\u00c7in\u2019in nisan PMI verileri, yapay zek\u00e2 (AI) ba\u011flant\u0131l\u0131 ihracat talebinin deste\u011fiyle imalat\u0131n b\u00fcy\u00fcme b\u00f6lgesinde kald\u0131\u011f\u0131n\u0131, ancak \u0130\u015f\u00e7i Bayram\u0131 tatili \u00f6ncesinde i\u00e7 talebin zay\u0131flad\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Genel fiyat bask\u0131lar\u0131 s\u0131n\u0131rl\u0131 kald\u0131; buna kar\u015f\u0131n imalatta ham madde maliyetleri ve \u00fcretici fiyatlar\u0131 (\u00fcreticilerin sat\u0131\u015f fiyatlar\u0131) y\u00fcksek seyrini s\u00fcrd\u00fcrd\u00fc.<\/p>\n
CFLP imalat PMI nisan ay\u0131nda 50,3 oldu (Bloomberg beklentisi 50,1); marttaki 50,4\u2019\u00fcn ard\u0131ndan 50\u2019nin (b\u00fcy\u00fcme e\u015fi\u011fi) \u00fczerinde ikinci ay\u0131na girdi. \u00d6zel sekt\u00f6r RatingDog \u00c7in imalat PMI ise 50,8\u2019den 52,2\u2019ye y\u00fckseldi (Bloomberg beklentisi 51,0); 50\u2019nin \u00fczerinde be\u015finci ay\u0131n\u0131 g\u00f6r\u00fcrken Aral\u0131k 2020\u2019den bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131.<\/p>\n
\u0130malat d\u0131\u015f\u0131 faaliyet zay\u0131flad\u0131. CFLP imalat d\u0131\u015f\u0131 PMI nisan ay\u0131nda 0,7 puan d\u00fc\u015ferek 50,1\u2019den 49,4\u2019e geriledi (Bloomberg beklentisi 49,8). Hizmetler 50,2\u2019den 49,6\u2019ya indi, in\u015faat 49,3\u2019ten 48,0\u2019a d\u00fc\u015ft\u00fc. Sat\u0131\u015f fiyat endeksi 49,9\u2019dan 48,1\u2019e gerilerken yeni sipari\u015fler ve ihracat sipari\u015flerinde de zay\u0131flama g\u00f6r\u00fcld\u00fc.<\/p>\n
Sanayi k\u00e2rlar\u0131 1\u00c726\u2019da y\u0131ll\u0131k bazda %15,5 artt\u0131 (mart: %15,8; ocak\u2013\u015fubat: %15,2). K\u00e2r art\u0131\u015f\u0131 demir d\u0131\u015f\u0131 metaller, kimya ve telekom\u00fcnikasyonda g\u00f6r\u00fcl\u00fcrken, mart ay\u0131nda ila\u00e7, motorlu ta\u015f\u0131tlar ve genel ama\u00e7l\u0131 makine-ekipman imalat\u0131nda k\u00e2rlar geriledi.<\/p>\n
G\u00fc\u00e7l\u00fc imalat ile zay\u0131flayan i\u00e7 talep aras\u0131ndaki ayr\u0131\u015fma, \u201ciki vitesli\u201d bir ekonomi g\u00f6r\u00fcn\u00fcm\u00fcne i\u015faret ediyor. \u0130malat PMI\u2019nin 50,3\u2019te diren\u00e7li kalmas\u0131, a\u011f\u0131rl\u0131kla d\u0131\u015f kaynakl\u0131 ve AI ba\u011flant\u0131l\u0131 talep ile destekleniyor. Bu tablo, \u00f6n\u00fcm\u00fczdeki haftalarda temkinli ama se\u00e7ici bir yakla\u015f\u0131m\u0131 gerekli k\u0131l\u0131yor.<\/p>\n
\u00c7in\u2019in sanayi dinami\u011fiyle ba\u011flant\u0131l\u0131 emtia taraf\u0131nda, \u00f6zellikle demir d\u0131\u015f\u0131 metallerde f\u0131rsat g\u00f6r\u00fcyoruz. \u0130lk \u00e7eyrekte sanayi k\u00e2rlar\u0131n\u0131n %15,5 artmas\u0131 ve \u00f6zel sekt\u00f6r imalat g\u00f6stergesinin g\u00fc\u00e7l\u00fc seyri, bak\u0131r veya al\u00fcminyum vadeli i\u015flemlerinde (gelecekte teslimat i\u00e7in bug\u00fcnden fiyat belirlenen s\u00f6zle\u015fmeler) y\u00fckseli\u015f y\u00f6nl\u00fc pozisyonu (fiyat art\u0131\u015f\u0131 beklentisiyle al\u0131m) daha makul k\u0131l\u0131yor. LME (Londra Metal Borsas\u0131) bak\u0131r fiyatlar\u0131 da bunu yans\u0131tt\u0131; son bir ayda %8\u2019in \u00fczerinde y\u00fckselerek ton ba\u015f\u0131na 10.500 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131 ve 2025 ba\u015f\u0131ndan bu yana en y\u00fcksek seviyeler g\u00f6r\u00fcld\u00fc.<\/p>\n
