{"id":51039,"date":"2026-07-16T10:37:30","date_gmt":"2026-07-16T10:37:30","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/yapay-zeka-talebinin-2026-gorunumunu-desteklemesiyle-asml-hisseleri-yukseldi\/"},"modified":"2026-07-16T10:37:30","modified_gmt":"2026-07-16T10:37:30","slug":"yapay-zeka-talebinin-2026-gorunumunu-desteklemesiyle-asml-hisseleri-yukseldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/analysis\/yapay-zeka-talebinin-2026-gorunumunu-desteklemesiyle-asml-hisseleri-yukseldi\/","title":{"rendered":"Yapay zek\u00e2 talebinin 2026 g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc desteklemesiyle ASML hisseleri y\u00fckseldi"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/07\/asml-r-1024x558.webp\" alt=\"ASML Hisseleri, Yapay Zek\u00e2 Talebinin 2026 Beklentisini Desteklemesiyle Y\u00fckseldi\" class=\"wp-image-61809\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u00d6ne \u00e7\u0131kanlar<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ASML hisseleri 15 Temmuz 2026 \u00c7ar\u015famba g\u00fcn\u00fc 1.815,27 dolardan kapand\u0131. \u015eirketin ikinci \u00e7eyrek sonu\u00e7lar\u0131 beklentileri a\u015f\u0131nca hisse yakla\u015f\u0131k %2,2 y\u00fckseldi.<\/li>\n\n\n\n<li>\u0130kinci \u00e7eyrek sat\u0131\u015flar\u0131 9,33 milyar euroya ula\u015ft\u0131; analist beklentisi yakla\u015f\u0131k 8,80 milyar euroydu. Net k\u00e2r da tahminlerin \u00fczerinde geldi.<\/li>\n\n\n\n<li>ASML, 2026 sat\u0131\u015f hedefini 43\u201345 milyar euro aral\u0131\u011f\u0131na y\u00fckseltti. Bunu, ileri seviye \u00e7ip \u00fcretim makinelerine g\u00fc\u00e7l\u00fc talep destekledi.<\/li>\n\n\n\n<li>\u015eirket, yapay zek\u00e2 (AI) i\u00e7in kullan\u0131lan \u00e7iplere yat\u0131r\u0131mlar artt\u0131k\u00e7a EUV ve DUV \u00fcretim kapasitesini b\u00fcy\u00fctmeyi planl\u0131yor. (EUV\/DUV: \u00c7ip \u00fcretiminde kullan\u0131lan \u201clitografi\u201d makinelerinde \u0131\u015f\u0131\u011f\u0131n t\u00fcr\u00fcn\u00fc ifade eder; EUV daha ileri teknoloji, DUV daha yayg\u0131n kullan\u0131lan teknolojidir.)<\/li>\n\n\n\n<li>ASML g\u00fcnl\u00fck grafi\u011finde 1.830 dolar civar\u0131 ilk diren\u00e7 (y\u00fckseli\u015fte zorlan\u0131lan seviye). 1.799\u20131.800 dolar band\u0131 ise ilk destek (d\u00fc\u015f\u00fc\u015fte tutunma seviyesi) olarak izleniyor.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">ASML Holding hisseleri, \u00e7ip \u00fcretim ekipmanlar\u0131 \u00fcreten \u015firketin ikinci \u00e7eyrek sonu\u00e7lar\u0131n\u0131n beklentileri a\u015fmas\u0131 ve 2026 sat\u0131\u015f hedefini y\u00fckseltmesi sonras\u0131 \u00c7ar\u015famba g\u00fcn\u00fc y\u00fckseldi.<\/p>\n\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\">ASML, the world&#39;s biggest supplier of computer \u200cchip manufacturing equipment, raised its 2026 financial forecasts and said it will expand capacity after AI demand drove better-than-expected second-quarter earnings <a href=\"https:\/\/t.co\/zYdGUv6CGr\">https:\/\/t.co\/zYdGUv6CGr<\/a> <a href=\"https:\/\/t.co\/OHjX8U4SOm\">pic.twitter.com\/OHjX8U4SOm<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/x.com\/Reuters\/status\/2077346184373641268?ref_src=twsrc%5Etfw\">July 15, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Nasdaq\u2019ta i\u015flem g\u00f6ren hisseler 1.815,27 dolardan