{"id":47151,"date":"2026-05-21T06:21:14","date_gmt":"2026-05-21T06:21:14","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/nvidia-yapay-zeka-talebinin-beklentileri-asmasiyla-yukseldi\/"},"modified":"2026-05-21T06:21:14","modified_gmt":"2026-05-21T06:21:14","slug":"nvidia-yapay-zeka-talebinin-beklentileri-asmasiyla-yukseldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/analysis\/nvidia-yapay-zeka-talebinin-beklentileri-asmasiyla-yukseldi\/","title":{"rendered":"NVIDIA, Yapay Zek\u00e2 Talebinin Beklentileri A\u015fmas\u0131yla Y\u00fckseldi"},"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\/06\/NVDA2-1-1024x573.webp\" alt=\"\" class=\"wp-image-44078\"\/><\/figure>\n\n\n\n<p><strong>\u00d6ne \u00c7\u0131kanlar<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>NVIDIA hissesi <strong>223,38<\/strong> seviyesinde, <strong>1,96<\/strong> puan art\u0131\u015fla (<strong>%0,89<\/strong>) i\u015flem g\u00f6rd\u00fc; g\u00fcn i\u00e7i en y\u00fcksek seviye <strong>225,87<\/strong> oldu.<\/li>\n\n\n\n<li>Gelir <strong>%85<\/strong> artarak <strong>81,62 milyar dolar<\/strong> oldu; <strong>d\u00fczeltilmi\u015f k\u00e2r<\/strong> (tek seferlik kalemlerden ar\u0131nd\u0131r\u0131lm\u0131\u015f k\u00e2r) hisse ba\u015f\u0131na <strong>1,87 dolar<\/strong> olarak a\u00e7\u0131kland\u0131.<\/li>\n\n\n\n<li>Veri merkezi geliri <strong>%92<\/strong> s\u0131\u00e7rayarak <strong>75,25 milyar dolar<\/strong> oldu; art\u0131\u015fta hem <strong>hiper \u00f6l\u00e7ekli<\/strong> (\u00e7ok b\u00fcy\u00fck bulut sa\u011flay\u0131c\u0131lar\u0131) hem de <strong>ACIE<\/strong> (AI bulutlar\u0131, sanayi ve kurumsal m\u00fc\u015fteriler) etkili oldu.<\/li>\n\n\n\n<li>NVIDIA <strong>80 milyar dolar<\/strong> tutar\u0131nda <strong>hisse geri al\u0131m\u0131<\/strong> (\u015firketin piyasadan kendi hissesini almas\u0131) onaylad\u0131 ve <strong>temett\u00fcy\u00fc<\/strong> (hissedara nakit k\u00e2r pay\u0131) hisse ba\u015f\u0131na <strong>0,01 dolardan<\/strong> <strong>0,25 dolara<\/strong> \u00e7\u0131kard\u0131.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<p><a href=\"https:\/\/www.vtmarkets.com\/opinion\/nvidia-china-h200-ai-trade\/?utmsource=DMA\" target=\"_blank\" rel=\"noreferrer noopener\">NVIDIA<\/a> g\u00fc\u00e7l\u00fc bir \u00e7eyrek a\u00e7\u0131klad\u0131; ancak Wall Street bu iyi haberlerin b\u00fcy\u00fck k\u0131sm\u0131n\u0131 zaten fiyatlam\u0131\u015ft\u0131. Hisse <strong>223,38<\/strong> seviyesinde, <strong>1,96<\/strong> puan art\u0131\u015fla (<strong>%0,89<\/strong>) <strong>20\/05 22:59:58 GMT+3<\/strong> itibar\u0131yla i\u015flem g\u00f6rd\u00fc. G\u00fcn i\u00e7i en y\u00fcksek seviye <strong>225,87<\/strong>, en d\u00fc\u015f\u00fck seviye <strong>220,49<\/strong> olurken a\u00e7\u0131l\u0131\u015f <strong>222,61<\/strong>, kapan\u0131\u015f <strong>221,42<\/strong> olarak kaydedildi.