{"id":47145,"date":"2026-05-21T05:21:35","date_gmt":"2026-05-21T05:21:35","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/abd-cin-ticaret-savasi-sogurken-cin-rusyayi-yakin-tutuyor\/"},"modified":"2026-05-21T05:21:35","modified_gmt":"2026-05-21T05:21:35","slug":"abd-cin-ticaret-savasi-sogurken-cin-rusyayi-yakin-tutuyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/opinion\/abd-cin-ticaret-savasi-sogurken-cin-rusyayi-yakin-tutuyor\/","title":{"rendered":"ABD-\u00c7in Ticaret Sava\u015f\u0131 So\u011furken \u00c7in, Rusya\u2019y\u0131 Yak\u0131n Tutuyor"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li>\u00c7in, ayn\u0131 hafta i\u00e7inde Trump ve Putin\u2019i a\u011f\u0131rlad\u0131; ABD-\u00c7in ticaret ate\u015fkesi, daha geni\u015f bir jeopolitik (k\u00fcresel g\u00fc\u00e7 dengeleri) mesaj\u0131na d\u00f6n\u00fc\u015ft\u00fc.<\/li>\n\n\n\n<li>Trump\u2013\u015ei zirvesi; Boeing, tar\u0131m, nadir toprak elementleri (y\u00fcksek teknoloji ve savunmada kritik metaller) endi\u015feleri ve yeni ikili ticaret platformlar\u0131 konusunda taahh\u00fctler getirdi.<\/li>\n\n\n\n<li>Putin\u2019in birka\u00e7 g\u00fcn sonraki ziyareti, \u00c7in-Rusya stratejik e\u015fg\u00fcd\u00fcm\u00fcn\u00fc (devletlerin uzun vadeli ortak hareketi) g\u00fc\u00e7lendirdi; enerji ve daha geni\u015f i\u015f birli\u011fi g\u00fcndemin \u00fcst s\u0131ras\u0131ndayd\u0131.<\/li>\n\n\n\n<li>Yat\u0131r\u0131mc\u0131lar i\u00e7in en g\u00fc\u00e7l\u00fc sinyaller; \u00c7in para birimi, \u00c7in teknoloji hisseleri, enerji, nadir topraklar ve Eyl\u00fcl\u2019deki bir sonraki ABD-\u00c7in kritik g\u00f6r\u00fc\u015fmesi etraf\u0131nda.<\/li>\n<\/ul>\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\/06\/TrumpXiPutin-1024x573.webp\" alt=\"\" class=\"wp-image-50737\"\/><figcaption class=\"wp-element-caption\">\u00c7in, Washington\u2019a ticarette istikrar sundu. Moskova\u2019ya diplomatik g\u00f6r\u00fcn\u00fcrl\u00fck sa\u011flad\u0131.<\/figcaption><\/figure>\n\n\n\n<p>\u00c7in, alt\u0131 g\u00fcn i\u00e7inde hem ABD\u2019nin hem de Rusya\u2019n\u0131n liderlerini a\u011f\u0131rlad\u0131.<\/p>\n\n\n\n<p>Trump 15 May\u0131s\u2019ta Pekin\u2019den ayr\u0131ld\u0131, Putin 19 May\u0131s\u2019ta geldi. Bu ziyaretler tek ba\u015f\u0131na okunmuyor.<\/p>\n\n\n\n<p>Trump\u2019\u0131n ziyareti ticarete d\u00f6n\u00fck somut ba\u015fl\u0131klar \u00fcretti: \u00c7in\u2019in <a href=\"https:\/\/www.bbc.com\/news\/articles\/c98rjydlgp4o\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">200 adet Boeing u\u00e7a\u011f\u0131 al\u0131m\u0131na<\/a> y\u00f6nelik ilk taahh\u00fcd\u00fc, 2028\u2019e kadar her y\u0131l en az 17 milyar dolar ABD tar\u0131m \u00fcr\u00fcn\u00fc al\u0131m\u0131 ve iki yeni h\u00fck\u00fcmetler aras\u0131 kanal \u2014 Ticaret Kurulu ve Yat\u0131r\u0131m Kurulu. Beyaz Saray ayr\u0131ca iki liderin \u201c<a href=\"https:\/\/www.whitehouse.gov\/fact-sheets\/2026\/05\/fact-sheet-president-donald-j-trump-secures-historic-deals-with-china-delivering-for-american-workers-farmers-and-industry\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">yap\u0131c\u0131 bir stratejik istikrar ili\u015fkisi<\/a>\u201d kurma konusunda mutab\u0131k kald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. (Stratejik istikrar: B\u00fcy\u00fck g\u00fc\u00e7ler aras\u0131nda gerilimi kontrol alt\u0131nda tutmaya y\u00f6nelik genel \u00e7er\u00e7eve.)