{"id":48643,"date":"2026-06-12T00:04:36","date_gmt":"2026-06-12T00:04:36","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/usd-twd-yabanci-hisse-cikislarinin-ihracat-ve-enflasyon-gucunu-golgelemesiyle-besinci-seansta-yukseldi\/"},"modified":"2026-06-12T00:04:36","modified_gmt":"2026-06-12T00:04:36","slug":"usd-twd-yabanci-hisse-cikislarinin-ihracat-ve-enflasyon-gucunu-golgelemesiyle-besinci-seansta-yukseldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/usd-twd-yabanci-hisse-cikislarinin-ihracat-ve-enflasyon-gucunu-golgelemesiyle-besinci-seansta-yukseldi\/","title":{"rendered":"USD\/TWD, Yabanc\u0131 Hisse \u00c7\u0131k\u0131\u015flar\u0131n\u0131n \u0130hracat ve Enflasyon G\u00fcc\u00fcn\u00fc G\u00f6lgelemesiyle Be\u015finci Seansta Y\u00fckseldi"},"content":{"rendered":"

USD\/TWD, k\u00fcresel teknoloji hisseleri sat\u0131\u015f dalgas\u0131 s\u0131ras\u0131nda yabanc\u0131lar\u0131n hisse senedinden \u00e7\u0131k\u0131\u015flar\u0131n\u0131n h\u0131z kazanmas\u0131yla be\u015f seanstd\u0131r y\u00fckseliyor; kur %0,1 art\u0131\u015fla 31,68\u2019e \u00e7\u0131kt\u0131. Net bazda yabanc\u0131 yat\u0131r\u0131mc\u0131lar haftan\u0131n ilk \u00fc\u00e7 g\u00fcn\u00fcnde 8,8 milyar ABD dolar\u0131 tutar\u0131nda hisse satt\u0131; TAIEX ise bu hafta \u015fu ana kadar %4,1 geriledi. Bu tabloya kar\u015f\u0131n d\u0131\u015f ticaret verileri g\u00fc\u00e7l\u00fc seyrini korudu: May\u0131s ihracat\u0131 y\u0131ll\u0131k bazda %51,7 artarak Bloomberg beklentisi olan %41,2\u2019nin \u00fczerine \u00e7\u0131kt\u0131 ve Nisan\u2019daki %39,0\u2019\u0131n ard\u0131ndan \u00fcst \u00fcste 15\u2019inci ayda da \u00e7ift haneli b\u00fcy\u00fcmeyi s\u00fcrd\u00fcrd\u00fc. Entegre devre ihracat\u0131 %58,3 y\u00fckseldi (Nisan: %40,5) ve ithalat %54,9 artt\u0131; \u00f6nceki %29,2\u2019lik art\u0131\u015f\u0131n ard\u0131ndan %40,3\u2019l\u00fck beklentiyi a\u015ft\u0131. Sermaye mal\u0131 ithalat\u0131 da Nisan\u2019daki %33,3\u2019e k\u0131yasla %54,7 y\u00fckseldi. D\u0131\u015f ticaret fazlas\u0131 17,9 milyar ABD dolar\u0131na geni\u015fleyerek 17,5 milyar dolarl\u0131k beklentinin \u00fczerine \u00e7\u0131kt\u0131 ve 14,4 milyar dolardan artt\u0131.<\/p>\n

Enflasyon da g\u00fc\u00e7lendi. Man\u015fet enflasyon ilk be\u015f ayda ortalama %1,5 olurken, h\u00fck\u00fcmet bu y\u0131l i\u00e7in %1,9 \u00f6ng\u00f6r\u00fcyor. May\u0131s T\u00dcFE ise y\u0131ll\u0131k bazda %2,2 ile %2,1\u2019lik beklentinin ve Nisan\u2019daki %1,7\u2019nin \u00fczerinde ger\u00e7ekle\u015ferek Mart 2025\u2019ten bu yana ilk kez merkez bankas\u0131n\u0131n %2 hedefinin \u00fczerine \u00e7\u0131kt\u0131. Buna ra\u011fmen, \u00c7in Cumhuriyeti Merkez Bankas\u0131\u2019n\u0131n (CBC) 18 Haziran toplant\u0131s\u0131nda politika faizini %2\u2019de sabit b\u0131rakmas\u0131 bekleniyor. Y\u0131lba\u015f\u0131ndan bu yana Tayvan dolar\u0131 ABD dolar\u0131na kar\u015f\u0131 %0,8 de\u011fer kaybederken, Japonya hari\u00e7 Asya para birimlerinde ortalama de\u011fer kayb\u0131 %2,8 seviyesinde.<\/p>\n

K\u0131sa Vadeli S\u00fcr\u00fcc\u00fcler: Hisse Senedi \u00c7\u0131k\u0131\u015flar\u0131 ve Para Politikas\u0131<\/h3>\n

