{"id":46513,"date":"2026-05-11T08:21:07","date_gmt":"2026-05-11T08:21:07","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/iran-riskinin-rekor-ralliyi-vurmasiyla-nikkei-geriledi\/"},"modified":"2026-05-11T08:21:07","modified_gmt":"2026-05-11T08:21:07","slug":"iran-riskinin-rekor-ralliyi-vurmasiyla-nikkei-geriledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/analysis\/iran-riskinin-rekor-ralliyi-vurmasiyla-nikkei-geriledi\/","title":{"rendered":"\u0130ran Riskinin Rekor Ralliyi Vurmas\u0131yla Nikkei Geriledi"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/tr-mena\/wp-content\/uploads\/sites\/9\/2026\/05\/Nikkei2-2-1024x573.webp\" alt=\"\" class=\"wp-image-48097\"\/><\/figure>\n\n\n\n<p><strong>\u00d6ne \u00c7\u0131kan Noktalar<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nikkei225 62.603,15 seviyesinde i\u015flem g\u00f6rd\u00fc; 1.201,69 puan (-%1,88) geriledi. G\u00fcn i\u00e7i en y\u00fcksek seviye 63.789,15 oldu.<\/li>\n\n\n\n<li>Nikkei 225, g\u00fcn i\u00e7inde 63.385,04\u2019e \u00e7\u0131kt\u0131ktan sonra %0,5 d\u00fc\u015ferek 62.417,88\u2019den kapan\u0131\u015f yapt\u0131.<\/li>\n\n\n\n<li>Daha geni\u015f piyasa endeksi olan Topix %0,3 y\u00fckselerek 3.840,93\u2019e \u00e7\u0131kt\u0131. Bu, jeopolitik geli\u015fmelere daha hassas olan Nikkei d\u0131\u015f\u0131ndaki hisselerde al\u0131m iste\u011fi oldu\u011funu g\u00f6sterdi.<\/li>\n\n\n\n<li>Konami %10,25 y\u00fckseldi; Japan Tobacco %6,85 artt\u0131; Ajinomoto %9,3 y\u00fckseldi; Sony %8,3 s\u0131\u00e7rad\u0131. Nintendo ise %8,44 d\u00fc\u015ft\u00fc.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<p>Japonya\u2019n\u0131n Nikkei 225 endeksi Pazartesi erken saatlerde rekor tazeledi, ancak Ortado\u011fu kaynakl\u0131 riskler g\u00fc\u00e7l\u00fc bilan\u00e7olar\u0131n (\u015firketlerin k\u00e2r\/zarar sonu\u00e7lar\u0131) ve teknoloji iyimserli\u011finin \u00f6n\u00fcne ge\u00e7ince geriledi. G\u00f6sterge endeks Nikkei 225, g\u00fcn i\u00e7inde 63.385,04\u2019e y\u00fckseldikten sonra %0,5 d\u00fc\u015f\u00fc\u015fle 62.417,88\u2019de kapan\u0131\u015f yapt\u0131. Jeopolitik dalgalanmalara daha az duyarl\u0131 olan Topix ise %0,3 art\u0131\u015fla 3.840,93\u2019e y\u00fckseldi.<\/p>\n\n\n\n<p>Hareket, piyasan\u0131n Japon \u015firket k\u00e2rl\u0131l\u0131\u011f\u0131na (\u015firketlerin kazan\u00e7 g\u00fcc\u00fc) dayal\u0131 hik\u00e2yeyi almak istedi\u011fini, ancak rekor seviyelerde daha temkinli davrand\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n\n\n\n<p>Wall Street Cuma g\u00fcn\u00fc rekor seviyeleri g\u00f6rd\u00fc. Y\u00fckseli\u015fte yapay zek\u00e2 (AI: veriden \u00f6\u011frenerek tahmin\/karar \u00fcreten yaz\u0131l\u0131m) temas\u0131ndaki Nvidia ve SanDisk gibi hisseler \u00f6ne \u00e7\u0131kt\u0131. Bu hava Tokyo\u2019ya da ta\u015f\u0131nd\u0131. \u00c7ip \u00fcreticisi Kioxia, ge\u00e7en hafta %22 s\u0131\u00e7ramas\u0131n\u0131n ard\u0131ndan Pazartesi %3,26 artt\u0131.