<\/p>\n\n\n\n<p>Putin\u2019in ziyareti ise farkl\u0131 bir mesaj ta\u015f\u0131d\u0131. \u015ei ve Putin, kapsaml\u0131 stratejik e\u015fg\u00fcd\u00fcm\u00fc daha da g\u00fc\u00e7lendirmeye y\u00f6nelik ortak bir bildiri imzalad\u0131 ve <a href=\"https:\/\/www.aljazeera.com\/news\/2026\/5\/20\/multipolar-world-what-xi-and-putin-announced-after-beijing-summit\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">iki \u00fclke aras\u0131nda \u00e7e\u015fitli i\u015f birli\u011fi belgelerinin<\/a> imzalanmas\u0131na tan\u0131kl\u0131k etti. \u00c7in D\u0131\u015fi\u015fleri Bakanl\u0131\u011f\u0131, Putin\u2019in \u00c7in\u2019e 25\u2019inci ziyaretini vurgulayarak ili\u015fkinin s\u00fcreklili\u011fine dikkat \u00e7ekti.<\/p>\n\n\n\n<p>\u0130kisi birlikte Pekin\u2019in pozisyonunu g\u00f6steriyor. \u00c7in, Washington ile Moskova aras\u0131nda tercih yapm\u0131yor. ABD ile ticaret g\u00f6r\u00fc\u015fmeleriyle bask\u0131y\u0131 azalt\u0131rken, Rusya ile stratejik alan\u0131n\u0131 koruyor.<\/p>\n\n\n\n<p>Piyasalar a\u00e7\u0131s\u0131ndan art\u0131k bu \u00fc\u00e7gen, tek tek zirvelerden daha \u00f6nemli.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u201cKurtulu\u015f G\u00fcn\u00fc\u201dnden Pekin\u2019e<\/strong><\/h2>\n\n\n\n<p>ABD\u2013\u00c7in ili\u015fkisi bir y\u0131l \u00f6nce \u00e7ok farkl\u0131yd\u0131.<\/p>\n\n\n\n<p>Trump\u2019\u0131n Nisan 2025\u2019teki \u201cKurtulu\u015f G\u00fcn\u00fc\u201d g\u00fcmr\u00fck tarifeleri (ithalata ek vergi) ticaret d\u00fczenini de\u011fi\u015ftirdi. Ard\u0131ndan tarifeler, ihracat kontrolleri (belirli \u00fcr\u00fcnlerin d\u0131\u015f sat\u0131\u015f\u0131na izin s\u0131n\u0131r\u0131) ve stratejik tedarik zincirleri (kritik \u00fcr\u00fcnlerin \u00fcretimden teslimata uzanan hatt\u0131) \u00fczerinden bask\u0131 artt\u0131. \u00c7in de kar\u015f\u0131 hamle olarak nadir toprak elementleri ve kritik minerallerde ihracat k\u0131s\u0131tlamalar\u0131 getirdi. Bu k\u0131s\u0131tlamalar savunma, otomotiv, elektronik ve ileri \u00fcretim sekt\u00f6rlerini etkiledi. Reuters, ticaret ate\u015fkesine ra\u011fmen <a href=\"https:\/\/www.reuters.com\/business\/aerospace-defense\/china-has-agreed-address-us-concerns-over-rare-earth-shortages-says-white-house-2026-05-18\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">baz\u0131 a\u011f\u0131r nadir toprak ihracat\u0131n\u0131n belirgin \u015fekilde d\u00fc\u015f\u00fck kald\u0131\u011f\u0131n\u0131<\/a> aktard\u0131. Bu da \u00c7in\u2019in k\u0131smi rahatlama sa\u011flarken pazarl\u0131k g\u00fcc\u00fcn\u00fc koruyabildi\u011fini g\u00f6steriyor.