{"id":45567,"date":"2026-04-27T19:53:25","date_gmt":"2026-04-27T19:53:25","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/buyuk-teknoloji-sirketlerinin-bilancolari-yaklasirken-piyasalarda-rekor-seviyelere-donusle-birlikte-yapay-zeka-odakli-yukselis-mercek-altinda\/"},"modified":"2026-04-27T19:53:25","modified_gmt":"2026-04-27T19:53:25","slug":"buyuk-teknoloji-sirketlerinin-bilancolari-yaklasirken-piyasalarda-rekor-seviyelere-donusle-birlikte-yapay-zeka-odakli-yukselis-mercek-altinda","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/buyuk-teknoloji-sirketlerinin-bilancolari-yaklasirken-piyasalarda-rekor-seviyelere-donusle-birlikte-yapay-zeka-odakli-yukselis-mercek-altinda\/","title":{"rendered":"B\u00fcy\u00fck teknoloji \u015firketlerinin bilan\u00e7olar\u0131 yakla\u015f\u0131rken, piyasalarda rekor seviyelere d\u00f6n\u00fc\u015fle birlikte yapay zek\u00e2 odakl\u0131 y\u00fckseli\u015f mercek alt\u0131nda"},"content":{"rendered":"

S&P 500, mart sonu sat\u0131\u015f dalgas\u0131n\u0131n ard\u0131ndan yeniden toparland\u0131; y\u00fckseli\u015fe teknoloji ve yapay zek\u00e2 (AI) ile ba\u011flant\u0131l\u0131 hisseler \u00f6nc\u00fcl\u00fck ediyor. Bu hafta \u201cMuhte\u015fem Yedili\u201dnin be\u015f \u015firketi yakla\u015f\u0131k 48 saat i\u00e7inde bilan\u00e7o a\u00e7\u0131klayacak: \u00c7ar\u015famba Microsoft, Alphabet, Amazon ve Meta; Per\u015fembe Apple.<\/p>\n

Microsoft\u2019ta odak Azure olacak. Yapay zek\u00e2 kaynakl\u0131 talebin bulut (cloud) b\u00fcy\u00fcmesini destekleyip desteklemedi\u011fi izlenecek; buna kar\u015f\u0131l\u0131k harcamalar k\u00e2r marj\u0131n\u0131 (sat\u0131\u015ftan sonra elde kalan k\u00e2r oran\u0131) bask\u0131layabilir. Son veriler: gelir 81,27 milyar dolar (y\u0131ll\u0131k %16,72 art\u0131\u015f), br\u00fct k\u00e2r 55,30 milyar dolar (y\u0131ll\u0131k %15,60 art\u0131\u015f), faaliyet k\u00e2r\u0131 38,27 milyar dolar (y\u0131ll\u0131k %20,92 art\u0131\u015f). Teknik seviyeler: destek 408\u2013413 dolar, diren\u00e7 435,75 dolar.<\/p>\n

Key Earnings Focus And Levels<\/h3>\n

Alphabet\u2019te de\u011ferlendirme; Arama reklamlar\u0131, Bulut ve yapay zek\u00e2 maliyetleri \u00fczerinden yap\u0131lacak. Son veriler: gelir 114,00 milyar dolar (%18,19 art\u0131\u015f), br\u00fct k\u00e2r 68,23 milyar dolar (%22,20 art\u0131\u015f), faaliyet k\u00e2r\u0131 36,10 milyar dolar (%16,64 art\u0131\u015f). Diren\u00e7 338,59\u2013350,15 dolar; destek 313,92\u2013314,96 dolar.<\/p>\n

Amazon\u2019da odak AWS olacak; bu birimin performans\u0131, yapay zek\u00e2 altyap\u0131s\u0131 talebine dair \u00f6nemli bir g\u00f6sterge kabul ediliyor. Son veriler: gelir 213,39 milyar dolar (%13,63 art\u0131\u015f), br\u00fct k\u00e2r 103,43 milyar dolar (%16,34 art\u0131\u015f), faaliyet k\u00e2r\u0131 26,23 milyar dolar (%22,71 art\u0131\u015f). Destek 252,90\u2013258,60 dolar.<\/p>\n