<\/p>\n\n\n\n<p>\u015eirketin geliri <strong>%85<\/strong> artarak <strong>81,62 milyar dolar<\/strong> oldu; <strong>d\u00fczeltilmi\u015f k\u00e2r<\/strong> (tek seferlik gider\/gelirlerden ar\u0131nd\u0131r\u0131lm\u0131\u015f k\u00e2r) hisse ba\u015f\u0131na <strong>1,87 dolar<\/strong> geldi. Analistler <strong>78,86 milyar dolar<\/strong> gelir ve hisse ba\u015f\u0131na <strong>1,76 dolar<\/strong> bekliyordu. AP\u2019ye g\u00f6re gelir <strong>78,91 milyar dolar<\/strong> tahminini de a\u015ft\u0131. NVIDIA ayr\u0131ca mevcut \u00e7eyrek i\u00e7in yakla\u015f\u0131k <strong>91 milyar dolar<\/strong> gelir \u00f6ng\u00f6rd\u00fc; bu rakam analistlerin <strong>87,29 milyar dolar<\/strong> beklentisinin \u00fczerinde.<\/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\">Nvidia beat on Q1 earnings. Here&#39;s what to know. \ud83d\udcad<br>Revenue: $81.62B \ud83d\udcb0<br>Adjusted EPS: $1.87 \ud83d\udcb8<br>Data center revenue $75.2B<br><br>Nvidia CFO also said 50% of its data center revenue came from AI hyperscalers. <a href=\"https:\/\/t.co\/kmhC7ErKyL\">pic.twitter.com\/kmhC7ErKyL<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/twitter.com\/YahooFinance\/status\/2057200097885143193?ref_src=twsrc%5Etfw\">May 20, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Buna ra\u011fmen net bir \u201crahatlama rallisi\u201d (beklenti bask\u0131s\u0131 kalk\u0131nca gelen h\u0131zl\u0131 y\u00fckseli\u015f) olu\u015fmad\u0131. NVIDIA hissesi bilan\u00e7o sonras\u0131 seanslarda (piyasa kapal\u0131yken yap\u0131lan i\u015flemler) ve gece i\u015flemlerinde <strong>%1\u2019in<\/strong> \u00fczerinde geriledi; NVDA bir ara <strong>%1,2<\/strong> eksideydi. Piyasa, yapay zek\u00e2 talebinin g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131n\u0131 g\u00f6rmek istedi; fakat aylard\u0131r y\u00fckselen beklentiler nedeniyle daha b\u00fcy\u00fck bir olumlu s\u00fcrpriz bekliyordu.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Hik\u00e2yeyi H\u00e2l\u00e2 Veri Merkezi B\u00fcy\u00fcmesi Ta\u015f\u0131yor<\/h2>\n\n\n\n<p>NVIDIA i\u00e7in ana motor veri merkezi birimi. Gelir <strong>%92<\/strong> artarak beklentilerin \u00fczerinde <strong>75,25 milyar dolara<\/strong> \u00e7\u0131kt\u0131 ve yapay zek\u00e2 talebinin kayna\u011f\u0131 daha net g\u00f6r\u00fcld\u00fc.<\/p>\n\n\n\n<p>NVIDIA bu birimi <strong>hiper \u00f6l\u00e7ekli<\/strong> ve <strong>ACIE<\/strong> m\u00fc\u015fteri gruplar\u0131na ay\u0131rd\u0131. ACIE; <strong>AI bulutlar\u0131<\/strong> (yapay zek\u00e2 odakl\u0131 bulut hizmetleri), <strong>sanayi<\/strong> ve <strong>kurumsal<\/strong> (\u015firket i\u00e7i BT altyap\u0131s\u0131) m\u00fc\u015fterileri kaps\u0131yor. Hiper \u00f6l\u00e7ekli sunucu geliri y\u0131ll\u0131k bazda <strong>%115<\/strong>, bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re <strong>%12<\/strong> artarak <strong>37,87 milyar dolara<\/strong> \u00e7\u0131kt\u0131. ACIE geliri y\u0131ll\u0131k bazda <strong>%74<\/strong>, bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re <strong>%31<\/strong> artarak <strong>37,38 milyar dolar<\/strong> oldu. (<strong>Y\u0131ll\u0131k baz<\/strong>: ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemi; <strong>\u00e7eyreksel<\/strong>: bir \u00f6nceki \u00e7eyrek ile kar\u015f\u0131la\u015ft\u0131rma.)