<\/p>\n\n\n\n<p>\u0130lk duraklama Ekim 2025\u2019te Busan\u2019da geldi. Trump ve \u015ei yakla\u015f\u0131k 100 dakika g\u00f6r\u00fc\u015ft\u00fc. Sonu\u00e7lar aras\u0131nda <a href=\"https:\/\/www.reuters.com\/world\/us\/what-did-trump-xi-agree-tariffs-export-controls-fentanyl-2025-11-01\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">fentanil ba\u011flant\u0131l\u0131 tarifelerin azalt\u0131lmas\u0131<\/a>, \u00c7in\u2019in ABD\u2019den soya fasulyesi al\u0131m\u0131na yeniden ba\u015flamas\u0131 ve nadir toprak k\u0131s\u0131tlamalar\u0131nda bir y\u0131ll\u0131k gev\u015feme\/erteleme yer ald\u0131. (Fentanil: Yasa d\u0131\u015f\u0131 kullan\u0131mda a\u011f\u0131r ba\u011f\u0131ml\u0131l\u0131k ve \u00f6l\u00fcm riski do\u011furan sentetik opioid; \u201c\u00f6nc\u00fcl kimyasallar\u201d ise bu t\u00fcr maddelerin \u00fcretiminde kullan\u0131lan girdiler.)<\/p>\n\n\n\n<p>May\u0131s 2026\u2019daki Pekin zirvesi ayn\u0131 \u00e7izgide ilerledi.<\/p>\n\n\n\n<p>Zirve ticaret sava\u015f\u0131n\u0131 bitirmedi. T\u0131rmanmay\u0131, y\u00f6netilen bir s\u00fcrt\u00fc\u015fmeye \u00e7evirdi.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Trump Ne Ald\u0131?<\/strong><\/h3>\n\n\n\n<p>ABD\u2013\u00c7in ba\u015fl\u0131klar\u0131 somuttu, ancak s\u0131n\u0131rl\u0131yd\u0131.<\/p>\n\n\n\n<p>Trump\u2019\u0131n i\u00e7eride \u201cihracat, istihdam, piyasa rahatlamas\u0131\u201d olarak anlatabilece\u011fi g\u00f6r\u00fcn\u00fcr kazan\u0131mlar \u00f6ne \u00e7\u0131kt\u0131:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Havac\u0131l\u0131k:<\/strong> \u00c7in, 200 u\u00e7akl\u0131k Boeing sipari\u015fi sinyali verdi.<\/li>\n\n\n\n<li><strong>Tar\u0131m:<\/strong> \u00c7in, 2028\u2019e kadar soya fasulyesi dahil ABD tar\u0131m \u00fcr\u00fcn\u00fc al\u0131m\u0131n\u0131 art\u0131rmay\u0131 taahh\u00fct etti.<\/li>\n\n\n\n<li><strong>G\u00fcmr\u00fck tarifeleri:<\/strong> ABD, fentanil ba\u011flant\u0131l\u0131 tarifeleri d\u00fc\u015f\u00fcrd\u00fc ve daha y\u00fcksek kar\u015f\u0131l\u0131kl\u0131 tarifeleri bir y\u0131l ask\u0131ya ald\u0131. (Kar\u015f\u0131l\u0131kl\u0131 tarife: \u201cSen y\u00fckseltirsen ben de y\u00fckseltirim\u201d yakla\u015f\u0131m\u0131yla uygulanan ek vergiler.)<\/li>\n\n\n\n<li><strong>Fentanil:<\/strong> \u00c7in, \u00fcretimde kullan\u0131lan \u00f6nc\u00fcl kimyasallara y\u00f6nelik kontrolleri s\u0131k\u0131la\u015ft\u0131rd\u0131.<\/li>\n\n\n\n<li><strong>Ticaret kanallar\u0131:<\/strong> \u0130ki taraf yeni ikili ticaret ve yat\u0131r\u0131m platformlar\u0131 kurma konusunda anla\u015ft\u0131. (Forum\/platform: D\u00fczenli toplant\u0131 ve \u00e7al\u0131\u015fma grubu mekanizmas\u0131.)<\/li>\n<\/ul>\n\n\n\n<p>Bu sonu\u00e7lar iki lidere de \u201ckazan\u00e7\u201d anlat\u0131s\u0131 verdi. Daha b\u00fcy\u00fck ticari taahh\u00fct \u00c7in\u2019den geldi. ABD ise \u00f6nceki tarife politikas\u0131nda daha g\u00f6r\u00fcn\u00fcr geri ad\u0131mlar att\u0131.