{"id":44081,"date":"2026-04-07T09:17:56","date_gmt":"2026-04-07T09:17:56","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/teknoloji-buyumeyi-suruklerken-nvidia-bilancosu-sinavi\/"},"modified":"2026-04-07T09:17:56","modified_gmt":"2026-04-07T09:17:56","slug":"teknoloji-buyumeyi-suruklerken-nvidia-bilancosu-sinavi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/analysis\/teknoloji-buyumeyi-suruklerken-nvidia-bilancosu-sinavi\/","title":{"rendered":"Teknoloji B\u00fcy\u00fcmeyi S\u00fcr\u00fcklerken NVIDIA Bilan\u00e7osu S\u0131nav\u0131"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/tr-mena\/wp-content\/uploads\/sites\/9\/2026\/05\/NVDA1-1-1024x573.webp\" alt=\"\" class=\"wp-image-46786\"\/><\/figure>\n\n\n\n<p><strong>\u00d6ne \u00c7\u0131kan Noktalar<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>NVIDIA 177,17<\/strong> seviyesinde, <strong>0,24 (+%0,14)<\/strong> y\u00fckseli\u015fle i\u015flem g\u00f6r\u00fcyor. Piyasa bilan\u00e7o sezonuna girerken liderlik h\u00e2l\u00e2 teknoloji ve finans hisselerinde yo\u011fun.<\/li>\n\n\n\n<li>S&amp;P 500 \u015firket k\u00e2rlar\u0131n\u0131n y\u0131ll\u0131k bazda <strong>%14,4<\/strong> artarak <strong>609 milyar dolar\u0131n<\/strong> hemen alt\u0131na \u00e7\u0131kmas\u0131 bekleniyor. Bilgi Teknolojileri k\u00e2rlar\u0131n\u0131n <strong>%46\u2019dan<\/strong> fazla art\u0131\u015fla <strong>182,8 milyar dolara<\/strong> y\u00fckselmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/li>\n\n\n\n<li>Finans sekt\u00f6r\u00fcnde k\u00e2rlar\u0131n <strong>%18<\/strong> artarak yakla\u015f\u0131k <strong>98,5 milyar dolara<\/strong> \u00e7\u0131kmas\u0131 bekleniyor. Bunu sermaye piyasas\u0131 i\u015flemleri (halka arz, tahvil\/hisse ihrac\u0131, birle\u015fme-devralma gibi i\u015flemler) ve i\u015flem oynakl\u0131\u011f\u0131 (fiyatlar\u0131n h\u0131zl\u0131 dalgalanmas\u0131) destekliyor.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<p>\u0130lk \u00e7eyrek bilan\u00e7olar\u0131 \u00f6ncesinde hik\u00e2ye yine iki ana grupta toplan\u0131yor. S&amp;P 500 k\u00e2rlar\u0131n\u0131n, ge\u00e7en y\u0131la g\u00f6re yakla\u015f\u0131k <a href=\"https:\/\/www.reuters.com\/business\/sp-500-poised-gain-10-by-year-end-trade-ai-disruption-concerns-persist-2026-02-24\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">%14,4 artarak<\/a> <strong>609 milyar dolar\u0131n<\/strong> hemen alt\u0131na \u00e7\u0131kmas\u0131 bekleniyor. En b\u00fcy\u00fck katk\u0131 yine teknolojiden geliyor.<\/p>\n\n\n\n<p>Yaln\u0131zca Bilgi Teknolojileri sekt\u00f6r\u00fcn\u00fcn <strong>182,8 milyar dolar<\/strong> k\u00e2r \u00fcretmesi, ge\u00e7en y\u0131la g\u00f6re <strong>%46\u2019dan<\/strong> fazla b\u00fcy\u00fcmesi ve S&amp;P 500 toplam\u0131n\u0131n yakla\u015f\u0131k <strong>%30\u2019unu<\/strong> olu\u015fturmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. \u0130leti\u015fim Hizmetleri eklendi\u011finde pay <strong>%40\u2019a<\/strong>, \u0130ste\u011fe Ba\u011fl\u0131 T\u00fcketim (dayan\u0131kl\u0131 t\u00fcketim ve l\u00fcks gibi, zorunlu olmayan harcamalar) eklendi\u011finde <strong>%47\u2019ye<\/strong> \u00e7\u0131k\u0131yor.