{"id":50936,"date":"2026-07-09T14:37:59","date_gmt":"2026-07-09T14:37:59","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/nvidia-yapay-zeka-rotasyonunun-degerlemeleri-sifirlamasiyla-toparlandi\/"},"modified":"2026-07-09T14:37:59","modified_gmt":"2026-07-09T14:37:59","slug":"nvidia-yapay-zeka-rotasyonunun-degerlemeleri-sifirlamasiyla-toparlandi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/analysis\/nvidia-yapay-zeka-rotasyonunun-degerlemeleri-sifirlamasiyla-toparlandi\/","title":{"rendered":"Nvidia, Yapay Zek\u00e2 Rotasyonunun De\u011ferlemeleri S\u0131f\u0131rlamas\u0131yla Toparland\u0131"},"content":{"rendered":"\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/07\/codeOWQzODQxZTg4NTg5ODc1MWUzNGYxZGI4M2IxMzUwNjJfbWR6Q2ZmaUdiWWU5aDc1ckNERFc1UjBnZG9yTzJQS2dfVG9rZW46RUNYY2Jlc1lwb1NVWTN4ZnZwRmxPakxJZ2NiXzE3ODM1NjU1Njg6MTc4MzU2OTE2OF9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>\u00d6ne \u00c7\u0131kan Noktalar<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nvidia\u2019n\u0131n ileriye d\u00f6n\u00fck F\/K (forward P\/E: \u015firketin beklenen k\u00e2r\u0131na g\u00f6re fiyat\/kazan\u00e7 oran\u0131) oran\u0131 22,22 kata gerileyerek 2019\u2019dan bu yana en d\u00fc\u015f\u00fck band\u0131na indi.<\/li>\n\n\n\n<li>De\u011ferleme (piyasan\u0131n hisseye bi\u00e7ti\u011fi fiyat seviyesi) gerilerken Nvidia, 2026 mali y\u0131l\u0131 gelirini 215,9 milyar dolar olarak a\u00e7\u0131klad\u0131; bu, y\u0131ll\u0131k bazda %65 art\u0131\u015f.<\/li>\n\n\n\n<li>NVDA, AMD ve Intel\u2019e k\u0131yasla daha d\u00fc\u015f\u00fck ileriye d\u00f6n\u00fck F\/K ile i\u015flem g\u00f6r\u00fcyor; buna kar\u015f\u0131n \u00e7ok daha b\u00fcy\u00fck bir gelir \u00f6l\u00e7e\u011fi \u00fcretiyor.<\/li>\n\n\n\n<li>Yat\u0131r\u0131mc\u0131lar \u201cyapay zek\u00e2 temas\u0131\u201d i\u00e7inde rotasyon (paran\u0131n bir gruptan di\u011ferine kaymas\u0131) yaparak oda\u011f\u0131 GPU\u2019lardan CPU\u2019lara, bellek ve depolama \u015firketlerine \u00e7evirdi.<\/li>\n\n\n\n<li>NVDA g\u00fcnl\u00fck grafi\u011fi, hissenin 204 dolara do\u011fru toparland\u0131\u011f\u0131n\u0131 g\u00f6steriyor; yak\u0131n diren\u00e7 (y\u00fckseli\u015fte zorlan\u0131lan seviye) 205,20, destek (d\u00fc\u015f\u00fc\u015fte tutunma seviyesi) 200 dolar civar\u0131nda.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n<p>Nvidia\u2019n\u0131n de\u011ferlemesi, \u015firket rekor gelir a\u00e7\u0131klamay\u0131 s\u00fcrd\u00fcrse de son y\u0131llar\u0131n en d\u00fc\u015f\u00fck band\u0131na geriledi.<\/p>\n\n<p>Piyasa verilerine g\u00f6re \u00e7ip \u00fcreticisinin ileriye d\u00f6n\u00fck F\/K oran\u0131 22,22 kata indi. Bu seviye, NVDA\u2019y\u0131 2019\u2019da g\u00f6r\u00fclen de\u011ferleme aral\u0131\u011f\u0131na yakla\u015ft\u0131rd\u0131. O d\u00f6nem \u015firket, piyasada yapay zek\u00e2n\u0131n en b\u00fcy\u00fck kazananlar\u0131ndan biri h\u00e2line gelmemi\u015fti.<\/p>\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">The relative price of <a href=\"https:\/\/x.com\/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NVDA<\/a> stock has dropped to levels the company hasn&#39;t seen since at least 2019 \u2014 well before it became an AI darling. <a href=\"https:\/\/t.co\/7WWvFiUrmi\">https:\/\/t.co\/7WWvFiUrmi<\/a> <a href=\"https:\/\/t.co\/uAGGE7ut6K\">pic.twitter.com\/uAGGE7ut6K<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/x.com\/YahooFinance\/status\/2074929121528877184?ref_src=twsrc%5Etfw\">July 8, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n<p>D\u00fc\u015fen \u00e7arpan (hisse fiyat\u0131n\u0131n k\u00e2ra g\u00f6re ka\u00e7 kat pahal\u0131\/ucuz oldu\u011funu g\u00f6steren oran) zay\u0131f gelire i\u015faret etmiyor. Nvidia, 2026 mali y\u0131l\u0131 gelirini 215,9 milyar dolar olarak a\u00e7\u0131klad\u0131; bu, ge\u00e7en y\u0131la g\u00f6re %65 art\u0131\u015f. D\u00f6rd\u00fcnc\u00fc \u00e7eyrek geliri de 68,1 milyar dolar ile rekor k\u0131rd\u0131.