<\/p>\n\n\n\n<p>Bu ayr\u0131m, piyasadaki alg\u0131y\u0131 de\u011fi\u015ftiriyor. NVIDIA talebi yaln\u0131zca Amazon, Microsoft ve Alphabet\u2019e dayanm\u0131yor. Daha k\u00fc\u00e7\u00fck bulut \u015firketleri, yapay zek\u00e2 altyap\u0131s\u0131 i\u015fleten firmalar, sanayi m\u00fc\u015fterileri ve kurumsal al\u0131c\u0131lar talepte daha b\u00fcy\u00fck pay al\u0131yor. ACIE\u2019nin \u00e7eyreksel b\u00fcy\u00fcmesi hiper \u00f6l\u00e7eklileri ge\u00e7ti; bu da yapay zek\u00e2 altyap\u0131s\u0131 talebinin en b\u00fcy\u00fck bulut platformlar\u0131n\u0131n d\u0131\u015f\u0131na yay\u0131ld\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Vera CPU Yeni Bir B\u00fcy\u00fcme Alan\u0131 A\u00e7\u0131yor<\/h2>\n\n\n\n<p>NVIDIA, <strong>CPU<\/strong> (merkezi i\u015flemci; sunucunun genel ama\u00e7l\u0131 \u201cbeyni\u201d) pazar\u0131nda da daha iddial\u0131. Finans Direkt\u00f6r\u00fc Colette Kress, Vera CPU\u2019nun <strong>200 milyar dolarl\u0131k toplam hedef pazar<\/strong> (ula\u015f\u0131labilir pazar b\u00fcy\u00fckl\u00fc\u011f\u00fc) a\u00e7t\u0131\u011f\u0131n\u0131 s\u00f6yledi. \u015eirketin bu y\u0131l CPU taraf\u0131nda toplamda yakla\u015f\u0131k <strong>20 milyar dolar<\/strong> gelire ili\u015fkin g\u00f6r\u00fcn\u00fcrl\u00fc\u011f\u00fc (y\u00fcksek olas\u0131l\u0131kl\u0131 sat\u0131\u015f \u00f6ng\u00f6r\u00fcs\u00fc) oldu\u011funu ekledi.<\/p>\n\n\n\n<p><strong>Vera CPU<\/strong>, <strong>GTC 2026<\/strong> etkinli\u011finde Vera Rubin yapay zek\u00e2 platformunun par\u00e7as\u0131 olarak tan\u0131t\u0131ld\u0131. <strong>Arm tabanl\u0131<\/strong> (Arm mimarisini kullanan; genelde verimlilik odakl\u0131) bu i\u015flemci, yapay zek\u00e2 ve veri merkezi i\u015f y\u00fckleri i\u00e7in tasarland\u0131. Bu hamle NVIDIA\u2019y\u0131 sunucu CPU\u2019lar\u0131nda Intel ve AMD ile daha do\u011frudan rekabete sokuyor.<\/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=\"ro\" dir=\"ltr\">Nvidia announces Vera Rubin Space-1 chip system for orbital AI data centers <a href=\"https:\/\/t.co\/ovlAtLo0n5\">https:\/\/t.co\/ovlAtLo0n5<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/twitter.com\/CNBC\/status\/2033643137856397421?ref_src=twsrc%5Etfw\">March 16, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Piyasa tepkisi, bu rekabetin \u00e7ip sekt\u00f6r\u00fcne h\u0131zl\u0131 yans\u0131d\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Intel ve AMD hisseleri Per\u015fembe \u00f6ncesi gece seans\u0131nda <strong>%0,7<\/strong> geriledi. Arm hisseleri yakla\u015f\u0131k <strong>%3<\/strong> y\u00fckselirken NVIDIA hisseleri <strong>%1,2<\/strong> d\u00fc\u015ft\u00fc.