{"id":43818,"date":"2026-04-02T06:54:52","date_gmt":"2026-04-02T06:54:52","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/yabanci-yatirimcilar-japon-hisselerinde-neredeyse-satis-yapmadi-bir-onceki-%c2%a52-5097-milyar-cikisa-kiyasla-%c2%a54-milyar-net-giris-kaydedildi\/"},"modified":"2026-04-02T06:54:52","modified_gmt":"2026-04-02T06:54:52","slug":"yabanci-yatirimcilar-japon-hisselerinde-neredeyse-satis-yapmadi-bir-onceki-%c2%a52-5097-milyar-cikisa-kiyasla-%c2%a54-milyar-net-giris-kaydedildi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/yabanci-yatirimcilar-japon-hisselerinde-neredeyse-satis-yapmadi-bir-onceki-%c2%a52-5097-milyar-cikisa-kiyasla-%c2%a54-milyar-net-giris-kaydedildi\/","title":{"rendered":"Yabanc\u0131 yat\u0131r\u0131mc\u0131lar Japon hisselerinde neredeyse sat\u0131\u015f yapmad\u0131; bir \u00f6nceki \u00a52.509,7 milyar \u00e7\u0131k\u0131\u015fa k\u0131yasla \u00a54 milyar net giri\u015f kaydedildi"},"content":{"rendered":"27 Mart\u2019ta Japon hisse senetlerinde yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n net al\u0131m\u0131 \u00a5-4 milyar olarak a\u00e7\u0131kland\u0131. \u00d6nceki veri \u00a5-2.509,7 milyard\u0131.\n\nHer iki veri de negatif. Bu, net al\u0131m de\u011fil net sat\u0131\u015f oldu\u011fu anlam\u0131na geliyor. 27 Mart\u2019taki de\u011fer, \u00f6nceki okumaya g\u00f6re s\u0131f\u0131ra \u00e7ok daha yak\u0131n.\n\n