USD\/TWD paritesinin, Tayvan hisse senetlerinden belirgin \u00e7\u0131k\u0131\u015flar\u0131n etkisiyle yukar\u0131 y\u00f6nl\u00fc seyrini s\u00fcrd\u00fcrmesini bekliyoruz. NASDAQ Composite\u2019in son iki haftada %7\u2019nin \u00fczerinde d\u00fc\u015fmesiyle teknoloji hisselerinde k\u00fcresel \u00f6l\u00e7ekte ya\u015fanan d\u00fczeltme, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131 b\u00f6lgeden sermaye \u00e7ekmeye y\u00f6neltiyor. K\u0131sa vadede piyasadaki bask\u0131n g\u00fc\u00e7, bu risk i\u015ftah\u0131 zay\u0131flamas\u0131.<\/p>\n

18 Haziran\u2019daki merkez bankas\u0131 toplant\u0131s\u0131n\u0131n TWD\u2019ye destek vermesini beklemiyoruz. May\u0131s enflasyonu %2,2\u2019ye y\u00fckselmi\u015f olsa da CBC, son bir y\u0131ld\u0131r korudu\u011fu %2 politika faizini sabit tutaca\u011f\u0131 sinyalini verdi. K\u00fcresel belirsizlik ortam\u0131nda istikrar\u0131 \u00f6nceleyen bu g\u00fcvercin duru\u015f, bankan\u0131n \u015fimdilik daha y\u00fcksek enflasyona tolerans g\u00f6sterece\u011fine i\u015faret ediyor.<\/p>\n

Bu ortamda, k\u0131sa vadede TWD zay\u0131fl\u0131\u011f\u0131n\u0131n devam\u0131n\u0131 \u00f6ng\u00f6ren t\u00fcrev pozisyonlar\u0131n\u0131 \u00f6ne \u00e7\u0131kar\u0131yoruz. Haziran sonu veya Temmuz vadeli USD\/TWD al\u0131m (call) opsiyonlar\u0131 almak, temkinli bir strateji olarak \u00f6ne \u00e7\u0131k\u0131yor. B\u00f6ylece, yakla\u015fan merkez bankas\u0131 karar\u0131 s\u00fcrecinde paritedeki yukar\u0131 y\u00f6nl\u00fc momentuma paralel getiri elde etme imk\u00e2n\u0131 do\u011fuyor.<\/p>\n

Orta Vadeli Temeller: \u0130hracat G\u00fcc\u00fc ve Piyasa F\u0131rsatlar\u0131<\/h3>\n

Bununla birlikte, temel g\u00f6r\u00fcn\u00fcm\u00fc yak\u0131ndan izlemek gerekiyor; zira veriler olduk\u00e7a g\u00fc\u00e7l\u00fc bir tabloya i\u015faret ediyor. Tayvan ihracat\u0131 yapay zek\u00e2 ba\u011flant\u0131l\u0131 talep sayesinde h\u0131zla artarken, Maliye Bakanl\u0131\u011f\u0131\u2019n\u0131n son verilerine g\u00f6re yar\u0131 iletken ihracat\u0131n\u0131n toplam i\u00e7indeki pay\u0131 art\u0131k %40\u2019\u0131n \u00fczerine \u00e7\u0131km\u0131\u015f durumda. K\u00fcresel yapay zek\u00e2 altyap\u0131 yat\u0131r\u0131mlar\u0131n\u0131n besledi\u011fi bu ekonomik g\u00fc\u00e7, orta vadede TWD i\u00e7in g\u00fc\u00e7l\u00fc bir taban olu\u015fturuyor.<\/p>\n

TAIEX ve yabanc\u0131 fon ak\u0131m verilerinde dengelenme i\u015faretlerini yak\u0131ndan takip edece\u011fiz. Tarihsel olarak, teknoloji kaynakl\u0131 bu t\u00fcr \u00e7\u0131k\u0131\u015flar k\u00fcresel duyarl\u0131l\u0131k de\u011fi\u015fti\u011finde h\u0131zla tersine d\u00f6nebiliyor; 2022 d\u00fc\u015f\u00fc\u015f\u00fcn\u00fcn ard\u0131ndan g\u00f6r\u00fclen sert toparlanmada oldu\u011fu gibi. USD\/TWD paritesinde kritik destek seviyelerinin alt\u0131na bir k\u0131r\u0131l\u0131m, TWD\u2019de olas\u0131 toparlanmaya pozisyon almak amac\u0131yla sat\u0131m (put) opsiyonlar\u0131n\u0131n de\u011ferlendirilmesine y\u00f6nelik bir sinyal olabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"

Teknoloji hisseleri sat\u0131\u015fa d\u00f6nd\u00fc, yabanc\u0131 \u00e7\u0131k\u0131\u015f\u0131 h\u0131zland\u0131: USD\/TWD be\u015f seansta y\u00fckselip 31,68\u2019e \u00e7\u0131kt\u0131. Buna kar\u015f\u0131n ihracat %51,7 s\u0131\u00e7rad\u0131, enflasyon %2,2\u2019ye y\u00fckseldi; CBC\u2019nin faizi sabit b\u0131rakmas\u0131 bekleniyor.<\/p>\n","protected":false},"author":87,"featured_media":47706,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48643","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\/48643","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=48643"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48643\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47706"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=48643"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=48643"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=48643"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}