<\/p>\n\n\n\n<p>Vera, NVIDIA\u2019n\u0131n <strong>toplam hedef pazar\u0131n\u0131<\/strong> GPU\u2019lar\u0131n (grafik i\u015flemci; yapay zek\u00e2 e\u011fitiminde yo\u011fun kullan\u0131lan i\u015flemci) \u00f6tesine ta\u015f\u0131yor. CEO Jensen Huang, \u015firketin daha \u00f6nce konu\u015fulan <strong>1 trilyon dolarl\u0131k<\/strong> gelir g\u00f6r\u00fcn\u00fcrl\u00fc\u011f\u00fcn\u00fcn \u00f6tesinde \u00fc\u00e7 alanda ek potansiyel g\u00f6rd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi: <strong>en ileri seviye<\/strong> yapay zek\u00e2 model i\u015f y\u00fcklerinden daha fazla pay, ba\u011f\u0131ms\u0131z Vera CPU sat\u0131\u015flar\u0131 ve <strong>LPX<\/strong> (\u00f6zel ama\u00e7l\u0131 y\u00fcksek performansl\u0131 sistemler) kullan\u0131m\u0131n\u0131n artmas\u0131. Huang daha \u00f6nce <strong>2025-2027<\/strong> d\u00f6neminde Blackwell ve Rubin yapay zek\u00e2 \u00e7iplerinden <strong>1 trilyon dolar<\/strong> sat\u0131\u015f \u00f6ng\u00f6rm\u00fc\u015ft\u00fc.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Yapay Zek\u00e2 Talebi Yay\u0131l\u0131yor; Arz ve \u00c7in G\u00fcndemde<\/h2>\n\n\n\n<p>NVIDIA\u2019n\u0131n geni\u015fleyen yapay zek\u00e2 hik\u00e2yesi g\u00fc\u00e7l\u00fc. B\u00fcy\u00fck teknoloji \u015firketlerinin bu y\u0131l yapay zek\u00e2ya <strong>700 milyar dolar\u0131n<\/strong> \u00fczerinde harcama yapmas\u0131 bekleniyor; bu tutar <strong>2025<\/strong>\u2019te yakla\u015f\u0131k <strong>400 milyar dolar<\/strong> seviyesindeydi. Bu harcama, NVIDIA\u2019n\u0131n \u00e7ip, sistem ve veri merkezi sat\u0131\u015f hatt\u0131n\u0131 destekliyor.<\/p>\n\n\n\n<p>Riskler de daha g\u00f6r\u00fcn\u00fcr h\u00e2le geldi. NVIDIA\u2019n\u0131n <strong>arz taahh\u00fctleri<\/strong> (tedarik\u00e7ilere verilen al\u0131m\/sipari\u015f y\u00fck\u00fcml\u00fcl\u00fckleri) son mali y\u0131l\u0131n son iki \u00e7eyre\u011fi aras\u0131nda <strong>50,3 milyar dolardan<\/strong> <strong>95,2 milyar dolara<\/strong> \u00e7\u0131kt\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\">Nvidia shares set for $350 billion price swing after earnings, options show <a href=\"https:\/\/t.co\/IvLlNEE8xx\">https:\/\/t.co\/IvLlNEE8xx<\/a> <a href=\"https:\/\/t.co\/IvLlNEE8xx\">https:\/\/t.co\/IvLlNEE8xx<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/2057135535114567951?ref_src=twsrc%5Etfw\">May 20, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\u015eirket \u015fu ana kadar bellek \u00e7iplerinde ya\u015fanan s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n (arz\u0131n talebi kar\u015f\u0131lamamas\u0131) en sert etkilerinden ka\u00e7\u0131nd\u0131. Yine de yat\u0131r\u0131mc\u0131lar; veri merkezi kapasitesinin, bellek maliyetlerinin, <strong>\u00e7ip paketleme<\/strong> (\u00e7ipin fiziksel olarak bir araya getirilmesi ve ba\u011flanmas\u0131) s\u00fcre\u00e7lerinin ve Rubin \u00fcretim art\u0131\u015f\u0131 maliyetlerinin y\u0131l\u0131n ilerleyen d\u00f6nemlerinde <strong>k\u00e2r marjlar\u0131n\u0131<\/strong> (sat\u0131\u015ftan kalan k\u00e2r oran\u0131) bask\u0131lay\u0131p bask\u0131lamayaca\u011f\u0131n\u0131 izliyor.