kapanarak \u00f6nceki kapan\u0131\u015f olan 1.776,11 dolara g\u00f6re yakla\u015f\u0131k %2,2 y\u00fckseldi. Seans dalgal\u0131 ge\u00e7ti; hisse 1.735,65\u20131.830,00 dolar aral\u0131\u011f\u0131nda hareket etti. Yat\u0131r\u0131mc\u0131lar, bilan\u00e7oyu, revize edilen hedefleri ve \u00e7ip talebine ili\u015fkin g\u00f6r\u00fcn\u00fcm\u00fc de\u011ferlendirdi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ASML, ikinci \u00e7eyrekte 9,33 milyar euro net sat\u0131\u015f a\u00e7\u0131klad\u0131. Bu rakam, yakla\u015f\u0131k 8,80 milyar euro olan analist beklentisinin \u00fczerinde. Net k\u00e2r 2,92 milyar euroya ula\u015farak piyasa tahminlerini ge\u00e7ti.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u015eirket ayr\u0131ca 2026 y\u0131l\u0131 toplam net sat\u0131\u015f beklentisini 43\u201345 milyar euro aral\u0131\u011f\u0131na y\u00fckseltti. \u00d6nceki tahmin 36\u201340 milyar euro aral\u0131\u011f\u0131ndayd\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">G\u00fcncellenen beklenti, yapay zek\u00e2 altyap\u0131s\u0131na yap\u0131lan yat\u0131r\u0131mlar\u0131n, ileri seviye \u00e7ip \u00fcretim ekipman\u0131 talebini desteklemeye devam etti\u011fine i\u015faret etti.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Yat\u0131r\u0131mc\u0131lar Neden ASML\u2019yi \u0130zliyor?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">ASML, k\u00fcresel \u00e7ip tedarik zincirinin en kritik \u015firketlerinden biri. \u00c7\u00fcnk\u00fc bir\u00e7ok ileri teknoloji \u00e7ipin \u00fcretimi i\u00e7in \u201clitografi\u201d sistemleri gerekiyor. (Litografi: Silikon plaka \u00fczerine \u00e7ok ince devre desenlerini \u0131\u015f\u0131kla \u201cbask\u0131lama\u201d s\u00fcreci.)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u015eirketin a\u015f\u0131r\u0131 mor\u00f6tesi \u0131\u015f\u0131k (EUV) teknolojisi, yapay zek\u00e2, veri merkezleri ve y\u00fcksek performansl\u0131 hesaplamada kullan\u0131lan geli\u015fmi\u015f i\u015flemci \u00e7iplerinin \u00fcretilmesini sa\u011flar. (Y\u00fcksek performansl\u0131 hesaplama: \u00c7ok g\u00fc\u00e7l\u00fc sunucularla b\u00fcy\u00fck hesaplamalar\u0131n yap\u0131lmas\u0131.)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">TSMC, Samsung Electronics, SK Hynix, Micron ve Intel dahil b\u00fcy\u00fck \u00e7ip \u00fcreticileri, \u00fcretim kapasitesini art\u0131r\u0131rken ASML\u2019nin makinelerine dayan\u0131yor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130\u015flem yapanlar i\u00e7in ASML sonu\u00e7lar\u0131, \u00e7ip sekt\u00f6r\u00fcndeki \u201csermaye harcamas\u0131\u201dn\u0131n (CAPEX: \u015eirketlerin fabrika ve makine gibi uzun \u00f6m\u00fcrl\u00fc yat\u0131r\u0131mlara ay\u0131rd\u0131\u011f\u0131 b\u00fct\u00e7e) g\u00fcc\u00fcn\u00fc g\u00f6sterir. G\u00fc\u00e7l\u00fc sipari\u015fler ve kapasite art\u0131\u015f\u0131, \u00e7ip \u00fcreticilerinin yapay zek\u00e2 kaynakl\u0131 talebin s\u00fcrece\u011fini d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcne i\u015faret eder. Zay\u0131f harcama ise sekt\u00f6r d\u00f6ng\u00fcs\u00fcnde yava\u015flama sinyali olabilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Yapay Zek\u00e2 Talebi Kapasite Art\u0131\u015f\u0131n\u0131 Destekliyor<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Yapay zek\u00e2 