K\u00fcresel piyasalar, yo\u011fun al\u0131mlar\u0131n etkisiyle y\u00fckseldi; talep daha \u00f6nce sert sat\u0131\u015f g\u00f6ren yar\u0131 iletken hisselerinde topland\u0131. Londra da y\u00fckseldi: FTSE 100, bankalar ve madencilik hisselerinin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde yeni bir rekor seviyeye \u00e7\u0131kt\u0131. Ancak endeksin son haftalarda teknoloji hisselerine k\u0131yasla g\u00f6sterdi\u011fi g\u00f6reli \u00fcst\u00fcn performans, New York\u2019taki daha h\u0131zl\u0131 y\u00fckseli\u015f temposunun yan\u0131nda hareketi daha m\u00fctevaz\u0131 g\u00f6sterdi. Fed\u2019in faiz art\u0131\u015f\u0131ndan ka\u00e7\u0131nma karar\u0131 ve Kevin Warsh\u2019\u0131n \u015fahin politikalara mesafeli duru\u015fu, dolar\u0131 zay\u0131flatarak emtialarda sert bir toparlanmaya alan a\u00e7t\u0131.<\/p>\n
ABD\u2019de yar\u0131 iletkenlerin \u00f6nc\u00fcl\u00fck etti\u011fi ralli, yat\u0131r\u0131mc\u0131lar\u0131n Microsoft\u2019un y\u00fcksek sermaye harcamalar\u0131ndan getiri \u00fcretmeye ba\u015flad\u0131\u011f\u0131na dair i\u015faretlere tepki vermesi ve GSYH verilerinin faizlerin sabit tutulmas\u0131 tezini desteklemesiyle Nasdaq\u2019\u0131 yukar\u0131 ta\u015f\u0131d\u0131. Microsoft, finansal krizden bu yana en iyi g\u00fcn\u00fcne do\u011fru ilerlerken, Sandisk hafta ba\u015f\u0131ndaki kay\u0131plar\u0131n ard\u0131ndan y\u00fckseldi. Piyasalar \u015fimdi y\u00fckseli\u015fin kal\u0131c\u0131l\u0131\u011f\u0131na dair teyit i\u00e7in bir sonraki bilan\u00e7o dalgas\u0131na odaklan\u0131yor.<\/p>\n
Fed\u2019in son faiz art\u0131r\u0131mlar\u0131na ara verme karar\u0131n\u0131n ard\u0131ndan, ABD dolar\u0131ndaki zay\u0131flamayla birlikte emtia t\u00fcrevlerinde b\u00fcy\u00fck bir f\u0131rsat g\u00f6r\u00fcyoruz. Tarihsel olarak daha zay\u0131f bir dolar, kaynak emtialarda sert bir rallinin \u00f6n\u00fcn\u00fc a\u00e7m\u0131\u015f ve bu s\u00fcre\u00e7 \u015fu anda FTSE 100\u2019\u00fc 8.400 puan\u0131n \u00fczerindeki son rekor seviyelerinin de \u00fcst\u00fcne ta\u015f\u0131yor. T\u00fcrev i\u015flemler yapan yat\u0131r\u0131mc\u0131lara, bu anl\u0131k yukar\u0131 y\u00f6nl\u00fc momentumu yakalamak i\u00e7in bak\u0131rda ve k\u00fcresel madencilik devlerinde uzun vadeli al\u0131m (call) opsiyonlar\u0131n\u0131 de\u011ferlendirmelerini \u00f6neriyoruz.<\/p>\n
New York\u2019ta yar\u0131 iletkenler ve b\u00fcy\u00fck teknoloji hisselerindeki ani s\u0131\u00e7rama, sert sat\u0131\u015f dalgas\u0131n\u0131n ard\u0131ndan al\u0131c\u0131lar\u0131n h\u0131zla geri d\u00f6nd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor. G\u00fc\u00e7l\u00fc \u015firket k\u00e2rlar\u0131yla desteklenen Nasdaq\u2019taki son tepki y\u00fckseli\u015fi, b\u00fcy\u00fck teknolojinin dev yapay zek\u00e2 yat\u0131r\u0131mlar\u0131ndan h\u00e2l\u00e2 somut getiri \u00fcretti\u011fini ortaya koyuyor. Yat\u0131r\u0131mc\u0131lar\u0131n, a\u015fa\u011f\u0131 y\u00f6nl\u00fc riski s\u0131n\u0131rlarken bu dalgadan faydalanmak i\u00e7in yar\u0131 iletken endekslerinde k\u0131sa vadeli bo\u011fa al\u0131m (bull call) spread stratejilerini kullanmalar\u0131 gerekti\u011fine inan\u0131yoruz.<\/p>\n
Bununla birlikte, tek g\u00fcnde g\u00f6r\u00fclen patlay\u0131c\u0131 rallilerin \u00e7o\u011fu zaman daha derin piyasa d\u00fczeltmelerinin klasik bir \u00f6zelli\u011fi oldu\u011funu unutmamak gerekiyor. \u00d6n\u00fcm\u00fczdeki haftalarda a\u00e7\u0131klanacak kritik teknoloji bilan\u00e7olar\u0131 dikkate al\u0131nd\u0131\u011f\u0131nda, piyasa oynakl\u0131\u011f\u0131n\u0131n y\u00fcksek kalmas\u0131 bekleniyor. Portf\u00f6yleri korumak i\u00e7in, uzun pozisyonlar\u0131 Nasdaq 100 \u00fczerinde d\u00fc\u015f\u00fck maliyetli sat\u0131m (put) opsiyonlar\u0131yla dengelemeyi gerekli bir g\u00fcvenlik a\u011f\u0131 olarak \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":" K\u00fcresel piyasalarda al\u0131m co\u015fkusu: yar\u0131 iletkenler ve Nasdaq ralliye liderlik ederken, Fed\u2019in faiz art\u0131\u015f\u0131na ara vermesi dolar\u0131 zay\u0131flatt\u0131; emtia toparland\u0131, FTSE 100 bankalar\/madencilikle rekor k\u0131rd\u0131.<\/p>\n","protected":false},"author":87,"featured_media":50014,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52068","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