{"id":51130,"date":"2026-07-17T10:29:06","date_gmt":"2026-07-17T10:29:06","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/pozisyon-kapatmalari-kar-beklentileri-degisirken-yapay-zeka-ve-cip-hisselerindeki-satis-dalgasini-tetikledi\/"},"modified":"2026-07-17T10:29:06","modified_gmt":"2026-07-17T10:29:06","slug":"pozisyon-kapatmalari-kar-beklentileri-degisirken-yapay-zeka-ve-cip-hisselerindeki-satis-dalgasini-tetikledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/pozisyon-kapatmalari-kar-beklentileri-degisirken-yapay-zeka-ve-cip-hisselerindeki-satis-dalgasini-tetikledi\/","title":{"rendered":"Pozisyon Kapatmalar\u0131, K\u00e2r Beklentileri De\u011fi\u015firken Yapay Zek\u00e2 ve \u00c7ip Hisselerindeki Sat\u0131\u015f Dalgas\u0131n\u0131 Tetikledi"},"content":{"rendered":"

Pozisyon \u00c7\u00f6z\u00fclmesi, Yapay Zek\u00e2 ve \u00c7ip Hisselerindeki Sat\u0131\u015f Dalgas\u0131n\u0131 Tetikliyor<\/h3>\n

Son yapay zek\u00e2 ve \u00e7ip sat\u0131\u015f dalgas\u0131n\u0131, temel g\u00f6stergelere g\u00f6re yeniden fiyatlamadan ziyade kalabal\u0131kla\u015fm\u0131\u015f pozisyonlar\u0131n azalt\u0131ld\u0131\u011f\u0131 bir \u201cpozisyon \u00e7\u00f6z\u00fclmesi\u201d s\u00fcr\u00fckl\u00fcyor; dipten al\u0131ma ili\u015fkin belirgin bir i\u015faret de yok. K\u00fcresel \u00e7ip \u00e7\u00f6k\u00fc\u015f\u00fc Tayvan ve Japonya\u2019y\u0131 vururken, MSCI Asya Pasifik hisse g\u00f6stergesi %2,7 geriledi ve Nikkei %5\u2019in \u00fczerinde d\u00fc\u015ft\u00fc; Kioxia %16\u2019ya kadar gerilerken TSMC yakla\u015f\u0131k %4 d\u00fc\u015ft\u00fc. K\u00e2r\u0131n\u0131 %77 art\u0131rmas\u0131na ra\u011fmen TSMC al\u0131m \u00e7ekmedi; bu da \u015firket sonu\u00e7lar\u0131ndan \u00e7ok para ak\u0131mlar\u0131n\u0131n belirleyici oldu\u011funu peki\u015ftirdi. Di\u011fer tarafta Netflix, sat\u0131\u015f b\u00fcy\u00fcmesinde \u00fcst \u00fcste ikinci \u00e7eyrekte yava\u015flama \u00f6ng\u00f6rd\u00fc; hisseleri seans sonras\u0131 i\u015flemlerde %9 d\u00fc\u015ft\u00fc, Nasdaq 100 vadeli i\u015flemleri %1,4 geriledi ve Avrupa hisselerinin %1\u2019den fazla eksiyle a\u00e7\u0131lmas\u0131 bekleniyordu.<\/p>\n

Yapay Zek\u00e2da De\u011fi\u015fen K\u00e2rl\u0131l\u0131k Anlat\u0131s\u0131 ve Rekabet Bask\u0131lar\u0131<\/h3>\n

Yeniden fiyatlama, k\u00e2rl\u0131l\u0131k anlat\u0131s\u0131ndaki de\u011fi\u015fimle de \u015fekilleniyor. De\u011feri 50 milyar dolar\u0131n \u00fczerinde bir de\u011ferleme \u00fczerinden 7,4 milyar dolar fon toplayan \u00c7inli giri\u015fim DeepSeek, ABD\u2019li rakiplerin \u00e7ok alt\u0131nda fiyatlanan yapay zek\u00e2 modelleriyle k\u00fcresel geni\u015flemeye haz\u0131rlan\u0131yor; bu da prim marjlar\u0131n arkas\u0131ndaki \u201ck\u0131tl\u0131k\u201d varsay\u0131mlar\u0131n\u0131 zorluyor. Daha ucuz ve \u00f6l\u00e7eklenebilir modeller, token talebini ve kurumsal benimsemeyi art\u0131rabilir; ancak de\u011feri g\u00fc\u00e7, altyap\u0131 ve da\u011f\u0131t\u0131m taraf\u0131na ve d\u00fc\u015f\u00fck maliyetli devreye al\u0131m\u0131 \u00f6l\u00e7ekli \u015fekilde y\u00fcr\u00fctebilen operat\u00f6rlere kayd\u0131r\u0131rken, yapay zek\u00e2 y\u0131\u011f\u0131n\u0131n\u0131n (stack) baz\u0131 katmanlar\u0131nda k\u00e2rl\u0131l\u0131\u011f\u0131 inceltebilir.<\/p>\n\n\n\n

Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"

Piyasada sat\u0131\u015f\u0131n fitilini \u201cpozisyon \u00e7\u00f6z\u00fclmesi\u201d ate\u015fledi: Asya\u2019da \u00e7ip hisseleri sert d\u00fc\u015ft\u00fc, TSMC g\u00fc\u00e7l\u00fc k\u00e2ra ra\u011fmen al\u0131c\u0131 bulamad\u0131. DeepSeek\u2019in ucuz modelleri k\u00e2rl\u0131l\u0131k anlat\u0131s\u0131n\u0131 zorluyor.<\/p>\n","protected":false},"author":87,"featured_media":50024,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51130","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\/51130","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=51130"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/51130\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/50024"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=51130"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=51130"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=51130"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}