<\/p>\n\n\n\n<p>Hafta ba\u015f\u0131nda <a href=\"https:\/\/www.vtmarkets.com\/learn\/the-real-story-behind-the-us-china-meeting\/?utm_source=Opinion&amp;rt=Trump-Xi-2\" target=\"_blank\" rel=\"noopener\" title=\"\">VT Analisti Nayel\u2019in<\/a> de i\u015faret etti\u011fi gibi s\u0131n\u0131rlar netti: Nadir topraklar belirsiz kald\u0131. Yar\u0131 iletkenler (\u00e7ipler; elektronik cihazlar\u0131n temel bile\u015feni) \u00e7\u00f6z\u00fclmedi. Tayvan ticaret \u00e7er\u00e7evesinin d\u0131\u015f\u0131nda kald\u0131.<\/p>\n\n\n\n<p>\u0130ki h\u00fck\u00fcmet, \u201cal-sat\u201d t\u00fcr\u00fc konularda anla\u015ft\u0131; g\u00fc\u00e7 dengelerine dokunan ba\u015fl\u0131klarda ise erteledi.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Putin Ne Ald\u0131 \u2014 Ne Anlama Geliyor?<\/strong><\/h3>\n\n\n\n<p>Putin\u2019in ziyareti farkl\u0131 bir a\u011f\u0131rl\u0131k ta\u015f\u0131d\u0131.<\/p>\n\n\n\n<p>Trump g\u00f6r\u00fc\u015fmesi ticaret sava\u015f\u0131n\u0131 so\u011futmaya odakl\u0131yd\u0131. Putin g\u00f6r\u00fc\u015fmesi ise Rusya\u2019n\u0131n h\u00e2l\u00e2 k\u00fcresel etkisi olan bir stratejik ortakla yan yana oldu\u011funu g\u00f6stermeye d\u00f6n\u00fckt\u00fc.<\/p>\n\n\n\n<p>Resm\u00ee zemin, <a href=\"https:\/\/www.cnbc.com\/2026\/05\/16\/russias-putin-to-meet-chinas-xi-in-beijing-from-may-19-20.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u00c7in\u2013Rusya dostluk anla\u015fmas\u0131n\u0131n y\u0131l d\u00f6n\u00fcm\u00fc<\/a> idi. \u0130\u00e7erik daha geni\u015fti: enerji, teknoloji, ticaret ve stratejik e\u015fg\u00fcd\u00fcm.<\/p>\n\n\n\n<p>Resm\u00ee g\u00fcndem; ikili ili\u015fkiler, stratejik i\u015f birli\u011fi ve uluslararas\u0131 ba\u015fl\u0131klar\u0131 kapsad\u0131. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/putin-arrives-china-xi-talks-gas-project-agenda\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">Enerji<\/a> \u00f6ne \u00e7\u0131kt\u0131; \u00e7\u00fcnk\u00fc Rusya b\u00fcy\u00fck bir petrol \u00fcreticisi, \u00c7in ise fosil yak\u0131tlar\u0131n (petrol, gaz, k\u00f6m\u00fcr) en b\u00fcy\u00fck al\u0131c\u0131lar\u0131ndan.<\/p>\n\n\n\n<p>Uzun s\u00fcredir ertelenen <a href=\"https:\/\/www.aljazeera.com\/features\/2026\/5\/20\/what-is-the-power-of-siberia-2-pipeline-that-russia-china-are-planning\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">Sibirya\u2019n\u0131n G\u00fcc\u00fc 2 boru hatt\u0131<\/a> da yeniden g\u00fcndeme geldi. CNBC\u2019ye g\u00f6re \u00f6nerilen 2.600 km\u2019lik hat, Rusya\u2019n\u0131n Yamal sahalar\u0131ndan (do\u011falgaz \u00fcretim b\u00f6lgesi) Mo\u011folistan \u00fczerinden \u00c7in\u2019e y\u0131lda 50 milyar metrek\u00fcp gaz ta\u015f\u0131yabilir. Ancak fiyat, finansman ve teslim takvimi netle\u015fmedi.<\/p>\n\n\n\n<p>Bu belirsizlik Pekin\u2019in i\u015fine geliyor.<\/p>\n\n\n\n<p>\u00c7in daha iyi \u015fartlarla Rus enerjisini garanti ederse arz g\u00fcvenli\u011fini art\u0131r\u0131r. Geciktirirse Moskova\u2019y\u0131 \u00c7in talebi i\u00e7in rekabette tutar. Her iki durumda da \u00c7in pazarl\u0131k alan\u0131 kazan\u0131r.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u00c7in \u0130ki Kap\u0131y\u0131 da A\u00e7\u0131k Tutuyor<\/strong><\/h2>\n\n\n\n<p>Mesaj net: \u00c7in Washington ile Moskova aras\u0131nda se\u00e7im yapm\u0131yor; iki ili\u015fkiyi de kendi konumunu g\u00fc\u00e7lendirmek i\u00e7in kullan\u0131yor.