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Markets &#39;love chasing bottlenecks&#39;: Wall Street weighs epic run in AI stocks <a href=\"https:\/\/t.co\/M3TuL6YDTr\">https:\/\/t.co\/M3TuL6YDTr<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/twitter.com\/YahooFinance\/status\/2053476660566004035?ref_src=twsrc%5Etfw\">May 10, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>As\u0131l sorun, jeopolitik riskin yeniden i\u015flemlerin merkezine yerle\u015fmesi. ABD Ba\u015fkan\u0131 Donald Trump, \u0130ran\u2019\u0131n bir bar\u0131\u015f \u00f6nerisine verdi\u011fi yan\u0131t\u0131 reddetti. Bu da k\u00fcresel enerji maliyetlerini y\u00fckselten \u00e7at\u0131\u015fman\u0131n h\u0131zl\u0131 bitece\u011fi umudunu azaltt\u0131. Trump teklifi \u201cTAMAMEN KABUL ED\u0130LEMEZ\u201d diye niteledi. Brent petrol (Kuzey Denizi petrol\u00fc; k\u00fcresel fiyat i\u00e7in referans) ise H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresinde yeniden bask\u0131 fiyatland\u0131k\u00e7a y\u00fckseldi.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Dollar strengthens as Trump says Iran peace offer &#39;unacceptable&#39; <a href=\"https:\/\/t.co\/wFKs5AIK1m\">https:\/\/t.co\/wFKs5AIK1m<\/a> <a href=\"https:\/\/t.co\/wFKs5AIK1m\">https:\/\/t.co\/wFKs5AIK1m<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/2053694161291706481?ref_src=twsrc%5Etfw\">May 11, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Yapay Zek\u00e2 ve Bilan\u00e7olar Japon Hisselerini Destekliyor<\/h2>\n\n\n\n<p>Japon \u015firket bilan\u00e7olar\u0131, daha geni\u015f \u00e7apl\u0131 bir sat\u0131\u015f dalgas\u0131n\u0131 \u015fimdilik engelleyecek kadar g\u00fc\u00e7l\u00fc. Konami Group %10,25 y\u00fckseldi; Japan Tobacco %6,85 artt\u0131. Her iki \u015firket de Cuma g\u00fcn\u00fc ge\u00e7 saatlerde g\u00fc\u00e7l\u00fc finansal sonu\u00e7lar a\u00e7\u0131klad\u0131. Ajinomoto %9,3 y\u00fckselirken Sony %8,3 s\u0131\u00e7rad\u0131.<\/p>\n\n\n\n<p>Nikkei\u2019de y\u00fckselen hisse say\u0131s\u0131 d\u00fc\u015fenlerden fazlayd\u0131: 132 y\u00fckselen, 89 d\u00fc\u015fen. Bu \u201cpiyasa yay\u0131l\u0131m\u0131\u201d (y\u00fckseli\u015fin ka\u00e7 hisseye yay\u0131ld\u0131\u011f\u0131) \u00f6nemli. D\u00fc\u015f\u00fc\u015f\u00fcn, t\u00fcm piyasadan \u00e7\u0131k\u0131\u015ftan \u00e7ok baz\u0131 b\u00fcy\u00fck a\u011f\u0131rl\u0131kl\u0131 hisselere gelen sat\u0131\u015ftan kaynakland\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Japan bets on Washington, BOJ for extra punch in yen battle <a href=\"https:\/\/t.co\/B2sJEO3kR1\">https:\/\/t.co\/B2sJEO3kR1<\/a> <a href=\"https:\/\/t.co\/B2sJEO3kR1\">https:\/\/t.co\/B2sJEO3kR1<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/2052720220096106924?ref_src=twsrc%5Etfw\">May 8, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Yapay