\u00c7in\u2019in Caixin imalat PMI\u2019\u0131 May\u0131s\u2019ta 51,8\u2019e y\u00fckselerek 51,4\u2019l\u00fck konsens\u00fcs tahminini a\u015ft\u0131. Veri, b\u00fcy\u00fcme ile daralmay\u0131 ay\u0131ran 50 puan e\u015fi\u011finin \u00fczerinde kalmay\u0131 s\u00fcrd\u00fcrd\u00fc.<\/p>\n
Bu veri noktas\u0131, fabrika ko\u015fullar\u0131n\u0131 izlemek i\u00e7in kullan\u0131lan anket bazl\u0131 g\u00f6stergelerdeki son seriye eklenirken; May\u0131s de\u011feri, imalat faaliyetlerinde s\u00fcregelen b\u00fcy\u00fcmeye i\u015faret ediyor. Piyasalar, ivmenin h\u0131z\u0131n\u0131 de\u011ferlendirmek \u00fczere bu veriyi \u00fcretim, sipari\u015fler ve fiyatlamaya ili\u015fkin yakla\u015fan a\u00e7\u0131klamalarla birlikte tartacak.<\/p>\n
\u00c7in\u2019in May\u0131s ay\u0131 imalat PMI\u2019\u0131n\u0131n 51,8 ile beklentileri a\u015fmas\u0131n\u0131, g\u00fc\u00e7lenen sanayi faaliyetine dair net bir sinyal olarak g\u00f6r\u00fcyoruz. Bu s\u00fcrpriz diren\u00e7, temel talebin piyasan\u0131n fiyatlad\u0131\u011f\u0131ndan daha sa\u011fl\u0131kl\u0131 oldu\u011funa i\u015faret ediyor. Yak\u0131n vadede oda\u011f\u0131m\u0131z\u0131, \u00c7in\u2019in sanayi t\u00fcketimine do\u011frudan ba\u011fl\u0131 varl\u0131klara \u00e7evirece\u011fiz.<\/p>\n
Bunun, sanayi emtialar\u0131nda k\u0131sa vadeli bir ralliye yol a\u00e7aca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. \u00d6rne\u011fin, Temmuz vadeli bak\u0131r kontratlar\u0131, 1 Haziran sabah\u0131 erken i\u015flemlerde bu habere tepki olarak halihaz\u0131rda %1,5 y\u00fckseldi. Buna y\u00f6nelik olarak, \u00f6n\u00fcm\u00fczdeki 4 ila 6 hafta i\u00e7inde vadesi dolacak bak\u0131r ve demir cevheri vadeli i\u015flemleri \u00fczerine al\u0131m opsiyonlar\u0131 alarak pozisyonlan\u0131yoruz.<\/p>\n
Bu veri, emtia ba\u011flant\u0131l\u0131 para birimleri\u2014\u00f6zellikle Avustralya dolar\u0131\u2014konusundaki y\u00fckseli\u015f beklentimizi de g\u00fc\u00e7lendiriyor. Avustralya\u2019n\u0131n \u00c7in\u2019e ihracat\u0131n\u0131n ge\u00e7en mali y\u0131lda toplam ihracat gelirlerinin yakla\u015f\u0131k %38\u2019ini olu\u015fturdu\u011fu d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcnde, AUD bu t\u00fcr \u201cbeklentiyi a\u015fan\u201d verilere son derece duyarl\u0131. Beklenen de\u011ferlenmeden faydalanmak i\u00e7in AUD\/USD \u00fczerinde al\u0131m opsiyonlar\u0131na y\u00f6nelmeyi planl\u0131yoruz.<\/p>\n
Bu olumlu ekonomik s\u00fcrprizin, \u00c7in hisseleri i\u00e7in de destekleyici olmas\u0131 beklenir. Tarihsel olarak, resmi PMI\u2019\u0131n konsens\u00fcs\u00fc 0,3 puandan fazla a\u015ft\u0131\u011f\u0131 son iki \u00f6rne\u011fin ard\u0131ndan Hang Seng China Enterprises Endeksi, izleyen on i\u015flem g\u00fcn\u00fcnde ortalama %3,8 y\u00fckseli\u015f kaydetti. Bu nedenle, riski tan\u0131ml\u0131 tutarken yukar\u0131 y\u00f6nl\u00fc potansiyelden yararlanmak amac\u0131yla \u00c7in odakl\u0131 b\u00fcy\u00fck ETF\u2019lerde al\u0131m spread\u2019leri sat\u0131n almay\u0131 de\u011ferlendiriyoruz.<\/p>\n","protected":false},"excerpt":{"rendered":"
S\u00fcrpriz \u00c7in verisi piyasalar\u0131 yakalad\u0131: Caixin imalat PMI May\u0131s\u2019ta 51,8\u2019e \u00e7\u0131karak beklentiyi a\u015ft\u0131. Sanayi ivmesi emtialar\u0131 destekleyebilir; bak\u0131r y\u00fckseldi. AUD ve \u00c7in hisselerinde yukar\u0131 potansiyel \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47780,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-47817","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/47817","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=47817"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47817\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47780"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47817"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47817"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47817"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}