<\/p>\n\n<p>Bu fark kritik. Nvidia\u2019n\u0131n k\u00e2r \u00fcretme kapasitesi h\u0131zla b\u00fcy\u00fcrken, de\u011ferleme \u00e7arpan\u0131 yat\u0131r\u0131mc\u0131lar\u0131n yapay zek\u00e2 yat\u0131r\u0131m d\u00f6ng\u00fcs\u00fcn\u00fcn (yat\u0131r\u0131m\u0131n bir d\u00f6nem h\u0131zlan\u0131p sonra yava\u015flamas\u0131) sonraki a\u015famas\u0131n\u0131 yeniden fiyatlamas\u0131yla s\u0131k\u0131\u015ft\u0131.<\/p>\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">It&#39;s been a rough couple of months for <a href=\"https:\/\/x.com\/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NVDA<\/a>. <a href=\"https:\/\/t.co\/7WWvFiUrmi\">https:\/\/t.co\/7WWvFiUrmi<\/a> <a href=\"https:\/\/t.co\/JX8BWQMgcr\">pic.twitter.com\/JX8BWQMgcr<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/x.com\/YahooFinance\/status\/2074935079663542276?ref_src=twsrc%5Etfw\">July 8, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n<p>Bu tablo, hareketin Nvidia\u2019n\u0131n b\u00fcy\u00fcmesinin \u00e7\u00f6kmesinden \u00e7ok, yapay zek\u00e2 temas\u0131n\u0131n i\u00e7inde ya\u015fanan rotasyondan kaynakland\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor.<\/p>\n\n\n<h2 class=\"wp-block-heading\">Yat\u0131r\u0131mc\u0131lar Neden NVDA\u2019y\u0131 \u0130zliyor?<\/h2>\n\n\n<p>Nvidia, yapay zek\u00e2 altyap\u0131s\u0131 temas\u0131n\u0131n merkezinde. \u00c7\u00fcnk\u00fc GPU\u2019lar\u0131 (grafik i\u015flemci: paralel hesaplamada g\u00fc\u00e7l\u00fc \u00e7ipler), veri merkezlerinde, b\u00fcy\u00fck dil modeli e\u011fitimi (ChatGPT benzeri modellerin e\u011fitilmesi) ve y\u00fcksek performansl\u0131 hesaplamada (\u00e7ok yo\u011fun i\u015flem gerektiren i\u015f y\u00fckleri) yayg\u0131n kullan\u0131l\u0131yor.<\/p>\n\n<p>Ancak yapay zek\u00e2 altyap\u0131s\u0131n\u0131n ilk kurulum d\u00f6neminden sonra piyasan\u0131n oda\u011f\u0131 geni\u015fledi.<\/p>\n\n<p>\u0130lk a\u015fama, a\u011f\u0131rl\u0131kla GPU talebine odakland\u0131. Sonras\u0131nda yat\u0131r\u0131mc\u0131lar, b\u00fcy\u00fck bulut sa\u011flay\u0131c\u0131lar\u0131n\u0131n geli\u015ftirdi\u011fi \u00f6zel \u00e7iplerin (\u015firketin kendi ihtiyac\u0131na g\u00f6re tasarlad\u0131\u011f\u0131 i\u015flemciler) yaratabilece\u011fi rekabeti tartmaya ba\u015flad\u0131.<\/p>\n\n<p>Son d\u00f6nemde ise yat\u0131r\u0131mc\u0131lar, yapay zek\u00e2 altyap\u0131 harcamalar\u0131na ba\u015fka yollardan maruz kalmak i\u00e7in CPU (merkezi i\u015flemci), bellek ve depolama \u015firketlerine y\u00f6neliyor.<\/p>\n\n<p>Bu rotasyon, Nvidia\u2019n\u0131n nas\u0131l fiyatland\u0131\u011f\u0131n\u0131 etkiliyor. Nvidia\u2019n\u0131n geliri artsa bile, yat\u0131r\u0131mc\u0131lar yapay zek\u00e2 tedarik zincirinin (\u00fcr\u00fcn\u00fcn ortaya \u00e7\u0131kmas\u0131 i\u00e7in gerekli \u015firketler a\u011f\u0131) ba\u015fka halkalar\u0131nda daha h\u0131zl\u0131 getiri g\u00f6r\u00fcrse hisse \u00fczerinde bask\u0131 olu\u015fabiliyor.