{"id":30155,"date":"2026-03-12T06:02:30","date_gmt":"2026-03-12T06:02:30","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/yabanci-yatirimcilar-mart-verilerine-gore-japon-hisse-alimlarini-9739-milyar-yenden-3855-milyar-yene-dusurdu\/"},"modified":"2026-03-12T06:02:30","modified_gmt":"2026-03-12T06:02:30","slug":"yabanci-yatirimcilar-mart-verilerine-gore-japon-hisse-alimlarini-9739-milyar-yenden-3855-milyar-yene-dusurdu","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/yabanci-yatirimcilar-mart-verilerine-gore-japon-hisse-alimlarini-9739-milyar-yenden-3855-milyar-yene-dusurdu\/","title":{"rendered":"Yabanc\u0131 yat\u0131r\u0131mc\u0131lar Mart verilerine g\u00f6re Japon hisse al\u0131mlar\u0131n\u0131 973,9 milyar yenden 385,5 milyar yene d\u00fc\u015f\u00fcrd\u00fc"},"content":{"rendered":"6 Mart ile biten haftada Japon hisselerine yabanc\u0131 al\u0131m\u0131 385,5 milyar yene geriledi. Bu tutar, \u00f6nceki d\u00f6nemdeki 973,9 milyar yenden d\u00fc\u015ft\u00fc.\n\nVeriler, haftal\u0131k bazda 588,4 milyar yenlik d\u00fc\u015f\u00fc\u015fe i\u015faret ediyor. Oransal olarak bu yakla\u015f\u0131k %60\u2019l\u0131k bir gerileme.\n\n<h3>Yabanc\u0131 Ak\u0131\u015f\u0131nda Tersine D\u00f6n\u00fc\u015f Riski<\/h3>\nYabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n al\u0131m\u0131ndaki bu sert d\u00fc\u015f\u00fc\u015f\u00fc Japon hisse senetleri i\u00e7in net bir uyar\u0131 i\u015fareti olarak g\u00f6r\u00fcyoruz. 385,5 milyar yen, bu y\u0131l\u0131n en d\u00fc\u015f\u00fck haftal\u0131k net giri\u015fine i\u015faret ediyor; bu da piyasay\u0131 rekor seviyelere ta\u015f\u0131yan g\u00fc\u00e7l\u00fc yabanc\u0131 al\u0131mlar\u0131n tersine d\u00f6nebilece\u011fini d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. Bu nedenle \u00f6n\u00fcm\u00fczdeki haftalarda Nikkei 225 endeksi \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 haz\u0131rl\u0131\u011f\u0131 yap\u0131lmal\u0131.\n\nBu sermaye \u00e7\u0131k\u0131\u015f\u0131 (yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n piyasadan para \u00e7ekmesi) b\u00fcy\u00fck olas\u0131l\u0131kla d\u00f6vizi de etkileyecek ve yenin zay\u0131flamas\u0131n\u0131 bekliyoruz. Yabanc\u0131 yat\u0131r\u0131mc\u0131lar Japon hisse pozisyonlar\u0131n\u0131 (elde tuttuklar\u0131 hisse yat\u0131r\u0131mlar\u0131n\u0131) satt\u0131k\u00e7a, elde ettikleri yeni kendi para birimlerine \u00e7evirecek; bu da piyasada yen arz\u0131n\u0131 art\u0131r\u0131r ve yen \u00fczerinde bask\u0131 yarat\u0131r. Bu \u00e7er\u00e7evede USD\/JPY paritesinde al\u0131m opsiyonlar\u0131n\u0131 (call: belirli bir fiyattan alma hakk\u0131 veren opsiyon) de\u011ferlendiriyoruz. Hedef, paritenin son d\u00f6nemdeki 151 diren\u00e7 seviyesinin (y\u00fckseli\u015fte zorlan\u0131lan seviye) \u00fczerine \u00e7\u0131kmas\u0131.