{"id":51493,"date":"2026-07-23T01:59:24","date_gmt":"2026-07-23T01:59:24","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/alphabette-eps-sicramasi-bulut-buyumesi-hizlanirken-anthropic-hissesi-sonuclari-yukari-cekti-hisse-342-dolar-civarinda-yatay-seyrediyor\/"},"modified":"2026-07-23T01:59:24","modified_gmt":"2026-07-23T01:59:24","slug":"alphabette-eps-sicramasi-bulut-buyumesi-hizlanirken-anthropic-hissesi-sonuclari-yukari-cekti-hisse-342-dolar-civarinda-yatay-seyrediyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/alphabette-eps-sicramasi-bulut-buyumesi-hizlanirken-anthropic-hissesi-sonuclari-yukari-cekti-hisse-342-dolar-civarinda-yatay-seyrediyor\/","title":{"rendered":"Alphabet\u2019te EPS s\u0131\u00e7ramas\u0131: Bulut b\u00fcy\u00fcmesi h\u0131zlan\u0131rken Anthropic hissesi sonu\u00e7lar\u0131 yukar\u0131 \u00e7ekti; hisse 342 dolar civar\u0131nda yatay seyrediyor"},"content":{"rendered":"

Alphabet, hisse ba\u015f\u0131na 9,11 dolar k\u00e2r a\u00e7\u0131klad\u0131; bu rakam Wall Street konsens\u00fcs\u00fcn\u00fcn 6,11 dolar \u00fczerinde geldi. Hisse fiyat\u0131, erken saatlerdeki dalgalanmalar\u0131n ard\u0131ndan fazla de\u011fi\u015fmedi; GOOGL 353 dolara y\u00fckseldikten sonra 332 dolar\u0131n alt\u0131na sarkt\u0131 ve normal seans\u0131n sonuna do\u011fru 342 dolar civar\u0131nda dengelendi. K\u00e2rdaki art\u0131\u015f, analistlerin \u015firketin Anthropic\u2019teki yakla\u015f\u0131k %14\u2019l\u00fck pay\u0131 ile ili\u015fkilendirdi\u011fi \u015fekilde, \u015firketin hisse senedi portf\u00f6y\u00fcn\u00fcn de\u011ferindeki 98 milyar dolarl\u0131k art\u0131\u015ftan kaynakland\u0131.<\/p>\n

\u0130kinci \u00e7eyrek gelirleri y\u0131ll\u0131k bazda %24 artarak 119,8 milyar dolara y\u00fckseldi ve beklentileri 2,8 milyar dolar\u0131n \u00fczerinde a\u015ft\u0131. Google Cloud gelirleri 24,8 milyar dolara t\u0131rman\u0131rken, y\u0131ll\u0131k b\u00fcy\u00fcme h\u0131z\u0131 1\u00c7\u2019deki %63\u2019ten 2\u00c7\u2019de %82\u2019ye h\u0131zland\u0131. Google Services gelirleri %15 art\u0131\u015fla 94,5 milyar dolara \u00e7\u0131kt\u0131; Google Search & di\u011fer kalemi %17 y\u00fckselirken, abonelikler, platformlar ve cihazlar %15 artt\u0131, YouTube reklam gelirleri %13 b\u00fcy\u00fcd\u00fc. Faaliyet k\u00e2r marj\u0131 2\u00c7\u2019de iki puan artarak %34\u2019e iyile\u015fti.<\/p>\n

EPS S\u00fcrprizinin Etkileri ve Opsiyon Stratejileri<\/h3>\n

Alphabet\u2019in 9,11 dolarl\u0131k g\u00fc\u00e7l\u00fc EPS s\u00fcrprizi, b\u00fcy\u00fck \u00f6l\u00e7\u00fcde Anthropic pay\u0131ndan kaynaklanan 98 milyar dolarl\u0131k ger\u00e7ekle\u015fmemi\u015f (k\u00e2\u011f\u0131t \u00fczerindeki) de\u011fer art\u0131\u015f\u0131yla desteklendi; bu da man\u015fet s\u00fcrprizin temel faaliyetlerden gelmedi\u011fi anlam\u0131na geliyor. Bu kazan\u00e7 zaten fiyatland\u0131\u011f\u0131 i\u00e7in, hissenin bilan\u00e7o sonras\u0131 332-353 dolar band\u0131ndaki hareketi h\u0131zla s\u00f6n\u00fcmlenerek 342 dolar civar\u0131na oturdu. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131n\u0131n, ima edilen volatilitedeki bu ani d\u00fc\u015f\u00fc\u015f\u00fc prim erimesini yakalamak amac\u0131yla out-of-the-money iron condor veya strangle satarak de\u011ferlendirmesi gerekti\u011fine inan\u0131yoruz.<\/p>\n