<\/p>\n\n<p>Temel soru \u015fu: Nvidia\u2019daki daha d\u00fc\u015f\u00fck \u00e7arpan ger\u00e7ek b\u00fcy\u00fcme endi\u015fesi mi, yoksa yapay zek\u00e2 \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki g\u00fc\u00e7l\u00fc ralli (h\u0131zl\u0131 y\u00fckseli\u015f) sonras\u0131 ge\u00e7ici bir yeniden ayar m\u0131?<\/p>\n\n\n<h3 class=\"wp-block-heading\">Nvidia, \u0130leriye D\u00f6n\u00fck F\/K\u2019de Ba\u015fl\u0131ca Rakiplerinin Alt\u0131nda<\/h3>\n\n\n<p>Nvidia\u2019n\u0131n 22,22 katl\u0131k ileriye d\u00f6n\u00fck F\/K oran\u0131, baz\u0131 b\u00fcy\u00fck \u00e7ip \u015firketlerinin alt\u0131na indi.<\/p>\n\n<p>Advanced Micro Devices (AMD) 73,53 kat, Intel ise 136,99 kat ileriye d\u00f6n\u00fck F\/K ile i\u015flem g\u00f6r\u00fcyordu.<\/p>\n\n<p>Bu kar\u015f\u0131la\u015ft\u0131rma, Nvidia\u2019n\u0131n otomatik olarak \u201cucuz\u201d oldu\u011fu anlam\u0131na gelmiyor. \u00c7ip \u015firketlerinin k\u00e2r d\u00f6ng\u00fcleri (k\u00e2r\u0131n d\u00f6nemsel ini\u015f-\u00e7\u0131k\u0131\u015f\u0131), k\u00e2rl\u0131l\u0131k yap\u0131s\u0131 (marj: sat\u0131\u015ftan elde edilen k\u00e2r oran\u0131), b\u00fcy\u00fcme beklentileri ve toparlanma hik\u00e2yeleri farkl\u0131.<\/p>\n\n<p>Yine de Nvidia\u2019n\u0131n de\u011ferlemesinin, gelir \u00f6l\u00e7e\u011fi AMD ve Intel\u2019den \u00e7ok daha b\u00fcy\u00fck olmas\u0131na ra\u011fmen s\u0131k\u0131\u015ft\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n\n<p>Nvidia, 2026 mali y\u0131l\u0131nda 215,9 milyar dolar gelir a\u00e7\u0131klad\u0131. Kar\u015f\u0131la\u015ft\u0131rma i\u00e7in AMD\u2019nin 2025 mali y\u0131l\u0131 geliri 34,6 milyar dolar, Intel\u2019in 2025 geliri 52,9 milyar dolard\u0131.<\/p>\n\n<p>Piyasa tahminleri, i\u00e7inde bulunulan mali y\u0131lda gelirin yeniden sert artaca\u011f\u0131na i\u015faret ediyor. <a href=\"https:\/\/finance.yahoo.com\/technology\/article\/nvidias-valuation-just-hit-a-multiyear-low--even-as-revenue-sets-records-155948933.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">Nvidia gelirinin 392,7 milyar dolara ula\u015fmas\u0131 bekleniyor<\/a>. Bu, b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc g\u00fc\u00e7l\u00fc tutuyor; ancak gelecekteki k\u00e2r performans\u0131 i\u00e7in beklenti \u00e7\u0131tas\u0131n\u0131 y\u00fckseltiyor.<\/p>\n\n\n<h3 class=\"wp-block-heading\">Yapay Zek\u00e2 Rotasyonu Nvidia\u2019n\u0131n \u00c7arpan\u0131n\u0131 Bask\u0131l\u0131yor<\/h3>\n\n\n<p>Nvidia\u2019n\u0131n ileriye d\u00f6n\u00fck de\u011ferlemesindeki d\u00fc\u015f\u00fc\u015f, yapay zek\u00e2 temas\u0131 i\u00e7indeki geni\u015f rotasyonla ba\u011flant\u0131l\u0131 g\u00f6r\u00fcn\u00fcyor.<\/p>\n\n<p>D\u00f6ng\u00fcn\u00fcn ba\u015f\u0131nda Nvidia, GPU talebine yo\u011fun ilgi sayesinde \u00f6ne \u00e7\u0131kt\u0131. \u00c7ipleri, yapay zek\u00e2 e\u011fitimi, veri merkezi b\u00fcy\u00fcmesi ve h\u0131zland\u0131r\u0131lm\u0131\u015f hesaplaman\u0131n (GPU gibi donan\u0131mlarla i\u015flem h\u0131z\u0131n\u0131 art\u0131rma) temel par\u00e7as\u0131 h\u00e2line geldi.<\/p>\n\n<p>Sonraki a\u015famada Amazon ve Google gibi bulut sa\u011flay\u0131c\u0131lar\u0131n\u0131n rekabet\u00e7i \u00e7ipleri, b\u00fcy\u00fck m\u00fc\u015fterilerin zaman i\u00e7inde Nvidia donan\u0131m\u0131na ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 azalt\u0131p azaltamayaca\u011f\u0131 sorusunu g\u00fcndeme getirdi.<\/p>\n\n<p>Daha yak\u0131n d\u00f6nemde yat\u0131r\u0131mc\u0131lar, yapay zek\u00e2 tedarik zincirinin CPU, bellek ve depolama gibi di\u011fer k\u0131s\u0131mlar\u0131na y\u00f6neldi.