<\/p>\n\n\n\n<p>\u00c7in belirsizli\u011fi de s\u00fcr\u00fcyor. NVIDIA, H200 \u00e7iplerini \u00c7in\u2019de hen\u00fcz satamad\u0131; Pekin de yerli alternatifleri \u00f6ne \u00e7\u0131kar\u0131yor. Huang\u2019\u0131n ABD Ba\u015fkan\u0131 Donald Trump ile birlikte yapt\u0131\u011f\u0131 son ziyaret umutlar\u0131 art\u0131rsa da piyasa, \u00c7in\u2019de toparlanmay\u0131 fiyatlamak i\u00e7in daha net politika detaylar\u0131 bekliyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Sermaye \u0130adeleri Hisseyi Destekliyor<\/h2>\n\n\n\n<p>NVIDIA, bilan\u00e7oya hissedara d\u00f6n\u00fc\u015f boyutunu da ekledi. \u015eirket, <strong>bulut bili\u015fim anla\u015fmalar\u0131n\u0131<\/strong> <strong>30 milyar dolar<\/strong> olarak a\u00e7\u0131klad\u0131; bu tutar bir \u00f6nceki \u00e7eyrekte <strong>27 milyar dolar<\/strong>d\u0131.<\/p>\n\n\n\n<p>Ayr\u0131ca <strong>nakit temett\u00fcy\u00fc<\/strong> hisse ba\u015f\u0131na <strong>0,01 dolardan<\/strong> <strong>0,25 dolara<\/strong> y\u00fckseltti ve <strong>80 milyar dolarl\u0131k<\/strong> hisse geri al\u0131m program\u0131n\u0131 onaylad\u0131. AP de ayn\u0131 geri al\u0131m ve temett\u00fc art\u0131\u015f\u0131n\u0131 aktard\u0131; bu ad\u0131mlar, hissenin s\u0131n\u0131rl\u0131 tepkisinin yaratt\u0131\u011f\u0131 hayal k\u0131r\u0131kl\u0131\u011f\u0131n\u0131 k\u0131smen azaltt\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\">Turns out, the best investment Nvidia could find in the AI boom\u2026 is Nvidia. <a href=\"https:\/\/t.co\/s6iXGmsDxu\">https:\/\/t.co\/s6iXGmsDxu<\/a> <a href=\"https:\/\/t.co\/9Ff3EZ29AF\">pic.twitter.com\/9Ff3EZ29AF<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/twitter.com\/YahooFinance\/status\/2057207382090875260?ref_src=twsrc%5Etfw\">May 20, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Bireysel yat\u0131r\u0131mc\u0131 ilgisi y\u00fcksek kald\u0131. Stocktwits\u2019te NVDA i\u00e7in bireysel yat\u0131r\u0131mc\u0131 duyarl\u0131l\u0131\u011f\u0131 \u201c<strong>a\u015f\u0131r\u0131 iyimser<\/strong>\u201d b\u00f6lgesinde y\u00fckselirken mesaj hacmi \u201c<strong>\u00e7ok y\u00fcksek<\/strong>\u201d seviyedeydi. Son aylarda zay\u0131flayan seyir sonras\u0131 NVDA son bir ayda toparland\u0131 ve y\u0131lba\u015f\u0131ndan bu yana <strong>%19<\/strong> art\u0131da.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Makro Risk Ralliyi S\u0131n\u0131rlayabilir<\/h2>\n\n\n\n<p>NVIDIA bilan\u00e7osu, k\u00fcresel piyasalarda <strong>tahvil faizlerinin<\/strong> y\u00fckseldi\u011fi ve petrol kaynakl\u0131 enflasyon riskinin artt\u0131\u011f\u0131 bir d\u00f6neme denk geldi. ABD\u2019de <strong>30 y\u0131ll\u0131k<\/strong> tahvil faizi <strong>2007<\/strong>\u2019den bu yana en y\u00fcksek seviyeye \u00e7\u0131karken, k\u00fcresel hisseler haftan\u0131n ba\u015f\u0131nda geriledi; yapay zek\u00e2 temas\u0131 da NVIDIA sonu\u00e7lar\u0131yla test edildi.<\/p>\n\n\n\n<p>Petrol fiyatlar\u0131 da bask\u0131 unsuru. Brent <strong>81 sent<\/strong> (<strong>%0,77<\/strong>) art\u0131\u015fla <strong>varil ba\u015f\u0131na 105,83 dolara<\/strong>, WTI ise <strong>97 sent<\/strong> (<strong>%0,99<\/strong>) y\u00fckseli\u015fle <strong>99,23 dolara<\/strong> \u00e7\u0131kt\u0131. \u0130ran sava\u015f\u0131 belirsizli\u011fi ve stoklar\u0131n azalmas\u0131 arz endi\u015fesini canl\u0131 tuttu.