<\/p>\n\n\n\n<p>ABD\u2019nin yakla\u015f\u0131m\u0131 h\u00e2l\u00e2 bask\u0131 \u00fczerinden ilerliyor. Tarifeler, ihracat kontrolleri, Tayvan politikas\u0131 ve yapt\u0131r\u0131m (ekonomik k\u0131s\u0131tlama) riski masada. \u00c7in\u2019in yan\u0131t\u0131 daha esnek: k\u0131sa vadeli bask\u0131y\u0131 azaltacak kadar taviz verip stratejik se\u00e7enekleri a\u00e7\u0131k tutmak.<\/p>\n\n\n\n<p>Putin\u2019in ziyareti bu \u00e7er\u00e7eveyi netle\u015ftirdi. Pekin, Washington\u2019la ticarette sakinle\u015fmenin, Washington\u2019la stratejik hizalanma (ayn\u0131 \u00e7izgide politika) anlam\u0131na gelmedi\u011fini g\u00f6sterdi.<\/p>\n\n\n\n<p>\u00c7in, ABD ile u\u00e7ak, tar\u0131m ve pazar eri\u015fimini konu\u015furken; Rusya ile enerji, g\u00fcvenlik ve diplomatik e\u015fg\u00fcd\u00fcm\u00fc s\u00fcrd\u00fcrebiliyor. Pekin, Trump\u2019a piyasalar\u0131 sakinle\u015ftirecek kadar ticari istikrar verdi; ard\u0131ndan Putin\u2019e \u00c7in\u2019in se\u00e7eneklerinin a\u00e7\u0131k oldu\u011funu g\u00f6sterecek kadar diplomatik g\u00f6r\u00fcn\u00fcrl\u00fck sa\u011flad\u0131.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u00c7\u00f6z\u00fcms\u00fcz Kalan Bask\u0131 Ba\u015fl\u0131klar\u0131<\/strong><\/h3>\n\n\n\n<p>Zirve k\u0131sa vadeli ticaret sava\u015f\u0131 riskini azaltt\u0131, ancak \u00fc\u00e7 ba\u015fl\u0131k \u00e7\u00f6z\u00fcms\u00fcz.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Stratejik teknoloji tedarik zincirleri<\/strong> <br>Nadir topraklar, yar\u0131 iletkenler (\u00e7ipler) ve yapay zek\u00e2 (YZ; yaz\u0131l\u0131mlar\u0131n veriden \u00f6\u011frenerek karar \u00fcretmesi) kontrolleri ayn\u0131 gerilimin par\u00e7alar\u0131. \u00c7in kritik minerallerde g\u00fc\u00e7l\u00fc; ABD ise \u00e7ip ve <a href=\"https:\/\/www.vtmarkets.com\/tag\/AI\/?utm_source=Opinion&amp;rt=Trump-Xi-Putin\">YZ<\/a> ihracat kontrolleriyle bask\u0131 kuruyor. Bu durum \u00c7in teknoloji hisselerini, <a href=\"https:\/\/www.vtmarkets.com\/opinion\/chinas-ev-industry-a-growing-global-force\/?utm_source=Opinion&amp;rt=Trump-Xi-Putin\">elektrikli ara\u00e7lar\u0131 (EV)<\/a>, savunma ve \u00e7ip ba\u011flant\u0131l\u0131 \u015firketleri man\u015fetlere hassas b\u0131rak\u0131yor.<\/li>\n\n\n\n<li><strong>Tayvan ve g\u00fcvenlik riski<\/strong> <br>Tayvan, ticaret ate\u015fkesinin d\u0131\u015f\u0131nda. Forbes\u2019a g\u00f6re \u015ei, Tayvan konusunun yanl\u0131\u015f y\u00f6netilmesi h\u00e2linde iki \u00fclkeyi \u201c\u00e7at\u0131\u015fmaya\u201d itebilece\u011fini s\u00f6yledi. <a href=\"https:\/\/www.forbes.com\/sites\/drewbernstein\/2026\/05\/16\/trumps-beijing-summit-through-chinese-eyes\/\">Tayvan kaynakl\u0131 bir man\u015fet<\/a>, g\u00f6r\u00fc\u015fmeler olumlu gitse bile \u00c7in ba\u011flant\u0131l\u0131 hisselerde, b\u00f6lgesel d\u00f6vizlerde, \u00e7ip \u015firketlerinde ve genel riskli varl\u0131klarda alg\u0131y\u0131 h\u0131zla de\u011fi\u015ftirebilir. (Riskli varl\u0131k: Hisse, geli\u015fen \u00fclke paras\u0131 gibi dalgalanmas\u0131 y\u00fcksek yat\u0131r\u0131m ara\u00e7lar\u0131.)