<\/p>\n\n<p>Bu, Nvidia\u2019y\u0131 yapay zek\u00e2 temas\u0131n\u0131n d\u0131\u015f\u0131na itmez. Yaln\u0131zca yat\u0131r\u0131mc\u0131lar\u0131n daha se\u00e7ici h\u00e2le geldi\u011fini ve her lidere ayn\u0131 de\u011ferleme primini (benzerlerine g\u00f6re ekstra pahal\u0131 fiyatlama) vermedi\u011fini g\u00f6sterir.<\/p>\n\n\n<h3 class=\"wp-block-heading\">Bellek ve Depolama Hisseleri \u00d6ne \u00c7\u0131kt\u0131<\/h3>\n\n\n<p>Son d\u00f6nemde ilgi, bellek ve depolama \u015firketlerine kayd\u0131. \u00c7\u00fcnk\u00fc yapay zek\u00e2 altyap\u0131s\u0131, daha y\u00fcksek performansl\u0131 bellek ve daha fazla veri kapasitesi gerektiriyor; bu da k\u00e2r beklentilerini iyile\u015ftirdi.<\/p>\n\n<p>Micron ve Sandisk, bu rotasyondan faydalanan \u00f6rnekler aras\u0131nda g\u00f6sterildi. G\u00fc\u00e7l\u00fc y\u00fckseli\u015fleri, yapay zek\u00e2 temas\u0131n\u0131n Nvidia ve klasik GPU oda\u011f\u0131n\u0131n \u00f6tesine ge\u00e7ti\u011fini ortaya koydu.<\/p>\n\n<p>Ancak bu hareketlerde tempo d\u00fc\u015fmeye ba\u015flad\u0131. Micron ve Sandisk, yat\u0131r\u0131mc\u0131lar\u0131n \u00f6nceki h\u0131zl\u0131 kazan\u00e7lar\u0131n h\u0131z\u0131n\u0131 yeniden de\u011ferlendirmesiyle son bir ayda geriledi.<\/p>\n\n<p>Bu durum, yapay zek\u00e2 temas\u0131n\u0131n kaybolmad\u0131\u011f\u0131n\u0131; sermayenin yar\u0131 iletken tedarik zincirinin farkl\u0131 alanlar\u0131 aras\u0131nda d\u00f6nd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor.<\/p>\n\n\n<h2 class=\"wp-block-heading\">\u00d6nemli \u0130\u015flem Seviyeleri<\/h2>\n\n\n\n<!-- TradingView Widget BEGIN --><div class=\"tradingview-widget-container\">  <div class=\"tradingview-widget-container__widget\"><\/div>  <div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/symbols\/NASDAQ-NVDA\/\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">NVDA stock chart<\/span><\/a><span class=\"trademark\"> by TradingView<\/span><\/div>  <script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/external-embedding\/embed-widget-advanced-chart.js\" async>  {  \"allow_symbol_change\": true,  \"calendar\": false,  \"details\": false,  \"hide_side_toolbar\": true,  \"hide_top_toolbar\": false,  \"hide_legend\": false,  \"hide_volume\": false,  \"hotlist\": false,  \"interval\": \"D\",  \"locale\": \"en\",  \"save_image\": true,  \"style\": \"1\",  \"symbol\": \"NASDAQ:NVDA\",  \"theme\": \"dark\",  \"timezone\": \"Etc\/UTC\",  \"backgroundColor\": \"#0F0F0F\",  \"gridColor\": \"rgba(242, 242, 242, 0.06)\",  \"watchlist\": [],  \"withdateranges\": false,  \"compareSymbols\": [],  \"studies\": [],  \"width\": 900,  \"height\": 500}  <\/script><\/div><!-- TradingView Widget END -->\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Fiyat Seviyesi<\/td><td>Yat\u0131r\u0131mc\u0131lar Ne \u0130zliyor?<\/td><\/tr><tr><td>$220<\/td><td>\u00d6nceki d\u00fc\u015f\u00fc\u015ften gelen daha geni\u015f yukar\u0131 diren\u00e7<\/td><\/tr><tr><td>$215<\/td><td>Toparlanma s\u00fcrerse ikincil diren\u00e7<\/td><\/tr><tr><td>$210<\/td><td>Mevcut band\u0131n \u00fczerinde kritik toparlanma seviyesi<\/td><\/tr><tr><td>$205.20<\/td><td>Son seans zirvesine yak\u0131n k\u0131sa vadeli diren\u00e7<\/td><\/tr><tr><td>$204.12<\/td><td>Grafikteki mevcut alan<\/td><\/tr><tr><td>$200<\/td><td>\u00d6nemli psikolojik destek (yat\u0131r\u0131mc\u0131lar\u0131n \u00f6zellikle takip etti\u011fi yuvarlak seviye)<\/td><\/tr><tr><td>$195<\/td><td>Son seans diplerine yak\u0131n k\u0131sa vadeli destek<\/td><\/tr><tr><td>$190<\/td><td>Son sal\u0131n\u0131m dibi (swing low: k\u0131sa vadeli dip) ve daha geni\u015f a\u015fa\u011f\u0131 destek<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n<p>NVDA g\u00fcnl\u00fck grafi\u011fi, hissenin 190 dolar civar\u0131ndaki dipten toparlanarak 204,12 dolar yak\u0131n\u0131nda i\u015flem g\u00f6rd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor.<\/p>\n\n<p>Son seansta a\u00e7\u0131l\u0131\u015f 195,18 dolar civar\u0131nda olurken, g\u00fcn i\u00e7i zirve 205,16 dolar, dip ise 195,06 dolar seviyesinde g\u00f6r\u00fcld\u00fc. G\u00fc\u00e7l\u00fc g\u00fcnl\u00fck mum (candle: g\u00fcn i\u00e7i a\u00e7\u0131l\u0131\u015f-kapan\u0131\u015f-y\u00fcksek-d\u00fc\u015f\u00fck aral\u0131\u011f\u0131n\u0131 g\u00f6steren grafik \u00e7ubu\u011fu), de\u011ferleme yeniden ayar\u0131 sonras\u0131 al\u0131c\u0131lar\u0131n geri d\u00f6nd\u00fc\u011f\u00fcne i\u015faret ediyor.<\/p>\n\n<p>Yak\u0131n diren\u00e7 205,20 dolar civar\u0131nda. Bu seviyenin \u00fczerinde kal\u0131c\u0131 hareket, 210 dolar\u0131 g\u00fcndeme getirebilir.<\/p>\n\n<p>210 dolar\u0131n \u00fczerinde net k\u0131r\u0131lma (break: seviyenin a\u015f\u0131lmas\u0131), toparlanma yap\u0131s\u0131n\u0131 g\u00fc\u00e7lendirir ve oda\u011f\u0131 215 dolara, ard\u0131ndan 220 dolar civar\u0131ndaki daha geni\u015f dirence ta\u015f\u0131yabilir.<\/p>\n\n<p>A\u015fa\u011f\u0131da ilk izlenecek psikolojik destek 200 dolar. Bu seviyenin alt\u0131 195 dolar\u0131 g\u00fcndeme getirebilir.<\/p>\n\n\n<h2 class=\"wp-block-heading\">Y\u00fckseli\u015f ve D\u00fc\u015f\u00fc\u015f Senaryolar\u0131<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/07\/codeNmVlNDMzYWU0MWE1ZDhiOWUzNTgwOGYxMjMwMThkZGZfVmdGV0N6TWpDYmlrd2VTa0pUQnE0a0p3ZEZlcHNyMWFfVG9rZW46Rm5IWGJtVjRpb2pVYXh4NUs5NGxDc1dhZ25iXzE3ODM1NjU2NjI6MTc4MzU2OTI2Ml9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Kurgu<\/strong><\/td><td><strong>Tetikleyici<\/strong><\/td><td><strong>Olas\u0131 Piyasa Tepkisi<\/strong><\/td><\/tr><tr><td>Toparlanma Denemesi<\/td><td>$205.20 \u00fczeri<\/td><td>NVDA $210\u2019u yeniden test edebilir<\/td><\/tr><tr><td>Y\u00fckseli\u015fin Devam\u0131<\/td><td>$210 \u00fczeri k\u0131r\u0131lma<\/td><td>Oda\u011fa $215 gelebilir<\/td><\/tr><tr><td>Daha Geni\u015f Toparlanma<\/td><td>$215 \u00fczeri k\u0131r\u0131lma<\/td><td>Hisse $220\u2019ye yakla\u015fabilir<\/td><\/tr><tr><td>Bant \u0130\u00e7i Seyir<\/td><td>$200 ile $205.20 aras\u0131nda kalmas\u0131<\/td><td>Yat\u0131r\u0131mc\u0131lar de\u011ferleme yeniden ayar\u0131n\u0131 yeniden tartabilir<\/td><\/tr><tr><td>D\u00fc\u015f\u00fc\u015f\u00fcn Devam\u0131<\/td><td>$200 alt\u0131 k\u0131r\u0131lma<\/td><td>NVDA $195\u2019e gerileyebilir<\/td><\/tr><tr><td>Daha Derin Zay\u0131flama<\/td><td>$195 alt\u0131<\/td><td>Geri \u00e7ekilme $190\u2019a uzayabilir<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n<p>Y\u00fckseli\u015f senaryosu, NVDA\u2019n\u0131n 205,20 dolar\u0131n \u00fczerine \u00e7\u0131k\u0131p bu seviyeyi korumas\u0131na ba\u011fl\u0131. Bu, daha d\u00fc\u015f\u00fck de\u011ferleme ve g\u00fc\u00e7l\u00fc gelir \u00f6l\u00e7e\u011fine piyasan\u0131n olumlu tepki verdi\u011fini g\u00f6sterebilir.<\/p>\n\n<p>210 dolar\u0131n \u00fczerinde net k\u0131r\u0131lma, toparlanma sinyalini g\u00fc\u00e7lendirebilir ve 215 dolar\u0131 \u00f6ne \u00e7\u0131karabilir.<\/p>\n\n<p>215 dolar\u0131n \u00fczeri, y\u00fckseli\u015fi g\u00fc\u00e7lendirebilir ve oda\u011f\u0131 220 dolar civar\u0131ndaki daha geni\u015f dirence ta\u015f\u0131yabilir.