Alphabet, \u00c7ar\u015famba g\u00fcn\u00fc bilan\u00e7o sonras\u0131 (piyasa kapan\u0131\u015f\u0131 sonras\u0131) i\u015flemlerde y\u00fckselen tek \u201cMuhte\u015fem 7\u201d hissesi oldu. Meta Platforms, Amazon ve Microsoft ise d\u00f6rt \u015firket de analistlerin k\u00e2r ve gelir (ciro) beklentilerini a\u015fmas\u0131na ra\u011fmen geriledi.<\/p>\n
Alphabet hisseleri kapan\u0131\u015f sonras\u0131 i\u015flemlerde %5,8 y\u00fckselerek 350 dolar\u0131n biraz alt\u0131ndan 370 dolara \u00e7\u0131kt\u0131. Meta %6\u2019n\u0131n \u00fczerinde d\u00fc\u015ferken, Microsoft ve Amazon\u2019un her biri yakla\u015f\u0131k %2 geriledi.<\/p>\n
Alphabet, GAAP (genel kabul g\u00f6rm\u00fc\u015f muhasebe kurallar\u0131; \u015firketlerin finansal sonu\u00e7lar\u0131 raporlarken uymas\u0131 gereken standartlar) kapsam\u0131nda hisse ba\u015f\u0131na k\u00e2r\u0131n\u0131 (EPS) 5,11 dolar olarak a\u00e7\u0131klad\u0131. Bu rakam, 2,67 dolarl\u0131k analist tahmininin \u00fczerinde geldi. \u0130lk \u00e7eyrek geliri (ciro) 109,9 milyar dolar oldu ve piyasa beklentisinin yakla\u015f\u0131k 3 milyar dolar \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n
Net k\u00e2r y\u0131ll\u0131k bazda %80\u2019in \u00fczerinde artt\u0131. Art\u0131\u015f\u0131n ana nedeni, borsada i\u015flem g\u00f6rmeyen baz\u0131 \u015firketlerdeki hisselerin de\u011fer art\u0131\u015f\u0131ndan kaynaklanan, hen\u00fcz sat\u0131lmad\u0131\u011f\u0131 i\u00e7in k\u00e2ra \u201ck\u00e2\u011f\u0131t \u00fczerinde\u201d yans\u0131yan kazan\u00e7lar (ger\u00e7ekle\u015fmemi\u015f kazan\u00e7) oldu. Bu t\u00fcr yat\u0131r\u0131mlar\u0131n de\u011feri son bir y\u0131lda neredeyse \u00fc\u00e7e katlanarak yakla\u015f\u0131k 37 milyar dolara \u00e7\u0131kt\u0131.<\/p>\n
Google Cloud geliri y\u0131ll\u0131k bazda %63 artarak 20 milyar dolara ula\u015ft\u0131. Arama (Search) gelirleri %19 art\u0131\u015fla 60,4 milyar dolar oldu.<\/p>\n
YouTube reklam gelirleri y\u0131ll\u0131k bazda %11 artarak yakla\u015f\u0131k 10 milyar dolara y\u00fckseldi. Abonelikler, platformlar ve cihazlar gelirleri de y\u0131ll\u0131k bazda %19 art\u0131\u015fla 12,4 milyar dolara \u00e7\u0131kt\u0131.<\/p>\n
Other Bets ve Google Network kalemlerinde s\u0131n\u0131rl\u0131 gelir d\u00fc\u015f\u00fc\u015fleri g\u00f6r\u00fcld\u00fc.<\/p>\n
Kapan\u0131\u015f sonras\u0131 370 dolara y\u00fckseli\u015fin ard\u0131ndan, Alphabet opsiyonlar\u0131nda belirgin bir \u201cIV crush\u201d (z\u0131mni oynakl\u0131k d\u00fc\u015f\u00fc\u015f\u00fc; bilan\u00e7o gibi belirsizlik yaratan olay ge\u00e7ince opsiyon primlerinin genelde gerilemesi) beklenebilir. A\u00e7\u0131klama \u00f6ncesinde sat\u0131m opsiyonu satanlar veya k\u0131sa strangle (ayn\u0131 vadede hem al\u0131m hem sat\u0131m opsiyonu satarak prim toplama; fiyat\u0131n dar bantta kalmas\u0131na oynanan strateji) kuranlar, belirsizli\u011fin kalkmas\u0131yla \u00f6nemli kazan\u00e7lar g\u00f6r\u00fcyor olabilir. Odak art\u0131k bilan\u00e7o \u00f6ncesi beklentiden, bilan\u00e7o sonras\u0131 fiyat hareketinin devam\u0131na (momentum; trendin s\u00fcrme e\u011filimi) kay\u0131yor.<\/p>\n
Piyasa tercihinin netle\u015fmesi, \u00f6n\u00fcm\u00fczdeki haftalarda GOOGL i\u00e7in y\u00fckseli\u015f y\u00f6nl\u00fc stratejileri \u00f6ne \u00e7\u0131kar\u0131yor. 400 dolar psikolojik seviyesini (yat\u0131r\u0131mc\u0131lar\u0131n dikkat etti\u011fi yuvarlak seviye) hedefleyen al\u0131m opsiyonu (call; belirli fiyattan alma hakk\u0131) ya da bo\u011fa call spread (daha d\u00fc\u015f\u00fck kullan\u0131m fiyatl\u0131 call al\u0131p daha y\u00fcksek kullan\u0131m fiyatl\u0131 call satarak maliyeti d\u00fc\u015f\u00fcren y\u00fckseli\u015f stratejisi) d\u00fc\u015f\u00fcn\u00fclebilir. Arama ve Cloud\u2019daki g\u00fc\u00e7l\u00fc performans, bu momentum i\u00e7in temel destek (\u015firket verilerinin fiyat\u0131 desteklemesi) sa\u011fl\u0131yor.<\/p>\n