<\/p>\n\n\n\n<p>Bu yo\u011funla\u015fma NVIDIA i\u00e7in \u00f6nemli; \u00e7\u00fcnk\u00fc hisse, aylar s\u00fcren yatay seyir (fiyat\u0131n belirgin y\u00fckseli\u015f ya da d\u00fc\u015f\u00fc\u015f g\u00f6stermeden belli aral\u0131kta gitmesi) sonras\u0131nda bile bilan\u00e7o d\u00f6neminin merkezinde kal\u0131yor. Piyasada beklenti, y\u00fckseli\u015fin daha \u00e7ok sekt\u00f6re yay\u0131lmas\u0131 ve mega \u00f6l\u00e7ekli (\u00e7ok b\u00fcy\u00fck piyasa de\u011ferine sahip) teknoloji hisselerine ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n azalmas\u0131yd\u0131. Tahminler bunun hen\u00fcz ger\u00e7ekle\u015fmedi\u011fini g\u00f6steriyor. Piyasa, teknolojiden g\u00fc\u00e7l\u00fc sonu\u00e7 beklemeye devam ediyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA, K\u00e2r B\u00fcy\u00fcmesinin Ana Motorunda<\/h2>\n\n\n\n<p>NVIDIA bu tablonun en g\u00fc\u00e7l\u00fc sembollerinden biri. Sekt\u00f6r g\u00f6r\u00fcn\u00fcm\u00fc g\u00fc\u00e7l\u00fc kal\u0131rken, \u015firketin faaliyet ivmesi (i\u015flerin h\u0131zlanmas\u0131) endeksin belirgin \u015fekilde \u00fczerinde. \u015eirket, \u00e7eyreklik gelirini <strong>68,1 milyar dolar<\/strong> olarak a\u00e7\u0131klad\u0131; bu rakam y\u0131ll\u0131k bazda <strong>%73<\/strong> artt\u0131. <a href=\"https:\/\/www.vtmarkets.com\/opinion\/nvidia-earnings-report-what-it-reveals-about-the-ai-trade\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Veri merkezi geliri 62,3 milyar dolara<\/a> ula\u015ft\u0131 ve <strong>%75<\/strong> y\u00fckseldi. Y\u0131ll\u0131k toplam gelir <strong>215,9 milyar dolar<\/strong> ile <strong>%65<\/strong> art\u0131\u015f g\u00f6sterdi.<\/p>\n\n\n\n<p>Mevcut \u00e7eyrek i\u00e7in NVIDIA, yakla\u015f\u0131k <strong>78 milyar dolar<\/strong> gelir \u00f6ng\u00f6rd\u00fc; <strong>%2<\/strong> a\u015fa\u011f\u0131\/yukar\u0131 sapma pay\u0131 ile. Bu, o d\u00f6nemdeki analist beklentisi olan <strong>72,6 milyar dolar\u0131n<\/strong> \u00fczerindeydi.<\/p>\n\n\n\n<p>Soru art\u0131k \u201cNVIDIA b\u00fcy\u00fcr m\u00fc?\u201d de\u011fil. Piyasa, bu b\u00fcy\u00fcmenin ne kadar\u0131n\u0131n fiyata yans\u0131d\u0131\u011f\u0131n\u0131, k\u00e2rl\u0131l\u0131k oranlar\u0131n\u0131n (marj: sat\u0131\u015flar\u0131n ne kadar\u0131n\u0131n k\u00e2r olarak kald\u0131\u011f\u0131) ne kadar kal\u0131c\u0131 oldu\u011funu ve y\u00f6netimin ekosistem genelindeki yapay zek\u00e2 yat\u0131r\u0131m harcamalar\u0131n\u0131n (capex: \u015firketlerin makine, veri merkezi gibi uzun vadeli varl\u0131klara yapt\u0131\u011f\u0131 b\u00fcy\u00fck yat\u0131r\u0131mlar) boyutunu ne kadar gerek\u00e7elendirebildi\u011fini sorguluyor. Bu nedenle y\u00f6netim a\u00e7\u0131klamalar\u0131, man\u015fet rakamlar kadar kritik.