{"id":53288,"date":"2026-08-27T03:27:07","date_gmt":"2026-08-27T03:27:07","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/usd-krw-ihracatci-satislariyla-hisse-cikislarinin-dengelenmesiyle-kore-merkez-bankasi-ve-abd-verileri-oncesinde-yatay-seyrediyor\/"},"modified":"2026-08-27T03:27:07","modified_gmt":"2026-08-27T03:27:07","slug":"usd-krw-ihracatci-satislariyla-hisse-cikislarinin-dengelenmesiyle-kore-merkez-bankasi-ve-abd-verileri-oncesinde-yatay-seyrediyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/usd-krw-ihracatci-satislariyla-hisse-cikislarinin-dengelenmesiyle-kore-merkez-bankasi-ve-abd-verileri-oncesinde-yatay-seyrediyor\/","title":{"rendered":"USD\/KRW, ihracat\u00e7\u0131 sat\u0131\u015flar\u0131yla hisse \u00e7\u0131k\u0131\u015flar\u0131n\u0131n dengelenmesiyle Kore Merkez Bankas\u0131 ve ABD verileri \u00f6ncesinde yatay seyrediyor"},"content":{"rendered":"

USD\/KRW, son sekiz seansta keskin \u015fekilde geriledikten sonra gecelik i\u015flemlerde dengelendi; ihracat\u00e7\u0131 ve ay sonu ABD Dolar\u0131 sat\u0131\u015flar\u0131, daha g\u00fc\u00e7l\u00fc bir USD tonlamas\u0131 ve yabanc\u0131 hisse \u00e7\u0131k\u0131\u015flar\u0131yla dengelendi. Haftal\u0131k bazda (week-to-date) bu \u00e7\u0131k\u0131\u015flar toplam -5,1 milyar ABD Dolar\u0131 oldu. Piyasa hareketi, G\u00fcney Kore Wonu\u2019na y\u00f6nelik deste\u011fin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ederken; yak\u0131n vadeli etkinlik riskleri ve ay sonu pozisyonlanmaya odaklan\u0131lmas\u0131yla de\u011ferlenme h\u0131z\u0131n\u0131n yava\u015fl\u0131yor g\u00f6r\u00fcnd\u00fc\u011f\u00fc belirtiliyor.<\/p>\n

Odak, Per\u015fembe g\u00fcnk\u00fc Kore Merkez Bankas\u0131 (BoK) toplant\u0131s\u0131na; yo\u011fun ABD veri takvimine, Jackson Hole\u2019a ve haftan\u0131n sonuna do\u011fru \u00e7ift y\u00f6nl\u00fc i\u015flemleri te\u015fvik edebilecek ay sonu ak\u0131mlar\u0131na kay\u0131yor. USD\/KRW en son 1384 civar\u0131ndayd\u0131; g\u00fcnl\u00fck momentumun yatay oldu\u011fu ve RSI\u2019\u0131n a\u015f\u0131r\u0131 sat\u0131m b\u00f6lgesine yak\u0131n seyretti\u011fi ifade edildi. Teknik seviyeler olarak 1375 ve 1365 destek; 1390 ve 1397 diren\u00e7 olarak belirtiliyor.<\/p>\n

USD\/KRW T\u00fcrevleri i\u00e7in K\u0131sa Vadeli Strateji De\u011ferlendirmeleri<\/h3>\n

Son sert d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan USD\/KRW paritesinde bir konsolidasyon d\u00f6nemine haz\u0131rl\u0131kl\u0131 olunmas\u0131n\u0131 \u00f6neriyoruz. G\u00f6reli G\u00fc\u00e7 Endeksi\u2019nin (RSI) 1384 civar\u0131nda a\u015f\u0131r\u0131 sat\u0131m b\u00f6lgesine yakla\u015fmas\u0131 dikkate al\u0131nd\u0131\u011f\u0131nda, iron condor veya strangle gibi k\u0131sa vadeli bant i\u00e7i (range-bound) stratejilerin uygulanmas\u0131n\u0131 tavsiye ediyoruz. Bu yakla\u015f\u0131m, piyasan\u0131n son ihracat\u00e7\u0131 sat\u0131\u015flar\u0131n\u0131 ve yabanc\u0131 hisse \u00e7\u0131k\u0131\u015flar\u0131n\u0131 sindirirken azalan volatiliteden faydalanma imk\u00e2n\u0131 sunar.<\/p>\n

Temel Fakt\u00f6rler ve Korunma (Hedging) Yakla\u015f\u0131mlar\u0131<\/h3>\n

Son veriler, G\u00fcney Kore\u2019de \u00e7ip \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki ihracat s\u0131\u00e7ramas\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc; yar\u0131 iletken sevkiyatlar\u0131n\u0131n y\u0131ll\u0131k bazda %40\u2019\u0131n \u00fczerinde artt\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu g\u00f6r\u00fcn\u00fcm Won i\u00e7in g\u00fc\u00e7l\u00fc bir temel destek olu\u015fturuyor. Ancak bu i\u00e7 dinamik, haftal\u0131k net sat\u0131\u015f\u0131n 5,1 milyar dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 kayda de\u011fer yabanc\u0131 hisse \u00e7\u0131k\u0131\u015flar\u0131yla \u015fu a\u015famada dengeleniyor. Bu \u00e7eki\u015fmenin a\u015f\u0131r\u0131\/ kontrols\u00fcz bir de\u011ferlenmeyi s\u0131n\u0131rlayaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz; bu \u00e7er\u00e7evede 1365 ve 1375 destek seviyeleri yak\u0131n\u0131nda k\u0131sa USD\/KRW put opsiyonlar\u0131 cazip g\u00f6r\u00fcl\u00fcyor.<\/p>\n

BoK\u2019un para politikas\u0131 ve yakla\u015fan ABD makro g\u00f6stergeleri izlenirken, \u00f6n\u00fcm\u00fczdeki haftalarda \u00e7ift y\u00f6nl\u00fc fiyat hareketi beklenmeli. Ani volatilite s\u0131\u00e7ramalar\u0131na kar\u015f\u0131 korunma kritik; \u00f6zellikle 1390 ve 1397\u2019deki ana diren\u00e7lerin g\u00fc\u00e7l\u00fc kalmas\u0131 nedeniyle. Beklenmedik k\u00fcresel piyasa de\u011fi\u015fimlerinden kaynaklanabilecek riskleri s\u0131n\u0131rlamak i\u00e7in bu diren\u00e7 seviyelerine yak\u0131n koruyucu USD\/KRW call opsiyonlar\u0131 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":"

USD\/KRW\u2019de sert d\u00fc\u015f\u00fc\u015f sonras\u0131 1384 civar\u0131nda denge: ihracat\u00e7\u0131\/ay sonu dolar sat\u0131\u015flar\u0131, g\u00fc\u00e7l\u00fc USD tonu ve -5,1 milyar $ yabanc\u0131 hisse \u00e7\u0131k\u0131\u015f\u0131yla dengeleniyor. BoK, ABD verileri, Jackson Hole; 1365-1375 destek, 1390-1397 diren\u00e7.<\/p>\n","protected":false},"author":87,"featured_media":50005,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-53288","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