{"id":51793,"date":"2026-07-28T02:30:03","date_gmt":"2026-07-28T02:30:03","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/fiyatlardaki-geri-cekilme-alimlari-canlandirdi-cinin-altin-ithalati-haziranda-173-tona-sicradi\/"},"modified":"2026-07-28T02:30:03","modified_gmt":"2026-07-28T02:30:03","slug":"fiyatlardaki-geri-cekilme-alimlari-canlandirdi-cinin-altin-ithalati-haziranda-173-tona-sicradi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/fiyatlardaki-geri-cekilme-alimlari-canlandirdi-cinin-altin-ithalati-haziranda-173-tona-sicradi\/","title":{"rendered":"Fiyatlardaki Geri \u00c7ekilme Al\u0131mlar\u0131 Canland\u0131rd\u0131: \u00c7in\u2019in Alt\u0131n \u0130thalat\u0131 Haziranda 173 Tona S\u0131\u00e7rad\u0131"},"content":{"rendered":"

\u00c7in\u2019in alt\u0131n ithalat\u0131, fiyatlardaki geri \u00e7ekilmenin al\u0131mlar\u0131 te\u015fvik etmesiyle haziranda 173 tona y\u00fckseldi; bu, Mart 2024\u2019ten bu yana en y\u00fcksek ayl\u0131k toplam oldu. Bu rakam may\u0131staki 151 ton ve nisandaki 157 ton ile k\u0131yaslan\u0131yor. Uluslararas\u0131 alt\u0131n fiyat\u0131 ilk yar\u0131da %7 gerilerken, yuan\u0131n g\u00fc\u00e7lenmesiyle renminbi baz\u0131nda d\u00fc\u015f\u00fc\u015f %10\u2019u buldu. 1 Haziran\u2019da y\u00fcr\u00fcrl\u00fc\u011fe giren yeni ithalat lisanslama rejimi, ithalat\u00e7\u0131lar\u0131 mevcut kotalar\u0131 kullanmaya y\u00f6nlendirdi; kal\u0131c\u0131 i\u00e7 piyasa primi ise bankalar ve m\u00fccevher \u00fcreticileri i\u00e7in uluslararas\u0131 piyasadan tedariki daha ucuz hale getirdi.<\/p>\n

Ay boyunca toptan talep iyile\u015fti; \u015eanghay Alt\u0131n Borsas\u0131\u2019ndaki (SGE) \u00e7eki\u015fler ayl\u0131k bazda %36 artarak 87 tona \u00e7\u0131kt\u0131, ancak m\u00fccevher sekt\u00f6r\u00fc zay\u0131f kalmaya devam etti. 2026\u2019n\u0131n ilk yar\u0131s\u0131nda \u00e7eki\u015fler toplam 598 ton olurken, y\u0131ll\u0131k bazda %12 d\u00fc\u015f\u00fc\u015f kaydetti ve 10 y\u0131ll\u0131k ortalaman\u0131n %27 alt\u0131nda kald\u0131. \u00c7in alt\u0131n ETF\u2019leri haziranda g\u00fc\u00e7l\u00fc bir \u00e7\u0131k\u0131\u015f g\u00f6rse de, ilk yar\u0131da net 29 ton ekleyerek kay\u0131tlardaki en g\u00fc\u00e7l\u00fc ikinci y\u0131l ba\u015flang\u0131c\u0131na imza att\u0131; y\u00f6netim alt\u0131ndaki varl\u0131klar (AUM) haziran sonunda %1 art\u0131\u015fla 277 tona y\u00fckseldi ve \u00a5243 milyar (36 milyar $) de\u011ferine ula\u015ft\u0131.<\/p>\n