<\/p>\n\n<p>Yatay senaryo, 200\u2013205,20 dolar aras\u0131nda s\u0131k\u0131\u015fma. Bant hareketi (range-bound: belirli aral\u0131kta gidip gelme), Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc temelleri ile yapay zek\u00e2 temas\u0131ndaki rotasyonun dengelendi\u011fine i\u015faret edebilir.<\/p>\n\n<p>D\u00fc\u015f\u00fc\u015f senaryosu, NVDA\u2019n\u0131n 200 dolar\u0131n alt\u0131na inmesiyle g\u00fc\u00e7lenir. Net bir k\u0131r\u0131lma, yat\u0131r\u0131mc\u0131lar\u0131n Nvidia\u2019dan uzakla\u015fmas\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc d\u00fc\u015f\u00fcnd\u00fcrebilir.<\/p>\n\n<p><em>Sorumluluk reddi<\/em><\/p>\n\n<p><em>Yukar\u0131daki fiyat seviyeleri ve piyasa senaryolar\u0131, yaz\u0131m an\u0131ndaki yazar g\u00f6r\u00fc\u015f\u00fcn\u00fc yans\u0131t\u0131r; yat\u0131r\u0131m tavsiyesi veya VT Markets\u2019in resmi \u00f6nerisi de\u011fildir. Yat\u0131r\u0131mc\u0131lar kendi analizlerini yapmal\u0131 ve risk y\u00f6netimine (zarar\u0131 s\u0131n\u0131rlama, pozisyon b\u00fcy\u00fckl\u00fc\u011f\u00fc belirleme) dikkat etmelidir.<\/em><\/p>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">VT Markets ile NVIDIA CFD \u0130\u015flemi<\/h2>\n\n\n<p>NVIDIA, yapay zek\u00e2, yar\u0131 iletkenler, mega-cap teknoloji (\u00e7ok b\u00fcy\u00fck piyasa de\u011ferine sahip teknoloji \u015firketleri) ve ABD hisse momentumunu (fiyattaki h\u0131z\/ivme) izleyen yat\u0131r\u0131mc\u0131lar i\u00e7in \u00f6nemli bir piyasa olmaya devam ediyor.<\/p>\n\n<p>VT Markets\u2019te yat\u0131r\u0131mc\u0131lar, NVIDIA hisse CFD\u2019lerine (Fark S\u00f6zle\u015fmesi: hisseyi sahiplenmeden fiyat hareketi \u00fczerinden i\u015flem yapma \u00fcr\u00fcn\u00fc) ek olarak b\u00fcy\u00fck endekslere, forex (d\u00f6viz pariteleri), alt\u0131n, petrol, ETF\u2019ler (borsada i\u015flem g\u00f6ren fon) ve di\u011fer k\u00fcresel CFD piyasalar\u0131na tek platformdan eri\u015febilir. Bu, NVDA\u2019y\u0131 izlerken Nasdaq\u2019taki hareketleri, risk i\u015ftah\u0131n\u0131 (yat\u0131r\u0131mc\u0131lar\u0131n risk alma e\u011filimi) ve yapay zek\u00e2 temas\u0131n\u0131 da takip etmeyi kolayla\u015ft\u0131r\u0131r.<\/p>\n\n<p>VT Markets\u2019in grafik ara\u00e7lar\u0131yla destek, diren\u00e7, hareketli ortalamalar (belirli g\u00fcnlerin ortalama fiyat\u0131) ve k\u0131r\u0131lma davran\u0131\u015f\u0131n\u0131 izleyebilirsiniz.<\/p>\n\n<p><strong>VT Markets\u2019te <a href=\"https:\/\/www.vtmarkets.com\/forex\/\" target=\"_blank\" rel=\"noreferrer noopener\">Hisse CFD<\/a> i\u015flemleri hakk\u0131nda <a href=\"https:\/\/www.vtmarkets.com\/Insights\/?utm_source=DMA\" target=\"_blank\" rel=\"noopener\" title=\"\">buradan<\/a> daha fazla bilgi al\u0131n.<\/strong><\/p>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Neden Nvidia\u2019da CFD \u0130\u015flemi?<\/h2>\n\n\n<p>NVIDIA CFD\u2019leri, dayanak hisseyi (i\u015flem g\u00f6ren as\u0131l hisse) sat\u0131n almadan fiyat\u0131n y\u00fckseli\u015f ya da d\u00fc\u015f\u00fc\u015f\u00fcne y\u00f6nelik pozisyon almay\u0131 sa\u011flar.<\/p>\n\n<p>Bu esneklik, hissenin k\u00e2r beklentilerine, yapay zek\u00e2 altyap\u0131 harcamalar\u0131na, \u00e7ip sekt\u00f6r\u00fc i\u00e7indeki rotasyona, de\u011ferleme de\u011fi\u015fimlerine veya Nasdaq oynakl\u0131\u011f\u0131na (fiyat\u0131n dalgalanma \u015fiddeti) h\u0131zl\u0131 tepki verdi\u011fi d\u00f6nemlerde \u00f6ne \u00e7\u0131kar.<\/p>\n\n<p>NVIDIA diren\u00e7 \u00fcst\u00fcne \u00e7\u0131karsa y\u00fckseli\u015fin devam\u0131 izlenebilir. Fiyat deste\u011fi kaybederse, zay\u0131flayan momentumla a\u015fa\u011f\u0131 y\u00f6nl\u00fc senaryolar takip edilebilir.