zek\u00e2 ba\u011flant\u0131l\u0131 alanlarda artan sermaye harcamalar\u0131 (\u015firketlerin makine, tesis, altyap\u0131 gibi uzun vadeli yat\u0131r\u0131mlar\u0131) ve g\u00fc\u00e7l\u00fc talep beklentileri hisse senetleri i\u00e7in olumlu. Bu durum Japonya\u2019y\u0131 k\u00fcresel yapay zek\u00e2 d\u00f6ng\u00fcs\u00fcne, \u00f6zellikle yar\u0131 iletkenler (\u00e7ipler), veri merkezi altyap\u0131s\u0131 (sunucu ve a\u011f sistemleri), elektronik ve otomasyon (\u00fcretimde yaz\u0131l\u0131m ve robot kullan\u0131m\u0131) \u00fczerinden ba\u011fl\u0131 tutuyor.<\/p>\n\n\n\n<p>Temkinli g\u00f6r\u00fcn\u00fcm: Bilan\u00e7oya dayal\u0131 al\u0131mlar, geri \u00e7ekilmelerde s\u00fcrebilir; \u00f6zellikle yapay zek\u00e2ya net ba\u011fl\u0131l\u0131\u011f\u0131 olan veya \u201cfiyatlama g\u00fcc\u00fc\u201d (maliyet artsa da fiyat art\u0131rarak k\u00e2r\u0131n\u0131 koruyabilme) y\u00fcksek \u015firketlerde. Ancak petrol yeniden y\u00fckselirse ve k\u00fcresel t\u00fcketici g\u00fcvenini zay\u0131flat\u0131rsa endeksin yeni zirveleri kal\u0131c\u0131 k\u0131lmas\u0131 zorla\u015fabilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Ortado\u011fu Riski G\u00fcveni Zedeliyor<\/h2>\n\n\n\n<p>Ortado\u011fu\u2019daki \u00e7at\u0131\u015fma, y\u00fckseli\u015fin \u00f6n\u00fcndeki ana risk. Enerji fiyatlar\u0131ndaki art\u0131\u015f Japonya\u2019y\u0131 s\u0131k\u0131\u015ft\u0131rabilir; \u00e7\u00fcnk\u00fc \u00fclke ithal yak\u0131ta y\u00fcksek \u00f6l\u00e7\u00fcde ba\u011f\u0131ml\u0131. Daha sert bir petrol \u015foku, \u00fcreticilerin girdi maliyetlerini art\u0131rabilir, hanehalk\u0131 harcamalar\u0131n\u0131 bask\u0131layabilir ve k\u00e2r marjlar\u0131n\u0131 (sat\u0131\u015ftan geriye kalan k\u00e2r oran\u0131) d\u00fc\u015f\u00fcrebilir.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">The oil market is in \u201ca race against time\u201d as the factors that combined to restrain price rises from the Iran war so far may no longer hold if the Strait of Hormuz stays closed into June, according to Morgan Stanley <a href=\"https:\/\/t.co\/Cr0tDV5DgN\">https:\/\/t.co\/Cr0tDV5DgN<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2053704315349369168?ref_src=twsrc%5Etfw\">May 11, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>AP\u2019ye g\u00f6re Trump\u2019\u0131n ate\u015fkes \u00f6nerisine \u0130ran\u2019\u0131n yan\u0131t\u0131n\u0131 reddetmesinin ard\u0131ndan petrol %3\u2019ten fazla y\u00fckseldi. Brent 104,89 dolar\/varil, ABD petrol\u00fc (WTI: ABD referans ham petrol\u00fc) 99,15 dolar\/varil seviyesinde. Haberde ayr\u0131ca H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde kapal\u0131 kald\u0131\u011f\u0131 ve ABD deniz ablukas\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc belirtildi.