Yapay zek\u00e2 (AI) odakl\u0131 k\u00fcresel ticaret h\u0131zl\u0131 b\u00fcy\u00fcd\u00fc ve s\u0131n\u0131r \u00f6tesi mal ak\u0131\u015flar\u0131n\u0131n yap\u0131sal bir itici g\u00fcc\u00fc (kal\u0131c\u0131 ve uzun vadeli ana etken) haline geliyor. D\u00fcnya Ticaret \u00d6rg\u00fct\u00fc\u2019ne (DT\u00d6\/WTO) g\u00f6re \u00c7in, art\u0131k AI ile ilgili mallarda en b\u00fcy\u00fck ihracat\u00e7\u0131.<\/p>\n
\u00c7in\u2019in AI ile ilgili ihracat\u0131, de\u011fer zincirinin (\u00fcr\u00fcn\u00fcn hammaddeden nihai \u00fcr\u00fcne uzanan \u00fcretim-a\u015famalar\u0131) b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fc kaps\u0131yor: hammaddeler, donan\u0131m \u00fcretimi, AI teknolojisi geli\u015ftirme ve uygulamalar\u0131n devreye al\u0131nmas\u0131 (sahada kullan\u0131m). Haberde, \u00c7in\u2019in AI ticaretindeki g\u00fcc\u00fcn\u00fcn zincirin farkl\u0131 halkalar\u0131nda e\u015fit da\u011f\u0131lmad\u0131\u011f\u0131 belirtiliyor.<\/p>\n
\u00c7in\u2019in konumu; d\u00fc\u015f\u00fck maliyetli enerji, \u00f6l\u00e7eklenebilir bilgi i\u015flem altyap\u0131s\u0131 (ihtiyaca g\u00f6re b\u00fcy\u00fct\u00fclebilen veri merkezleri\/hesaplama kapasitesi) ve g\u00fc\u00e7l\u00fc \u00fcretim kapasitesiyle ba\u011flant\u0131l\u0131. Bu unsurlar\u0131n, \u00c7in\u2019in AI ile ilgili ticaretteki kar\u015f\u0131la\u015ft\u0131rmal\u0131 \u00fcst\u00fcnl\u00fc\u011f\u00fcn\u00fc (di\u011fer \u00fclkelere g\u00f6re daha avantajl\u0131 \u00fcretim\/ihracat kapasitesi) desteklemeye devam etmesi bekleniyor.<\/p>\n
Haberde ayr\u0131ca \u00c7in\u2019in \u00fcst seviye \u00e7iplere (y\u00fcksek performansl\u0131, ileri d\u00fczey yar\u0131 iletkenler) ithalat yoluyla h\u00e2l\u00e2 ba\u011f\u0131ml\u0131 oldu\u011fu yaz\u0131yor. Jeopolitik risklerin (\u00fclkeler aras\u0131 gerilimler ve yapt\u0131r\u0131m ihtimalleri) AI ticaretinin gelece\u011fini etkileyebilece\u011fi de ekleniyor.<\/p>\n
Bu temel g\u00fc\u00e7, son verilerle de destekleniyor. \u00c7in g\u00fcmr\u00fck idaresi, 2026\u2019n\u0131n ilk \u00e7eyre\u011finde bilgi i\u015flem donan\u0131m\u0131 ihracat\u0131n\u0131n y\u0131ll\u0131k bazda (ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re) %9 artt\u0131\u011f\u0131n\u0131 bildirdi. Bu veri, \u00fclkenin d\u00fc\u015f\u00fck maliyetli enerji ve \u00f6l\u00e7eklenebilir \u00fcretimdeki kar\u015f\u0131la\u015ft\u0131rmal\u0131 \u00fcst\u00fcnl\u00fc\u011f\u00fcn\u00fc peki\u015ftiriyor.<\/p>\n
Ancak AI ticaretindeki g\u00fc\u00e7 asimetrik (dengesiz\/tek tarafa y\u0131\u011f\u0131lm\u0131\u015f). \u00dcst seviye \u00e7ip ithalat\u0131na kal\u0131c\u0131 ba\u011f\u0131ml\u0131l\u0131k \u00f6nemli bir k\u0131r\u0131lganl\u0131k yarat\u0131yor. ABD Ticaret Bakanl\u0131\u011f\u0131\u2019n\u0131n \u201cEntity List\u201di (k\u0131s\u0131tlama listesi; listedeki kurumlara teknoloji\/\u00fcr\u00fcn sat\u0131\u015f\u0131n\u0131 zorla\u015ft\u0131ran yapt\u0131r\u0131m mekanizmas\u0131) ge\u00e7en ay geni\u015fletip daha fazla \u00c7inli s\u00fcper bilgisayar \u015firketini dahil etmesi, jeopolitik riskin bu ticareti nas\u0131l bozabilece\u011fini g\u00f6steriyor.<\/p>\n