yat\u0131r\u0131mlar\u0131, geli\u015fmi\u015f i\u015flemci \u00e7iplerine, bellek \u00fcr\u00fcnlerine ve \u00e7ip \u00fcretim makinelerine talebi art\u0131rd\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ASML, m\u00fc\u015fterilerden gelen talebin g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131n\u0131 ve bunun kapasite art\u0131\u015f\u0131 planlar\u0131n\u0131 destekledi\u011fini s\u00f6yledi. \u015eirket, <a href=\"https:\/\/www.reuters.com\/business\/asml-tops-q2-estimates-ai-chip-demand-2026-07-15\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">2027\u2019de low-NA EUV kapasitesini yakla\u015f\u0131k %30 art\u0131rmay\u0131<\/a> bekliyor; 2028 i\u00e7in de ek art\u0131\u015f de\u011ferlendiriliyor. (NA: Say\u0131sal a\u00e7\u0131kl\u0131k; litografi makinesinin daha ince desen basabilme kabiliyetini etkileyen teknik \u00f6l\u00e7\u00fct. \u201cLow-NA\u201d mevcut nesil, \u201cHigh-NA\u201d daha ileri nesildir.)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u015eirket ayr\u0131ca, m\u00fc\u015fteriler \u00e7ip \u00fcretimine yat\u0131r\u0131m yapmay\u0131 s\u00fcrd\u00fcrd\u00fck\u00e7e DUV \u201cimmersion\u201d kapasitesini art\u0131rmay\u0131 planl\u0131yor. (Immersion: I\u015f\u0131\u011f\u0131n ge\u00e7ti\u011fi ortamda \u00f6zel bir s\u0131v\u0131 kullanarak daha ince desen basmay\u0131 sa\u011flayan y\u00f6ntem.)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2027\u2019ye kadar planlanan ek EUV kapasitesinin b\u00fcy\u00fck k\u0131sm\u0131 \u015fimdiden m\u00fc\u015fterilere ayr\u0131ld\u0131. Bu durum, ileri litografi sistemlerine talebin g\u00fc\u00e7l\u00fc oldu\u011funu g\u00f6steriyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u00c7ip Sekt\u00f6r\u00fc G\u00f6r\u00fcn\u00fcm\u00fc G\u00fcndemde<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">ASML\u2019nin g\u00fc\u00e7l\u00fc sonu\u00e7lar\u0131, \u00e7ip hisselerinde alg\u0131n\u0131n kar\u0131\u015f\u0131k seyretti\u011fi bir d\u00f6nemde geldi.<\/p>\n\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\">Tech Stocks Advance as ASML Adds to Chips Optimism. Get market insight on Bloomberg Surveillance. <a href=\"https:\/\/x.com\/tomkeene?ref_src=twsrc%5Etfw\">@tomkeene<\/a> <a href=\"https:\/\/x.com\/ptsweeney?ref_src=twsrc%5Etfw\">@ptsweeney<\/a> <a href=\"https:\/\/x.com\/AlexisTVNews?ref_src=twsrc%5Etfw\">@AlexisTVNews<\/a> are LIVE on YouTube! <a href=\"https:\/\/t.co\/m9IglISGoz\">https:\/\/t.co\/m9IglISGoz<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/x.com\/business\/status\/2077347524839367023?ref_src=twsrc%5Etfw\">July 15, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Bilan\u00e7onun ard\u0131ndan yapay zek\u00e2 ba\u011flant\u0131l\u0131 \u00e7ip talebine y\u00f6nelik g\u00fcven artsa da, \u00e7ip hisselerindeki g\u00fc\u00e7l\u00fc y\u00fckseli\u015fin ard\u0131ndan yat\u0131r\u0131mc\u0131lar daha se\u00e7ici.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Piyasa, \u015firketlerin mevcut de\u011ferlemeleri (hissenin bug\u00fcn fiyatlanma seviyesini) hakl\u0131 \u00e7\u0131karacak k\u00e2r b\u00fcy\u00fcmesini s\u00fcrd\u00fcr\u00fcp s\u00fcrd\u00fcremeyece\u011fini yak\u0131ndan izliyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yapay zek\u00e2 \u00e7ip talebindeki geli\u015fmeler, sekt\u00f6rde yat\u0131r\u0131m b\u00fct\u00e7eleri ve m\u00fc\u015fterilerin kapasite b\u00fcy\u00fctme planlar\u0131, ASML hissesi i\u00e7in ana belirleyiciler olmaya devam edecek.