Asya borsalar\u0131, ABD-\u0130ran anla\u015fmas\u0131 beklentisi ve Nvidia\u2019n\u0131n veri merkezi talebi ile \u201cagentic AI\u201d (kendi kendine hedef belirleyip ad\u0131m ad\u0131m g\u00f6rev y\u00fcr\u00fctebilen yapay zek\u00e2) temas\u0131na ba\u011fl\u0131 g\u00fc\u00e7l\u00fc \u00f6ng\u00f6r\u00fcleri sayesinde Cuma g\u00fcn\u00fc y\u00fckseldi. Nikkei 225 yakla\u015f\u0131k 63.400 seviyesinde %2,8 artt\u0131. \u015eanghay 4.110\u2019a y\u00fckseldi. Hang Seng %1,2 art\u0131\u015fla 25.700\u2019e yakla\u015ft\u0131. Nifty 50 ise %0,5 y\u00fckselerek 23.780\u2019e yakla\u015ft\u0131.<\/p>\n
\u0130ran \u0130\u015f\u00e7i Haber Ajans\u0131 (ILNA), Pakistan arabuluculu\u011fuyla ABD ve \u0130ran aras\u0131nda nihai bir taslak metne ula\u015f\u0131ld\u0131\u011f\u0131n\u0131 ve saatler i\u00e7inde anla\u015fma olabilece\u011fini bildirdi. Haberlerde ayr\u0131ca \u0130ran\u2019\u0131n uranyum stoklar\u0131n\u0131 elinde tutmay\u0131 vurgulamay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ve H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden bir \u201cge\u00e7i\u015f \u00fccreti sistemi\u201d kurmay\u0131 g\u00fcndeme getirdi\u011fi belirtildi.<\/p>\n
CNBC\u2019ye g\u00f6re Nvidia CEO\u2019su Jensen Huang, agentic AI\u2019\u0131n geldi\u011fini ve \u201cAI factory\u201d (yapay zek\u00e2 modellerini e\u011fitmek ve \u00e7al\u0131\u015ft\u0131rmak i\u00e7in kurulan b\u00fcy\u00fck veri merkezi altyap\u0131lar\u0131) yat\u0131r\u0131mlar\u0131n\u0131n h\u0131zland\u0131\u011f\u0131n\u0131 s\u00f6yledi. Ayr\u0131ca Nvidia platformunun Anthropic, OpenAI, SpaceXAI, Meta ve Google\u2019\u0131n Gemini\u2019si gibi \u201cfrontier\u201d (en ileri seviye) yapay zek\u00e2 modellerini \u00e7al\u0131\u015ft\u0131rd\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Dikkatler ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) g\u00f6r\u00fcn\u00fcm\u00fcnde. CME FedWatch arac\u0131, faizlerin mevcut seviyede tutulma olas\u0131l\u0131\u011f\u0131n\u0131 %50,8; bu y\u0131l en az bir faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 %48,1 olarak g\u00f6steriyor. (CME FedWatch, vadeli i\u015flemler fiyatlar\u0131ndan piyasan\u0131n Fed faiz beklentisini hesaplayan g\u00f6stergedir.)<\/p>\n
Yapay zek\u00e2; sinir a\u011flar\u0131 (beynin \u00e7al\u0131\u015fma bi\u00e7imini taklit eden hesaplama yap\u0131lar\u0131), makine \u00f6\u011frenmesi (veriden \u00f6\u011frenen algoritmalar), derin \u00f6\u011frenme (\u00e7ok katmanl\u0131 sinir a\u011flar\u0131yla \u00f6\u011frenme) ve do\u011fal dil i\u015fleme (insan dilini anlama\/\u00fcretme) gibi alanlar\u0131 kapsar. Hedeflerden biri AGI\u2019d\u0131r (insan seviyesinde genel ama\u00e7l\u0131 yapay zek\u00e2). Kullan\u0131m alanlar\u0131na ChatGPT, Google Bard, Midjourney, yapay zek\u00e2 ile kredi de\u011ferlendirmesi, ila\u00e7 ke\u015ffi ve YouTube\/Spotify\/Facebook gibi platformlar\u0131n \u00f6neri sistemleri dahildir.<\/p>\n
\u201cDe\u011ferleme\u201dlerin (\u015firket\/hisse fiyatlar\u0131n\u0131n kazan\u00e7 gibi \u00f6l\u00e7\u00fctlere g\u00f6re pahal\u0131-ucuz seviyesi) y\u00fcksek seyretmesi ve \u201c\u00f6rt\u00fck volatilite\u201dnin (opsiyon fiyatlar\u0131na yans\u0131yan beklenen oynakl\u0131k) artmas\u0131 nedeniyle teknoloji taraf\u0131nda daha temkinli bir duru\u015f \u00f6neriliyor. B\u00fcy\u00fck teknoloji ETF\u2019lerinde uzun vadeli put opsiyonu almak, portf\u00f6y\u00fc olas\u0131 %10-15 geri \u00e7ekilmeye kar\u015f\u0131 sigortalamak i\u00e7in kullan\u0131labilir. (Put opsiyonu, belirli fiyattan satma hakk\u0131 veren ve d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 koruma sa\u011flayan s\u00f6zle\u015fmedir.) Nvidia gibi hisselerde b\u00fcy\u00fck pozisyonu olanlar i\u00e7in \u201cout-of-the-money covered call\u201d sat\u0131\u015f\u0131 gelir \u00fcretebilir ve s\u0131n\u0131rl\u0131 bir tampon yaratabilir. (Covered call, eldeki hisselere kar\u015f\u0131l\u0131k sat\u0131lan al\u0131m opsiyonudur; \u201cout-of-the-money\u201d ise kullan\u0131m fiyat\u0131 mevcut fiyat\u0131n \u00fczerinde olan opsiyondur.)<\/p>\n
Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" Asya borsalar\u0131, ABD-\u0130ran anla\u015fmas\u0131 umudu ve Nvidia\u2019n\u0131n \u201cagentic AI\u201d ile veri merkezi talebi mesajlar\u0131yla ralli yapt\u0131; Nikkei %2,8. G\u00f6zler Fed\u2019de, teknolojiye opsiyonla risk kalkan\u0131 \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-47249","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\/47249","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=47249"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47249\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47249"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47249"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47249"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}