{"id":52640,"date":"2026-08-11T15:47:04","date_gmt":"2026-08-11T15:47:04","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/aylik-piyasa-degerlendirmesi-temmuz-ozeti-ve-agustos-beklentileri\/"},"modified":"2026-08-11T15:47:04","modified_gmt":"2026-08-11T15:47:04","slug":"aylik-piyasa-degerlendirmesi-temmuz-ozeti-ve-agustos-beklentileri","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/monthly-market-insights\/aylik-piyasa-degerlendirmesi-temmuz-ozeti-ve-agustos-beklentileri\/","title":{"rendered":"Ayl\u0131k Piyasa De\u011ferlendirmesi: Temmuz \u00d6zeti ve A\u011fustos Beklentileri"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/04\/image-3-1024x573.webp\" alt=\"\" class=\"wp-image-49121\"\/><\/figure>\n\n\n\n<h1 class=\"wp-block-heading\">Temmuz Ay\u0131 Piyasa \u00d6zeti<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Temmuz, k\u00fcresel finans piyasalar\u0131 i\u00e7in dalgal\u0131 ge\u00e7ti. ABD ile \u0130ran aras\u0131nda yeniden y\u00fckselen jeopolitik gerilim, g\u00fcndemi yeniden enerji arz g\u00fcvenli\u011fi, enflasyon (fiyat art\u0131\u015f\u0131) riski ve merkez bankalar\u0131n\u0131n para politikas\u0131 kararlar\u0131na \u00e7evirdi. Arz\u0131n bozulabilece\u011fi endi\u015fesiyle petrol fiyatlar\u0131 sert y\u00fckselirken, \u00f6zellikle teknoloji hisselerinde k\u00e2r sat\u0131\u015flar\u0131 ve y\u00fcksek de\u011ferlemeler (hisselerin pahal\u0131 g\u00f6r\u00fcnmesi) nedeniyle borsalarda bask\u0131 olu\u015ftu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ayn\u0131 d\u00f6nemde enflasyon verilerinin bir miktar daha d\u00fc\u015f\u00fck gelmesi karar vericilere nefes ald\u0131rd\u0131. Ancak enerji fiyatlar\u0131ndaki art\u0131\u015f, enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne (enflasyonun nereye gidece\u011fine) dair yeni belirsizlik yaratt\u0131. ABD Merkez Bankas\u0131 (Fed) temkinli duru\u015funu korudu. Ba\u015fkan Kevin Warsh, kararlar\u0131n \u201cveriye ba\u011fl\u0131\u201d (gelen veriye g\u00f6re) al\u0131naca\u011f\u0131n\u0131 vurgularken, piyasalar faizlerin seyrini (faizlerin y\u00f6n\u00fcn\u00fc) tartmaya devam etti.<\/p>\n\n\n\n<!-- TradingView Widget BEGIN -->\n<div class=\"tradingview-widget-container\">\n  <div class=\"tradingview-widget-container__widget\"><\/div>\n  <div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/heatmap\/stock\/\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">Hisse Is\u0131 Haritas\u0131<\/span><\/a><span class=\"trademark\"> by TradingView<\/span><\/div>\n  <script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/external-embedding\/embed-widget-stock-heatmap.js\" async>\n  {\n  \"dataSource\": \"NASDAQCOMPOSITE\",\n  \"blockSize\": \"volume|1M\",\n  \"blockColor\": \"Perf.1M\",\n  \"grouping\": \"sector\",\n  \"locale\": \"en\",\n  \"symbolUrl\": \"\",\n  \"colorTheme\": \"light\",\n  \"exchanges\": [\n    \"NASDAQ\"\n  ],\n  \"hasTopBar\": false,\n  \"isDataSetEnabled\": false,\n  \"isZoomEnabled\": true,\n  \"hasSymbolTooltip\": true,\n  \"isMonoSize\": false,\n  \"width\": \"100%\",\n  \"height\": \"100%\"\n}\n  <\/script>\n<\/div>\n<!-- TradingView Widget END --><br>\n\n\n\n<h3 class=\"wp-block-heading\">\u00d6ne \u00e7\u0131kan ba\u015fl\u0131klar:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Jeopolitik gerilim enerji arz\u0131 endi\u015felerini yeniden g\u00fcndeme ta\u015f\u0131d\u0131.