<\/p>\n\n\n\n<p>Bu Japonya i\u00e7in \u00f6nemli; \u00e7\u00fcnk\u00fc petrol fiyat\u0131 artt\u0131k\u00e7a, bilan\u00e7olara y\u00f6nelik iyimserli\u011fin dayand\u0131\u011f\u0131 t\u00fcketici ve sanayi g\u00fcveni zarar g\u00f6rebilir. Ayr\u0131ca Japonya Merkez Bankas\u0131\u2019n\u0131n (BOJ) politika g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc karma\u015f\u0131kla\u015ft\u0131r\u0131r. Enflasyon (fiyatlar\u0131n genel art\u0131\u015f\u0131) enerji nedeniyle y\u00fcksek kal\u0131rsa, piyasa politika yap\u0131c\u0131lar\u0131n daha az \u201csab\u0131rl\u0131\u201d olaca\u011f\u0131n\u0131 (faiz art\u0131\u015f\u0131 ihtimalinin y\u00fckseldi\u011fini) fiyatlamaya ba\u015flayabilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">ABD T\u00fcketici G\u00fcveni Yeni Bir Uyar\u0131 Veriyor<\/h2>\n\n\n\n<p>Nikkei \u00fczerinde zay\u0131f ABD t\u00fcketici verileri de bask\u0131 yaratt\u0131. Benzin fiyatlar\u0131ndaki art\u0131\u015f, May\u0131s ba\u015f\u0131nda ABD t\u00fcketici g\u00fcvenini rekor d\u00fc\u015f\u00fck seviyeye \u00e7ekti. Bu, petrol \u015fokunun haneleri etkilemeye ba\u015flad\u0131\u011f\u0131 endi\u015fesini art\u0131rd\u0131.<\/p>\n\n\n\n<p>Bu \u00f6nemli; \u00e7\u00fcnk\u00fc Japon ihracat\u00e7\u0131lar\u0131 k\u00fcresel talebin g\u00fc\u00e7l\u00fc kalmas\u0131na ihtiya\u00e7 duyuyor. ABD\u2019li t\u00fcketiciler harcamay\u0131 k\u0131sarsa, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n katk\u0131s\u0131 t\u00fcm piyasay\u0131 korumaya yetmeyebilir. Teknoloji ve \u00e7ip ba\u011flant\u0131l\u0131 hisseler y\u00fckselebilir; ancak t\u00fcketiciye d\u00f6n\u00fck ve d\u00f6ng\u00fcsel sekt\u00f6rler (ekonomiye duyarl\u0131 sekt\u00f6rler) daha k\u0131r\u0131lgan hale gelebilir.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">A fresh batch of consumer price data in the coming week is likely to affirm Americans\u2019 growing frustration with inflation <a href=\"https:\/\/t.co\/lnRGAitLSo\">https:\/\/t.co\/lnRGAitLSo<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2053207075249897967?ref_src=twsrc%5Etfw\">May 9, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Nintendo, hisse bazl\u0131 bask\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi. \u015eirket, Switch 2 oyun konsolunun fiyat\u0131n\u0131 art\u0131rmas\u0131n\u0131n ard\u0131ndan %8,44 d\u00fc\u015ft\u00fc. Bu, t\u00fcketici hisselerinde daha genel bir soruna i\u015faret ediyor: Artan maliyetler \u015firketleri fiyat art\u0131rmaya zorlayabilir; ancak talebin zay\u0131flayaca\u011f\u0131 d\u00fc\u015f\u00fcn\u00fcl\u00fcrse yat\u0131r\u0131mc\u0131lar hisseleri cezaland\u0131rabilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Teknik Analiz<\/h2>\n\n\n\n<p>Nikkei 225, <strong>64.000 b\u00f6lgesi<\/strong> yak\u0131n\u0131ndaki yeni zirvelerden sert geri \u00e7ekildi. Endeks, g\u00fcn i\u00e7i g\u00fc\u00e7l\u00fc sat\u0131\u015fla (al\u0131c\u0131lar\u0131n yukar\u0131 denemeyi s\u00fcrd\u00fcrememesi) <strong>62.603<\/strong> civar\u0131nda i\u015flem g\u00f6r\u00fcyor. Grafikte belirgin d\u00fc\u015f\u00fc\u015fe ra\u011fmen genel e\u011filim \u015fimdilik yukar\u0131. Fiyat, y\u00fckselen orta vadeli hareketli ortalamalar\u0131n (belirli g\u00fcnlerin ortalama fiyat\u0131; trendi g\u00f6rmek i\u00e7in kullan\u0131l\u0131r) \u00fczerinde kalmaya devam ediyor.