya\u2019da d\u0131\u015f ticaret dengesi ve sanayi \u00fcretimi, Amerika Birle\u015fik Devletleri\u2019nde d\u0131\u015f ticaret dengesi, toptan e\u015fya stoklar\u0131 ve ikinci el konut sat\u0131\u015flar\u0131 verilerinin takip edilece\u011fini belirtti.<\/p>\n Teknik a\u00e7\u0131dan BIST 100 endeksinde 14.000 ve 14.100 puan\u0131n diren\u00e7, 13.700 ve 13.600 seviyelerinin destek konumunda oldu\u011fu kaydedildi.<\/p>\n Piyasalarda bug\u00fcn takip edilecek veri takvimi \u015f\u00f6yle:<\/p>\n 09.00 Almanya, nisan ay\u0131 d\u0131\u015f ticaret dengesi<\/p>\n 09.00 Almanya, nisan ay\u0131 sanayi \u00fcretimi<\/p>\n 15.30 Amerika Birle\u015fik Devletleri, nisan ay\u0131 d\u0131\u015f ticaret dengesi<\/p>\n 17.00 Amerika Birle\u015fik Devletleri, nisan ay\u0131 toptan e\u015fya stoklar\u0131<\/p>\n 17.00 Amerika Birle\u015fik Devletleri, nisan ay\u0131 ikinci el konut sat\u0131\u015flar\u0131<\/p>\n","protected":false},"excerpt":{"rendered":" K\u00fcresel piyasalar, Orta Do\u011fu\u2019da tansiyonun yat\u0131\u015fmas\u0131, petrol fiyatlar\u0131ndaki geri \u00e7ekilme ve yar\u0131 iletken sekt\u00f6r\u00fcndeki sat\u0131\u015f bask\u0131s\u0131n\u0131n azalmas\u0131yla toparlanma e\u011filimine girdi. Yat\u0131r\u0131mc\u0131lar, jeopolitik geli\u015fmelerin yan\u0131 s\u0131ra Amerika Birle\u015fik Devletleri ve Avrupa\u2019dan gelecek makroekonomik verileri yak\u0131ndan izliyor.<\/p>\n","protected":false},"author":2,"featured_media":6530,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[570,2418,581,3350,10426],"class_list":["post-29901","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-borsaistanbul","tag-kureselpiyasalar","tag-ortadogu","tag-petrolfiyatlari","tag-yariiletkensektoru"],"yoast_head":"\n