Bu bilan\u00e7o d\u00f6nemi, \u201cpairs trading\u201d (ikili i\u015flem; bir varl\u0131\u011f\u0131 al\u0131rken benzer ba\u015fka bir varl\u0131\u011f\u0131 satmak\/korunmak; piyasa genel hareketinden ba\u011f\u0131ms\u0131z fark performans\u0131na oynama) i\u00e7in elveri\u015fli bir ayr\u0131\u015fma yarat\u0131yor. \u00d6rne\u011fin GOOGL call al\u0131rken ayn\u0131 anda Meta gibi rakipte put (sat\u0131m opsiyonu; belirli fiyattan satma hakk\u0131) almak de\u011ferlendirilebilir. Bu yakla\u015f\u0131m, Alphabet\u2019in rakiplerine g\u00f6re \u00fcst\u00fcn performans\u0131n\u0131 s\u00fcrd\u00fcrmesine oynarken, genel piyasa riskini s\u0131n\u0131rlamay\u0131 hedefler.<\/p>\n
Bu se\u00e7ici tepki, 2025\u2019te \u201cyapay zek\u00e2\u201d heyecan\u0131n\u0131n yerini somut sonu\u00e7 beklentisine b\u0131rakmas\u0131n\u0131 hat\u0131rlat\u0131yor. Yat\u0131r\u0131mc\u0131lar, sadece vaat veren de\u011fil; gelir yaratma (monetizasyon; \u00fcr\u00fcnden\/servisten do\u011frudan gelir \u00fcretme) ve k\u00e2r art\u0131\u015f\u0131 g\u00f6steren \u015firketleri \u00f6d\u00fcllendiriyor. Alphabet bu tabloda, yaln\u0131zca \u201coyuncu\u201d de\u011fil, \u00f6ne \u00e7\u0131kan kazanan olarak g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Google Cloud\u2019un %63\u2019l\u00fck y\u0131ll\u0131k gelir art\u0131\u015f\u0131, bu iyimserli\u011fi destekleyen kritik bir veri. 2025\u2019in 4. \u00e7eyre\u011fine ait sekt\u00f6r raporlar\u0131, Google\u2019\u0131n bulut pazar pay\u0131n\u0131n (toplam pazar i\u00e7inde sat\u0131\u015f\/pay) yakla\u015f\u0131k %15\u2019e yakla\u015ft\u0131\u011f\u0131n\u0131 ve Amazon Web Services\u2019ten pay ald\u0131\u011f\u0131n\u0131 g\u00f6steriyordu. Bu h\u0131zlanma, Alphabet\u2019in yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n kurumsal m\u00fc\u015fterilerden (enterprise; b\u00fcy\u00fck \u00f6l\u00e7ekli \u015firketler) gelen y\u00fcksek b\u00fcy\u00fcmeli s\u00f6zle\u015fmelere d\u00f6n\u00fc\u015ft\u00fc\u011f\u00fcne i\u015faret ediyor.<\/p>\n
\u0130leriye d\u00f6n\u00fck olarak, yat\u0131r\u0131mc\u0131lar yakla\u015fan geli\u015ftirici konferans\u0131ndaki g\u00fcncellemeleri izleyebilir. CEO\u2019nun Gemini uygulamas\u0131na g\u00fcveni dikkate al\u0131nd\u0131\u011f\u0131nda, hisse i\u00e7in yeni tetikleyici (kataliz\u00f6r; fiyat\u0131 hareket ettirebilecek haber\/olay) olabilecek ek \u00fcr\u00fcn entegrasyonlar\u0131 g\u00f6r\u00fclebilir. Daha uzun vadeli al\u0131m opsiyonlar\u0131 (uzun vade; zaman de\u011feri daha y\u00fcksek kontratlar), yaz boyunca bu yapay zek\u00e2 hik\u00e2yesine maruziyeti s\u00fcrd\u00fcrmek i\u00e7in daha temkinli bir y\u00f6ntem olabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Bilan\u00e7o sonras\u0131 tek y\u00fckselen \u201cMuhte\u015fem 7\u201d Alphabet: hisse kapan\u0131\u015f sonras\u0131 %5,8 artt\u0131. K\u00e2r\/ciro s\u00fcrprizi, Cloud %63 b\u00fcy\u00fcme ve Search g\u00fcc\u00fcyle momentum 400 hedefini g\u00fcndeme ta\u015f\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-45800","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\/45800","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=45800"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45800\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45800"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45800"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45800"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}