Hisse senedi t\u00fcrevlerinde (hissenin kendisi yerine fiyat\u0131na ba\u011fl\u0131 s\u00f6zle\u015fmelerde) en uygun yakla\u015f\u0131m\u0131n \u201c\u00e7ift y\u00f6nl\u00fc i\u015flem\/pairs trade\u201d oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz: sanayi odakl\u0131 sekt\u00f6rleri tercih edip t\u00fcketim odakl\u0131 sekt\u00f6rlere kar\u015f\u0131 pozisyon almak. \u00c7in\u2019de malzeme ve telekom\u00fcnikasyona a\u011f\u0131rl\u0131k veren ETF\u2019lerde (bir endeksi takip eden borsada i\u015flem g\u00f6ren fon) al\u0131m opsiyonu (belirli fiyattan alma hakk\u0131) al\u0131n\u0131rken; iste\u011fe ba\u011fl\u0131 t\u00fcketim ve otomotiv hisseleri a\u011f\u0131rl\u0131kl\u0131 ETF\u2019lerde sat\u0131m opsiyonu (belirli fiyattan satma hakk\u0131) al\u0131nabilir. FTSE China A50 endeksinin ivme kazanmakta zorlanmas\u0131n\u0131n nedeni de i\u00e7 t\u00fcketimdeki zay\u0131fl\u0131\u011f\u0131n ihracat g\u00fcc\u00fcn\u00fc dengelemesi.<\/p>\n
Yuan g\u00f6r\u00fcn\u00fcm\u00fc, tek bir y\u00f6ne g\u00fc\u00e7l\u00fc beklenti yerine bant i\u00e7inde dalgalanmaya i\u015faret ediyor. G\u00fc\u00e7l\u00fc ihracat sipari\u015fleri destek sa\u011flarken, 49,4\u2019teki zay\u0131f hizmet PMI ve olas\u0131 politika gev\u015femesi (faiz\/ko\u015fullarda yumu\u015fama) a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yarat\u0131yor. USD\/CNH offshore kuru (\u00c7in d\u0131\u015f\u0131nda i\u015flem g\u00f6ren yuan) haftalard\u0131r 7,28\u20137,32 aral\u0131\u011f\u0131nda dar bir kanalda kald\u0131. Bu durum, \u201cstrangle\u201d gibi opsiyon stratejileri i\u00e7in uygun g\u00f6r\u00fcl\u00fcyor: ayn\u0131 vadede daha a\u015fa\u011f\u0131 ve daha yukar\u0131 iki farkl\u0131 kullan\u0131m fiyat\u0131ndan opsiyon kullanarak bant hareketinden yararlanmay\u0131 hedefleyen yap\u0131.<\/p>\n
Create your live VT Markets account<\/a>\u00a0and\u00a0start trading<\/a>\u00a0now. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" \u00c7in\u2019de PMI 50 \u00fcst\u00fcnde kalsa da i\u00e7 talep tatil \u00f6ncesi zay\u0131fl\u0131yor: \u201ciki vites\u201d sinyali. AI ihracat\u0131 imalat\u0131 desteklerken hizmetler daral\u0131yor; bak\u0131r\/al\u00fcminyum ve pairs trade \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-45907","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\/45907","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=45907"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45907\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45907"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45907"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45907"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}