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">ASML\u2019nin Y\u00fckseli\u015fini S\u0131n\u0131rlayabilecek Riskler<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">G\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcme ra\u011fmen riskler s\u00fcr\u00fcyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">En kritik ba\u015fl\u0131klardan biri \u00e7ip \u015firketlerinin sermaye harcamalar\u0131. M\u00fc\u015fteriler kapasite art\u0131\u015f\u0131n\u0131 yava\u015flat\u0131r veya projeleri ertelerse ASML makinelerine talep zay\u0131flayabilir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yeni nesil High-NA EUV teknolojisinin yayg\u0131nla\u015fma h\u0131z\u0131 da izleniyor. Bu teknoloji \u00e7ip \u00fcretiminde daha ileri imk\u00e2nlar sunuyor; ancak makineler \u00e7ok pahal\u0131 ve devreye almak zor. (Devreye almak: Kurulum, test ve \u00fcretime ge\u00e7i\u015f s\u00fcreci.)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130hracat k\u0131s\u0131tlamalar\u0131 da \u00f6nemli. \u00c7inli m\u00fc\u015fteriler ASML sat\u0131\u015flar\u0131nda kayda de\u011fer paya sahip; ancak \u015firketin en ileri sistemlerini \u00c7in\u2019e satmas\u0131na s\u0131n\u0131rlamalar var.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">D\u00fczenlemelerdeki de\u011fi\u015fiklikler veya m\u00fc\u015fterilerin yat\u0131r\u0131m planlar\u0131, gelecekteki gelir b\u00fcy\u00fcmesini etkileyebilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">ASML \u0130\u00e7in \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-ASML\/\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">ASML grafi\u011fi<\/span><\/a><span class=\"trademark\"> 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:ASML\",  \"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><strong>Fiyat Seviyesi<\/strong><\/td><td><strong>Yat\u0131r\u0131mc\u0131lar\u0131n \u0130zledi\u011fi Nokta<\/strong><\/td><\/tr><tr><td>$1,880<\/td><td>Son toparlanma b\u00f6lgesinden gelen daha geni\u015f diren\u00e7 alan\u0131<\/td><\/tr><tr><td>$1,840<\/td><td>Bilan\u00e7oya tepkiden sonra k\u0131sa vadeli k\u0131r\u0131lma seviyesi<\/td><\/tr><tr><td>$1,830<\/td><td>\u0130lk diren\u00e7 ve son i\u015flem band\u0131n\u0131n tavan\u0131<\/td><\/tr><tr><td>$1,815.27<\/td><td>Son kapan\u0131\u015f b\u00f6lgesi<\/td><\/tr><tr><td>$1,799\u2013$1,800<\/td><td>\u0130lk destek ve psikolojik seviye<\/td><\/tr><tr><td>$1,735.65<\/td><td>Son seans dibi ve a\u015fa\u011f\u0131 y\u00f6nde ana destek<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">ASML, 1.830 dolar civar\u0131ndaki ilk diren\u00e7 b\u00f6lgesinin alt\u0131nda i\u015flem g\u00f6r\u00fcyor. Bu seviyenin \u00fczerine \u00e7\u0131k\u0131lmas\u0131, al\u0131m i\u015ftah\u0131n\u0131n yeniden g\u00fc\u00e7lendi\u011fine i\u015faret edebilir ve 1.840 dolar\u0131 g\u00fcndeme getirebilir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1.840 dolar\u0131n \u00fczerine daha g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f, oda\u011f\u0131 1.880 dolar diren\u00e7 b\u00f6lgesine \u00e7evirebilir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A\u015fa\u011f\u0131da 1.799\u20131.800 dolar band\u0131 ilk destek. Bu b\u00f6lgenin alt\u0131na sarkma, k\u0131sa vadeli toparlanmay\u0131 zay\u0131flatabilir ve 1.735,65 dolar civar\u0131ndaki son seans dibini yeniden \u00f6ne \u00e7\u0131karabilir.