<\/p>\n\n\n\n<p>Son y\u00fckseli\u015f \u00e7ok h\u0131zl\u0131yd\u0131. Nisan ba\u015f\u0131ndan bu yana Nikkei, <strong>52.000<\/strong> alt\u0131ndan <strong>63.000<\/strong> \u00fczerine bir ay\u0131 biraz a\u015fk\u0131n s\u00fcrede \u00e7\u0131kt\u0131. Bu, k\u00e2r sat\u0131\u015f\u0131na (yat\u0131r\u0131mc\u0131lar\u0131n kazan\u00e7lar\u0131n\u0131 realize etmek i\u00e7in sat\u0131\u015f yapmas\u0131) ve k\u0131sa vadeli yorulmaya zemin haz\u0131rlad\u0131. Mevcut d\u00fc\u015f\u00fc\u015f, bu a\u015famada net bir trend d\u00f6n\u00fc\u015f\u00fcnden \u00e7ok h\u0131z\u0131n d\u00fc\u015fmesi gibi g\u00f6r\u00fcn\u00fcyor.<\/p>\n\n\n\n<p>Teknik a\u00e7\u0131dan g\u00f6r\u00fcn\u00fcm destekleyici:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>MA5 (5 g\u00fcnl\u00fck hareketli ortalama):<\/strong> 62.247<\/li>\n\n\n\n<li><strong>MA10 (10 g\u00fcnl\u00fck hareketli ortalama):<\/strong> 60.725<\/li>\n\n\n\n<li><strong>MA20 (20 g\u00fcnl\u00fck hareketli ortalama):<\/strong> 60.019<\/li>\n<\/ul>\n\n\n\n<p>Hareketli ortalamalar yukar\u0131 y\u00f6nl\u00fc s\u0131ralanm\u0131\u015f durumda; k\u0131sa vadeli ortalamalar 20 g\u00fcnl\u00fck \u00e7izginin belirgin \u015fekilde \u00fczerinde. Bu, dalgalanma d\u00f6nemlerinde bile alttaki ana trendin g\u00fc\u00e7l\u00fc oldu\u011funa i\u015faret eder.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/tr-mena\/wp-content\/uploads\/sites\/9\/2026\/05\/image-12-1024x456.jpg\" alt=\"\" class=\"wp-image-49945\"\/><\/figure>\n\n\n\n<p>\u0130zlenecek kritik seviyeler:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Yak\u0131n destek:<\/strong> 62.200 \u2192 60.700<\/li>\n\n\n\n<li><strong>Ana destek:<\/strong> 60.000 psikolojik b\u00f6lge (yuvarlak seviye oldu\u011fu i\u00e7in piyasada \u00f6ne \u00e7\u0131kar)<\/li>\n\n\n\n<li><strong>Diren\u00e7:<\/strong> 63.800 \u2192 65.000<\/li>\n<\/ul>\n\n\n\n<p><strong>62.200\u201362.000<\/strong> band\u0131 \u00f6nemli. Hem y\u00fckselen 5 g\u00fcnl\u00fck ortalamaya yak\u0131n hem de ge\u00e7en haftaki k\u0131r\u0131lma b\u00f6lgesiyle (fiyat\u0131n g\u00fc\u00e7l\u00fc \u015fekilde \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 seviye) \u00f6rt\u00fc\u015f\u00fcyor. Al\u0131c\u0131lar bu alan\u0131 savunursa endeks son zirvelere do\u011fru yeniden deneme yapabilir.<\/p>\n\n\n\n<p>Ancak sat\u0131\u015flar <strong>60.700<\/strong> alt\u0131na h\u0131zlan\u0131rsa Nikkei, daha derin bir d\u00fczeltmeye (y\u00fckseli\u015fin bir k\u0131sm\u0131n\u0131n geri verilmesi) girip <strong>60.000<\/strong> seviyesine do\u011fru \u00e7ekilebilir. Bu b\u00f6lgede 20 g\u00fcnl\u00fck ortalama bir sonraki g\u00fc\u00e7l\u00fc destek alan\u0131 olabilir.