<\/p>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">S\u0131rada Ne \u0130zlenecek?<\/h2>\n\n\n<p>Yat\u0131r\u0131mc\u0131lar, Nvidia\u2019daki daha d\u00fc\u015f\u00fck ileriye d\u00f6n\u00fck F\/K\u2019nin yeni al\u0131mlar\u0131 \u00e7ekip \u00e7ekmeyece\u011fini ya da rotasyonun yapay zek\u00e2 tedarik zincirinin di\u011fer alanlar\u0131na s\u00fcr\u00fcp s\u00fcrmeyece\u011fini takip etmeli.<\/p>\n\n<p>Gelir beklentileri \u00f6nemini koruyacak. Piyasa tahminleri, Nvidia gelirinin mevcut mali y\u0131lda 392,7 milyar dolara ula\u015fabilece\u011fini g\u00f6steriyor. Bu beklentiler korunursa, daha d\u00fc\u015f\u00fck \u00e7arpan yapay zek\u00e2 maruziyetini daha uygun de\u011ferlemeyle arayan yat\u0131r\u0131mc\u0131lar\u0131 \u00e7ekebilir.<\/p>\n\n<p>Piyasa ayr\u0131ca yapay zek\u00e2 altyap\u0131 harcamalar\u0131n\u0131n son h\u0131z\u0131nda devam edip etmeyece\u011fini izleyecek. B\u00fcy\u00fck bulut sa\u011flay\u0131c\u0131lar\u0131n\u0131n yat\u0131r\u0131m\u0131 yava\u015flatt\u0131\u011f\u0131na dair i\u015faretler, Nvidia\u2019n\u0131n de\u011ferlemesi \u00fczerinde ek bask\u0131 yaratabilir.<\/p>\n\n<p>B\u00fcy\u00fck bulut \u015firketlerinin geli\u015ftirdi\u011fi \u00f6zel \u00e7iplerden gelen rekabet de ana ba\u015fl\u0131klardan biri olmaya devam edebilir.<\/p>\n\n<p>Yat\u0131r\u0131mc\u0131lar, Nvidia\u2019n\u0131n H200 \u00e7ipine \u00c7in\u2019de eri\u015fimle ilgili haberleri de izlemeli. \u00c7inli b\u00fcy\u00fck yapay zek\u00e2 \u015firketlerine s\u0131n\u0131rl\u0131 al\u0131m onay\u0131 \u00e7\u0131kmas\u0131 k\u0131sa vadeli alg\u0131y\u0131 destekleyebilir; ancak etki, onaylanan \u00e7ip adedine ve k\u0131s\u0131tlar\u0131n (ihracat\/sat\u0131\u015f s\u0131n\u0131rlamalar\u0131) ne kadar s\u0131k\u0131 kald\u0131\u011f\u0131na ba\u011fl\u0131 olur.<\/p>\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">China will allow top artificial intelligence companies to buy a limited amount of H200 chips from Nvidia, a sign the country is easing restrictions on the coveted US technology, according to the Information. <a href=\"https:\/\/t.co\/j77f1JJjJt\">https:\/\/t.co\/j77f1JJjJt<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/x.com\/business\/status\/2074881214717067454?ref_src=twsrc%5Etfw\">July 8, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n<p>Bellek ve depolama hisseleri de izlenmeli. Bu isimlerde s\u00fcren g\u00fc\u00e7, yat\u0131r\u0131mc\u0131 ilgisinin Nvidia yerine di\u011fer yapay zek\u00e2 kazananlar\u0131nda kald\u0131\u011f\u0131n\u0131 g\u00f6sterebilir.<\/p>\n\n<p>\u015eimdilik NVDA i\u00e7in 200\u2013205,20 dolar aral\u0131\u011f\u0131 k\u0131sa vadeli ana bant. 205,20 dolar \u00fcst\u00fcnde net hareket 210 dolar\u0131 \u00f6ne \u00e7\u0131karabilir; 200 dolar alt\u0131 k\u0131r\u0131lma ise 195 dolar\u0131 g\u00fcndeme getirebilir.<\/p>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>S\u0131k Sorulan Sorular<\/strong><\/summary>\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Nvidia\u2019n\u0131n de\u011ferlemesi neden d\u00fc\u015ft\u00fc?<\/h3>\n\n\n<p>Nvidia\u2019n\u0131n ileriye d\u00f6n\u00fck F\/K oran\u0131, yat\u0131r\u0131mc\u0131lar\u0131n yapay zek\u00e2 temas\u0131nda rotasyon yapmas\u0131 ve b\u00fcy\u00fck gelir art\u0131\u015f\u0131 sonras\u0131nda hisseye verilecek de\u011ferleme primini yeniden de\u011ferlendirmesiyle geriledi.<\/p>\n\n\n<h3 class=\"wp-block-heading\">Nvidia\u2019n\u0131n geliri h\u00e2l\u00e2 art\u0131yor mu?