<\/p>\n\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 size-full\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/07\/asml2.webp\" alt=\"ASML Hisseleri, Yapay Zek\u00e2 Talebinin 2026 Beklentisini Desteklemesiyle Y\u00fckseldi\" class=\"wp-image-61812\"\/><\/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>Y\u00fckseli\u015f Toparlanmas\u0131<\/td><td>1.830 dolar\u0131n \u00fczerine \u00e7\u0131k\u0131\u015f<\/td><td>ASML 1.840 dolar\u0131 yeniden test edebilir<\/td><\/tr><tr><td>Y\u00fckseli\u015fin Devam\u0131<\/td><td>1.840 dolar\u0131n \u00fczerine k\u0131r\u0131lma<\/td><td>Al\u0131c\u0131lar 1.880 dolar\u0131 hedefleyebilir<\/td><\/tr><tr><td>Bant Hareketi<\/td><td>1.799\u20131.830 aral\u0131\u011f\u0131nda kal\u0131c\u0131l\u0131k<\/td><td>Hisse bilan\u00e7onun yaratt\u0131\u011f\u0131 dalgalanma sonras\u0131 yatay seyredebilir<\/td><\/tr><tr><td>D\u00fc\u015f\u00fc\u015f K\u0131r\u0131lmas\u0131<\/td><td>1.799 dolar\u0131n alt\u0131na ini\u015f<\/td><td>ASML 1.735,65 dolar\u0131 yeniden test edebilir<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Y\u00fckseli\u015f senaryosu, hissenin 1.830 dolar direncini yeniden a\u015fmas\u0131na ba\u011fl\u0131. Bu b\u00f6lgenin \u00fczerinde kal\u0131c\u0131l\u0131k, bilan\u00e7o kaynakl\u0131 dalgalanma sonras\u0131 al\u0131c\u0131lar\u0131n tekrar g\u00fc\u00e7 kazand\u0131\u011f\u0131 anlam\u0131na gelebilir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1.840 dolar\u0131n \u00fczerine k\u0131r\u0131lma, toparlanmay\u0131 g\u00fc\u00e7lendirir ve 1.880 dolar\u0131 \u00f6ne \u00e7\u0131kar\u0131r.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">N\u00f6tr senaryo, 1.799\u20131.830 aral\u0131\u011f\u0131nda s\u0131k\u0131\u015fma. Bu, yat\u0131r\u0131mc\u0131lar\u0131n \u00e7ip talebi, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131 ve teknoloji hisselerindeki genel havadan daha net sinyal bekledi\u011fini g\u00f6sterir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">D\u00fc\u015f\u00fc\u015f senaryosu, hissenin 1.799 dolar\u0131n alt\u0131na inmesiyle g\u00fc\u00e7lenir. Bu seviyenin alt\u0131nda kal\u0131c\u0131l\u0131k, a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 art\u0131rabilir ve 1.735,65 dolar civar\u0131n\u0131 tekrar g\u00fcndeme getirebilir.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">VT Markets ile ASML CFD \u0130\u015flemleri<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">ASML, yapay zek\u00e2, \u00e7ip talebi, teknoloji \u015firketlerinin bilan\u00e7olar\u0131 ve k\u00fcresel hisse piyasas\u0131 alg\u0131s\u0131n\u0131 izleyen yat\u0131r\u0131mc\u0131lar i\u00e7in \u00f6nemli.