<\/p>\n\n\n\n<p>Petroldeki y\u00fckseli\u015f enflasyonu art\u0131rabilir, tahvil faizlerini yukar\u0131 \u00e7ekebilir ve b\u00fcy\u00fcme hisselerinde de\u011ferleme alan\u0131n\u0131 daraltabilir. NVIDIA k\u00e2rl\u0131l\u0131\u011f\u0131yla y\u00fckselebilir; ancak hisse i\u00e7in yapay zek\u00e2 talebinin, faizler, enerji maliyetleri ve \u00c7in kaynakl\u0131 risklerin etkisini a\u015fmas\u0131 gerekiyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Teknik Analiz<\/h2>\n\n\n\n<p>NVIDIA <strong>223,38<\/strong> civar\u0131nda i\u015flem g\u00f6r\u00fcyor. Hisse, g\u00fc\u00e7l\u00fc bir k\u0131r\u0131lma y\u00fckseli\u015finin ard\u0131ndan <strong>236,49<\/strong> civar\u0131ndaki yeni zirvelerden sonra yatay-dalgal\u0131 bir g\u00f6r\u00fcn\u00fcmde. Ana trend yukar\u0131 olsa da Nisan ba\u015f\u0131ndaki <strong>164,24<\/strong> dip seviyesinden gelen sert y\u00fckseli\u015f sonras\u0131 momentum (y\u00fckseli\u015f h\u0131z\u0131) zay\u0131flamaya ba\u015flad\u0131.<\/p>\n\n\n\n<p>Teknik g\u00f6r\u00fcn\u00fcmde hisse, g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f yap\u0131s\u0131n\u0131 koruyor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>MA5:<\/strong> 225,79 (<strong>5 g\u00fcnl\u00fck hareketli ortalama<\/strong>; son 5 g\u00fcn\u00fcn ortalama fiyat\u0131)<\/li>\n\n\n\n<li><strong>MA10:<\/strong> 222,28 (<strong>10 g\u00fcnl\u00fck hareketli ortalama<\/strong>)<\/li>\n\n\n\n<li><strong>MA20:<\/strong> 213,52 (<strong>20 g\u00fcnl\u00fck hareketli ortalama<\/strong>)<\/li>\n<\/ul>\n\n\n\n<p>Fiyat\u0131n 10 ve 20 g\u00fcnl\u00fck hareketli ortalamalar\u0131n \u00fczerinde kalmas\u0131, orta vadede kontrol\u00fcn al\u0131c\u0131larda oldu\u011funu g\u00f6steriyor. Ancak hissenin 5 g\u00fcnl\u00fck ortalaman\u0131n hafif alt\u0131na sarkmas\u0131, k\u0131sa vadede y\u00fckseli\u015f sonras\u0131 <strong>konsolidasyon<\/strong>a (y\u00fckseli\u015ften sonra dinlenme\/yatay seyir) i\u015faret ediyor.<\/p>\n\n\n\n<p>Nisan ba\u015f\u0131ndan bu yana y\u00fckseli\u015f \u00e7ok sertti: NVIDIA bir ay\u0131 biraz a\u015fan s\u00fcrede yakla\u015f\u0131k <strong>%36<\/strong> y\u00fckseldi. Bu \u00f6l\u00e7ekte y\u00fckseli\u015fler \u00e7o\u011fu zaman k\u00e2r sat\u0131\u015flar\u0131 ve fonlar\u0131n pozisyon ayarlamas\u0131 nedeniyle ge\u00e7ici bir so\u011fumaya yol a\u00e7ar.<\/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\/06\/image-27-1024x456.jpg\" alt=\"\" class=\"wp-image-50748\"\/><\/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> 222,00 \u2192 213,50<\/li>\n\n\n\n<li><strong>Ana destek:<\/strong> 200,00<\/li>\n\n\n\n<li><strong>Diren\u00e7:<\/strong> 236,50<\/li>\n\n\n\n<li><strong>Ana k\u0131r\u0131lma b\u00f6lgesi:<\/strong> 242,00 \u2192 250,00<\/li>\n<\/ul>\n\n\n\n<p><strong>236,50<\/strong> seviyesi k\u0131sa vadede tavan gibi \u00e7al\u0131\u015f\u0131yor. Al\u0131c\u0131lar bu seviyeyi a\u015fmay\u0131 denedi ancak ivme kayb\u0131 g\u00f6r\u00fcld\u00fc; diren\u00e7 \u00e7evresinde k\u00fc\u00e7\u00fck g\u00f6vdeli mumlar (karars\u0131zl\u0131k i\u015fareti) ve geri \u00e7ekilmeler olu\u015ftu. Bu durum genelde g\u00fc\u00e7l\u00fc bir d\u00fc\u015f\u00fc\u015f d\u00f6n\u00fc\u015f\u00fcnden \u00e7ok teredd\u00fcde i\u015faret eder.