\u0130svi\u00e7re\u2019nin ayl\u0131k ihracat\u0131 May\u0131s ay\u0131nda 25.128 milyon seviyesine y\u00fckselerek, bir \u00f6nceki ayki 22.286 milyon d\u00fczeyinden artt\u0131. Art\u0131\u015f, d\u00f6nem boyunca yurt d\u0131\u015f\u0131na yap\u0131lan sevkiyatlarda g\u00fc\u00e7lenmeye i\u015faret ediyor.<\/p>\n
Son veri, ihracat\u0131n Nisan seviyelerine k\u0131yasla h\u0131zland\u0131\u011f\u0131n\u0131 ve \u00f6nceki aydaki daha zay\u0131f seyri tersine \u00e7evirdi\u011fini g\u00f6steriyor. Mutlak de\u011fer olarak, 22.286 milyondan 25.128 milyona y\u00fckseli\u015f, May\u0131s ay\u0131nda \u00fclkeden \u00e7\u0131kan mallar\u0131n nominal ak\u0131\u015f\u0131nda art\u0131\u015f anlam\u0131na geliyor.<\/p>\n
May\u0131s ay\u0131ndaki \u0130svi\u00e7re ihracat s\u0131\u00e7ramas\u0131, g\u00fc\u00e7lenen bir ekonomi ve g\u00fc\u00e7l\u00fc k\u00fcresel talebe i\u015faret ediyor. Bunun, yabanc\u0131 al\u0131c\u0131lar\u0131n bu mallar\u0131n \u00f6demesi i\u00e7in frank sat\u0131n almak zorunda olmas\u0131 nedeniyle, temelde \u0130svi\u00e7re Frang\u0131\u2019n\u0131 (CHF) destekledi\u011fine inan\u0131yoruz. Bu yukar\u0131 y\u00f6nl\u00fc revizyon, g\u00f6z ard\u0131 edilmemesi gereken g\u00fc\u00e7l\u00fc bir sinyal niteli\u011finde.<\/p>\n
Bu veriler \u0131\u015f\u0131\u011f\u0131nda, \u00f6zellikle Euro kar\u015f\u0131s\u0131nda \u00f6n\u00fcm\u00fczdeki haftalarda frang\u0131n de\u011fer kazanmas\u0131na y\u00f6nelik pozisyon al\u0131yoruz. \u00c7evrim i\u00e7i veriler, Almanya ve Fransa\u2019dan gelen son sat\u0131n alma y\u00f6neticileri endeksi (PMI) verilerinin daha zay\u0131f seyretti\u011fini g\u00f6steriyor; bu da frang\u0131 destekleyen bir politika ayr\u0131\u015fmas\u0131 yarat\u0131yor. EUR\/CHF paritesinde put opsiyonlar\u0131 al\u0131m\u0131n\u0131 de\u011ferlendiriyor, 0,9650 seviyesinin alt\u0131na hareketleri hedefliyoruz.<\/p>\n
Bu ihracat g\u00fcc\u00fc yaln\u0131zca man\u015fet bir rakamdan ibaret de\u011fil; ila\u00e7 ve saat\u00e7ilik sekt\u00f6rleri taraf\u0131ndan s\u00fcr\u00fckleniyor. \u0130svi\u00e7re Saat End\u00fcstrisi Federasyonu, May\u0131s 2026\u2019da ihracatta y\u0131ll\u0131k bazda %12 b\u00fcy\u00fcme bildirerek Asya ve ABD\u2019den g\u00fc\u00e7l\u00fc talebi teyit etti. Bu uzmanla\u015fm\u0131\u015f g\u00fc\u00e7, dayan\u0131kl\u0131 bir \u0130svi\u00e7re ekonomisi g\u00f6r\u00fc\u015f\u00fcm\u00fcze olan inanc\u0131 art\u0131r\u0131yor.<\/p>\n
Hisse senedi t\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131 a\u00e7\u0131s\u0131ndan bu tablo, Swiss Market Index (SMI) taraf\u0131nda g\u00fcc\u00fcn s\u00fcrmesine i\u015faret ediyor. Endeksin b\u00fcy\u00fck bile\u015fenleri olan Roche ve Novartis gibi b\u00fcy\u00fck \u00f6l\u00e7ekli ihracat\u00e7\u0131lar\u0131n performans\u0131 bu trende do\u011frudan ba\u011fl\u0131. Endeksin tarihsel olarak g\u00fc\u00e7l\u00fc ihracat b\u00fcy\u00fcmesi d\u00f6nemlerinde iyi performans g\u00f6stermesi nedeniyle, SMI\u2019da k\u0131sa vadeli al\u0131m (call) opsiyonlar\u0131nda de\u011fer g\u00f6r\u00fcyoruz.<\/p>\n
Bu ekonomik veri, \u0130svi\u00e7re Merkez Bankas\u0131\u2019n\u0131n (SNB) g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc de etkiliyor. Ekonomi iyi performans g\u00f6sterdik\u00e7e, yeni bir faiz indirimi bask\u0131s\u0131 belirgin \u015fekilde azal\u0131yor. Bu durum frangda y\u00fckseli\u015f y\u00f6nl\u00fc duru\u015fumuzu g\u00fc\u00e7lendirirken, CHF paritelerinde volatilitenin s\u0131n\u0131rl\u0131 kalmas\u0131na da yol a\u00e7abilir; bu da opsiyonlar\u0131 makul fiyatlarla almak i\u00e7in elveri\u015fli bir ortam yarat\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"
S\u00fcrpriz s\u0131\u00e7rama: \u0130svi\u00e7re ihracat\u0131 May\u0131s\u2019ta 25.128 milyona y\u00fckselip Nisan\u2019daki 22.286 milyonu a\u015ft\u0131. \u0130la\u00e7-saat\u00e7ilik \u00f6nc\u00fcl\u00fc\u011f\u00fcnde talep g\u00fc\u00e7leniyor; CHF destek bulurken EUR\/CHF\u2019de 0,9650 alt\u0131 hedefleniyor.<\/p>\n","protected":false},"author":87,"featured_media":47692,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49092","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\/49092","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=49092"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49092\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47692"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49092"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49092"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49092"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}