<\/p>\n\n\n\n<p>Genel makro tablo (b\u00fcy\u00fck ekonomik ve finansal ko\u015fullar) Japon hisselerini destekliyor: Son aylarda zay\u0131flayan yen (Japon para birimi), yapay zek\u00e2n\u0131n tetikledi\u011fi \u00e7ip talebi ve yabanc\u0131 yat\u0131r\u0131mc\u0131 giri\u015fleri y\u00fckseli\u015fi besledi. Grafik de ihracat a\u011f\u0131rl\u0131kl\u0131 sekt\u00f6rlerde ve \u00e7ip ba\u011flant\u0131l\u0131 hisselerde momentumun (fiyat\u0131n hareket g\u00fcc\u00fc) y\u00fcksek kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n\n\n\n<p>Buna kar\u015f\u0131n son hareketin b\u00fcy\u00fckl\u00fc\u011f\u00fc, dalgalanman\u0131n y\u00fcksek kalabilece\u011fine i\u015faret ediyor. Piyasalar uzun s\u00fcre kesintisiz dik y\u00fckselmez; mevcut g\u00f6r\u00fcn\u00fcm, yat\u0131r\u0131mc\u0131lar\u0131n rekor seviyelerde k\u00e2r yazmaya ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n\n\n\n<p>\u015eimdilik Nikkei\u2019de <strong>orta vadede pozitif e\u011filim<\/strong> korunuyor; ancak k\u0131sa vadeli h\u0131z, Nisan\u2019daki sert k\u0131r\u0131lman\u0131n ard\u0131ndan so\u011fuyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Piyasa Etkileri<\/h2>\n\n\n\n<p>Nikkei\u2019deki geri \u00e7ekilme y\u00fckseli\u015f hik\u00e2yesini bitirmiyor; ancak rekor seviyelerde hisselerin enerji \u015foklar\u0131na ne kadar hassas oldu\u011funu g\u00f6steriyor. Yapay zek\u00e2 yat\u0131r\u0131m\u0131, g\u00fc\u00e7l\u00fc bilan\u00e7olar ve olumlu piyasa yay\u0131l\u0131m\u0131 destekleyici. Topix\u2019in %0,3 y\u00fckselirken Nikkei\u2019nin %0,5 d\u00fc\u015fmesi de geni\u015f Japon hisse evreninde talebin s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor.<\/p>\n\n\n\n<p>Risk, petrol kaynakl\u0131 enflasyonun bilan\u00e7olara dayal\u0131 iyimserli\u011fi zorlamas\u0131. Enerji maliyetleri y\u00fcksek kal\u0131r ve ABD t\u00fcketici g\u00fcveni zay\u0131f seyrederse yat\u0131r\u0131mc\u0131lar daha se\u00e7ici olabilir. Yapay zek\u00e2 altyap\u0131s\u0131na ba\u011fl\u0131 \u015firketler \u00f6ne \u00e7\u0131kmay\u0131 s\u00fcrd\u00fcrebilir; t\u00fcketiciye d\u00f6n\u00fck ve ithal girdi maliyetine duyarl\u0131 \u015firketlerde bask\u0131 artabilir.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>Yat\u0131r\u0131mc\u0131 Sorular\u0131<\/strong><\/summary>\n<p><strong>Nikkei 225 Rekor K\u0131rd\u0131ktan Sonra Neden D\u00fc\u015ft\u00fc?<\/strong><\/p>\n\n\n\n<p>Nikkei 225, Ortado\u011fu riskinin g\u00fc\u00e7l\u00fc bilan\u00e7olar ve yapay zek\u00e2 iyimserli\u011finin \u00f6n\u00fcne ge\u00e7mesi nedeniyle geriledi.<\/p>\n\n\n\n<p>G\u00f6sterge Nikkei 225, g\u00fcn i\u00e7inde 63.385,04\u2019e \u00e7\u0131kt\u0131ktan sonra %0,5 d\u00fc\u015ferek 62.417,88\u2019den kapan\u0131\u015f yapt\u0131. Grafikte Nikkei225 62.603,15 seviyesinde i\u015flem g\u00f6rd\u00fc; 1.201,69 puan (=%1,88) geriledi.