ABD hisseleri Per\u015fembe g\u00fcn\u00fc y\u00fckseldi; teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcnde S&P 500 %1,66 artarken Nasdaq %2,78 y\u00fckseldi. Microsoft, daha g\u00fc\u00e7l\u00fc bulut performans\u0131 ve \u00f6ng\u00f6r\u00fclerinin yo\u011fun yapay zek\u00e2 harcamalar\u0131n\u0131n getirilerine d\u00f6n\u00fc\u015fmeye ba\u015flad\u0131\u011f\u0131n\u0131 i\u015faret etmesinin ard\u0131ndan %15\u2019ten fazla de\u011fer kazand\u0131; rekor d\u00fczeydeki tek g\u00fcnl\u00fck hareketle piyasa de\u011ferine yakla\u015f\u0131k 450 milyar dolar ekledi. \u015eirket ayr\u0131ca mali y\u0131l\u0131n ilk \u00e7eyre\u011fi i\u00e7in sabit kur etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f bazda Azure b\u00fcy\u00fcmesinin yakla\u015f\u0131k %45 olaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc. Ayn\u0131 zamanda 30 y\u0131ll\u0131k ABD Hazine tahvili faizi, 2007\u2019den bu yana en y\u00fcksek seviyesi olan %5,24\u2019e yakla\u015ft\u0131; bu durum, hisse senedi fiyatlamalar\u0131 verimlilik kaynakl\u0131 k\u00e2r dayan\u0131kl\u0131l\u0131\u011f\u0131na yaslan\u0131rken, tahvil piyasas\u0131n\u0131n enflasyonun kal\u0131c\u0131l\u0131\u011f\u0131na, y\u00fcksek sermaye talebine ve daha y\u00fcksek vade primlerine odakland\u0131\u011f\u0131n\u0131 ortaya koydu.<\/p>\n
Politika ve veriler kar\u0131\u015f\u0131k sinyaller verdi. Fed, 29 Temmuz\u2019da federal fon hedef aral\u0131\u011f\u0131n\u0131 9\u2019a kar\u015f\u0131 3 oyla %3,50\u2013%3,75 seviyesinde sabit tuttu; \u00fc\u00e7 yetkili 25 baz puanl\u0131k art\u0131\u015f\u0131 destekledi. Banka, %2 enflasyon hedefini yineledi. Haziran PCE ayl\u0131k bazda %0,1 gerilerken \u00e7ekirdek PCE %0,1 artt\u0131; y\u0131ll\u0131k bazda man\u015fet PCE %3,7\u2019ye, \u00e7ekirdek PCE ise %3,3\u2019e yava\u015flad\u0131. GSYH b\u00fcy\u00fcmesi ikinci \u00e7eyrekte y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f bazda %2,1\u2019den %1,5\u2019e geriledi; buna kar\u015f\u0131n \u00f6zel yurti\u00e7i al\u0131c\u0131lara yap\u0131lan reel nihai sat\u0131\u015flar %1,7\u2019den %3,9\u2019a h\u0131zland\u0131. Bu tablo, uzun vadeli faizlerin sermaye maliyetini yeniden fiyatlad\u0131\u011f\u0131 bir ortamda, faiz indirimlerine ili\u015fkin beklentileri daha da karma\u015f\u0131kla\u015ft\u0131rd\u0131.<\/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":" Wall Street\u2019te yapay zek\u00e2 rallisi: S&P 500 %1,66, Nasdaq %2,78 y\u00fckseldi; Microsoft %15+ ile 450 milyar $ ekledi. Ancak 30 y\u0131ll\u0131k tahvil %5,24\u2019e giderken Fed\/veriler faiz indirimi umutlar\u0131n\u0131 buland\u0131rd\u0131.<\/p>\n","protected":false},"author":87,"featured_media":50051,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52115","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