<\/li>\n\n\n\n<li><strong>Enerji ve yapt\u0131r\u0131m riski<\/strong> <br>Putin\u2019in ziyareti, <a href=\"https:\/\/www.cnbc.com\/2026\/05\/20\/putin-xi-gas-pipeline-power-of-siberia-iran-war-.html\">Rusya ba\u011flant\u0131l\u0131 petrol, gaz ve yapt\u0131r\u0131m<\/a> riskini g\u00fcndemde tutuyor. \u00c7in ABD ile ticareti sakinle\u015ftirirken Moskova ile enerji ve diplomasi kanallar\u0131n\u0131 a\u00e7\u0131k tutabilir; bu da ileride ABD\u2019nin bask\u0131s\u0131n\u0131 zorla\u015ft\u0131rabilir.<\/li>\n<\/ul>\n\n\n\n<p>Piyasa etkisi s\u00fcrekli de\u011fil; savunma hisseleri, \u00c7in odakl\u0131 riskli varl\u0131klar, b\u00f6lgesel d\u00f6vizler ve \u00e7ip ba\u011flant\u0131l\u0131 hisseler \u00fczerinden aniden gelebilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Ne Beklenmeli?<\/h2>\n\n\n\n<p>\u015eu anda \u00fc\u00e7 hat ayn\u0131 anda ilerliyor:<\/p>\n\n\n\n<p><strong>Eyl\u00fcl 2026: \u015ei\u2019nin Washington\u2019u ziyaret etmesi bekleniyor.<\/strong> Bu, ABD-\u00c7in hatt\u0131nda bir sonraki kritik d\u00f6neme\u00e7. \u00dc\u00e7 olas\u0131 senaryo var:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>Ate\u015fkes korunur ve g\u00fc\u00e7lenir.<\/em> \u0130ki taraf tarife ask\u0131lar\u0131n\u0131 uzat\u0131r ve teknoloji rekabetine girmeye ba\u015flar. Bu, May\u0131s toplant\u0131s\u0131nda \u00f6zellikle ertelenen konularda ilerleme gerektirir.<\/li>\n\n\n\n<li><em>Ate\u015fkes korunur ama t\u0131kan\u0131r.<\/em> S\u0131n\u0131rl\u0131 yeni sonu\u00e7la \u201cilerleme\u201d mesaj\u0131 verilir. Ne t\u0131rman\u0131r ne \u00e7\u00f6z\u00fcl\u00fcr; y\u00f6netilen s\u00fcrt\u00fc\u015fme devam eder.<\/li>\n\n\n\n<li><em>Ate\u015fkes bozulur.<\/em> Yeni bir ihracat kontrol\u00fc karar\u0131, Tayvan kaynakl\u0131 bir olay ya da tek tarafl\u0131 tarife hamlesi misilleme getirir. D\u00f6ng\u00fc yeniden ba\u015flar. (Misilleme: Kar\u015f\u0131 hamle.)<\/li>\n<\/ul>\n\n\n\n<p><strong>\u00c7in\u2013Rusya enerji anla\u015fmalar\u0131.<\/strong> Yeni petrol ve do\u011falgaz kontratlar\u0131n\u0131n detaylar\u0131 izlenmeli, \u00f6zellikle Sibirya\u2019n\u0131n G\u00fcc\u00fc 2 etraf\u0131nda. \u015eartlar, \u00c7in\u2019in ABD bask\u0131s\u0131na kar\u015f\u0131 Rus arz\u0131n\u0131 \u201csigorta\u201d (riskten korunma) olarak m\u0131 kilitledi\u011fini, yoksa iki taraf\u0131 da kendi talebi i\u00e7in rekabette mi tuttu\u011funu g\u00f6sterecek.<\/p>\n\n\n\n<p><strong>BM G\u00fcvenlik Konseyi dinami\u011fi.<\/strong> Alt\u0131 ay i\u00e7inde <a href=\"https:\/\/main.un.org\/securitycouncil\/en\/content\/current-members\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">BM G\u00fcvenlik Konseyi<\/a>nin di\u011fer d\u00f6rt daimi \u00fcyesinin tamam\u0131 \u00c7in\u2019i ziyaret etti. Macron Aral\u0131k\u2019ta, Starmer Ocak\u2019ta, Trump May\u0131s\u2019ta ve Putin May\u0131s\u2019ta. (Daimi \u00fcye: Veto hakk\u0131 olan be\u015f \u00fclkeden biri.)