<\/strong> <br>ABD ile \u0130ran aras\u0131ndaki sald\u0131r\u0131lar\u0131n yeniden ba\u015flamas\u0131 ve Bab el-Mandeb Bo\u011faz\u0131 yak\u0131n\u0131ndaki sald\u0131r\u0131lar, k\u00fcresel deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 hatlar\u0131 ve enerji arz g\u00fcvenli\u011fine dair endi\u015feleri art\u0131rd\u0131. Petrol fiyatlar\u0131 ay\u0131n en dalgal\u0131 varl\u0131klar\u0131ndan biri oldu. Orta-uzun vadeli etkinin b\u00fcy\u00fckl\u00fc\u011f\u00fc, kesintilerin yay\u0131l\u0131p yay\u0131lmayaca\u011f\u0131na ba\u011fl\u0131.<br><\/li>\n\n\n\n<li><strong>Fed\u2019in sab\u0131rl\u0131 duru\u015fu, oda\u011f\u0131 enflasyon risklerinde tuttu.<\/strong> <br>Enflasyon verilerinde iyile\u015fme sinyali g\u00f6r\u00fclse de petrol fiyatlar\u0131ndaki y\u00fckseli\u015f, ilerlemenin yava\u015flayabilece\u011fi kayg\u0131s\u0131n\u0131 art\u0131rd\u0131. Fed temkinli kald\u0131. Warsh, kararlar\u0131n tahminlere de\u011fil, a\u00e7\u0131klanan yeni ekonomik verilere g\u00f6re \u015fekillenece\u011fini belirtti.<br><\/li>\n\n\n\n<li><strong>Yapay zek\u00e2 (AI) yat\u0131r\u0131m\u0131, piyasa bask\u0131s\u0131na ra\u011fmen uzun vadeli b\u00fcy\u00fcme temas\u0131 olmaya devam ediyor.<\/strong> Teknoloji hisseleri, yat\u0131r\u0131mc\u0131lar\u0131n k\u00e2r almas\u0131 ve de\u011ferlemeleri yeniden g\u00f6zden ge\u00e7irmesiyle d\u00fczeltme ya\u015fad\u0131 (h\u0131zl\u0131 y\u00fckseli\u015f sonras\u0131 geri \u00e7ekilme). Buna kar\u015f\u0131n AI altyap\u0131s\u0131na (yapay zek\u00e2 sistemlerini \u00e7al\u0131\u015ft\u0131ran bulut, veri merkezi ve donan\u0131m yat\u0131r\u0131mlar\u0131), yar\u0131 iletkenlere (\u00e7ipler) ve veri merkezlerine y\u00f6nelik yat\u0131r\u0131mlar, sekt\u00f6r\u00fcn uzun vadeli b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc destekledi.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Genel olarak Temmuz, piyasalar\u0131n z\u0131t g\u00fc\u00e7ler aras\u0131nda denge arad\u0131\u011f\u0131 bir d\u00f6nemi g\u00f6sterdi. Jeopolitik riskler ve y\u00fcksek enerji fiyatlar\u0131 emtialar\u0131 (petrol, alt\u0131n gibi ham maddeler) ve \u201cg\u00fcvenli liman\u201d talebini (risk art\u0131nca tercih edilen varl\u0131klar) desteklerken; g\u00fc\u00e7l\u00fc ABD verileri ve Fed\u2019in temkinli duru\u015fu, faize duyarl\u0131 varl\u0131klarda bask\u0131y\u0131 s\u00fcrd\u00fcrd\u00fc. K\u0131sa vadeli dalgalanmaya ra\u011fmen AI yat\u0131r\u0131m\u0131 ve dijital altyap\u0131 gibi kal\u0131c\u0131 temalar yat\u0131r\u0131mc\u0131lar\u0131n ilgisini \u00e7ekmeye devam etti.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Dolar, Faizler ve Risk \u0130\u015ftah\u0131yla Desteklendi<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">D\u00f6viz piyasalar\u0131 Temmuz\u2019da dengeli seyretti. ABD dolar\u0131, jeopolitik belirsizlik, enflasyon endi\u015feleri ve Fed\u2019in ilerideki ad\u0131mlar\u0131na dair beklentilerden gelen z\u0131t etkilerle y\u00f6n arad\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ABD-\u0130ran geriliminin artmas\u0131 ve kritik deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 hatlar\u0131na dair risklerin y\u00fckselmesi, g\u00fcvenli liman para birimlerine talebi art\u0131rd\u0131. Ayn\u0131 zamanda y\u00fckselen petrol fiyatlar\u0131, enflasyonun