China\u2019n\u0131n Ratingdog \u0130malat PMI endeksi nisan ay\u0131nda 52,2 oldu. Beklenti 51\u2019di.<\/p>\n
50\u2019nin \u00fczerindeki de\u011fer, imalat faaliyetinde b\u00fcy\u00fcmeye i\u015faret eder. 50\u2019nin alt\u0131ndaki de\u011fer, daralmaya i\u015faret eder.<\/p>\n
\u00c7in\u2019in imalat verisinin beklentiyi a\u015fmas\u0131, ekonomide ivmenin g\u00fc\u00e7lendi\u011fine dair net bir i\u015faret. Nisan ay\u0131ndaki 52,2\u2019lik seviye yaln\u0131zca k\u00fc\u00e7\u00fck bir art\u0131\u015f de\u011fil; piyasan\u0131n \u00f6ng\u00f6rmedi\u011fi bir h\u0131zlanmaya i\u015faret ediyor. Bu durum, \u00c7in\u2019in sanayi \u00fcretimine ba\u011fl\u0131 varl\u0131klarda k\u0131sa vadede f\u0131rsat yaratabilir.<\/p>\n
Sanayi metalleri, \u00f6zellikle bak\u0131r yak\u0131ndan izlenmeli. \u00c7in, k\u00fcresel bak\u0131r arz\u0131n\u0131n %50\u2019sinden fazlas\u0131n\u0131 t\u00fcketiyor. PMI\u2019daki (Purchasing Managers\u2019 Index: Sat\u0131n Alma Y\u00f6neticileri Endeksi; firmalar\u0131n sipari\u015f, \u00fcretim ve istihdam gibi kalemlerine g\u00f6re imalat\u0131n y\u00f6n\u00fcn\u00fc g\u00f6steren \u00f6nc\u00fc g\u00f6sterge) beklenenden g\u00fc\u00e7l\u00fc sonu\u00e7, fabrikalar\u0131n girdi ihtiyac\u0131n\u0131n artabilece\u011fini ve ham madde talebinin y\u00fckselebilece\u011fini anlat\u0131r. Bu da bak\u0131r gibi metallere talep beklentisini g\u00fc\u00e7lendirebilir.<\/p>\n
Bu veri, \u00f6n\u00fcm\u00fczdeki haftalarda enerji piyasalar\u0131 i\u00e7in de olumlu bir tablo \u00e7izer. \u00dcretim ve ihracat artt\u0131k\u00e7a yak\u0131t ihtiyac\u0131 y\u00fckselir. \u00c7in, k\u00fcresel petrol talebi art\u0131\u015f\u0131n\u0131n %70\u2019ten fazlas\u0131n\u0131 olu\u015fturdu\u011fu i\u00e7in bu PMI verisi petrol fiyatlar\u0131na destek verebilir. Brent g\u00f6stergesi (Brent benchmark: K\u00fcresel petrol fiyatlamas\u0131nda referans kabul edilen t\u00fcr) daha g\u00fc\u00e7l\u00fc bir taban bulabilir.<\/p>\n
Avustralya dolar\u0131 da izlenmeli. Avustralya ihracat\u0131n\u0131n %30\u2019undan fazlas\u0131, a\u011f\u0131rl\u0131kl\u0131 olarak demir cevheri ve k\u00f6m\u00fcr, \u00c7in\u2019e gidiyor. \u00c7in\u2019de imalat\u0131n g\u00fc\u00e7lenmesi Avustralya ekonomisini do\u011frudan destekler. Bu nedenle AUD\/USD paritesinde al\u0131m opsiyonlar\u0131na (call option: Belirli bir tarihe kadar belirli fiyattan alma hakk\u0131 veren t\u00fcrev s\u00f6zle\u015fme) ilgi artabilir.<\/p>\n
Bu g\u00fc\u00e7, \u00c7in sanayi d\u00f6ng\u00fcs\u00fcne ba\u011fl\u0131 hisselere de yans\u0131yabilir. CSI 300 Endeksi\u2019ni izleyen ETF\u2019ler (ETF: Borsada i\u015flem g\u00f6ren fon; endeksi takip eden yat\u0131r\u0131m fonu) ve BHP Group gibi k\u00fcresel madencilik \u015firketleri \u00f6ne \u00e7\u0131k\u0131yor. Bu \u015firketlerde t\u00fcrev i\u015flemler (derivative: Fiyat\u0131 ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 s\u00f6zle\u015fmeler; \u00f6r. opsiyon, vadeli i\u015flem) trend s\u00fcrerse bir sonraki \u00e7eyrekte yukar\u0131 y\u00f6nl\u00fc potansiyel sunabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
S\u00fcrpriz PMI, piyasay\u0131 yakalad\u0131: \u00c7in Ratingdog \u0130malat PMI nisanda 52,2 ile 51 beklentisini a\u015ft\u0131. \u0130malatta ivme, bak\u0131r ve Brent\u2019e destek, AUD\/USD ve CSI 300 ETF\u2019lerinde f\u0131rsat yaratabilir.<\/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-45825","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\/45825","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=45825"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45825\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45825"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45825"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45825"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}