Yabanc\u0131 Sat\u0131\u015f Bask\u0131s\u0131nda Sert D\u00fc\u015f\u00fc\u015f<\/h3>\nYabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n Japon hisselerine bak\u0131\u015f\u0131nda belirgin bir de\u011fi\u015fim var. Yakla\u015f\u0131k \u00a52,5 trilyonluk g\u00fc\u00e7l\u00fc sat\u0131\u015ftan neredeyse s\u0131f\u0131ra yak\u0131n \u00a54 milyarl\u0131k seviyeye gerileme, son d\u00f6nemdeki k\u00e2r realizasyonunun (yat\u0131r\u0131mc\u0131lar\u0131n k\u00e2r\u0131 cebine koymak i\u00e7in sat\u0131\u015f yapmas\u0131) b\u00fcy\u00fck \u00f6l\u00e7\u00fcde bitti\u011fine i\u015faret ediyor. Bu h\u0131zl\u0131 sakinle\u015fme, piyasadaki sert a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n \u015fimdilik zay\u0131flam\u0131\u015f olabilece\u011fine dair \u00f6nemli bir sinyal.\n\nBu tablo, Nikkei 225\u2019in mart ba\u015f\u0131nda 42.000 \u00fczerindeki zirvelerinden geri \u00e7ekilmesinin ard\u0131ndan geldi. Bu d\u00fc\u015f\u00fc\u015fte yabanc\u0131 \u00e7\u0131k\u0131\u015flar\u0131 (yabanc\u0131lar\u0131n \u00fclkeden sermaye \u00e7ekmesi) \u00f6nemli rol oynam\u0131\u015ft\u0131. \u0130lk sat\u0131\u015f dalgas\u0131, 2025 sonundan beri g\u00f6r\u00fclen h\u0131zl\u0131 y\u00fckseli\u015flere ve Japonya Merkez Bankas\u0131\u2019n\u0131n (BoJ) yava\u015f ama kararl\u0131 \u201cpolitika normalle\u015fmesi\u201dne (\u00e7ok gev\u015fek para politikas\u0131ndan kademeli \u00e7\u0131k\u0131\u015f; \u00f6rne\u011fin faizlerin yava\u015f\u00e7a art\u0131r\u0131lmas\u0131) y\u00f6nelik tedirginli\u011fe ba\u011fl\u0131 olabilir. Piyasa bu geli\u015fmeleri b\u00fcy\u00fck \u00f6l\u00e7\u00fcde fiyatlam\u0131\u015f g\u00f6r\u00fcn\u00fcyor ve olas\u0131 bir taban (d\u00fc\u015f\u00fc\u015f\u00fcn durabilece\u011fi seviye) ar\u0131yor.\n\nNikkei 225 ve Topix odakl\u0131 t\u00fcrev \u00fcr\u00fcnlerde (fiyat\u0131 endekse ba\u011fl\u0131 vadeli i\u015flem ve opsiyon gibi \u00fcr\u00fcnler) bu durum, do\u011frudan d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc pozisyonlar\u0131 yeniden de\u011ferlendirmeyi gerektiriyor. Sat\u0131\u015f bask\u0131s\u0131ndaki sert d\u00fc\u015f\u00fc\u015f, z\u0131mni oynakl\u0131\u011f\u0131n (opsiyon fiyatlar\u0131n\u0131n ima etti\u011fi beklenen fiyat dalgalanmas\u0131) sat\u0131\u015f dalgas\u0131nda y\u00fckselmi\u015fken \u015fimdi gerileyebilece\u011fini g\u00f6steriyor. Bu \u00e7er\u00e7evede put sat\u0131\u015f\u0131 (fiyat d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 koruma sa\u011flayan opsiyonu sat\u0131p prim geliri elde etmek) ya da \u201cbull put spread\u201d (d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 s\u0131n\u0131rl\u0131 riskle prim toplamay\u0131 hedefleyen iki put opsiyonlu strateji) gibi y\u00f6ntemler, hem istikrar hem de olas\u0131 \u201coynakl\u0131k s\u0131k\u0131\u015fmas\u0131\u201dndan (oynakl\u0131\u011f\u0131n h\u0131zla d\u00fc\u015fmesi) faydalanmay\u0131 hedefleyebilir.\n\nD\u00f6viz taraf\u0131 da kritik. B\u00fcy\u00fck sermaye \u00e7\u0131k\u0131\u015flar\u0131, yen \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 kurarak USD\/JPY\u2019nin 154\u2019\u00fcn \u00fczerine ta\u015f\u0131nmas\u0131na katk\u0131 vermi\u015fti. Yabanc\u0131 sat\u0131\u015f\u0131n durulmas\u0131yla yen zay\u0131fl\u0131\u011f\u0131n\u0131n \u00f6nemli bir nedeni ortadan kalkm\u0131\u015f oluyor. Bu nedenle yenin destek bulmas\u0131 ve USD\/JPY\u2019nin daha yukar\u0131 kopmakta zorlanmas\u0131 ya da geri \u00e7ekilmesi olas\u0131l\u0131\u011f\u0131 artabilir. Bu beklenti, USD\/JPY\u2019de yukar\u0131 hareketin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131 veya paritenin a\u015fa\u011f\u0131 kayd\u0131\u011f\u0131 senaryolarda kazan\u00e7 hedefleyen opsiyon stratejilerini g\u00fcndeme getirebilir.\n\n2023-2025 d\u00f6nemindeki g\u00fc\u00e7l\u00fc rallilere bak\u0131ld\u0131\u011f\u0131nda, genellikle \u00f6nce istikrarl\u0131 yabanc\u0131 giri\u015fleri (yabanc\u0131lar\u0131n piyasaya d\u00fczenli para sokmas\u0131) g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Hen\u00fcz g\u00fc\u00e7l\u00fc giri\u015f yok, ancak sat\u0131\u015f\u0131n kesilmesi piyasan\u0131n dip olu\u015fturmas\u0131 i\u00e7in ilk gerekli ad\u0131md\u0131r.\n\n

Olas\u0131 Dip \u0130\u00e7in Konumlanma<\/h3>\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":"

Japon hisselerinde yabanc\u0131lar\u0131n net sat\u0131\u015f\u0131 27 Mart\u2019ta \u00a52,5 trilyondan \u00a54 milyara sert geriledi: sat\u0131\u015f bask\u0131s\u0131 s\u00f6n\u00fcyor. Nikkei\u2019de dip aray\u0131\u015f\u0131, oynakl\u0131kta d\u00fc\u015f\u00fc\u015f ve yenin destek bulmas\u0131 \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-43818","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\/43818","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=43818"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/43818\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=43818"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=43818"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=43818"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}