\u00c7in’in T\u00dcFE (t\u00fcketici fiyat endeksi) enflasyonu, Ay Yeni Y\u0131l\u0131 sonras\u0131nda y\u0131ll\u0131k bazda %1,0\u2019a geriledi. \u00dcFE (\u00fcretici fiyat endeksi) enflasyonu ise Mart\u2019ta y\u0131ll\u0131k %0,5 ile 2022\u2019den bu yana ilk kez yeniden art\u0131 b\u00f6lgeye ge\u00e7ti. <\/p>\n
Mart ay\u0131nda ula\u015f\u0131m yak\u0131t\u0131 maliyetleri ayl\u0131k bazda %10,0 artt\u0131. Bu art\u0131\u015f, y\u0131ll\u0131k oran\u0131 y\u0131l\u0131n ilk iki ay\u0131nda g\u00f6r\u00fclen y\u0131ll\u0131k %-9,7\u2019den y\u0131ll\u0131k %3,4\u2019e ta\u015f\u0131d\u0131. <\/p>\n
\u00c7in, Mart ay\u0131ndaki yeniden art\u0131\u015fa ge\u00e7i\u015ften \u00f6nce 41 ay boyunca \u00dcFE\u2019de d\u00fc\u015f\u00fc\u015f (\u00fcretici fiyatlar\u0131nda gerileme) d\u00f6nemini ya\u015fad\u0131. \u00dcFE\u2019yi yukar\u0131 iten kalemler aras\u0131nda demir d\u0131\u015f\u0131 metaller madencili\u011fi (%36,4) ile eritme ve i\u015fleme (%22,4) \u00f6ne \u00e7\u0131kt\u0131. <\/p>\n
T\u00dcFE enflasyonu son \u00fc\u00e7 y\u0131l\u0131n her birini y\u0131ll\u0131k %0,2 veya daha d\u00fc\u015f\u00fck seviyede kapatt\u0131. Haberde, son d\u00f6nemdeki baz\u0131 e\u011filimlerin bu y\u0131l tersine d\u00f6nebilece\u011fi belirtiliyor. <\/p>\n
Yaz\u0131, bir yapay zek\u00e2 arac\u0131 (i\u00e7erik \u00fcretimi yapan yaz\u0131l\u0131m) yard\u0131m\u0131yla haz\u0131rlanm\u0131\u015f ve bir edit\u00f6r taraf\u0131ndan incelenmi\u015ftir. <\/p>\n
Daha \u00f6nce dikkat \u00e7ekilen ana etken olan enerji maliyetleri bug\u00fcn de belirleyici. G\u00fcncel verilere g\u00f6re \u00c7in\u2019in sanayi \u00fcretimi 2026\u2019n\u0131n ilk \u00e7eyre\u011finde %6,5 artt\u0131. Bu art\u0131\u015f enerji talebini y\u00fckseltirken, k\u00fcresel ham petrol fiyatlar\u0131 varil ba\u015f\u0131na 90 dolar\u0131n \u00fczerinde kal\u0131yor. Yat\u0131r\u0131mc\u0131lar, fiyatlar\u0131n g\u00fc\u00e7l\u00fc kalmas\u0131ndan yararlanabilecek stratejileri de\u011ferlendirebilir; \u00f6rne\u011fin ham petrol vadeli i\u015flemlerinde al\u0131m opsiyonu (fiyat y\u00fckselirse kazan\u00e7 sa\u011flayan s\u00f6zle\u015fme) almak. <\/p>\n
Kal\u0131c\u0131 enflasyon, faiz g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc de\u011fi\u015ftiriyor. \u00c7in Merkez Bankas\u0131 (PBoC) hen\u00fcz faiz art\u0131rmad\u0131; ancak piyasa art\u0131k y\u0131l sonuna kadar olas\u0131 bir faiz art\u0131r\u0131m\u0131n\u0131 fiyatl\u0131yor. Bu, \u00f6nceki y\u0131llardaki \u201cfiyatlar d\u00fc\u015f\u00fcyor\u201d beklentisinden belirgin bir d\u00f6n\u00fc\u015fe i\u015faret ediyor. Bu nedenle swap gibi faiz t\u00fcrevleri (faiz riskine g\u00f6re fiyatlanan s\u00f6zle\u015fmeler), politika de\u011fi\u015fimi sinyalleri a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenmeli. <\/p>\n
Yeniden enflasyon (fiyat art\u0131\u015flar\u0131n\u0131n tekrar g\u00fc\u00e7lenmesi) ivmesi, \u00f6zellikle 2025\u2019te \u00f6ne \u00e7\u0131kan sekt\u00f6rlerde \u00c7in hisselerini de etkiliyor. CSI 300 Malzeme Endeksi (hammadde ve temel sanayi \u015firketlerini izleyen endeks) bu y\u0131l genel piyasay\u0131 %8\u2019in \u00fczerinde geride b\u0131rakt\u0131. Bu durum, emtia ba\u011flant\u0131l\u0131 \u015firket hisseleri ve sekt\u00f6r odakl\u0131 ETF\u2019lerde (borsada i\u015flem g\u00f6ren fon) al\u0131m opsiyonlar\u0131n\u0131n \u00f6nemli y\u00fckseli\u015f potansiyeli sunabilece\u011fini g\u00f6steriyor. <\/p>\n
Son olarak d\u00f6viz piyasas\u0131 da bu temel de\u011fi\u015fimlere tepki vermeye ba\u015flad\u0131. Daha g\u00fc\u00e7l\u00fc ekonomik zemin ve di\u011fer b\u00fcy\u00fck ekonomilere k\u0131yasla daha y\u00fcksek faiz ihtimali, yuan\u0131 destekliyor. Bu nedenle USD\/CNH paritesindeki oynakl\u0131k (kurun dalgalanma d\u00fczeyi) izlenmeli; \u00f6nemli teknik seviyelerin alt\u0131na net bir k\u0131r\u0131lma (grafikte kritik destek seviyesinin alt\u0131na ini\u015f) yeni bir trendin i\u015fareti olabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u00c7in\u2019de enflasyon cephesinde r\u00fczg\u00e2r tersine d\u00f6n\u00fcyor: T\u00dcFE %1,0\u2019a inerken \u00dcFE %0,5\u2019le 2022\u2019den beri art\u0131da. Enerji\/emtia bask\u0131s\u0131, faiz art\u0131\u015f\u0131 beklentisi, yuan ve CSI 300 Malzemeler\u2019i \u00f6ne \u00e7\u0131kar\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-44395","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\/44395","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=44395"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44395\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44395"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44395"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44395"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}