Alt\u0131n ve g\u00fcm\u00fc\u015f, iki seansl\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan yeniden y\u00fckseldi. Destek, zay\u0131flayan ABD Dolar\u0131 ve azalan jeopolitik gerilimlerden geldi.<\/p>\n
Alt\u0131na dayal\u0131 ETF\u2019lere (borsada i\u015flem g\u00f6ren fonlar) para giri\u015fi \u00fc\u00e7 haftad\u0131r \u00fcst \u00fcste pozitif. 21 Nisan\u2019da varl\u0131klar 10 bin ons artt\u0131; bu, arka arkaya alt\u0131nc\u0131 g\u00fcnl\u00fck giri\u015f oldu.<\/p>\n
Toplam ETF varl\u0131klar\u0131 99,3 milyon onsa ula\u015ft\u0131. Bu hareket, mart ay\u0131ndaki sert sat\u0131\u015flar\u0131n (h\u0131zl\u0131 ve g\u00fc\u00e7l\u00fc d\u00fc\u015f\u00fc\u015f) ard\u0131ndan geldi.<\/p>\n
Alt\u0131n ve g\u00fcm\u00fc\u015f, son kay\u0131plar\u0131n\u0131 telafi ediyor. Bunu zay\u0131f dolar ve jeopolitik tansiyonun d\u00fc\u015fmesi destekliyor. Yat\u0131r\u0131mc\u0131 ilgisi yeniden art\u0131yor. Bu tablo, piyasa alg\u0131s\u0131n\u0131n (yat\u0131r\u0131mc\u0131lar\u0131n genel beklentisi) yukar\u0131 y\u00f6nl\u00fc de\u011fi\u015fti\u011fine i\u015faret ediyor.<\/p>\n
Alt\u0131na dayal\u0131 ETF\u2019lere son \u00fc\u00e7 haftad\u0131r d\u00fczenli para giri\u015fi var. Bu, g\u00fcvenin geri d\u00f6nd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor. Arka arkaya alt\u0131 g\u00fcnd\u00fcr giri\u015f g\u00f6r\u00fclmesiyle toplam varl\u0131klar 100 milyon onsa yakla\u015ft\u0131. Bu da y\u0131l\u0131n ba\u015f\u0131ndaki sat\u0131\u015f dalgas\u0131 sonras\u0131 ilginin canland\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
Bu tablo daha \u00f6nce de g\u00f6r\u00fcld\u00fc: 2025\u2019te marttaki sert sat\u0131\u015flar\u0131n ard\u0131ndan nisanda ETF al\u0131mlar\u0131 uzun s\u00fcre devam etmi\u015fti. Bu d\u00f6nem, fiyatlarda belirgin bir toparlanman\u0131n ba\u015flang\u0131c\u0131 olmu\u015ftu. Bu benzerlik, mevcut tabloyu anlamak i\u00e7in \u00f6nemli.<\/p>\n
ABD Dolar Endeksi (DXY: dolar\u0131n ba\u015fl\u0131ca para birimlerine kar\u015f\u0131 g\u00fcc\u00fcn\u00fc \u00f6l\u00e7en endeks) 106 zirvesinden 104,2 civar\u0131na geriledi. Dolar zay\u0131flad\u0131\u011f\u0131nda alt\u0131n genelde destek bulur. Bu zay\u0131fl\u0131k, enflasyon verisinin beklentiden biraz daha d\u00fc\u015f\u00fck gelmesiyle ba\u011flant\u0131l\u0131. Piyasa, bunun ard\u0131ndan ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz art\u0131r\u0131mlar\u0131na ara verebilece\u011fini fiyatl\u0131yor. Fed\u2019in daha \u201c\u015fahin\u201d olmamas\u0131 (faizi sert art\u0131rma e\u011filiminin azalmas\u0131) alt\u0131n i\u00e7in genelde olumlu kabul edilir.<\/p>\n
T\u00fcrev piyasas\u0131nda (vadeli i\u015flem ve opsiyon gibi fiyat\u0131 ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 ara\u00e7lar) call opsiyonlar\u0131nda (belirli fiyattan alma hakk\u0131) a\u00e7\u0131k pozisyonlar\u0131n (open interest: kapanmam\u0131\u015f toplam s\u00f6zle\u015fme say\u0131s\u0131) artt\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. \u00d6zellikle spot fiyat\u0131n %5 \u00fczerindeki \u201ckullan\u0131m fiyatlar\u0131nda\u201d (strike: opsiyonun i\u015flem g\u00f6rece\u011fi sabit fiyat) art\u0131\u015f dikkat \u00e7ekiyor. Call\/put oran\u0131 (yukar\u0131 y\u00f6n beklentisini, a\u015fa\u011f\u0131 y\u00f6n korumaya g\u00f6re \u00f6l\u00e7en oran) son \u00fc\u00e7 ay\u0131n en y\u00fckse\u011fine \u00e7\u0131kt\u0131. Bu, yat\u0131r\u0131mc\u0131lar\u0131n y\u00fckseli\u015fe haz\u0131rland\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
Bu sinyaller, yukar\u0131 y\u00f6nl\u00fc ivmeden yararlanan stratejilere i\u015faret ediyor. S\u00fcrekli ETF giri\u015fi ve opsiyon piyasas\u0131ndaki yukar\u0131 y\u00f6nl\u00fc pozisyonlanma, geri \u00e7ekilmelerde al\u0131m\u0131n \u00f6n\u00fcm\u00fczdeki haftalarda daha mant\u0131kl\u0131 olabilece\u011fini g\u00f6steriyor. Dolar\u0131n seyrini yak\u0131ndan izlemek gerekiyor; zay\u0131fl\u0131k s\u00fcrerse bu y\u00fckseli\u015f daha da g\u00fc\u00e7lenebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Alt\u0131n ve g\u00fcm\u00fc\u015fte d\u00f6n\u00fc\u015f sinyali: \u0130ki seansl\u0131k d\u00fc\u015f\u00fc\u015f sonras\u0131 y\u00fckseli\u015f h\u0131zland\u0131. Zay\u0131f dolar destek veriyor. Alt\u0131n ETF\u2019lerine 3 haftad\u0131r giri\u015f var; varl\u0131k 99,3 milyon ons, opsiyonlar daha yukar\u0131 diyor.<\/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-45314","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\/45314","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=45314"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45314\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45314"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45314"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45314"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}