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u0130\u015flemin Di\u011fer Aya\u011f\u0131 Bankalar<\/h2>\n\n\n\n<p>K\u00e2r taraf\u0131ndaki di\u011fer destek finans sekt\u00f6r\u00fc. Sekt\u00f6r k\u00e2rlar\u0131n\u0131n <strong>%18<\/strong> artarak yakla\u015f\u0131k <strong>98,5 milyar dolara<\/strong> \u00e7\u0131kmas\u0131 bekleniyor. Birle\u015fme-devralma gibi anla\u015fma ak\u0131\u015f\u0131, al\u0131m-sat\u0131m faaliyetleri ve fon toplama (sermaye art\u0131r\u0131m\u0131, tahvil ihrac\u0131 gibi) rakamlar\u0131 destekliyor. Hisse ve tahvil piyasalar\u0131nda artan oynakl\u0131k ile b\u00fcy\u00fck i\u015flemler, b\u00fcy\u00fck bankalar i\u00e7in k\u0131sa vadeli gelir g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc iyile\u015ftirdi.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">BlackRock has added to bearish positions on German bonds, betting that a \u201cpretty large inflation uptick\u201d across Europe will push borrowing costs back above the 15-year highs reached last week <a href=\"https:\/\/t.co\/dAmtNqxKjY\">https:\/\/t.co\/dAmtNqxKjY<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2039639767541785086?ref_src=twsrc%5Etfw\">April 2, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Bu durum, NVIDIA ve di\u011fer b\u00fcy\u00fck teknoloji hisseleri i\u00e7in \u00f6nemli bir sinyal. Bankalar g\u00fc\u00e7l\u00fc sonu\u00e7lar a\u00e7\u0131klar ve y\u00f6neticiler olumlu bir tablo \u00e7izerse, yat\u0131r\u0131mc\u0131lar d\u00f6ng\u00fcsel b\u00fcy\u00fcme i\u015flemlerine (ekonomik d\u00f6ng\u00fcye duyarl\u0131, b\u00fcy\u00fcme odakl\u0131 hisselere y\u00f6nelim) daha istekli olabilir. Finansallar beklentiyi a\u015fsa bile ekonomi i\u00e7in uyar\u0131 verirse, piyasa k\u00e2r dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 (k\u00e2rlar\u0131n bozulmamas\u0131) \u00f6d\u00fcllendirirken de\u011ferleme art\u0131\u015f\u0131n\u0131 (\u00e7arpanlar\u0131n y\u00fckselmesini) s\u0131n\u0131rl\u0131 tutabilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Sava\u015f Riski K\u00e2r Tahminlerini Bozmad\u0131<\/h2>\n\n\n\n<p>Olumlu nokta, piyasa geri \u00e7ekilirken bile ileriye d\u00f6n\u00fck k\u00e2r tahminlerinin y\u00fckselmeye devam etmesi. Bu kombinasyon nadir g\u00f6r\u00fcl\u00fcr. Analistler, petrol fiyatlar\u0131 y\u00fcksek ve hava zay\u0131f olsa da \u015firketlerin marjlar\u0131n\u0131 korudu\u011funu ve faaliyet kald\u0131ra\u00e7lar\u0131n\u0131 (sat\u0131\u015f art\u0131nca k\u00e2r\u0131n daha h\u0131zl\u0131 artmas\u0131; maliyetlerin daha yava\u015f y\u00fckselmesi) s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc d\u00fc\u015f\u00fcn\u00fcyor.