G\u00fcney Kore\u2019nin KOSPI endeksi d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrerek haziran zirvesine g\u00f6re kayb\u0131n\u0131 yakla\u015f\u0131k %44\u2019e ta\u015f\u0131d\u0131; SOXX yar\u0131 iletken ETF\u2019i ise yakla\u015f\u0131k %30 geriledi. Nasdaq yakla\u015f\u0131k %13 d\u00fc\u015ferken, bu hareketin \u00f6nemli k\u0131sm\u0131 b\u00fcy\u00fck teknoloji \u015firketlerinin g\u00fc\u00e7l\u00fc k\u00e2r ve artan gelir a\u00e7\u0131klamalar\u0131na ra\u011fmen son yedi seansta ger\u00e7ekle\u015fti. Grafiklerde Nasdaq, g\u00fcnl\u00fck 50-EMA band\u0131n\u0131n alt\u0131na sarkm\u0131\u015f durumda ve al\u00e7alan bir kanal\u0131n alt trend \u00e7izgisini test ediyor; 26.800-27.400 civar\u0131ndaki \u00f6nceki yatay konsolidasyon b\u00f6lgesi \u00f6ne \u00e7\u0131k\u0131yor. Stokastik RSI a\u015f\u0131r\u0131 sat\u0131mda seyrederken, haftal\u0131k 50-EMA 2025 zirvelerine yak\u0131n olan yakla\u015f\u0131k 25.755-26.255 band\u0131na yakla\u015f\u0131yor; ayn\u0131 zamanda KOSPI 5.000-5.500 aral\u0131\u011f\u0131na yakla\u015f\u0131rken SOXX 461 seviyesini yokluyor, a\u015fa\u011f\u0131da 431,74-445,26 band\u0131 bulunuyor.<\/p>\n\n
Microsoft, yakla\u015f\u0131k 87,6 milyar dolarl\u0131k beklentiye kar\u015f\u0131l\u0131k 90 milyar dolar civar\u0131nda gelir a\u00e7\u0131klad\u0131; Azure %43 artarken Microsoft Cloud geliri %27 y\u00fckseldi. \u015eirket, yakla\u015f\u0131k 41 milyar dolarl\u0131k sermaye harcamas\u0131 ve yakla\u015f\u0131k 19,6 milyar dolarl\u0131k serbest nakit ak\u0131\u015f\u0131 bildirdi; sabit kurla Azure b\u00fcy\u00fcmesi i\u00e7in yakla\u015f\u0131k %45 ve gelir i\u00e7in 89,85-90,95 milyar dolar aral\u0131\u011f\u0131nda \u00f6ng\u00f6r\u00fc payla\u015ft\u0131. Meta\u2019n\u0131n geliri %28 art\u0131\u015fla 60,8 milyar dolara \u00e7\u0131kt\u0131; ancak maliyetler %55 y\u00fckseldi, faaliyet marj\u0131 %43\u2019ten %31\u2019e geriledi ve faaliyet k\u00e2r\u0131 %8 d\u00fc\u015ft\u00fc. Kore\u2019de endeksin Samsung Electronics ve SK Hynix\u2019e duyarl\u0131l\u0131\u011f\u0131 hareketleri b\u00fcy\u00fctt\u00fc: SK Hynix faaliyet k\u00e2r\u0131nda %557 s\u0131\u00e7rama kaydetmesine ra\u011fmen beklentileri kar\u015f\u0131layamad\u0131; kalabal\u0131k pozisyonlanma ve kald\u0131ra\u00e7l\u0131 ETF \u00e7\u00f6z\u00fclmeleri sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131r\u0131rken hisseler yakla\u015f\u0131k %10 d\u00fc\u015ft\u00fc.<\/p>\n\n
K\u00fcresel teknoloji sat\u0131\u015flar\u0131 kritik destek seviyelerine yakla\u015f\u0131rken, t\u00fcrev i\u015flem yapanlar\u0131n y\u00fcksek oynakl\u0131\u011fa haz\u0131rl\u0131kl\u0131 olmas\u0131 gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. G\u00fcney Kore\u2019nin KOSPI endeksindeki %44\u2019l\u00fck sert d\u00fc\u015f\u00fc\u015f ve SOXX yar\u0131 iletken ETF\u2019indeki %30\u2019luk gerileme, momentumu ne kadar h\u0131zl\u0131 tersine d\u00f6nebilece\u011fini g\u00f6steriyor. Nasdaq\u2019\u0131n son d\u00f6nemde yakla\u015f\u0131k %13 de\u011fer kaybetmesiyle birlikte, olas\u0131 i\u015flem f\u0131rsatlar\u0131 i\u00e7in bu seviyelerin yak\u0131ndan izlenmesi gerekiyor.<\/p>\n\n
