Nvidia\u2019n\u0131n finansallar\u0131, yapay zek\u00e2 ba\u011flant\u0131l\u0131 hisselerde al\u0131mlar\u0131 yeniden tetikleyerek Nasdaq 100\u2019\u00fc yeniden d\u00fcnk\u00fc zirvelere do\u011fru ta\u015f\u0131d\u0131. Jackson Hole\u2019da Kevin Warsh\u2019\u00fcn konu\u015fmas\u0131 ve ay sonu \u00f6ncesinde risk i\u015ftah\u0131n\u0131n zay\u0131flamas\u0131yla, teknoloji hisseleri g\u00f6receli olarak g\u00fc\u00e7l\u00fc seyrederken genel piyasalar geriledi. FTSE 100, hafta ba\u015f\u0131ndaki kazan\u00e7lar\u0131n geni\u015f tabanl\u0131 sat\u0131\u015flarla geri verilmesiyle d\u00fc\u015ft\u00fc; Fransa\u2019n\u0131n CAC40 endeksi ise y\u00fckselen petrol fiyatlar\u0131n\u0131n altyap\u0131 grubu Eiffage \u00fczerinde bask\u0131 yaratmas\u0131n\u0131n ard\u0131ndan zay\u0131f performans g\u00f6sterdi.<\/p>\n
Sterlin, dolara kar\u015f\u0131 ikinci seansta da d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrd\u00fc; ancak d\u00fcnk\u00fc daha sert sat\u0131\u015f bask\u0131s\u0131 hafifledi. G\u00fc\u00e7l\u00fc rallinin ard\u0131ndan GBPUSD yumu\u015farken, Jackson Hole \u00f6ncesi belirsizlik pozisyonlanmay\u0131 s\u0131n\u0131rlad\u0131. Piyasalar, Warsh\u2019\u00fcn daha \u015fahin bir tonda konu\u015fabilece\u011fine dair spek\u00fclasyonlar\u0131, Eyl\u00fcl\u2019de olas\u0131 bir faiz art\u0131\u015f\u0131 beklentileriyle birlikte fiyatl\u0131yor.<\/p>\n
Nasdaq 100\u2019\u00fcn son zirvelerine yeniden y\u00f6nelmesiyle birlikte teknikteki tazelenen momentumu de\u011ferlendirmek i\u00e7in k\u0131sa vadeli Nasdaq 100 al\u0131m (call) opsiyonlar\u0131na odaklanmal\u0131y\u0131z. Nvidia\u2019n\u0131n y\u0131ll\u0131k bazda g\u00fc\u00e7l\u00fc gelir art\u0131\u015f\u0131na i\u015faret eden son \u201cblokbuster\u201d sonu\u00e7lar\u0131, yapay zek\u00e2 temas\u0131n\u0131n h\u00e2l\u00e2 olduk\u00e7a diren\u00e7li oldu\u011funu g\u00f6steriyor. Ancak y\u00fcksek de\u011ferlemeler, hafta sonu \u00f6ncesinde bu teknoloji rallisini ani k\u00e2r realizasyonlar\u0131na a\u00e7\u0131k h\u00e2le getirdi\u011finden, s\u0131k\u0131 stop-loss seviyeleri kullan\u0131lmal\u0131.<\/p>\n
Buna kar\u015f\u0131l\u0131k, Avrupa piyasalar\u0131nda yo\u011fun a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 s\u00fcrerken FTSE 100\u2019de k\u0131sa (short) pozisyon ya da sat\u0131m (put) opsiyonu alma y\u00f6n\u00fcnde net bir f\u0131rsat g\u00f6r\u00fcyoruz. Tarihsel olarak Eyl\u00fcl, son yirmi y\u0131lda ortalama yakla\u015f\u0131k %1 d\u00fc\u015f\u00fc\u015fle Birle\u015fik Krall\u0131k endeksi i\u00e7in en zay\u0131f takvim ay\u0131 olmu\u015ftur. Artan enerji maliyetlerinin Eiffage gibi sanayi devleri \u00fczerinde bask\u0131 yaratmas\u0131yla, Avrupa hisselerinin \u00f6n\u00fcm\u00fczdeki haftalarda y\u00fcksek k\u0131r\u0131lganl\u0131k g\u00f6stermesi muhtemel.<\/p>\n
D\u00f6viz piyasalar\u0131nda, GBP\/USD sat\u0131m (put) opsiyonlar\u0131 alarak sterlinde zay\u0131fl\u0131k y\u00f6n\u00fcnde pozisyon al\u0131nmas\u0131n\u0131 \u00f6neriyoruz. G\u00fc\u00e7l\u00fc y\u00fckseli\u015fin ard\u0131ndan sterlinde yorulma belirtileri g\u00f6r\u00fcl\u00fcrken, Kevin Warsh\u2019\u00fcn Jackson Hole\u2019daki olas\u0131 \u015fahin konu\u015fmas\u0131na dair spek\u00fclasyonlar \u015fimdiden dolara yeniden ivme kazand\u0131r\u0131yor. Eyl\u00fcl\u2019de faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131 y\u00fckselirse, dolar\u0131n sert g\u00fc\u00e7lenmesi ve sterlini daha da a\u015fa\u011f\u0131 \u00e7ekmesi beklenebilir.<\/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":" Nvidia bilan\u00e7osu AI rallisini canland\u0131rd\u0131, Nasdaq 100 zirveye yakla\u015ft\u0131. Jackson Hole\/Warsh belirsizli\u011fiyle risk i\u015ftah\u0131 zay\u0131f. Avrupa\u2019da FTSE sert d\u00fc\u015ft\u00fc, CAC40 petrol bask\u0131s\u0131yla geriledi. GBP\/USD d\u00fc\u015f\u00fcyor; dolar g\u00fc\u00e7leniyor.<\/p>\n","protected":false},"author":87,"featured_media":49985,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-53327","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