{"id":30884,"date":"2026-03-23T01:01:22","date_gmt":"2026-03-23T01:01:22","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/iran-meclis-baskani-abdnin-askeri-butcesini-finanse-eden-finansorleri-iranin-misillemesiyle-karsi-karsiya-kalabilecekleri-konusunda-uyardi\/"},"modified":"2026-03-23T01:01:22","modified_gmt":"2026-03-23T01:01:22","slug":"iran-meclis-baskani-abdnin-askeri-butcesini-finanse-eden-finansorleri-iranin-misillemesiyle-karsi-karsiya-kalabilecekleri-konusunda-uyardi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/iran-meclis-baskani-abdnin-askeri-butcesini-finanse-eden-finansorleri-iranin-misillemesiyle-karsi-karsiya-kalabilecekleri-konusunda-uyardi\/","title":{"rendered":"\u0130ran Meclis Ba\u015fkan\u0131, ABD\u2019nin askeri b\u00fct\u00e7esini finanse eden finans\u00f6rleri \u0130ran\u2019\u0131n misillemesiyle kar\u015f\u0131 kar\u015f\u0131ya kalabilecekleri konusunda uyard\u0131"},"content":{"rendered":"Mohammad Bagher Qalibaf, \u0130ran Meclis Ba\u015fkan\u0131, pazar g\u00fcn\u00fc yapt\u0131\u011f\u0131 payla\u015f\u0131mda ABD ordusunu finanse eden finansal kurulu\u015flar\u0131n hedef olarak de\u011ferlendirilebilece\u011fini s\u00f6yledi. Qalibaf, \u201cAskeri \u00fcslerin yan\u0131nda, ABD\u2019nin askeri b\u00fct\u00e7esini finanse eden finansal kurulu\u015flar me\u015fru hedeftir\u201d dedi.\n\nQalibaf ayr\u0131ca ABD devlet borcuna de\u011finerek, \u201cABD Hazine tahvilleri \u0130ranl\u0131lar\u0131n kan\u0131na bulanm\u0131\u015ft\u0131r. Onlar\u0131 sat\u0131n al\u0131rsan\u0131z, kararg\u00e2h\u0131n\u0131za ve varl\u0131klar\u0131n\u0131za y\u00f6nelik bir sald\u0131r\u0131y\u0131 sat\u0131n al\u0131rs\u0131n\u0131z\u201d ifadesini kulland\u0131. \u201cPortf\u00f6ylerinizi izliyoruz. Bu son uyar\u0131n\u0131z\u201d diye ekledi. (Portf\u00f6y: Bir yat\u0131r\u0131mc\u0131n\u0131n elindeki farkl\u0131 yat\u0131r\u0131m ara\u00e7lar\u0131n\u0131n\u2014tahvil, hisse, fon gibi\u2014toplam\u0131.)\n\n

Piyasa Oynakl\u0131\u011f\u0131nda Sert Art\u0131\u015f Beklentisi<\/h3>\nPazar g\u00fcn\u00fc ayr\u0131 bir a\u00e7\u0131klama yapan \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Araghchi, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n \u201ckapanmad\u0131\u011f\u0131n\u0131\u201d s\u00f6yledi. Araghchi, sigortac\u0131lar\u0131n \u201cba\u015flatt\u0131\u011f\u0131n\u0131z se\u00e7ilmi\u015f sava\u015f\u0131ndan\u2014\u0130ran\u2019dan de\u011fil\u2014korktu\u011fu\u201d i\u00e7in gemilerin teredd\u00fct etti\u011fini belirtti. (Sigortac\u0131: Deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 gibi faaliyetlerde riskleri sigortalayan \u015firket.)\n\nAraghchi ayr\u0131ca, \u201cHi\u00e7bir sigortac\u0131\u2014ve hi\u00e7bir \u0130ranl\u0131\u2014daha fazla tehditle y\u00f6n de\u011fi\u015ftirmez. Sayg\u0131 g\u00f6sterin\u201d dedi. \u201cSeyir serbestisi, ticaret serbestisi olmadan var olamaz. \u0130kisine de sayg\u0131 g\u00f6sterin\u2014ya da hi\u00e7birini beklemeyin\u201d diye ekledi. (Seyir serbestisi: Gemilerin deniz yollar\u0131n\u0131 engellenmeden kullanabilmesi. Ticaret serbestisi: Mallar\u0131n uluslararas\u0131 \u015fekilde, k\u0131s\u0131tlanmadan al\u0131n\u0131p sat\u0131labilmesi.)\n\nPiyasada oynakl\u0131kta keskin bir art\u0131\u015fa haz\u0131rl\u0131kl\u0131 olmak gerekiyor. Finansal kurumlara ve kritik ticaret yollar\u0131na y\u00f6nelik do\u011frudan tehditler belirsizli\u011fi art\u0131r\u0131yor; bu da VIX\u2019in (piyasan\u0131n beklenen dalgalanmas\u0131n\u0131 \u00f6l\u00e7en \u201ckorku endeksi\u201d) mevcut 14 seviyesinin belirgin \u00fczerine \u00e7\u0131kmas\u0131na yol a\u00e7abilir. 2025 sonlar\u0131nda daha s\u0131n\u0131rl\u0131 bir jeopolitik gerilimde endeksin iki g\u00fcnde %40 s\u0131\u00e7rad\u0131\u011f\u0131 g\u00f6r\u00fclm\u00fc\u015ft\u00fc; benzer bir hareketin tekrarlanmas\u0131 m\u00fcmk\u00fcn.\n\nDaha y\u00fcksek enerji fiyatlar\u0131 ile artan tahvil getirilerinin (tahvil faizi: tahvilden beklenen getiri, fiyat d\u00fc\u015ferse genelde y\u00fckselir) hisse piyasalar\u0131 \u00fczerindeki birle\u015fik etkisi de dikkate al\u0131nmal\u0131. Bu ikili bask\u0131, \u015firket k\u00e2rl\u0131l\u0131\u011f\u0131 \u00fczerinde maliyet bask\u0131s\u0131 yarat\u0131rken de\u011ferlemeleri de a\u015fa\u011f\u0131 \u00e7ekebilir; bu da S&P 500 gibi endeksler i\u00e7in olumsuz bir r\u00fczg\u00e2r anlam\u0131na gelir. Belirsizlik netle\u015fene kadar endeks put opsiyonlar\u0131yla (put opsiyonu: yat\u0131r\u0131mc\u0131ya belirli bir tarihe kadar belirli fiyattan satma hakk\u0131 veren, d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 koruma sa\u011flayan s\u00f6zle\u015fme) daha savunmac\u0131 bir duru\u015f tercih edilebilir.\n\n

