Hisse senetleri, risk i\u015ftah\u0131ndaki (yat\u0131r\u0131mc\u0131lar\u0131n riskli varl\u0131klara y\u00f6nelme iste\u011fi) toparlanmay\u0131 en net g\u00f6steren varl\u0131k s\u0131n\u0131f\u0131 olsa da, portf\u00f6ylerdeki a\u011f\u0131rl\u0131klar (yat\u0131r\u0131mc\u0131lar\u0131n tuttu\u011fu pozisyon miktar\u0131) h\u00e2l\u00e2 uzun d\u00f6nem ortalamalara geri d\u00f6n\u00fc\u015f (fiyat ve pozisyonlar\u0131n zamanla tarih\u00ee ortalamaya yakla\u015fmas\u0131) seviyelerinin alt\u0131nda. Geli\u015fmi\u015f piyasalar (ABD, Avrupa gibi), geli\u015fen piyasalara (EM: T\u00fcrkiye, Brezilya gibi) k\u0131yasla daha h\u0131zl\u0131 toparlan\u0131yor.<\/p>\n
G\u00fcney Kore ve Tayvan, k\u00fcresel yapay zek\u00e2 (AI: makinelere \u00f6\u011frenme ve karar verme kabiliyeti kazand\u0131ran teknoloji) temas\u0131na y\u00fcksek ba\u011fl\u0131l\u0131klar\u0131 ve enerji arz\u0131 sorunlar\u0131 nedeniyle sert etkilendi. \u00c7at\u0131\u015fma \u00f6ncesinde iki piyasada da \u201ca\u015f\u0131r\u0131 pozisyon\u201d vard\u0131 (yat\u0131r\u0131mc\u0131lar bu piyasalarda normalin \u00fczerinde a\u011f\u0131rl\u0131k ta\u015f\u0131m\u0131\u015ft\u0131).<\/p>\n
G\u00fcney Kore hisseleri, zirveden dip seviyeye kadar, son 12 ay\u0131n hareketli ortalamas\u0131na (rolling 12-month average: her g\u00fcn g\u00fcncellenen son 12 ayl\u0131k ortalama) g\u00f6re yakla\u015f\u0131k 40 y\u00fczde puan geriledi. Bu d\u00fc\u015f\u00fc\u015f\u00fcn yaln\u0131zca k\u00fc\u00e7\u00fck bir k\u0131sm\u0131 geri al\u0131nd\u0131.<\/p>\n
Tayvan\u2019daki d\u00fc\u015f\u00fc\u015f daha s\u0131n\u0131rl\u0131yd\u0131; ancak toparlanma da s\u0131n\u0131rl\u0131 kald\u0131. Bu iki piyasada portf\u00f6y a\u011f\u0131rl\u0131klar\u0131n\u0131n kal\u0131c\u0131 bi\u00e7imde artmas\u0131, k\u00fcresel risk alg\u0131s\u0131nda daha geni\u015f bir normalle\u015fmeye i\u015faret eder.<\/p>\n
K\u00fcresel talep g\u00fc\u00e7l\u00fc kald\u0131; Kanada, \u00c7ekya, G\u00fcney Kore ve Filipinler\u2019de yaln\u0131zca s\u0131n\u0131rl\u0131 \u00e7\u0131k\u0131\u015flar (portf\u00f6yden para \u00e7\u0131k\u0131\u015f\u0131) g\u00f6r\u00fcld\u00fc. Avustralya, Norve\u00e7, \u0130sve\u00e7, Brezilya, Meksika, \u015eili, Macaristan, T\u00fcrkiye, \u00c7in ve Tayvan\u2019da giri\u015fler (portf\u00f6ye para giri\u015fi) kaydedildi.<\/p>\n
Geli\u015fen piyasalarda sanayi, temel t\u00fcketim, finans, bili\u015fim\/teknoloji (IT) ve kamu hizmetleri (utilities: elektrik, su, do\u011falgaz gibi) sekt\u00f6rlerinde g\u00fc\u00e7l\u00fc giri\u015fler izlendi. iFlow Mood 0,258\u2019e y\u00fckseldi; bu art\u0131\u015f, h\u0131zlanan hisse talebinin etkisiyle iFlow\u2019un \u015eubat 2026 ortas\u0131ndaki zirvelerine yak\u0131n seyretti.<\/p>\n","protected":false},"excerpt":{"rendered":"
Risk i\u015ftah\u0131 toparlansa da hisse a\u011f\u0131rl\u0131klar\u0131 h\u00e2l\u00e2 ortalaman\u0131n alt\u0131nda: Geli\u015fmi\u015f piyasalar \u00f6nde, EM geride. Kore-Tayvan AI\/enerji \u015fokuyla zay\u0131f; kal\u0131c\u0131 giri\u015f risk normalle\u015fmesi sinyali. iFlow Mood 0,258.<\/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-45128","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\/45128","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=45128"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45128\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45128"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45128"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}