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Romania is set to leave European Union\u2019s highest interest rates steady as the surge in oil prices will likely fuel inflation that\u2019s already running at close to double digits <a href=\"https:\/\/t.co\/V2z8P5N5Og\">https:\/\/t.co\/V2z8P5N5Og<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2041370417152012490?ref_src=twsrc%5Etfw\">April 7, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Piyasa bu riskin bir k\u0131sm\u0131n\u0131 fiyatlad\u0131. NVIDIA\u2019n\u0131n de\u011ferleme \u00e7arpan\u0131 belirgin \u015fekilde darald\u0131. Son bir piyasa incelemesine g\u00f6re NVIDIA\u2019n\u0131n fiyat\/kazan\u00e7 (F\/K: hissenin fiyat\u0131n\u0131n hisse ba\u015f\u0131na k\u00e2ra oran\u0131; yat\u0131r\u0131mc\u0131lar\u0131n k\u00e2ra ka\u00e7 kat \u00f6dedi\u011fini g\u00f6sterir) oran\u0131 yakla\u015f\u0131k yedi y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine inerken, analistler NVIDIA\u2019n\u0131n mevcut mali y\u0131lda k\u00e2r b\u00fcy\u00fcmesinin <strong>%70\u2019in<\/strong> \u00fczerinde olmas\u0131n\u0131 bekliyordu. S&amp;P 500 genelinde bu beklenti yakla\u015f\u0131k <strong>%19<\/strong>.<\/p>\n\n\n\n<p>Bu, riski ortadan kald\u0131rmaz. Ancak hisse, \u00f6nceki zirvelerdeki kadar \u201ca\u015f\u0131r\u0131 pahal\u0131\u201d bir primle i\u015flem g\u00f6rm\u00fcyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Teknik Analiz<\/h2>\n\n\n\n<p>NVIDIA <strong>177,17<\/strong> civar\u0131nda i\u015flem g\u00f6r\u00fcyor. Fiyat\u0131n <strong>164,24<\/strong> dip seviyesine kadar geriledi\u011fi son d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan s\u0131n\u0131rl\u0131 bir toparlanma deniyor. K\u0131sa vadede bir toparlanma g\u00f6r\u00fclse de genel yap\u0131, <strong>198,69<\/strong> zirvesinden gelen sat\u0131\u015f sonras\u0131 zay\u0131fl\u0131\u011fa i\u015faret ediyor.<\/p>\n\n\n\n<p>Y\u00fckseli\u015f \u015fimdilik d\u00fczeltme niteli\u011finde (ana trend d\u00fc\u015f\u00fc\u015f\/yatayken g\u00f6r\u00fclen ge\u00e7ici toparlanma) ve fiyat k\u0131sa vadeli kritik bir diren\u00e7 b\u00f6lgesini test ediyor.<\/p>\n\n\n\n<p>Teknik g\u00f6r\u00fcn\u00fcm n\u00f6tr ile hafif negatif. Fiyat k\u0131sa vadeli hareketli ortalamalar\u0131n (belirli g\u00fcn say\u0131s\u0131ndaki ortalama fiyat; trendi yumu\u015fatarak g\u00f6sterir) \u00e7evresinde. <strong>5 g\u00fcnl\u00fck (173,80)<\/strong> ortalama ilk destek olurken, <strong>10 g\u00fcnl\u00fck (173,83)<\/strong> ve <strong>20 g\u00fcnl\u00fck (177,51)<\/strong> ortalamalar yatayla\u015f\u0131p yukar\u0131da diren\u00e7 olu\u015fturuyor. Bu s\u0131k\u0131\u015fma (fiyat\u0131n dar bantta kalmas\u0131) ge\u00e7i\u015f d\u00f6nemine i\u015faret ediyor: momentum (fiyat hareketinin g\u00fcc\u00fc) dengeleniyor, ancak net bir y\u00fckseli\u015f d\u00f6n\u00fc\u015f\u00fc hen\u00fcz teyit edilmedi.