uzun s\u00fcre y\u00fcksek kalabilece\u011fi endi\u015fesini g\u00fc\u00e7lendirdi ve Fed\u2019in h\u0131zl\u0131 faiz indirimleri yapaca\u011f\u0131 beklentisini azaltt\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Buna kar\u015f\u0131l\u0131k, beklentiden d\u00fc\u015f\u00fck gelen enflasyon verileri bir miktar rahatlama sa\u011flad\u0131. ABD ekonomisinin g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm\u00fc de dolara g\u00fcveni destekledi. Dayan\u0131kl\u0131 istihdam piyasas\u0131, t\u00fcketim ve yat\u0131r\u0131mlar, Fed\u2019in veriye ba\u011fl\u0131 yakla\u015f\u0131m\u0131n\u0131 s\u00fcrd\u00fcrece\u011fi beklentisini g\u00fc\u00e7lendirdi.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/07\/image-60-1024x548.png\" alt=\"\" class=\"wp-image-63709\"\/><figcaption class=\"wp-element-caption\">4 saatlik USDJPY grafi\u011fi: ABD-Japonya faiz fark\u0131 a\u00e7\u0131ld\u0131k\u00e7a, \u201cta\u015f\u0131ma i\u015flemi\u201d (carry trade: d\u00fc\u015f\u00fck faizli para biriminden bor\u00e7lan\u0131p y\u00fcksek faizli para biriminde getiri arama) g\u00fc\u00e7lenerek dolar\u0131n yen kar\u015f\u0131s\u0131nda de\u011fer kazanmas\u0131n\u0131 destekledi.<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"http:\/\/vtmarkets.com\/tag\/usdjpy?utm_source=MMI&amp;utm_content=July2026\" target=\"_blank\" rel=\"noopener\" title=\"\">USDJPY<\/a>, Temmuz\u2019daki en g\u00fc\u00e7l\u00fc d\u00f6viz temalar\u0131ndan biriydi. ABD ile Japonya aras\u0131ndaki faiz fark\u0131n\u0131n a\u00e7\u0131lmas\u0131, ta\u015f\u0131ma i\u015flemi (carry trade) talebini destekledi. ABD tahvil getirilerinin (yields: tahvilin sa\u011flad\u0131\u011f\u0131 faiz oran\u0131) y\u00fcksek seyretmesi ve Japonya Merkez Bankas\u0131\u2019n\u0131n (BoJ) destekleyici politikas\u0131 (faizleri d\u00fc\u015f\u00fck tutma e\u011filimi) dolar\u0131 \u00f6ne \u00e7\u0131kard\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">USDJPY, Fed beklentilerindeki de\u011fi\u015fimlere, BoJ\u2019dan gelecek sinyallere ve k\u00fcresel risk i\u015ftah\u0131ndaki (yat\u0131r\u0131mc\u0131lar\u0131n risk alma iste\u011fi) dalgalanmalara duyarl\u0131 kalabilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Alt\u0131n, G\u00fcvenli Liman Talebi ile Dolar Bask\u0131s\u0131 Aras\u0131nda Denge Arad\u0131<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.vtmarkets.com\/tag\/gold\/?utm_source=MMI&amp;utm_content=July2026\" target=\"_blank\" rel=\"noopener\" title=\"\">Alt\u0131n<\/a>, Temmuz\u2019da d\u00fczeltme band\u0131nda (geri \u00e7ekilmelerin g\u00f6r\u00fcld\u00fc\u011f\u00fc fiyat aral\u0131\u011f\u0131) kald\u0131. Yat\u0131r\u0131mc\u0131lar jeopolitik belirsizlik ile faizlerin uzun s\u00fcre y\u00fcksek kalabilece\u011fi beklentisi aras\u0131nda denge kurmaya \u00e7al\u0131\u015ft\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ABD ile \u0130ran aras\u0131ndaki \u00e7at\u0131\u015fman\u0131n yeniden alevlenmesi <a href=\"https:\/\/www.vtmarkets.com\/live-updates\/fx-positioning-turns-defensive-as-yen-and-euro-shorts-build-while-wti-rebounds\/\" target=\"_blank\" rel=\"noopener\" title=\"\">korunma ama\u00e7l\u0131 varl\u0131klara talebi<\/a> art\u0131rd\u0131. K\u00fcresel enerji arz\u0131na dair kayg\u0131lar da alt\u0131na ek destek verdi. Ancak g\u00fc\u00e7l\u00fc dolar ve enflasyon