2025\u2019ten geriye bak\u0131ld\u0131\u011f\u0131nda, 2024\u2019te ileri \u00e7ip \u00fcretim ekipmanlar\u0131na (\u00fcst d\u00fczey \u00e7ip yap\u0131m\u0131nda kullan\u0131lan kritik makineler) getirilen k\u0131s\u0131tlamalar\u0131n bu tabloya zemin haz\u0131rlad\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. E\u011filim, ayr\u0131\u015fmay\u0131 belirginle\u015ftirdi: \u00c7in orta seviye donan\u0131m ve AI uygulamalar\u0131nda \u00f6ne \u00e7\u0131karken, en ileri d\u00fczey i\u015flem g\u00fcc\u00fc i\u00e7in yabanc\u0131 teknolojiye ba\u011f\u0131ml\u0131 kal\u0131yor. Bu ge\u00e7mi\u015f, yar\u0131 iletken tedarik zincirine (\u00e7ip \u00fcretim ve tedarik a\u011f\u0131) ili\u015fkin her haberin piyasa \u00fczerinde orant\u0131s\u0131z (normalden daha b\u00fcy\u00fck) etki yarataca\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
\u0130hracat \u00fcst\u00fcnl\u00fc\u011f\u00fc ile ithalat ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 aras\u0131ndaki bu gerilim, piyasa oynakl\u0131\u011f\u0131n\u0131 (fiyat dalgalanma h\u0131z\u0131n\u0131\/\u015fiddetini) art\u0131rabilir. ABD ve AB yetkilileri aras\u0131nda gelecek ay planlanan ticaret politikas\u0131 g\u00f6r\u00fc\u015fmeleri \u00f6ncesinde, KraneShares CSI China Internet ETF (KWEB) gibi ETF\u2019lerde z\u0131mni oynakl\u0131k (opsiyon fiyatlar\u0131na yans\u0131yan beklenen oynakl\u0131k) son bir haftada %4 y\u00fckseldi. Bu ortam, y\u00f6n\u00fcnden emin olunmayan sert fiyat hareketi beklentisi olan yat\u0131r\u0131mc\u0131lar i\u00e7in \u201clong straddle\u201d gibi stratejileri (ayn\u0131 vadede ayn\u0131 kullan\u0131m fiyat\u0131ndan al\u0131m opsiyonu + sat\u0131m opsiyonu alarak iki y\u00f6ne de haz\u0131rl\u0131kl\u0131 olma) \u00f6ne \u00e7\u0131kar\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"
AI ticaretinde liderlik \u00c7in\u2019e ge\u00e7ti: DT\u00d6\u2019ye g\u00f6re en b\u00fcy\u00fck ihracat\u00e7\u0131. Ancak \u00fcst seviye \u00e7ip ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 ve \u201cEntity List\u201d kaynakl\u0131 jeopolitik risk, oynakl\u0131\u011f\u0131 art\u0131r\u0131p KWEB\u2019de straddle stratejilerini \u00f6ne \u00e7\u0131karabilir.<\/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-44723","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\/44723","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=44723"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44723\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44723"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44723"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44723"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}