Bu sert geri \u00e7ekilme, 2025\u2019te k\u00fcresel yar\u0131 iletken sat\u0131\u015flar\u0131n\u0131n %12\u2019nin \u00fczerinde artarak 687 milyar dolarla rekor k\u0131rmas\u0131n\u0131n ard\u0131ndan geldi ve yat\u0131r\u0131mc\u0131 beklentilerini olduk\u00e7a y\u00fckseltti. Ancak son sekt\u00f6r raporlar\u0131, k\u00fcresel \u00e7ip stok seviyelerinin ge\u00e7en \u00e7eyrekte yakla\u015f\u0131k %15 artt\u0131\u011f\u0131na i\u015faret ederek piyasa alg\u0131s\u0131nda ani bir de\u011fi\u015fime yol a\u00e7t\u0131. 2022 sonu \u00f6rne\u011finde g\u00f6r\u00fcld\u00fc\u011f\u00fc gibi tarihsel teknoloji d\u00fczeltmeleri, bellek \u00e7ipi talebi hafif\u00e7e so\u011fudu\u011funda kald\u0131ra\u00e7l\u0131 pozisyon \u00e7\u00f6z\u00fclmelerinin fiyat d\u00fc\u015f\u00fc\u015flerini h\u0131zla derinle\u015ftirebildi\u011fini g\u00f6steriyor.<\/p>\n\n
Nasdaq\u2019\u0131n 26.800-27.400 destek b\u00f6lgesini ve g\u00fcnl\u00fck 50-EMA band\u0131n\u0131 test etti\u011fi bu a\u015famada oda\u011f\u0131 burada tutmal\u0131y\u0131z. Stokastik RSI\u2019\u0131n a\u015f\u0131r\u0131 sat\u0131m b\u00f6lgesine inmesiyle, olas\u0131 bir tepki y\u00fckseli\u015fini yakalamak i\u00e7in k\u0131sa vadeli al\u0131m (call) opsiyonlar\u0131 veya uzun vadeli (long) vadeli i\u015flem pozisyonlar\u0131 de\u011ferlendirilebilir. Endeks bu seviyeleri koruyamazsa, haftal\u0131k 50-EMA\u2019n\u0131n yak\u0131n\u0131ndaki 25.755 seviyesinin bir sonraki hedefe d\u00f6n\u00fc\u015fmesiyle h\u0131zl\u0131 bi\u00e7imde koruyucu sat\u0131m (put) opsiyonlar\u0131na ge\u00e7i\u015f gerekebilir.<\/p>\n\n
Ayn\u0131 zamanda SOXX\u2019ta 461 civar\u0131ndaki de\u011fer alan\u0131 dip seviyesi ile KOSPI\u2019de 5.000-5.500 destek band\u0131 izlenmeli. \u00dc\u00e7 piyasan\u0131n e\u015f zamanl\u0131 tepki vermesi, k\u0131sa vadeli uzun y\u00f6nl\u00fc stratejiler i\u00e7in olas\u0131l\u0131\u011f\u0131 y\u00fcksek bir kurulum sunabilir. Buna kar\u015f\u0131n bu destek b\u00f6lgelerinin k\u0131r\u0131lmas\u0131, daha derin ve yap\u0131sal bir d\u00fc\u015f\u00fc\u015f sinyali vererek k\u0131sa (short) pozisyonlar\u0131 daha g\u00fcvenli bir se\u00e7enek haline getirebilir.<\/p>\n\n
Ayr\u0131ca, dev yapay zek\u00e2 sermaye harcamalar\u0131n\u0131n yo\u011fun \u015fekilde sorguland\u0131\u011f\u0131 bir d\u00f6nemde, kar\u0131\u015f\u0131k bilan\u00e7olar\u0131 da tartmak gerekiyor. Microsoft\u2019un bulutta %27\u2019lik g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmesi ve 19,6 milyar dolarl\u0131k serbest nakit ak\u0131\u015f\u0131, baz\u0131 yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n kar\u015f\u0131l\u0131\u011f\u0131n\u0131 verdi\u011fini g\u00f6steriyor. Buna kar\u015f\u0131n Meta\u2019da maliyetlerin %55 s\u0131\u00e7ramas\u0131, bu a\u011f\u0131r yat\u0131r\u0131mlar\u0131n ne kadar h\u0131zl\u0131 \u015fekilde net k\u00e2ra d\u00f6n\u00fc\u015fece\u011fi konusunda soru i\u015faretlerini art\u0131r\u0131yor.<\/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":" Panik mi f\u0131rsat m\u0131? KOSPI haziran zirvesinden %44, SOXX %30, Nasdaq %13 geriledi. Kritik destekler testte: Nasdaq 26.800-27.400, SOXX 461, KOSPI 5.000-5.500. Microsoft g\u00fc\u00e7l\u00fc, Meta\u2019da marj bask\u0131s\u0131. Oynakl\u0131k y\u00fckseliyor.<\/p>\n","protected":false},"author":87,"featured_media":50009,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52045","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