{"id":30685,"date":"2026-03-19T06:03:03","date_gmt":"2026-03-19T06:03:03","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/japonyanin-ocak-ayi-makine-siparisleri-yillik-bazda-%137-artti-%105lik-beklentiyi-belirgin-sekilde-asti\/"},"modified":"2026-03-19T06:03:03","modified_gmt":"2026-03-19T06:03:03","slug":"japonyanin-ocak-ayi-makine-siparisleri-yillik-bazda-%137-artti-%105lik-beklentiyi-belirgin-sekilde-asti","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/japonyanin-ocak-ayi-makine-siparisleri-yillik-bazda-%137-artti-%105lik-beklentiyi-belirgin-sekilde-asti\/","title":{"rendered":"Japonya\u2019n\u0131n Ocak ay\u0131 makine sipari\u015fleri y\u0131ll\u0131k bazda %13,7 artt\u0131; %10,5\u2019lik beklentiyi belirgin \u015fekilde a\u015ft\u0131"},"content":{"rendered":"Japonya\u2019da makine sipari\u015fleri Ocak ay\u0131nda y\u0131ll\u0131k bazda %13,7 artt\u0131. Bu art\u0131\u015f, %10,5 olan beklentinin \u00fczerinde ger\u00e7ekle\u015fti.\n\nVeri, tahmine g\u00f6re 3,2 puan daha g\u00fc\u00e7l\u00fc bir tabloya i\u015faret ediyor. A\u00e7\u0131klanan g\u00f6sterge, Ocak ay\u0131na ili\u015fkin y\u0131ll\u0131k b\u00fcy\u00fcmeyi ifade ediyor.\n\n

Makine Sipari\u015fleri Beklentiyi A\u015ft\u0131 ve Yat\u0131r\u0131m Harcamalar\u0131na \u0130\u015faret<\/h3>\nOcak ay\u0131 makine sipari\u015fleri %13,7 ile %10,5\u2019lik beklentiyi belirgin bi\u00e7imde a\u015ft\u0131. Bu t\u00fcr veri, \u015firketlerin yat\u0131r\u0131m harcamalar\u0131 (sermaye harcamas\u0131\/capex: i\u015fletmelerin makine, ekipman ve tesis gibi uzun \u00f6m\u00fcrl\u00fc varl\u0131klara yapt\u0131\u011f\u0131 yat\u0131r\u0131m) i\u00e7in \u00f6nc\u00fc g\u00f6sterge say\u0131l\u0131r. Sonu\u00e7, \u015firketlerin g\u00fcveninin artt\u0131\u011f\u0131n\u0131 ve \u00f6n\u00fcm\u00fczdeki 6-9 ayda yat\u0131r\u0131m planlar\u0131n\u0131n g\u00fc\u00e7lenebilece\u011fini d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. Bu, Japonya ekonomisi i\u00e7in olumlu bir sinyal.\n\nArtan \u015firket g\u00fcveni, Japon hisse senetleri i\u00e7in de destekleyici olabilir. \u0130yi performans g\u00f6steren Nikkei 225, yat\u0131r\u0131mlar\u0131n verimlilik ve k\u00e2rlara (\u015firketlerin net kazanc\u0131) zamanla yans\u0131mas\u0131yla ek y\u00fckseli\u015f potansiyeli ta\u015f\u0131yabilir. Nikkei \u00fczerinde al\u0131m opsiyonu (call option: belirli bir tarihe kadar belirli fiyattan alma hakk\u0131 veren s\u00f6zle\u015fme) veya sanayi sekt\u00f6r\u00fcn\u00fc izleyen borsa yat\u0131r\u0131m fonlar\u0131 (ETF: hisse gibi al\u0131n\u0131p sat\u0131lan, bir endeksi\/sepete ba\u011fl\u0131 fon) \u00fczerinden 2026 ikinci \u00e7eyre\u011fine y\u00f6nelik stratejiler g\u00fcndeme gelebilir.\n\nBu g\u00fc\u00e7l\u00fc i\u00e7 veri, yen \u00fczerinde de etkili olabilir. Yen son d\u00f6nemde dolar kar\u015f\u0131s\u0131nda zay\u0131f seyrederken 155 seviyelerine yak\u0131n i\u015flem g\u00f6rd\u00fc. Raporun, \u00e7ekirdek enflasyonun (oynak kalemler \u00e7\u0131kar\u0131larak \u00f6l\u00e7\u00fclen enflasyon) Japonya Merkez Bankas\u0131\u2019n\u0131n (BoJ) %2 hedefinin \u00fczerinde kalmas\u0131yla birlikte de\u011ferlendirilmesi, bankan\u0131n daha \u201c\u015fahin\u201d (enflasyonla m\u00fccadele i\u00e7in daha s\u0131k\u0131 para politikas\u0131) bir duru\u015fa y\u00f6nelme bask\u0131s\u0131n\u0131 art\u0131rabilir. Yenin g\u00fc\u00e7lenmesi ihtimaline y\u00f6nelik opsiyon stratejileri (fiyat hareketinden yararlanmay\u0131 hedefleyen s\u00f6zle\u015fme kombinasyonlar\u0131) \u00f6ne \u00e7\u0131kabilir.\n\n2025\u2019te \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte harcama g\u00f6stergelerinde benzer ama daha s\u0131n\u0131rl\u0131 bir art\u0131\u015f g\u00f6r\u00fclm\u00fc\u015f, ard\u0131ndan ivme zay\u0131flam\u0131\u015ft\u0131. Bu kez a\u00e7\u0131klama daha g\u00fc\u00e7l\u00fc ve BoJ\u2019un ge\u00e7en y\u0131l\u0131n sonlar\u0131na do\u011fru negatif faiz politikas\u0131n\u0131 sonland\u0131rmas\u0131n\u0131n ard\u0131ndan geliyor; bu da e\u011filimin daha fazla destek bulabilece\u011fine i\u015faret ediyor. S\u00fcrprizin b\u00fcy\u00fckl\u00fc\u011f\u00fc, bu toparlanman\u0131n daha kal\u0131c\u0131 olabilece\u011fi ihtimalini art\u0131r\u0131yor.\n\n