bask\u0131s\u0131 s\u00fcrerse Fed\u2019in s\u0131k\u0131 para politikas\u0131n\u0131 (faizi y\u00fcksek tutma) koruyabilece\u011fi beklentisi, y\u00fckseli\u015fi s\u0131n\u0131rlad\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00d6nceki g\u00fcvenli liman rallilerinden (riske kar\u015f\u0131 h\u0131zl\u0131 y\u00fckseli\u015f) farkl\u0131 olarak, bu kez alt\u0131ndaki y\u00fckseli\u015f daha s\u0131n\u0131rl\u0131 kald\u0131; \u00e7\u00fcnk\u00fc yat\u0131r\u0131mc\u0131lar jeopolitik riskleri, y\u00fcksek faiz ve g\u00fc\u00e7l\u00fc dolarla birlikte de\u011ferlendirdi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.vtmarkets.com\/tag\/silver\/\" target=\"_blank\" rel=\"noopener\" title=\"\">G\u00fcm\u00fc\u015f<\/a> de korunma talebinden destek buldu. Ayr\u0131ca sanayide kullan\u0131m\u0131n\u0131n (elektronik, g\u00fcne\u015f panelleri gibi) getirdi\u011fi ilave talep etkili oldu.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/07\/Metal-Copper-July-1024x592.png\" alt=\"\" class=\"wp-image-63714\"\/><figcaption class=\"wp-element-caption\">4 saatlik bak\u0131r grafi\u011fi: Alt\u0131n yatay seyrederken, elektrifikasyon (enerjinin elektrikle kar\u015f\u0131lanmas\u0131n\u0131n artmas\u0131) ve AI altyap\u0131s\u0131 harcamalar\u0131 bak\u0131r talebini destekledi.<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Bu arada <a href=\"https:\/\/www.vtmarkets.com\/tag\/copper\/\" target=\"_blank\" rel=\"noopener\" title=\"\">bak\u0131r<\/a>, AI altyap\u0131s\u0131, elektrifikasyon ve veri merkezi yat\u0131r\u0131mlar\u0131na ili\u015fkin iyimserlikle g\u00fc\u00e7l\u00fc performans g\u00f6sterdi. Bu alanlar, bak\u0131ra y\u00f6nelik uzun vadeli talep beklentisini yukar\u0131 \u00e7ekti.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alt\u0131nda bir sonraki y\u00f6n; enflasyon e\u011filimine, Fed beklentilerine ve enerji fiyat art\u0131\u015flar\u0131n\u0131n genel fiyatlara (geni\u015f tabanl\u0131 enflasyon) yans\u0131y\u0131p yans\u0131mayaca\u011f\u0131na ba\u011fl\u0131 olacak. Alt\u0131n\u0131, &#8216;<strong><a href=\"https:\/\/www.vtmarkets.com\/precious-metals\/xauusd247\/?utm_source=MMI&amp;utm_content=July2026\" target=\"_blank\" rel=\"noopener\" title=\"\">XAUUSD247<\/a><\/strong>&#8216; koduyla 7\/24 izleyebilirsiniz.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Petrol, Arz Endi\u015feleriyle Y\u00fckseldi<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Petrol, Temmuz\u2019un en dalgal\u0131 piyasalar\u0131ndan biri oldu. Orta Do\u011fu\u2019da \u00e7at\u0131\u015fmalar\u0131n yeniden t\u0131rmanmas\u0131, arz risklerini yeniden \u00f6ne \u00e7\u0131kard\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ABD-\u0130ran aras\u0131ndaki sald\u0131r\u0131lar\u0131n yeniden ba\u015flamas\u0131 ve <a href=\"https:\/\/www.reuters.com\/world\/iran-warns-strait-hormuz-is-red-line-will-resist-until-end-2026-07-16\/\">stratejik \u00f6neme sahip Bab el-Mandeb Bo\u011faz\u0131 yak\u0131n\u0131ndaki sald\u0131r\u0131lar<\/a>, ana deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 rotalar\u0131n\u0131n kesintiye u\u011frayabilece\u011fi endi\u015fesini art\u0131rd\u0131. Bab el-Mandeb ve H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerindeki olas\u0131 bask\u0131, ay boyunca sert fiyat hareketlerine yol a\u00e7t\u0131.