T\u00fcrevler ve Spread \u0130\u015flemlerinde F\u0131rsatlar<\/h3>\n

\u00d6n\u00fcm\u00fczdeki haftalarda alt\u0131n fiyat\u0131nda bir toparlanmaya haz\u0131rlanmak isteyen t\u00fcrev i\u015flemcilerinin, uzun vadeli kontratlar (futures) ve al\u0131m opsiyonlar\u0131na (call) odaklanarak pozisyon almas\u0131 gerekti\u011fine inan\u0131yoruz. \u00c7in\u2019in haziranda alt\u0131n ithalat\u0131n\u0131n 173 tona s\u0131\u00e7ramas\u0131, fiziki al\u0131c\u0131lar\u0131n daha d\u00fc\u015f\u00fck fiyat seviyelerini agresif bi\u00e7imde savundu\u011funu g\u00f6steriyor. Uluslararas\u0131 alt\u0131n fiyatlar\u0131 ilk yar\u0131daki %7\u2019lik gerilemenin ard\u0131ndan ons ba\u015f\u0131na 2.320 $ civar\u0131nda dengelenirken, bu g\u00fc\u00e7l\u00fc fiziki taban, t\u00fcrev tarafta y\u00fckseli\u015f bekleyenler i\u00e7in a\u015fa\u011f\u0131 y\u00f6nl\u00fc riski s\u0131n\u0131rl\u0131yor.<\/p>\n

\u00c7in\u2019de kal\u0131c\u0131 i\u00e7 piyasa alt\u0131n primini de yak\u0131ndan izlemek gerekiyor; bu, spread i\u015flemleri a\u00e7\u0131s\u0131ndan \u00f6nemli f\u0131rsatlar yarat\u0131yor. Yat\u0131r\u0131mc\u0131lar bu fark\u0131, COMEX alt\u0131n\u0131nda uzun pozisyon al\u0131p \u015eanghay Alt\u0131n Borsas\u0131\u2019nda k\u0131sa pozisyonlar kullanarak de\u011ferlendirebilir. Ayr\u0131ca \u00c7in alt\u0131n ETF\u2019lerinin y\u0131l\u0131n ilk yar\u0131s\u0131nda 29 ton eklemesi, kurumsal yat\u0131r\u0131mc\u0131lar\u0131n k\u00e2\u011f\u0131t alt\u0131n\/t\u00fcrev \u00fcr\u00fcnlere olan g\u00fcveninin olduk\u00e7a g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131n\u0131 ortaya koyuyor.<\/p>\n

G\u00f6r\u00fcn\u00fcm ve K\u0131sa Vadeli \u0130\u015flem Stratejileri<\/h3>\n

A\u011fustosa girerken, yeniden d\u00fczenlenen ithalat kotalar\u0131 ile olas\u0131 bir m\u00fccevher piyasas\u0131 toparlanmas\u0131 kombinasyonunun fiyatlar\u0131 yukar\u0131 \u00e7ekmesini bekliyoruz. Tarihsel olarak, haziranda g\u00f6rd\u00fc\u011f\u00fcm\u00fcz gibi toptan \u00e7eki\u015flerin ayl\u0131k bazda %36 artarak 87 tona s\u0131\u00e7rad\u0131\u011f\u0131 d\u00f6nemlerin ard\u0131ndan \u00e7o\u011fu zaman bir fiyat rallisi geliyor. Beklenen yukar\u0131 y\u00f6nl\u00fc momentumu yakalamak i\u00e7in eyl\u00fcl vadeli al\u0131m opsiyonlar\u0131n\u0131n (call) al\u0131nmas\u0131n\u0131 \u00f6neriyoruz.<\/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":"

\u00c7in\u2019in alt\u0131n ithalat\u0131 haziranda 173 tona s\u0131\u00e7rad\u0131: fiyat d\u00fc\u015f\u00fc\u015f\u00fc al\u0131m\u0131 tetikledi, i\u00e7 piyasa primi ve yeni lisanslar ithalat\u0131 h\u0131zland\u0131rd\u0131. SGE \u00e7eki\u015fleri %36 artt\u0131; t\u00fcrevlerde call\/futures, spread f\u0131rsatlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50053,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51793","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t