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Piyasa Etkileri<\/h3>\n\n\n\n<p>En sert fiyat hareketleri, ticaret ate\u015fkesi ile stratejik pazarl\u0131k g\u00fcc\u00fcn\u00fcn \u00e7ak\u0131\u015ft\u0131\u011f\u0131 alanlardan gelebilir: d\u00f6viz, teknoloji, enerji ve kritik mineraller.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Yuan ve \u00c7in ba\u011flant\u0131l\u0131 d\u00f6vizler<\/strong> <br>Yuan, ate\u015fkesin s\u00fcr\u00fcp s\u00fcrmedi\u011fine dair en net g\u00f6sterge. ABD\u2013\u00c7in tonunun sakinle\u015fmesi alg\u0131y\u0131 destekleyebilir. Yeni tarife tehdidi, yapt\u0131r\u0131m dili veya Rusya ba\u011flant\u0131l\u0131 bask\u0131 ise h\u0131zl\u0131 zay\u0131flama yaratabilir.<\/li>\n\n\n\n<li><strong>\u00c7in teknoloji ve \u00e7ip ba\u011flant\u0131l\u0131 hisseler<\/strong> <br>Zirve, YZ \u00e7ip kontrollerini veya yar\u0131 iletken k\u0131s\u0131tlar\u0131n\u0131 \u00e7\u00f6zmedi. HKTECH, \u00c7in internet hisseleri ve \u00e7ip tedarik zinciri, ABD\u2019nin ihracat kontrol\u00fc g\u00fcncellemelerine veya \u00c7in\u2019den olas\u0131 kar\u015f\u0131 hamle sinyallerine hassas.<\/li>\n\n\n\n<li><strong>Enerji piyasalar\u0131<\/strong> <br>Putin ziyareti, <a href=\"https:\/\/www.theguardian.com\/world\/2026\/may\/18\/xi-jinping-vladimir-putin-china-russia-four-days-after-donald-trump-us-visit\">Rusya\u2019n\u0131n h\u00e2l\u00e2 g\u00fc\u00e7l\u00fc oldu\u011fu<\/a> alanlarda \u00f6nemli: petrol, gaz ve boru hatt\u0131 diplomasisi. \u00c7in\u2013Rusya <a href=\"https:\/\/www.vtmarkets.com\/energies\/?utm_source=Opinion&amp;rt=Trump-Xi-Putin\">enerji<\/a> koordinasyonunun g\u00fc\u00e7lenmesi, Pekin\u2019in ABD ekseni d\u0131\u015f\u0131nda arz se\u00e7eneklerini a\u00e7\u0131k tutmas\u0131n\u0131 destekler. (Arz: Piyasaya sunulan miktar.)<\/li>\n\n\n\n<li><strong>Nadir topraklar ve stratejik metaller<\/strong> <br>Nadir topraklar, \u00c7in\u2019in tedarik zincirindeki en net kald\u0131ra\u00e7 g\u00fcc\u00fc. Daha s\u0131k\u0131 bir ihracat kontrol\u00fc mesaj\u0131; savunma, elektrikli ara\u00e7, \u00e7ip ve temiz enerji tedarik zincirlerini h\u0131zl\u0131 etkileyebilir. (Kald\u0131ra\u00e7: Pazarl\u0131k g\u00fcc\u00fc yaratan unsur.) <\/li>\n<\/ul>\n\n\n\n<p>Tar\u0131m ve Boeing \u00f6nemli, ancak daha \u00e7ok \u201ctaahh\u00fctler uygulan\u0131yor mu\u201d kontrol\u00fc olarak. As\u0131l dalgalanma, ticaret politikas\u0131n\u0131n stratejik g\u00fcce de\u011fdi\u011fi yerde.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Pekin, mevcut k\u00fcresel d\u00fczende kilit arabulucu (taraflar aras\u0131nda konu\u015fabilen ana akt\u00f6r) rol\u00fcn\u00fc g\u00fc\u00e7lendiriyor. Bu, piyasaya \u015fu mesaj\u0131 veriyor: \u00c7in, hangi ikili ili\u015fki \u00f6ne \u00e7\u0131karsa \u00e7\u0131ks\u0131n, ticaret, enerji ve g\u00fcvenlik ba\u015fl\u0131klar\u0131n\u0131n merkezinde kalmay\u0131 hedefliyor.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Frequently Asked Questions<\/summary>\n<p><strong>Trump-\u015ei zirvesi ABD-\u00c7in ticaret sava\u015f\u0131n\u0131 bitirdi mi?