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/07\/codeZDRjMjM4MjExN2M5ZTY5M2UwNTBjNzU0YTUzNzYzNjNfZ1VZcjNZOE9aVlh1dU80MTNObThkc3Job3pQQnBScWRfVG9rZW46STAydWJtMTlCb2dxOWp4YWJSUWx2S2E1Z1hmXzE3ODU0MDUzMDU6MTc4NTQwODkwNV9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><figcaption class=\"wp-element-caption\">4 saatlik petrol grafi\u011fi: ABD ile \u0130ran aras\u0131nda sald\u0131r\u0131lar\u0131n yeniden ba\u015flamas\u0131, oynakl\u0131\u011f\u0131 art\u0131rd\u0131.<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">K\u00fcresel petrol stoklar\u0131 (envanter: depolardaki mevcut petrol miktar\u0131) g\u00f6rece istikrarl\u0131 kalsa da, ta\u015f\u0131mac\u0131l\u0131kta aksama riski y\u00fcksek oynakl\u0131\u011f\u0131 korumaya yetti. Y\u00fckselen <a href=\"https:\/\/www.vtmarkets.com\/energies\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">enerji<\/a> fiyatlar\u0131, enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc de zorla\u015ft\u0131rd\u0131. Bir\u00e7ok b\u00fcy\u00fck ekonomide enflasyon verileri iyile\u015fme g\u00f6sterse de petrol\u00fcn g\u00fc\u00e7l\u00fc kalmas\u0131, d\u00fc\u015f\u00fc\u015f s\u00fcrecini yava\u015flatabilir ve merkez bankalar\u0131 i\u00e7in i\u015fleri zorla\u015ft\u0131rabilir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Piyasalar jeopolitik geli\u015fmeleri yak\u0131ndan izleyecek. <a href=\"https:\/\/www.vtmarkets.com\/tag\/oil?utm_source=MMI&amp;utm_content=July2026\">Petrol<\/a>, arz riski ve b\u00f6lgesel gerilim ba\u015fl\u0131klar\u0131na \u00e7ok h\u0131zl\u0131 tepki veriyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI \u0130yimserli\u011fi Test Edildi: Teknoloji Hisselerinde D\u00fczeltme<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">K\u00fcresel hisse piyasalar\u0131 Temmuz\u2019da bask\u0131 alt\u0131nda kald\u0131. Yat\u0131r\u0131mc\u0131lar teknoloji hisselerindeki de\u011ferlemeleri yeniden de\u011ferlendirirken, g\u00fc\u00e7l\u00fc y\u00fckseli\u015fin ard\u0131ndan k\u00e2r sat\u0131\u015flar\u0131 geldi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nasdaq k\u0131sa s\u00fcreli\u011fine d\u00fczeltme b\u00f6lgesine girdi; <a href=\"https:\/\/www.cnbc.com\/2026\/07\/28\/stock-market-today-live-updates.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">son zirvelerden y\u00fczde 10\u2019dan fazla geriledi<\/a>. Y\u00fcksek de\u011ferlemeler, artan enerji fiyatlar\u0131 ve jeopolitik belirsizlik, risk i\u015ftah\u0131n\u0131 zay\u0131flatt\u0131.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/07\/codeZTA2ZDgzNTZlNGMzNTlhOGZiZjIzNmNmNWU1NzRhMjhfV1NNNmh2QVpQdzk2cXVLanJLOGlHTW1KTVZ0d3BiU0tfVG9rZW46VW1QbmJpOHpBbzJRUm54YnBqcWwwd01YZzNkXzE3ODU0MDUzMDU6MTc4NTQwODkwNV9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><figcaption class=\"wp-element-caption\">4 saatlik Nasdaq grafi\u011fi: K\u00e2r sat\u0131\u015flar\u0131 g\u00f6r\u00fcl\u00fcyor; ancak geri \u00e7ekilme kontrol alt\u0131nda ve AI taraf\u0131ndaki genel g\u00f6r\u00fcn\u00fcm g\u00fc\u00e7l\u00fc.