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/tr-mena\/wp-content\/uploads\/sites\/9\/2026\/05\/image-7-1024x473.jpg\" alt=\"\" class=\"wp-image-46785\"\/><\/figure>\n\n\n\n<p>\u0130zlenecek kritik seviyeler:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Destek:<\/strong> 173,80 \u2192 171,40 \u2192 164,20<\/li>\n\n\n\n<li><strong>Diren\u00e7:<\/strong> 177,50 \u2192 181,50 \u2192 190,00<\/li>\n<\/ul>\n\n\n\n<p>\u0130lk odak <strong>177,50\u2013178,00 b\u00f6lgesi<\/strong>. Buras\u0131 20 g\u00fcnl\u00fck ortalama ve son sat\u0131\u015flar\u0131n geldi\u011fi seviyelerle \u00f6rt\u00fc\u015f\u00fcyor. Bu alan\u0131n \u00fczerinde kal\u0131c\u0131 k\u0131r\u0131lma (fiyat\u0131n \u00fcst\u00fcne yerle\u015fmesi) olursa toparlanma <strong>181,50<\/strong> seviyesine uzayabilir; burada daha g\u00fc\u00e7l\u00fc sat\u0131\u015f bask\u0131s\u0131 g\u00f6r\u00fclebilir.<\/p>\n\n\n\n<p>A\u015fa\u011f\u0131da <strong>173,80<\/strong> k\u0131sa vadeli destek. Bu seviyenin alt\u0131na sarkma, <strong>171,40<\/strong> testini g\u00fcndeme getirebilir. Daha fazla zay\u0131fl\u0131kta <strong>164,20<\/strong> dip seviyesi yeniden hedefe girebilir.<\/p>\n\n\n\n<p>Genel olarak NVIDIA, d\u00fczeltme sonras\u0131 dengelenmeye \u00e7al\u0131\u015f\u0131yor; ancak g\u00fc\u00e7l\u00fc y\u00fckseli\u015f teyidi h\u00e2l\u00e2 yok.<\/p>\n\n\n\n<p>Fiyat <strong>177,50\u2013181,50<\/strong> band\u0131n\u0131n \u00fczerine \u00e7\u0131k\u0131p kalmad\u0131k\u00e7a, y\u00fckseli\u015fin d\u00fczeltme i\u00e7inde kalmas\u0131 ve daha geni\u015f bir yatay bantta (konsolidasyon: fiyat\u0131n bir aral\u0131kta s\u0131k\u0131\u015fmas\u0131) s\u00fcrmesi olas\u0131.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Yat\u0131r\u0131mc\u0131lar Sonraki Ad\u0131mda Neye Bakmal\u0131?<\/h2>\n\n\n\n<p>Bir sonraki hareket, teknolojinin g\u00fc\u00e7l\u00fc rakam a\u00e7\u0131klamas\u0131ndan \u00e7ok, y\u00f6netimlerin y\u0131l\u0131n ikinci yar\u0131s\u0131na dair ne s\u00f6yledi\u011fine ba\u011fl\u0131. Yat\u0131r\u0131mc\u0131lar, ilk yar\u0131 k\u00e2r hik\u00e2yesinin teknoloji ve bankalar taraf\u0131ndan ta\u015f\u0131nd\u0131\u011f\u0131n\u0131 zaten biliyor.<\/p>\n\n\n\n<p>Yapay zek\u00e2 talebinin yay\u0131l\u0131p yay\u0131lmad\u0131\u011f\u0131n\u0131, marjlar\u0131n petrol \u015fokunu ne kadar ta\u015f\u0131yabildi\u011fini ve sava\u015f kaynakl\u0131 aksaman\u0131n ge\u00e7ici g\u00f6r\u00fcl\u00fcp g\u00f6r\u00fclmedi\u011fini duymak istiyorlar.<\/p>\n\n\n\n<p>NVIDIA \u00f6zelinde yukar\u0131 y\u00f6n\u00fcn daha netle\u015fmesi i\u00e7in iki unsur birlikte gerekiyor: istikrarl\u0131 yapay zek\u00e2 talebi ve piyasan\u0131n bu talebi daha y\u00fcksek bir \u00e7arpanla (de\u011ferleme \u00e7arpan\u0131: F\/K gibi) yeniden fiyatlamaya istekli olmas\u0131.<\/p>\n\n\n\n<p>Bilan\u00e7o sezonu bunu do\u011frularsa, hisse <strong>177,5<\/strong> b\u00f6lgesini a\u015farak son d\u00f6nemdeki aral\u0131\u011f\u0131n \u00fcst band\u0131na ilerleyebilir. \u00d6ng\u00f6r\u00fcler (guidance: \u015firketin ileriye d\u00f6n\u00fck sat\u0131\u015f\/k\u00e2r beklentisi) daha temkinli olursa, man\u015fet rakamlar g\u00fc\u00e7l\u00fc kalsa bile toparlanma durabilir.<\/p>\n\n\n\n<p><strong>Yat\u0131r\u0131mc\u0131 Sorular\u0131<\/strong><\/p>\n\n\n\n<p><strong>Nvidia Bu Bilan\u00e7o Sezonunda Neden Bu Kadar \u00d6nemli?