<\/p>\n\n\n\n<p><strong>Nikkei225\u2019te G\u00fcncel Seviye Nedir?<\/strong><\/p>\n\n\n\n<p>Nikkei225 62.603,15 seviyesinde i\u015flem g\u00f6rd\u00fc; 1.201,69 puan (-%1,88) d\u00fc\u015f\u00fc\u015fteydi.<\/p>\n\n\n\n<p>G\u00fcn i\u00e7i en y\u00fcksek seviye 63.789,15; en d\u00fc\u015f\u00fck seviye 62.318,15 oldu. A\u00e7\u0131l\u0131\u015f 63.603,65, kapan\u0131\u015f 63.804,84 olarak kaydedildi.<\/p>\n\n\n\n<p><strong>Ortado\u011fu Riski Japon Hisselerini Neden Bask\u0131l\u0131yor?<\/strong><\/p>\n\n\n\n<p>Ortado\u011fu riski, enerji maliyetlerini art\u0131rarak Japonya gibi ithalata ba\u011f\u0131ml\u0131 bir ekonomiyi olumsuz etkileyebildi\u011fi i\u00e7in Japon hisselerini bask\u0131l\u0131yor.<\/p>\n\n\n\n<p>ABD Ba\u015fkan\u0131 Donald Trump, \u0130ran\u2019\u0131n bar\u0131\u015f \u00f6nerisine verdi\u011fi yan\u0131t\u0131 reddetti ve \u00e7at\u0131\u015fman\u0131n h\u0131zl\u0131 bitece\u011fi beklentisi zay\u0131flad\u0131. Bu durum k\u00fcresel enerji fiyatlar\u0131, enflasyon ve t\u00fcketici talebi konusunda endi\u015feleri art\u0131rd\u0131.<\/p>\n\n\n\n<p><strong>Topix Y\u00fckselirken Nikkei Neden D\u00fc\u015ft\u00fc?<\/strong><\/p>\n\n\n\n<p>Topix, Nikkei\u2019de fiyat\u0131 en \u00e7ok etkileyen b\u00fcy\u00fck hisselere (endeks \u00fczerinde a\u011f\u0131rl\u0131\u011f\u0131 y\u00fcksek hisseler) gelen sat\u0131\u015flara ra\u011fmen, daha geni\u015f piyasa talebi daha dengeli kald\u0131\u011f\u0131 i\u00e7in y\u00fckseldi.<\/p>\n\n\n\n<p>Topix %0,3 art\u0131\u015fla 3.840,93\u2019e \u00e7\u0131karken Nikkei %0,5 d\u00fc\u015ft\u00fc. Bu, yat\u0131r\u0131mc\u0131lar\u0131n Japon hisselerinden tamamen \u00e7\u0131kmad\u0131\u011f\u0131n\u0131; rekor seviyelere yak\u0131n daha se\u00e7ici davrand\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n<\/details>\n\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>Nikkei rekor tazeledi ama Ortado\u011fu gerilimi ve petrol \u015foku korkusu k\u00e2r sat\u0131\u015f\u0131n\u0131 tetikledi: endeks 62.418\u2019e gerilerken Topix y\u00fckseldi. G\u00fc\u00e7l\u00fc bilan\u00e7olar\/AI se\u00e7ici al\u0131m\u0131 destekledi, Nintendo sert d\u00fc\u015ft\u00fc.<\/p>\n","protected":false},"author":87,"featured_media":46512,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-46513","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46513","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=46513"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46513\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/46512"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46513"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46513"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46513"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}