Faizler ve JGB Stratejisi A\u00e7\u0131s\u0131ndan Sonu\u00e7lar<\/h3>\nEkonominin g\u00fc\u00e7lenmesi ve merkez bankas\u0131n\u0131n daha az destekleyici (faizleri d\u00fc\u015f\u00fck tutarak piyasay\u0131 destekleyen) bir \u00e7izgiye kayma ihtimaliyle, Japonya devlet tahvili (JGB: Japanese Government Bond) getirilerinde (tahvil faizi) y\u00fckseli\u015f g\u00f6r\u00fclebilir. Bu durumda JGB vadeli i\u015flemlerinde k\u0131sa pozisyon (short: fiyat d\u00fc\u015f\u00fc\u015f\u00fcnden kazan\u00e7 hedefleyen i\u015flem) almak, hem korunma (hedge: portf\u00f6y\u00fc olumsuz harekete kar\u015f\u0131 dengeleme) hem de f\u0131rsat ama\u00e7l\u0131 bir tercih olarak de\u011ferlendirilebilir. Veri s\u00fcrprizi k\u0131sa vadeli oynakl\u0131\u011f\u0131 (volatilite: fiyatlar\u0131n h\u0131zl\u0131 ve sert dalgalanmas\u0131) art\u0131rarak fiyat dalgalanmalar\u0131ndan yararlanmak isteyenler i\u00e7in ortam yaratabilir.\n

\n\n

Hemen i\u015flem yapmaya ba\u015flay\u0131n – Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":"

Japonya\u2019da makine sipari\u015fleri Ocak\u2019ta y\u0131ll\u0131k %13,7 artarak %10,5 beklentiyi a\u015ft\u0131. Capex umutlar\u0131 g\u00fc\u00e7lendi; Nikkei\u2019ye destek, BoJ\u2019a \u015fahin bask\u0131, yen ve JGB getirilerinde hareket potansiyeli.<\/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-30685","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\/30685","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=30685"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30685\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30685"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30685"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30685"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}