Bulut B\u00fcy\u00fcmesi, Finansal Sa\u011flaml\u0131k ve Pozisyonlama<\/h3>\n

Hissenin yatay tepkisine ra\u011fmen, Google Cloud\u2019un y\u0131ll\u0131k %82\u2019lik dikkat \u00e7ekici b\u00fcy\u00fcmeyle 24,8 milyar dolara ula\u015fmas\u0131, kurumsal yapay zek\u00e2 talebinin e\u015fi g\u00f6r\u00fclmemi\u015f bir h\u0131zla ivmelendi\u011fini g\u00f6steriyor. Kar\u015f\u0131la\u015ft\u0131rma i\u00e7in, Microsoft Azure ve Amazon AWS gibi rakiplerde son birka\u00e7 \u00e7eyrekte tarihsel bulut b\u00fcy\u00fcmesi yakla\u015f\u0131k %19 ile %30 band\u0131nda seyretti. Bu devasa bulut geni\u015flemesine kat\u0131lmak i\u00e7in, k\u0131sa vadeli olas\u0131 fiyat geri \u00e7ekilmelerinde uzun vadeli al\u0131m opsiyonlar\u0131 (LEAP) ile pozisyon al\u0131nmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n

Faaliyet marjlar\u0131n\u0131n %34\u2019e y\u00fckselmesi ve Google Services\u2019in 94,5 milyar dolar gelir \u00fcretmesi, \u015firketin temel finansal sa\u011flaml\u0131\u011f\u0131n\u0131n son derece g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131na i\u015faret ediyor. Bununla birlikte, yak\u0131n vadeli makroekonomik belirsizlik, daha m\u00fctevaz\u0131 %13 b\u00fcy\u00fcyen YouTube reklam gelirlerinde s\u0131n\u0131rl\u0131 dalgalanmalara yol a\u00e7abilir. Buna kar\u015f\u0131 korunmak i\u00e7in, a\u015fa\u011f\u0131 y\u00f6nl\u00fc riski s\u0131n\u0131rlarken yukar\u0131 y\u00f6nl\u00fc k\u0131r\u0131lma olas\u0131l\u0131\u011f\u0131na pozisyonda kalmay\u0131 sa\u011flayacak 45 g\u00fcnl\u00fck vadeli bull call spread kurulmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n

Tarihsel olarak Alphabet hissesi, y\u0131l ortas\u0131 bilan\u00e7o a\u00e7\u0131klamas\u0131 sonras\u0131 iki ila \u00fc\u00e7 hafta konsolide olma e\u011filimi g\u00f6sterdikten sonra ana trendine geri d\u00f6n\u00fcyor. Ge\u00e7mi\u015f yaz d\u00f6ng\u00fclerine ili\u015fkin veriler, bilan\u00e7o duyurusunun hemen ard\u0131ndan ima edilen volatilitenin tipik olarak %15 ila %25 aras\u0131nda sert bi\u00e7imde d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor. Yat\u0131r\u0131mc\u0131lara, \u015fu a\u015famada pahal\u0131 k\u0131sa vadeli d\u00fcz al\u0131m opsiyonlar\u0131 almaktan ka\u00e7\u0131nmalar\u0131n\u0131; bunun yerine bilan\u00e7o sonras\u0131 bu istikrarla\u015fmadan faydalanmak i\u00e7in calendar spread\u2019lere odaklanmalar\u0131n\u0131 tavsiye ediyoruz.<\/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":"

Alphabet\u2019ten k\u00e2r bombas\u0131: EPS 9,11$ ile beklentiyi ezdi; ancak s\u00fcrpriz, Anthropic kaynakl\u0131 98 milyar$ portf\u00f6y de\u011fer art\u0131\u015f\u0131ndan geldi. Gelir 119,8 milyar$, Cloud b\u00fcy\u00fcmesi %82; opsiyonda iron condor\/strangle, LEAP ve bull call spread \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50059,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51493","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\/51493","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=51493"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/51493\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/50059"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=51493"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=51493"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=51493"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}