<\/strong><\/p>\n\n\n\n<p>Nvidia, k\u00e2r b\u00fcy\u00fcmesinin en b\u00fcy\u00fck k\u0131sm\u0131n\u0131 \u00fcreten piyasa segmentinin i\u00e7inde. Teknoloji sekt\u00f6r\u00fcn\u00fcn <strong>182,8 milyar dolar<\/strong> k\u00e2r \u00fcretmesi ve ge\u00e7en y\u0131la g\u00f6re <strong>%46\u2019dan<\/strong> fazla b\u00fcy\u00fcmesi bekleniyor; bu da Nvidia\u2019y\u0131 bilan\u00e7o sezonunun merkezinde tutuyor.<\/p>\n\n\n\n<p><strong>Yat\u0131r\u0131mc\u0131lar Neden H\u00e2l\u00e2 Teknoloji ve Bankalara Odaklan\u0131yor?<\/strong><\/p>\n\n\n\n<p>\u00c7\u00fcnk\u00fc k\u00e2r b\u00fcy\u00fcmesinin b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fc bu iki grup ta\u015f\u0131yor. S&amp;P 500 k\u00e2rlar\u0131n\u0131n <strong>%14,4<\/strong> artarak <strong>609 milyar dolar\u0131n<\/strong> hemen alt\u0131na \u00e7\u0131kmas\u0131, finans sekt\u00f6r k\u00e2rlar\u0131n\u0131n ise <strong>%18<\/strong> artarak yakla\u015f\u0131k <strong>98,5 milyar dolara<\/strong> y\u00fckselmesi bekleniyor.<\/p>\n\n\n\n<p><strong>Bu, Nvidia Hissesi \u0130\u00e7in Ne Anlama Geliyor?<\/strong><\/p>\n\n\n\n<p>Nvidia\u2019n\u0131n yaln\u0131zca g\u00fc\u00e7l\u00fc rakam a\u00e7\u0131klamas\u0131 yetmeyebilir. Yat\u0131r\u0131mc\u0131lar ayr\u0131ca yapay zek\u00e2 talebi, marjlar, yat\u0131r\u0131m harcamalar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fi (capex\u2019in ne kadar devam edece\u011fi) ve y\u00f6netimin y\u0131l\u0131n ikinci yar\u0131s\u0131na bak\u0131\u015f\u0131 konusunda net mesajlar ar\u0131yor.<\/p>\n\n\n\n<p><strong>Neden \u00d6ng\u00f6r\u00fcler (Guidance), Man\u015fet Sonucu Ge\u00e7mekten Daha \u00d6nemli?<\/strong><\/p>\n\n\n\n<p>Piyasa mega \u00f6l\u00e7ekli teknoloji \u015firketlerinden zaten g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme bekliyor. As\u0131l soru, petrol fiyatlar\u0131 y\u00fcksek kal\u0131rsa, finansal ko\u015fullar s\u0131k\u0131 kal\u0131rsa (krediye eri\u015fim zorla\u015f\u0131r, faiz y\u00fcksek olur) veya \u015firket harcamalar\u0131 se\u00e7ici hale gelirse bu b\u00fcy\u00fcmenin s\u00fcr\u00fcp s\u00fcrmeyece\u011fi.<\/p>\n\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>Bilan\u00e7o sezonu ba\u015fl\u0131yor: S&#038;P 500 k\u00e2rlar\u0131 %14,4 art\u0131\u015fla 609 milyar dolara yakla\u015f\u0131rken y\u00fck yine teknoloji ve bankalarda. NVIDIA 177,17\u2019de; 177,50-181,50 k\u0131r\u0131l\u0131rsa ralli s\u00fcrer.<\/p>\n","protected":false},"author":87,"featured_media":44080,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-44081","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44081","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=44081"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44081\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/44080"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44081"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44081"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44081"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}