<\/p>\n\n\n\n<p>Genel yap\u0131, sat\u0131\u015f da\u011f\u0131l\u0131m\u0131ndan (kurumsal sat\u0131\u015f bask\u0131s\u0131) \u00e7ok sa\u011fl\u0131kl\u0131 bir y\u00fckseli\u015f konsolidasyonuna benziyor. 20 g\u00fcnl\u00fck hareketli ortalama yukar\u0131 e\u011fimini koruyor ve fiyat Nisan\u2019daki k\u0131r\u0131lma b\u00f6lgesinin belirgin \u00fczerinde.<\/p>\n\n\n\n<p>Temelde NVIDIA; yapay zek\u00e2 altyap\u0131s\u0131 talebi, hiper \u00f6l\u00e7ekli harcamalar ve veri merkezi b\u00fcy\u00fcmesinden destek almay\u0131 s\u00fcrd\u00fcr\u00fcyor. Piyasalar\u0131n oda\u011f\u0131nda GPU talebi, devlet destekli yapay zek\u00e2 yat\u0131r\u0131mlar\u0131 ve \u015firketin yapay zek\u00e2 e\u011fitim i\u015f y\u00fcklerindeki liderli\u011fi var.<\/p>\n\n\n\n<p><strong>\u0130\u015flem hacmi<\/strong> (al\u0131m-sat\u0131m miktar\u0131) ralli boyunca y\u00fcksek seyretti; bu da kurumsal kat\u0131l\u0131m\u0131n g\u00fc\u00e7l\u00fc oldu\u011funa i\u015faret ediyor. Son geri \u00e7ekilmede panik sat\u0131\u015f\u0131na benzer bir hacim art\u0131\u015f\u0131 hen\u00fcz g\u00f6r\u00fclmedi.<\/p>\n\n\n\n<p>Hisse <strong>222\u2013223<\/strong> b\u00f6lgesinin \u00fczerinde dengelenebilirse al\u0131c\u0131lar <strong>236,50<\/strong> ve ard\u0131ndan <strong>242\u2013250<\/strong> band\u0131n\u0131 yeniden hedefleyebilir. Ancak 20 g\u00fcnl\u00fck ortalama olan <strong>213,50<\/strong> alt\u0131na sarkma, k\u0131sa vadeli g\u00f6r\u00fcn\u00fcm\u00fc zay\u0131flat\u0131r ve <strong>200<\/strong> seviyesine do\u011fru daha derin bir d\u00fczeltme riskini art\u0131r\u0131r.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Temkinli \u00d6ng\u00f6r\u00fc<\/h2>\n\n\n\n<p>NVIDIA, <strong>220,49<\/strong> ve <strong>213,52<\/strong> \u00fczerinde kald\u0131\u011f\u0131 s\u00fcrece g\u00f6r\u00fcn\u00fcm pozitif. <strong>225,87<\/strong> \u00fczerine toparlanma, \u00f6zellikle <strong>%92<\/strong> veri merkezi b\u00fcy\u00fcmesi, <strong>20 milyar dolar<\/strong> CPU gelir g\u00f6r\u00fcn\u00fcrl\u00fc\u011f\u00fc ve <strong>80 milyar dolarl\u0131k<\/strong> geri al\u0131m plan\u0131 \u00f6ne \u00e7\u0131karsa, <strong>236,49<\/strong> b\u00f6lgesine yeni bir hareketi destekleyebilir.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>Trader Sorular\u0131<\/strong><\/summary>\n<p><strong>Nvidia bug\u00fcn ka\u00e7tan i\u015flem g\u00f6r\u00fcyor?<\/strong><\/p>\n\n\n\n<p>Nvidia <strong>223,38<\/strong> seviyesinde, <strong>1,96<\/strong> puan art\u0131\u015fla (<strong>%0,89<\/strong>) i\u015flem g\u00f6rd\u00fc.<\/p>\n\n\n\n<p>G\u00fcn i\u00e7i en y\u00fcksek seviye <strong>225,87<\/strong>, en d\u00fc\u015f\u00fck seviye <strong>220,49<\/strong>, a\u00e7\u0131l\u0131\u015f <strong>222,61<\/strong>, kapan\u0131\u015f <strong>221,42<\/strong> oldu.<\/p>\n\n\n\n<p><strong>Bilan\u00e7o sonras\u0131 Nvidia hissesi neden d\u00fc\u015ft\u00fc?<\/strong><\/p>\n\n\n\n<p>Nvidia hissesi, Wall Street g\u00fc\u00e7l\u00fc bir \u00e7eyre\u011fi \u00f6nceden fiyatlad\u0131\u011f\u0131 i\u00e7in bilan\u00e7o sonras\u0131 geriledi.