Kritik Ticaret Yolu Riski ve Petrol \u015eoku<\/h3>\nH\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin a\u00e7\u0131klamalar petrol fiyatlar\u0131n\u0131 do\u011frudan g\u00fcndeme ta\u015f\u0131yor. K\u00fcresel g\u00fcnl\u00fck t\u00fcketimin yakla\u015f\u0131k %20\u2019sine denk gelen, g\u00fcnde yakla\u015f\u0131k 21 milyon varil petrol\u00fcn ge\u00e7ti\u011fi bu \u201cdar ge\u00e7itte\u201d (chokepoint: k\u00fcresel ticarette ak\u0131\u015f\u0131n dar bir noktaya ba\u011f\u0131ml\u0131 oldu\u011fu kritik bo\u011faz) ya\u015fanacak her aksama an\u0131nda arz \u015foku yarat\u0131r. Brent petrol\u00fcnde sert y\u00fckseli\u015fe y\u00f6nelik pozisyon almak g\u00fcndeme gelebilir; petrol vadeli i\u015flemleri \u00fczerinde al\u0131m opsiyonlar\u0131 (call opsiyonu: belirli bir fiyattan alma hakk\u0131 veren, y\u00fckseli\u015f beklentisine uygun s\u00f6zle\u015fme) daha spek\u00fclatif bir se\u00e7enek olabilir. (Vadeli i\u015flem: Gelecekte belirli fiyat ve tarihte al\u0131m-sat\u0131m yapmay\u0131 taahh\u00fct eden s\u00f6zle\u015fme.)\n\nABD Hazine tahvili ta\u015f\u0131yanlar\u0131n a\u00e7\u0131k \u015fekilde hedef al\u0131nmas\u0131, devlet borcu tutmaya ek bir risk primi (risk primi: risk artt\u0131k\u00e7a yat\u0131r\u0131mc\u0131n\u0131n talep etti\u011fi ek getiri) ekliyor. Yabanc\u0131 devletlerin toplu sat\u0131\u015fa gitmesi olas\u0131 g\u00f6r\u00fcnmese de, b\u00fcy\u00fck finansal oyunculara y\u00f6nelik siber (siber sald\u0131r\u0131: bilgisayar sistemlerine y\u00f6nelik sald\u0131r\u0131) veya fiziksel sald\u0131r\u0131 endi\u015fesi Hazine vadeli i\u015flemleri \u00fczerinde bask\u0131 yaratabilir. Bu da getirileri yukar\u0131 iten, korku kaynakl\u0131 ani hareketlere kar\u015f\u0131 Hazine vadeli i\u015flemlerinde put opsiyonlar\u0131n\u0131n koruma sa\u011flayabilece\u011fine i\u015faret ediyor.\n\nGenel piyasa hareketlerinin \u00f6tesinde baz\u0131 sekt\u00f6rler daha farkl\u0131 etkilenebilir. Kararg\u00e2h ve varl\u0131klara y\u00f6nelik sald\u0131r\u0131 tehdidi siber g\u00fcvenli\u011fi (siber g\u00fcvenlik: dijital sistemlerin sald\u0131r\u0131lara kar\u015f\u0131 korunmas\u0131) \u00f6ne \u00e7\u0131karabilir ve bu alandaki hisseleri destekleyebilir. Ayr\u0131ca mevcut durumun ima etti\u011fi artan askeri duru\u015f nedeniyle savunma sanayi \u015firketlerinde yat\u0131r\u0131mc\u0131 ilgisi g\u00f6r\u00fclebilir.\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":"

Kritik uyar\u0131: \u0130ran, ABD\u2019yi finanse eden kurumlar\u0131 \u201cme\u015fru hedef\u201d ilan etti; H\u00fcrm\u00fcz belirsizli\u011fi t\u0131rman\u0131yor. VIX s\u0131\u00e7rayabilir, petrol \u015foku fiyatlan\u0131r; tahvil faizi y\u00fckselir, hisse bask\u0131lan\u0131r. Savunma, siber \u00f6ne \u00e7\u0131k\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-30884","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\/30884","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=30884"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30884\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30884"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30884"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30884"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}