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">VT Markets ile yat\u0131r\u0131mc\u0131lar, ASML hisse CFD\u2019lerine (CFD: Fiyat fark\u0131 s\u00f6zle\u015fmesi; hisseyi sahiplenmeden fiyat hareketine g\u00f6re i\u015flem yapmay\u0131 sa\u011flayan \u00fcr\u00fcn) d\u00f6viz, alt\u0131n, petrol, endeksler, ETF\u2019ler (Borsa yat\u0131r\u0131m fonu; bir sepet varl\u0131\u011f\u0131 tek \u00fcr\u00fcnde izler) ve di\u011fer k\u00fcresel CFD piyasalar\u0131yla ayn\u0131 platformdan eri\u015febilir. Bu sayede ASML fiyat\u0131n\u0131 izlerken sekt\u00f6r e\u011filimleri de takip edilebilir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">VT Markets\u2019in grafik ara\u00e7lar\u0131yla destek, diren\u00e7, hareketli ortalamalar (belirli g\u00fcnlerin ortalama fiyat\u0131; trendi g\u00f6rmek i\u00e7in kullan\u0131l\u0131r) ve k\u0131r\u0131lma davran\u0131\u015f\u0131 (fiyat\u0131n destek\/diren\u00e7 seviyesini a\u015fmas\u0131) izlenebilir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">VT Markets\u2019te <a href=\"https:\/\/www.vtmarkets.com\/forex\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Hisse CFD\u2019leri<\/a> i\u015flemleri hakk\u0131nda <a href=\"https:\/\/www.vtmarkets.com\/Insights\/?utm_source=DMA\" target=\"_blank\" rel=\"noopener\" title=\"\">buradan<\/a> bilgi al\u0131n.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">ASML\u2019de Neden CFD \u0130\u015flemi?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">ASML CFD\u2019leri, dayanak hisseyi (ger\u00e7ek hisseyi) almadan fiyat\u0131n y\u00fckseli\u015fine veya d\u00fc\u015f\u00fc\u015f\u00fcne g\u00f6re pozisyon almay\u0131 sa\u011flar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bu esneklik, ASML\u2019nin bilan\u00e7o, \u00e7ip talebindeki de\u011fi\u015fim, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131 ve teknoloji piyasas\u0131ndaki hareketlere h\u0131zl\u0131 tepki verdi\u011fi d\u00f6nemlerde i\u015fe yarayabilir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fiyat diren\u00e7 \u00fczerine \u00e7\u0131karsa yukar\u0131 y\u00f6nl\u00fc ivme (k\u0131sa s\u00fcrede h\u0131zlanan hareket) izlenebilir. Fiyat deste\u011fin alt\u0131na d\u00fc\u015ferse a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketin s\u00fcrmesi takip edilebilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Bundan Sonra Ne \u0130zlenecek?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">ASML\u2019de bir sonraki hareket, hem \u015firket \u00f6zelindeki geli\u015fmelere hem de \u00e7ip sekt\u00f6r\u00fcndeki genel trendlere ba\u011fl\u0131 olacak.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130zlenecek ba\u015fl\u0131klar:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>TSMC, Samsung, Intel, Micron ve SK Hynix\u2019in sermaye harcamas\u0131 planlar\u0131 (CAPEX)<\/li>\n\n\n\n<li>Yapay zek\u00e2 h\u0131zland\u0131r\u0131c\u0131lar\u0131na (AI accelerator: Yapay zek\u00e2 i\u015flemlerini h\u0131zland\u0131ran \u00f6zel \u00e7ip) ve geli\u015fmi\u015f bellek \u00e7iplerine talep<\/li>\n\n\n\n<li>EUV ve DUV \u00fcretim kapasitesi art\u0131\u015f\u0131n\u0131n ilerleyi\u015fi<\/li>\n\n\n\n<li>High-NA EUV teknolojisinin kullan\u0131m\u0131n\u0131n h\u0131zlan\u0131p h\u0131zlanmad\u0131\u011f\u0131<\/li>\n\n\n\n<li>\u00c7ip ihracat k\u0131s\u0131tlamalar\u0131ndaki geli\u015fmeler<\/li>\n\n\n\n<li>Hissenin 1.799\u20131.800 dolar band\u0131n\u0131n \u00fczerinde tutunup tutunamayaca\u011f\u0131<\/li>\n<\/ul>\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<h3 class=\"wp-block-heading\">ASML hisseleri neden y\u00fckseldi?