<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Geri \u00e7ekilmeye ra\u011fmen uzun vadeli <a href=\"https:\/\/www.vtmarkets.com\/tag\/AI\/?utm_source=MMI&amp;utm_content=July2026\" target=\"_blank\" rel=\"noopener\" title=\"\">AI yat\u0131r\u0131m temas\u0131<\/a> korunuyor. Microsoft, bulut (cloud: \u015firketlerin uzaktaki sunuculardan hizmet almas\u0131) b\u00fcy\u00fcmesi ve AI altyap\u0131s\u0131 harcamalar\u0131yla g\u00fc\u00e7l\u00fc sonu\u00e7lar a\u00e7\u0131klad\u0131. Meta ise AI yat\u0131r\u0131m planlar\u0131n\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fcne dair soru i\u015faretleri nedeniyle bask\u0131 g\u00f6rd\u00fc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.vtmarkets.com\/opinion\/the-ai-trade-is-entering-its-proof-phase\/?utm_source=MMI&amp;utm_content=July2026\" target=\"_blank\" rel=\"noopener\" title=\"\">Yar\u0131 iletken (\u00e7ip) hisseleri<\/a> de kar\u0131\u015f\u0131k bir tablo \u00e7izdi. Baz\u0131 \u015firketlerde talebin zay\u0131flayabilece\u011fi endi\u015fesi ve k\u00e2r sat\u0131\u015flar\u0131 etkili olurken, uzun vadede AI kaynakl\u0131 f\u0131rsatlar g\u00fc\u00e7l\u00fc kalmaya devam etti.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Piyasalar\u0131n ana sorusu \u015fu: AI kaynakl\u0131 k\u00e2r art\u0131\u015f\u0131, mevcut de\u011ferlemeleri (pahal\u0131\/ucuz tart\u0131\u015fmas\u0131) kar\u015f\u0131lamaya devam edebilecek mi? \u00d6zellikle bulut bili\u015fim, \u00e7ip talebi ve veri merkezi altyap\u0131s\u0131 yak\u0131ndan izleniyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Kripto, Kurumsal Talebin Deste\u011fiyle Toparland\u0131<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.vtmarkets.com\/tag\/crypto\/?utm_source=MMI\" target=\"_blank\" rel=\"noopener\" title=\"\">Kripto<\/a> piyasas\u0131 Temmuz\u2019da toparland\u0131. Bitcoin ve genel dijital varl\u0131klar (kripto para ve benzeri \u00fcr\u00fcnler), kurumsal yat\u0131r\u0131mc\u0131 ilgisinin yeniden artmas\u0131ndan faydaland\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bitcoin ve Ethereum borsa yat\u0131r\u0131m \u00fcr\u00fcnlerine (ETP\/ETF benzeri: borsada al\u0131n\u0131p sat\u0131lan, fiyat\u0131 bu varl\u0131klara ba\u011fl\u0131 \u00fcr\u00fcnler) g\u00fc\u00e7l\u00fc para giri\u015fi, kurumsal talebin s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi. Baz\u0131 b\u00f6lgelerde d\u00fczenlemelerin (reg\u00fclasyon: resmi kural ve denetim \u00e7er\u00e7evesi) daha net hale gelmesi de g\u00fcveni destekledi.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/07\/codeMDZjMmY0OTAyMTgyZDNjOGQ1ZWExMmM0NWQ5NGM2OTVfQWRLMXBpYmk2QTExQVcxMzJpM3I3SHFlaG5XOWc2c29fVG9rZW46Q3ZWMGI5VzVXb2VPRUN4Vno2Q2w2aTNJZ0ZoXzE3ODU0MDUzMDU6MTc4NTQwODkwNV9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><figcaption class=\"wp-element-caption\">4 saatlik Bitcoin grafi\u011fi: Kripto piyasalar\u0131 i\u00e7in daha iyi bir ay; kurumsal yat\u0131r\u0131m g\u00fc\u00e7l\u00fc.<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Daha d\u00fc\u015f\u00fck enflasyon verileri, risk alma iste\u011fini art\u0131rarak teknoloji ba\u011flant\u0131l\u0131 ve b\u00fcy\u00fcme odakl\u0131 varl\u0131klara ilgiyi destekledi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.vtmarkets.com\/tag\/bitcoin\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Bitcoin<\/a> sekt\u00f6rde ana belirleyici olmaya devam etti. Ethereum ve baz\u0131 altcoin\u2019ler (Bitcoin d\u0131\u015f\u0131ndaki kripto paralar) ise yat\u0131r\u0131mc\u0131lar\u0131n daha geni\u015f f\u0131rsat aray\u0131\u015f\u0131yla daha iyi performans g\u00f6sterdi. Ancak jeopolitik geli\u015fmeler, para politikas\u0131 beklentileri ve d\u00fczenleme ad\u0131mlar\u0131 izlenirken, oynakl\u0131\u011f\u0131n (fiyatlar\u0131n h\u0131zl\u0131 ini\u015f-\u00e7\u0131k\u0131\u015f\u0131) s\u00fcrmesi olas\u0131.