<\/strong> Hay\u0131r. U\u00e7ak, tar\u0131m, tarifeler ve ticaret platformlar\u0131 \u00fczerinden k\u0131sa vadeli riski azaltt\u0131; ancak teknoloji, nadir topraklar, Tayvan ve g\u00fcvenlik politikas\u0131 gibi derin anla\u015fmazl\u0131klar\u0131 \u00e7\u00f6zmedi.<\/p>\n\n\n\n<p><strong>Putin\u2019in \u00c7in ziyareti, ABD-\u00c7in ticaret ate\u015fkesi i\u00e7in neden \u00f6nemli?<\/strong> Ziyaret, \u00c7in\u2019in ABD ile ticareti sakinle\u015ftirirken Rusya\u2019y\u0131 yak\u0131n tuttu\u011funu g\u00f6steriyor. Bu da Pekin\u2019e diplomatik esneklik kazand\u0131r\u0131yor ve ate\u015fkesi daha geni\u015f bir jeopolitik \u00fc\u00e7genin par\u00e7as\u0131 yap\u0131yor.<\/p>\n\n\n\n<p><strong>Bu diplomatik de\u011fi\u015fime en a\u00e7\u0131k piyasalar hangileri?<\/strong> En sert hareketler; yuan ve \u00c7in ba\u011flant\u0131l\u0131 d\u00f6vizler, \u00c7in teknoloji hisseleri, \u00e7ip ba\u011flant\u0131l\u0131 \u015firketler, enerji piyasalar\u0131, nadir topraklar ve stratejik metallerde g\u00f6r\u00fclebilir.<\/p>\n\n\n\n<p><strong>Nadir topraklar, yar\u0131 iletkenler ve yapay zek\u00e2 neden birlikte an\u0131l\u0131yor?<\/strong> Bunlar ayn\u0131 tedarik zinciri geriliminin farkl\u0131 katmanlar\u0131. Nadir topraklar kritik girdi, yar\u0131 iletkenler \u00fcretimde \u201cdar bo\u011faz\u201d (\u00fcretimi s\u0131n\u0131rlayan halka), yapay zek\u00e2 ise hesaplama g\u00fcc\u00fc ve sanayi g\u00fcc\u00fc yar\u0131\u015f\u0131n\u0131n son kullan\u0131m alan\u0131.<\/p>\n\n\n\n<p><strong>Yat\u0131r\u0131mc\u0131lar bundan sonra neyi izlemeli?<\/strong> \u015ei\u2019nin Washington ziyareti, \u00c7in\u2013Rusya enerji duyurular\u0131, nadir toprak politikas\u0131 sinyalleri, ABD\u2019nin \u00e7ip kontrol g\u00fcncellemeleri, Tayvan ba\u015fl\u0131klar\u0131 ve Boeing ile tar\u0131m taahh\u00fctlerinin sahada yerine gelip gelmedi\u011fi izlenmeli.<\/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>Pekin ayn\u0131 haftada Trump ve Putin\u2019i a\u011f\u0131rlayarak ticaret ate\u015fkesini jeopolitik mesaja \u00e7evirdi. Boeing-tar\u0131m taahh\u00fctleri gelirken, \u00c7in-Rusya enerji e\u015fg\u00fcd\u00fcm\u00fc g\u00fc\u00e7lendi. Piyasa oda\u011f\u0131: yuan, \u00c7in teknoloji, enerji, nadir topraklar, Eyl\u00fcl g\u00f6r\u00fc\u015fmesi.<\/p>\n","protected":false},"author":87,"featured_media":47144,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49],"tags":[],"class_list":["post-47145","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-opinion"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47145","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=47145"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47145\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47144"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47145"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47145"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47145"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}