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">ASML hisseleri, \u015firketin ikinci \u00e7eyrekte beklentileri a\u015fan sonu\u00e7lar a\u00e7\u0131klamas\u0131 ve 2026 sat\u0131\u015f hedefini y\u00fckseltmesi sonras\u0131 y\u00fckseldi. G\u00fcncellenen hedef, yapay zek\u00e2 ve y\u00fcksek performansl\u0131 hesaplama kaynakl\u0131 ileri \u00e7ip \u00fcretim ekipman\u0131 talebinin s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ASML hissesi ne kadar hareket etti?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Nasdaq\u2019ta i\u015flem g\u00f6ren ASML hissesi 15 Temmuz 2026\u2019da 1.815,27 dolardan kapanarak yakla\u015f\u0131k %2,2 y\u00fckseldi. Seans i\u00e7inde 1.735,65\u20131.877,00 dolar aral\u0131\u011f\u0131nda i\u015flem g\u00f6rd\u00fc.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ASML, yapay zek\u00e2 \u00e7ipleri i\u00e7in neden \u00f6nemli?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">ASML, EUV dahil ileri litografi sistemleri \u00fcretiyor. Bu makineler, yapay zek\u00e2 uygulamalar\u0131nda, veri merkezlerinde ve y\u00fcksek performansl\u0131 hesaplamada kullan\u0131lan en ileri i\u015flemci ve bellek \u00e7iplerinin \u00fcretiminde kullan\u0131l\u0131yor.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ASML\u2019nin 2026 beklentisi neydi?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">ASML, 2026 net sat\u0131\u015f hedefini 43\u201345 milyar euro aral\u0131\u011f\u0131na \u00e7\u0131kard\u0131. \u00d6nceki aral\u0131k 36\u201340 milyar euroydu. Art\u0131\u015f\u0131n arkas\u0131nda, \u00e7ip \u00fcretim ekipmanlar\u0131na g\u00fc\u00e7l\u00fc talep var.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ASML\u2019de ana destek ve diren\u00e7 seviyeleri neler?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130lk diren\u00e7 1.830 dolar civar\u0131nda. Sonras\u0131nda 1.840 ve 1.880 dolar izleniyor. \u0130lk destek 1.799\u20131.800 dolar band\u0131; 1.735,65 dolar civar\u0131 ise daha geni\u015f \u00f6l\u00e7ekte a\u015fa\u011f\u0131 y\u00f6nde referans seviye.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ASML hisselerini etkileyebilecek riskler neler?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Ba\u015fl\u0131ca riskler: \u00e7ip sekt\u00f6r\u00fcnde sermaye harcamalar\u0131n\u0131n yava\u015flamas\u0131, yapay zek\u00e2 ba\u011flant\u0131l\u0131 \u00e7ip talebinin beklenenden zay\u0131f kalmas\u0131, ileri EUV teknolojilerinin kullan\u0131m\u0131n\u0131n gecikmesi ve ihracat d\u00fczenlemelerindeki de\u011fi\u015fiklikler.<\/p>\n<\/details>\n\n\n\n\n<p class=\"wp-block-paragraph\"><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>ASML\u2019de bilan\u00e7o s\u00fcrprizi: Q2 sat\u0131\u015f 9,33 milyar euroyla beklentiyi a\u015ft\u0131, hisse %2,2 y\u00fckseldi. 2026 sat\u0131\u015f hedefi 43\u201345 milyar euroya \u00e7\u0131kt\u0131. Teknikte 1.830 diren\u00e7, 1.800 destek.<\/p>\n","protected":false},"author":87,"featured_media":51038,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-51039","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\/51039","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=51039"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/51039\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/51038"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=51039"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=51039"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=51039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}