<\/p>\n\n\n\n<p>\u015eirket beklentileri a\u015ft\u0131; ancak s\u00fcrpriz yeterince b\u00fcy\u00fck olmad\u0131\u011f\u0131 i\u00e7in g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f gelmedi. Hisse, bilan\u00e7o sonras\u0131 seanslarda ve gece i\u015flemlerinde <strong>%1\u2019in<\/strong> \u00fczerinde geriledi; NVDA bir noktada <strong>%1,2<\/strong> eksideydi.<\/p>\n\n\n\n<p><strong>Nvidia\u2019n\u0131n 1. \u00e7eyrek sonu\u00e7lar\u0131 ne kadar g\u00fc\u00e7l\u00fcyd\u00fc?<\/strong><\/p>\n\n\n\n<p>Nvidia\u2019n\u0131n 1. \u00e7eyrek sonu\u00e7lar\u0131 g\u00fc\u00e7l\u00fcyd\u00fc. Gelir <strong>%85<\/strong> artarak <strong>81,62 milyar dolara<\/strong> \u00e7\u0131kt\u0131; <strong>d\u00fczeltilmi\u015f k\u00e2r<\/strong> (tek seferlik kalemlerden ar\u0131nd\u0131r\u0131lm\u0131\u015f k\u00e2r) hisse ba\u015f\u0131na <strong>1,87 dolar<\/strong> oldu.<\/p>\n\n\n\n<p>Analistler <strong>78,86 milyar dolar<\/strong> gelir ve hisse ba\u015f\u0131na <strong>1,76 dolar<\/strong> bekliyordu.<\/p>\n\n\n\n<p><strong>Nvidia\u2019n\u0131n veri merkezi i\u015fi nas\u0131l performans g\u00f6sterdi?<\/strong><\/p>\n\n\n\n<p>Nvidia\u2019n\u0131n veri merkezi geliri <strong>%92<\/strong> artarak <strong>75,25 milyar dolara<\/strong> y\u00fckseldi.<\/p>\n\n\n\n<p>Bu segment, yapay zek\u00e2 \u00e7iplerine talep, k\u00fcresel veri merkezi b\u00fcy\u00fcmesi ve bulut\/kurumsal m\u00fc\u015fterilerin harcamalar\u0131yla \u015firketin b\u00fcy\u00fcmesinde ana s\u00fcr\u00fckleyici konumda.<\/p>\n\n\n\n<p><strong>Hiper \u00f6l\u00e7ekli ve ACIE m\u00fc\u015fterileri nedir?<\/strong><\/p>\n\n\n\n<p><strong>Hiper \u00f6l\u00e7ekli<\/strong> m\u00fc\u015fteriler; Amazon, Microsoft ve Alphabet gibi \u00e7ok b\u00fcy\u00fck bulut \u015firketlerini kapsar.<\/p>\n\n\n\n<p><strong>ACIE<\/strong>; <strong>AI bulutlar\u0131<\/strong> (yapay zek\u00e2 odakl\u0131 bulut hizmetleri), <strong>sanayi<\/strong> ve <strong>kurumsal<\/strong> m\u00fc\u015fterileri ifade eder. Nvidia, ACIE gelirinin y\u0131ll\u0131k bazda <strong>%74<\/strong>, bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re <strong>%31<\/strong> artarak <strong>37,38 milyar dolara<\/strong> \u00e7\u0131kt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/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>S\u00fcrpriz bilan\u00e7o ama ralli yok: NVIDIA gelirini %85 art\u0131r\u0131p 81,6 milyar dolara ta\u015f\u0131d\u0131; veri merkezi %92 b\u00fcy\u00fcd\u00fc. Hisse zay\u0131f tepki verdi. 80 milyar $ geri al\u0131m, temett\u00fc 0,25 $.<\/p>\n","protected":false},"author":87,"featured_media":47150,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-47151","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\/47151","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=47151"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47151\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47150"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47151"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47151"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47151"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}