Meta\u2019n\u0131n, yapay zek\u00e2 harcamalar\u0131n\u0131 reklam performans\u0131na ba\u011flamas\u0131 bekleniyor. Son veriler: gelir 59,89 milyar dolar (%23,78 art\u0131\u015f), br\u00fct k\u00e2r 48,99 milyar dolar (%23,85 art\u0131\u015f), faaliyet k\u00e2r\u0131 24,75 milyar dolar (%5,48 art\u0131\u015f). Diren\u00e7 720,82 dolar ile 736\u2013740 dolar band\u0131nda.<\/p>\n

Apple\u2019da odak iPhone talebi, Hizmetler (Services) b\u00fcy\u00fcmesi, \u00c7in sat\u0131\u015flar\u0131 ve yapay zek\u00e2 planlar\u0131 olacak. Son veriler: gelir 143,76 milyar dolar (%15,65 art\u0131\u015f), br\u00fct k\u00e2r 69,23 milyar dolar (%18,80 art\u0131\u015f), faaliyet k\u00e2r\u0131 50,85 milyar dolar (%18,72 art\u0131\u015f). Diren\u00e7 271,70\u2013280,90 dolar.<\/p>\n

How Traders May Position Into Earnings<\/h3>\n

Bug\u00fcnk\u00fc ortam daha gergin. Mart 2026 PCE enflasyon (ki\u015fisel t\u00fcketim harcamalar\u0131 enflasyonu, ABD\u2019de yak\u0131ndan izlenen fiyat g\u00f6stergesi) %2,7\u2019de inat\u00e7\u0131 kald\u0131; bu da ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz indirimi sinyali vermesini zorla\u015ft\u0131r\u0131yor. \u0130\u015fsizlik %3,8 seviyesinde kal\u0131rken, piyasada \u201cfaizler uzun s\u00fcre y\u00fcksek kal\u0131r (higher for longer)\u201d beklentisi fiyatlan\u0131yor. Bu durum, yakla\u015fan bilan\u00e7olar\u0131 hisse de\u011ferlemelerini (mevcut fiyat\u0131n ne kadar makul oldu\u011funa dair \u00f6l\u00e7\u00fcm) hakl\u0131 \u00e7\u0131karmak a\u00e7\u0131s\u0131ndan daha da kritik hale getiriyor.<\/p>\n

Microsoft\u2019ta bug\u00fcn de tema Azure b\u00fcy\u00fcmesi. Piyasa, \u00f6nemli bir hareket olas\u0131l\u0131\u011f\u0131n\u0131 fiyatl\u0131yor; \u00e7\u00fcnk\u00fc Azure sonu\u00e7lar\u0131 \u015firketlerin yapay zek\u00e2 harcamalar\u0131na do\u011frudan i\u015faret ediyor. Hisse yatay seyirde oldu\u011fundan, straddle veya strangle (opsiyon stratejileri; y\u00f6n tahmini yapmadan b\u00fcy\u00fck fiyat hareketine oynama) b\u00fcy\u00fck bir bilan\u00e7o hareketini de\u011ferlendirmek i\u00e7in kullan\u0131labilir.<\/p>\n

Alphabet\u2019te 2025\u2019te \u201cyapay zek\u00e2 Arama i\u015fini zay\u0131flat\u0131r\u201d endi\u015fesi abart\u0131l\u0131 kalm\u0131\u015ft\u0131; ancak yapay zek\u00e2 harcamalar\u0131 k\u00e2r marjlar\u0131n\u0131 etkiledi. Hisse dar bantta seyretti\u011fi i\u00e7in implied volatility (beklenen oynakl\u0131k; opsiyon fiyatlar\u0131n\u0131n ima etti\u011fi gelecekteki dalgalanma beklentisi) bilan\u00e7o \u00f6ncesi geriledi. Bu tablo, out-of-the-money put (mevcut fiyat\u0131n alt\u0131nda kullan\u0131m fiyatl\u0131 sat\u0131\u015f opsiyonu) satmay\u0131; destek seviyelerinin korunaca\u011f\u0131na inananlar i\u00e7in cazip hale getirebilir.<\/p>\n