\n\nDuyarl\u0131l\u0131ktaki (yat\u0131r\u0131mc\u0131 psikolojisi\/alg\u0131s\u0131) ani de\u011fi\u015fim, piyasa oynakl\u0131\u011f\u0131nda (volatilite: fiyatlar\u0131n h\u0131zl\u0131 ve geni\u015f aral\u0131kta dalgalanmas\u0131) s\u0131\u00e7rama olas\u0131l\u0131\u011f\u0131n\u0131 art\u0131r\u0131yor. Nikkei Volatilite Endeksi, nispeten sakin 17 seviyesinde seyrediyordu; belirsizlik artt\u0131k\u00e7a 20\u2019nin \u00fczerine \u00e7\u0131kmas\u0131 m\u00fcmk\u00fcn. Bu ortam, y\u00f6n fark etmeksizin daha b\u00fcy\u00fck fiyat hareketlerinden yararlanmak isteyenler i\u00e7in straddle veya strangle stratejilerini (fiyat yukar\u0131 ya da a\u015fa\u011f\u0131 sert oynarsa kazan\u00e7 hedefleyen, opsiyonla kurulan iki ayakl\u0131 i\u015flemler) \u00f6ne \u00e7\u0131kar\u0131r.\n\nEkim 2025\u2019teki k\u0131sa s\u00fcreli geri \u00e7ekilmeyi hat\u0131rl\u0131yoruz. O d\u00f6nemde \u00e7ok daha k\u00fc\u00e7\u00fck bir net \u00e7\u0131k\u0131\u015f, Topix endeksinde h\u0131zl\u0131 bir %4 d\u00fczeltmeyi (k\u0131sa s\u00fcreli sert d\u00fc\u015f\u00fc\u015f\u00fc) tetiklemi\u015fti. Bu, ge\u00e7en y\u0131l boyunca g\u00f6r\u00fclen g\u00fc\u00e7l\u00fc yabanc\u0131 giri\u015flerin ard\u0131ndan piyasan\u0131n yabanc\u0131 ak\u0131mlar\u0131na ne kadar hassas h\u00e2le geldi\u011fini g\u00f6sterdi. Mevcut d\u00fc\u015f\u00fc\u015f \u00e7ok daha b\u00fcy\u00fck; bu da daha temkinli bir duru\u015f gerektiriyor.\n\nBu veriler \u0131\u015f\u0131\u011f\u0131nda k\u0131sa vadede oda\u011f\u0131m\u0131z, uzun pozisyon ta\u015f\u0131yan portf\u00f6yleri korumak (hedge: olas\u0131 zarar\u0131 s\u0131n\u0131rlamak i\u00e7in koruyucu i\u015flem) ve d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc pozisyonlar (bearish: fiyat d\u00fc\u015f\u00fc\u015f\u00fcnden kazan\u00e7 hedefleyen i\u015flemler) a\u00e7mak. Piyasa, tarihi rallinin ard\u0131ndan daha k\u0131r\u0131lgan; \u00e7\u00fcnk\u00fc y\u00fckseli\u015fin \u00f6nemli k\u0131sm\u0131 \u015fimdi geri \u00e7ekilen yabanc\u0131 sermayeyle beslenmi\u015fti. Bunu, uzun pozisyon riskini azaltma ve piyasada dalgal\u0131 seyre (choppiness: y\u00f6ns\u00fcz, sert ini\u015f-\u00e7\u0131k\u0131\u015fl\u0131 hareket) haz\u0131rl\u0131k sinyali olarak g\u00f6r\u00fcyoruz.\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>Alarm zilleri \u00e7al\u0131yor: 6 Mart haftas\u0131nda Japon hisselerine yabanc\u0131 net al\u0131m 385,5 milyar yene inerek %60 d\u00fc\u015ft\u00fc. Nikkei\u2019de a\u015fa\u011f\u0131 bask\u0131, yen zay\u0131fl\u0131\u011f\u0131 ve volatilitede s\u0131\u00e7rama riski art\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-30155","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30155","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=30155"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30155\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30155"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30155"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30155"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}