<\/h3>\n\n\n<p>Evet. Nvidia, 2026 mali y\u0131l\u0131 gelirini 215,9 milyar dolar olarak a\u00e7\u0131klad\u0131; ge\u00e7en y\u0131la g\u00f6re %65 art\u0131\u015f.<\/p>\n\n\n<h3 class=\"wp-block-heading\">Nvidia\u2019n\u0131n ileriye d\u00f6n\u00fck F\/K oran\u0131 nedir?<\/h3>\n\n\n<p>Yahoo Finance AlphaSpace verileri, Nvidia\u2019n\u0131n ileriye d\u00f6n\u00fck F\/K oran\u0131n\u0131 22,22 kat olarak g\u00f6sterdi; bu seviye 2019\u2019daki de\u011ferleme band\u0131na yak\u0131n.<\/p>\n\n\n<h3 class=\"wp-block-heading\">Nvidia neden AMD ve Intel\u2019den daha d\u00fc\u015f\u00fck ileriye d\u00f6n\u00fck F\/K ile i\u015flem g\u00f6r\u00fcyor?<\/h3>\n\n\n<p>Nvidia\u2019n\u0131n k\u00e2r \u00f6l\u00e7e\u011fi h\u0131zl\u0131 b\u00fcy\u00fcd\u00fc\u011f\u00fc i\u00e7in, hisse fiyat\u0131 y\u00fcksek kalsa bile ileriye d\u00f6n\u00fck F\/K d\u00fc\u015febilir. AMD ve Intel\u2019de ise yat\u0131r\u0131mc\u0131lar, farkl\u0131 toparlanma veya b\u00fcy\u00fcme beklentilerini fiyatl\u0131yor olabilir.<\/p>\n\n\n<h3 class=\"wp-block-heading\">Daha d\u00fc\u015f\u00fck F\/K, Nvidia\u2019n\u0131n \u201cucuz\u201d oldu\u011fu anlam\u0131na m\u0131 gelir?<\/h3>\n\n\n<p>Her zaman de\u011fil. D\u00fc\u015f\u00fck F\/K daha cazip de\u011ferlemeye i\u015faret edebilir; ancak yat\u0131r\u0131mc\u0131lar\u0131n gelecekteki gelir b\u00fcy\u00fcmesini, k\u00e2r marj\u0131n\u0131, rekabeti ve yapay zek\u00e2 harcamalar\u0131n\u0131 da de\u011ferlendirmesi gerekir.<\/p>\n\n\n<h3 class=\"wp-block-heading\">NVDA\u2019da izlenecek ana seviyeler neler?<\/h3>\n\n\n<p>Yak\u0131n diren\u00e7 205,20 dolar; ard\u0131ndan 210, 215 ve 220 dolar. Yak\u0131n destek 200 dolar; ard\u0131ndan 195 ve 190 dolar.<\/p>\n\n\n<h3 class=\"wp-block-heading\">NVDA\u2019y\u0131 yukar\u0131 ne itebilir?<\/h3>\n\n\n<p>Yapay zek\u00e2 altyap\u0131 harcamalar\u0131na g\u00fcvenin artmas\u0131, daha g\u00fc\u00e7l\u00fc k\u00e2r beklentileri, H200 haber ak\u0131\u015f\u0131n\u0131n alg\u0131y\u0131 desteklemesi veya daha d\u00fc\u015f\u00fck de\u011ferlemede al\u0131m i\u015ftah\u0131 NVDA\u2019y\u0131 destekleyebilir.<\/p>\n\n\n<h3 class=\"wp-block-heading\">NVDA\u2019y\u0131 a\u015fa\u011f\u0131 ne itebilir?<\/h3>\n\n\n\n<p>Yat\u0131r\u0131mc\u0131lar\u0131n di\u011fer yapay zek\u00e2 \u00e7ip hisselerine rotasyonu s\u00fcrd\u00fcrmesi, bulut harcamalar\u0131na dair endi\u015feler, \u00f6zel \u00e7ip rekabeti veya 200 dolar alt\u0131na sarkma hisse \u00fczerinde bask\u0131 yaratabilir.<\/p>\n<\/details>\n\n\n\n\n<p><b>Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr-mena\/trade-now\">buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"<p>Nvidia\u2019da \u00e7arpanlar \u00e7ak\u0131ld\u0131: \u0130leriye d\u00f6n\u00fck F\/K 22,22 ile 2019 dibine inerken gelir 215,9 milyar dolara (%65) \u00e7\u0131kt\u0131. AI rotasyonu bask\u0131l\u0131yor; 205,20 diren\u00e7, 200 destek.<\/p>\n","protected":false},"author":87,"featured_media":50935,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-50936","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/50936","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=50936"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/50936\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/50935"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=50936"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=50936"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=50936"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}