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">A\u011fustos \u0130\u00e7in \u0130lk Sinyaller<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">A\u011fustos, yaz d\u00f6nemi nedeniyle i\u015flem hacminin (likidite: piyasada al\u0131m-sat\u0131m kolayl\u0131\u011f\u0131) genelde d\u00fc\u015ft\u00fc\u011f\u00fc bir ay. Yine de jeopolitik geli\u015fmeler, enflasyon verileri ve \u015firket bilan\u00e7olar\u0131 \u00f6nemli fiyat hareketleri yaratabilir.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Makro veriler ve Fed politikas\u0131<\/strong> <br>Yat\u0131r\u0131mc\u0131lar, enerji fiyatlar\u0131ndaki art\u0131\u015f\u0131n genel enflasyona yans\u0131y\u0131p yans\u0131mad\u0131\u011f\u0131n\u0131 g\u00f6rmek i\u00e7in enflasyon, istihdam ve b\u00fcy\u00fcme verilerini izlemeyi s\u00fcrd\u00fcrecek. Ekonominin g\u00fc\u00e7l\u00fc kalmas\u0131 veya enflasyon bask\u0131s\u0131n\u0131n yeniden artmas\u0131; dolar\u0131 ve ABD tahvil getirilerini destekleyebilir. Daha zay\u0131f veriler ise Fed\u2019in daha destekleyici bir \u00e7izgiye (faiz indirimine daha yak\u0131n) gelebilece\u011fi beklentisini art\u0131rabilir.<br><\/li>\n\n\n\n<li><strong>Jeopolitik riskler ve enerji piyasalar\u0131<\/strong> <br>Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fma, emtialar ve genel piyasa havas\u0131 a\u00e7\u0131s\u0131ndan ana risk unsuru. \u0130ran, \u0130srail ya da \u00f6nemli deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 hatlar\u0131n\u0131 i\u00e7eren yeni bir t\u0131rmanma, petrol oynakl\u0131\u011f\u0131n\u0131 art\u0131rabilir ve enflasyon beklentilerini etkileyebilir.<br><\/li>\n\n\n\n<li><strong>AI b\u00fcy\u00fcmesi ve bilan\u00e7olar<\/strong> <br>Teknoloji \u015firketlerinin k\u00e2rlar\u0131 ana g\u00fcndem olmaya devam edecek. Yat\u0131r\u0131mc\u0131lar, AI harcamalar\u0131n\u0131n b\u00fcy\u00fcmeyi s\u00fcr\u00fckleyip s\u00fcr\u00fcklemedi\u011fini izleyecek. Bulut bili\u015fim, \u00e7ip talebi ve veri merkezi yat\u0131r\u0131mlar\u0131, mevcut de\u011ferlemelerin hakl\u0131 olup olmad\u0131\u011f\u0131n\u0131 g\u00f6rmek i\u00e7in yak\u0131ndan takip edilecek.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n","protected":false},"excerpt":{"rendered":"<p>Piyasalar Temmuz\u2019da sert dalgaland\u0131: ABD-\u0130ran gerilimi petrol\u00fc s\u0131\u00e7ratt\u0131, enflasyon riskini geri getirdi. Fed veriye ba\u011fl\u0131 kald\u0131. Teknoloji d\u00fczeltildi ama AI temas\u0131 g\u00fc\u00e7l\u00fc. Dolar\/yen carry ile \u00f6ne \u00e7\u0131kt\u0131. Kripto kurumsalla toparland\u0131.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[86],"tags":[],"class_list":["post-52640","post","type-post","status-publish","format-standard","hentry","category-monthly-market-insights"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"Piyasalar Temmuz\u2019da sert dalgaland\u0131: ABD-\u0130ran gerilimi petrol\u00fc s\u0131\u00e7ratt\u0131, enflasyon riskini geri getirdi. Fed veriye ba\u011fl\u0131 kald\u0131. Teknoloji d\u00fczeltildi ama AI temas\u0131 g\u00fc\u00e7l\u00fc. Dolar\/yen carry ile \u00f6ne \u00e7\u0131kt\u0131. 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