Amazon\u2019da ge\u00e7en y\u0131lki \u00e7\u0131k\u0131\u015f, g\u00fc\u00e7l\u00fc AWS ile teyit edilmi\u015fti; bu alan h\u00e2l\u00e2 ana b\u00fcy\u00fcme motoru. Hisse g\u00fc\u00e7l\u00fc destek olu\u015fturdu ve kurumsal yat\u0131r\u0131mc\u0131lar\u0131n ilgisini \u00e7ekiyor. Y\u00fckseli\u015f bekleyenler, call debit spread (al\u0131m opsiyonlar\u0131nda s\u0131n\u0131rl\u0131 maliyet ve s\u0131n\u0131rl\u0131 riskle y\u00fckseli\u015fe oynayan strateji) ile riskini netle\u015ftirip maliyeti d\u00fc\u015f\u00fcrerek yukar\u0131 hareketi hedefleyebilir.<\/p>\n

Meta\u2019da 2025 sonuna do\u011fru, y\u00fcksek yapay zek\u00e2 harcamas\u0131n\u0131n daha g\u00fc\u00e7l\u00fc reklam gelirine d\u00f6n\u00fc\u015fece\u011fini kan\u0131tlamas\u0131 gerekiyordu ve bunu ba\u015fard\u0131. Ancak hisse daha y\u00fcksek seviyelere \u00e7\u0131kt\u0131k\u00e7a, bu harcamalar\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fi yeniden sorgulan\u0131yor. Y\u00fcksek beklenen oynakl\u0131k, iron condor (fiyat\u0131n belli bir bantta kalmas\u0131na oynayan, s\u0131n\u0131rl\u0131 riskli opsiyon stratejisi) kullanarak, bilan\u00e7o sonras\u0131 hisse \u00f6ng\u00f6r\u00fclebilir bir aral\u0131kta kal\u0131rsa getiri arayanlar i\u00e7in uygun olabilir.<\/p>\n

Apple ge\u00e7en y\u0131l yapay zek\u00e2 odakl\u0131 piyasada geride kalm\u0131\u015ft\u0131. Kendi yapay zek\u00e2 yakla\u015f\u0131m\u0131n\u0131 a\u00e7\u0131klasa da h\u00e2l\u00e2 \u201cyeti\u015fmeye \u00e7al\u0131\u015f\u0131yor\u201d alg\u0131s\u0131 var. Hissesi son alt\u0131 ayda benzerlerine g\u00f6re daha zay\u0131f kald\u0131; bu da yat\u0131r\u0131mc\u0131 \u015f\u00fcphecili\u011fini yans\u0131t\u0131yor. Beklenen oynakl\u0131k g\u00f6rece d\u00fc\u015f\u00fck oldu\u011fundan, protective put (koruyucu sat\u0131\u015f opsiyonu; d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 sigorta) almak, iPhone ya da \u00c7in sat\u0131\u015flar\u0131nda olas\u0131 zay\u0131fl\u0131\u011fa kar\u015f\u0131 daha d\u00fc\u015f\u00fck maliyetli bir korunma sa\u011flayabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"

S&P 500 toparlan\u0131rken g\u00f6zler AI liderli\u011findeki bilan\u00e7olarda: Microsoft-Azure, Alphabet Arama\/Bulut maliyetleri, Amazon-AWS, Meta reklam d\u00f6n\u00fc\u015f\u00fcm\u00fc, Apple iPhone\/\u00c7in. PCE %2,7 \u201chigher for longer\u201d bask\u0131s\u0131yla opsiyon stratejileri \u00f6ne \u00e7\u0131k\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-45567","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\/45567","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=45567"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45567\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45567"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45567"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45567"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}