USD\/KRW, yar\u0131 iletken hisselerindeki d\u00fc\u015f\u00fc\u015flerin Kore wonu \u00fczerinde bask\u0131 olu\u015fturmas\u0131yla 1530\u2019un \u00fczerine \u00e7\u0131kt\u0131. Hareket, ABD \u00e7ip hisselerindeki geri \u00e7ekilmeyi izlerken, Koreli \u00e7ip \u00fcreticileri erken i\u015flemlerde %6 gerileyerek KRW \u00fczerindeki a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 peki\u015ftirdi.<\/p>\n
Paran\u0131n zay\u0131f seyri, KOSPI\u2019nin y\u0131l ba\u015f\u0131ndan bu yana %93\u2019l\u00fck rallisinin ard\u0131ndan yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n k\u00e2r realizasyonuna gitmesiyle h\u0131zlanan sermaye \u00e7\u0131k\u0131\u015flar\u0131yla ili\u015fkilendirildi. \u0130lave \u00e7\u0131k\u0131\u015flar, Koreli ihracat\u00e7\u0131lar\u0131n yurt d\u0131\u015f\u0131 kazan\u00e7lar\u0131n\u0131 s\u0131n\u0131rl\u0131 \u00f6l\u00e7\u00fcde yurda getirmesiyle birlikte risk unsuru olarak \u00f6ne \u00e7\u0131karken, petrol fiyatlar\u0131n\u0131n USD100 civar\u0131nda \u201cyap\u0131\u015fkan\u201d seyretti\u011fi belirtildi.<\/p>\n
ABD dolar\u0131n\u0131n Kore wonu kar\u015f\u0131s\u0131nda y\u00fckseldi\u011fini g\u00f6r\u00fcyoruz; parite \u015fu anda 1385 seviyesini test ediyor. Won \u00fczerindeki bu bask\u0131, kritik \u00f6nemdeki yar\u0131 iletken sekt\u00f6r\u00fcndeki son dalgalanmayla do\u011frudan ba\u011flant\u0131l\u0131. Piyasa, Kore\u2019nin en b\u00fcy\u00fck ihracat kaleminin performans\u0131na ili\u015fkin endi\u015feli.<\/p>\n
ABD NASDAQ endeksindeki son geri \u00e7ekilmenin ard\u0131ndan, Samsung Electronics ve SK Hynix gibi b\u00fcy\u00fck Koreli \u00e7ip \u00fcreticilerinin ge\u00e7en hafta %4\u2019\u00fcn \u00fczerinde geriledi\u011fini izledik. K\u00fcresel teknoloji cephesindeki bu zay\u0131flama, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131 tedirgin ederek Kore piyasas\u0131na y\u00f6nelik pozisyonlar\u0131n\u0131 azaltmalar\u0131na yol a\u00e7\u0131yor. Bu \u00e7\u0131k\u0131\u015flar, para birimi \u00fczerinde do\u011frudan a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yarat\u0131yor.<\/p>\n
Won\u2019daki son zay\u0131fl\u0131\u011f\u0131n \u00f6nemli b\u00f6l\u00fcm\u00fcn\u00fc, KOSPI\u2019nin y\u0131l ba\u015f\u0131ndan bu yana %12\u2019lik g\u00fc\u00e7l\u00fc y\u00fckseli\u015finin ard\u0131ndan gelen k\u00e2r realizasyonuna ba\u011fl\u0131yoruz. Finansal Denetim Servisi (Financial Supervisory Service) verileri de bunu teyit ediyor; May\u0131s 2026\u2019da yabanc\u0131 yat\u0131r\u0131mc\u0131lardan 2 milyar dolar\u0131n \u00fczerinde net \u00e7\u0131k\u0131\u015f g\u00f6r\u00fcld\u00fc. Sermaye ak\u0131mlar\u0131ndaki bu tersine d\u00f6n\u00fc\u015f, won i\u00e7in \u00f6nemli bir kar\u015f\u0131 r\u00fczg\u00e2r niteli\u011finde.<\/p>\n
Brent petrol\u00fcn varil fiyat\u0131 88 dolar civar\u0131nda inat\u00e7\u0131 bi\u00e7imde y\u00fcksek kal\u0131rken, Kore\u2019nin enerji ithalat faturas\u0131 d\u0131\u015f ticaret dengesi \u00fczerinde bask\u0131 olu\u015fturuyor. T\u00fcrev i\u015flem yapan yat\u0131r\u0131mc\u0131lar\u0131n \u00f6n\u00fcm\u00fczdeki haftalarda won\u2019da ilave zay\u0131fl\u0131k ve artan oynakl\u0131k olas\u0131l\u0131\u011f\u0131na kar\u015f\u0131 pozisyonlanmay\u0131 de\u011ferlendirmesi gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Bu, USD\/KRW kurundaki y\u00fckseli\u015ften faydalanmak i\u00e7in USD al\u0131m (call) opsiyonlar\u0131 almak ya da kur dalgalanmalar\u0131nda beklenen art\u0131\u015f\u0131 i\u015flemlemek i\u00e7in straddle stratejileri kullanmak \u015feklinde olabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u015eok: USD\/KRW 1530\u2019u a\u015ft\u0131! ABD\u2019de \u00e7ip hisseleri d\u00fc\u015ferken Samsung-SK Hynix sat\u0131\u015flar\u0131 wonu zay\u0131flatt\u0131. KOSPI rallisi sonras\u0131 k\u00e2r realizasyonu, yabanc\u0131 \u00e7\u0131k\u0131\u015flar\u0131 ve y\u00fcksek petrol fiyatlar\u0131 bask\u0131y\u0131 art\u0131r\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47731,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49438","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\/49438","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=49438"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49438\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47731"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49438"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49438"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49438"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}