{"id":54105,"date":"2026-09-17T04:51:20","date_gmt":"2026-09-17T04:51:20","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/yabanci-yatirimcilar-japon-hisselerinde-152-trilyon-yen-net-satisa-dondu-nikkei-225-uzerinde-baski-olustu\/"},"modified":"2026-09-17T04:51:20","modified_gmt":"2026-09-17T04:51:20","slug":"yabanci-yatirimcilar-japon-hisselerinde-152-trilyon-yen-net-satisa-dondu-nikkei-225-uzerinde-baski-olustu","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/yabanci-yatirimcilar-japon-hisselerinde-152-trilyon-yen-net-satisa-dondu-nikkei-225-uzerinde-baski-olustu\/","title":{"rendered":"Yabanc\u0131 yat\u0131r\u0131mc\u0131lar Japon hisselerinde 1,52 trilyon yen net sat\u0131\u015fa d\u00f6nd\u00fc; Nikkei 225 \u00fczerinde bask\u0131 olu\u015ftu"},"content":{"rendered":"

Japon hisse senetlerine y\u00f6nelik yabanc\u0131 yat\u0131r\u0131m ak\u0131mlar\u0131 negatife d\u00f6nd\u00fc; 11 Eyl\u00fcl haftas\u0131nda net al\u0131mlar \u00a5-1.522,8 milyar seviyesine geriledi. Bu, \u00f6nceki haftadaki \u00a5690 milyar d\u00fczeyindeki okumay\u0131 tersine \u00e7evirerek, Japonya borsas\u0131na y\u00f6nelik s\u0131n\u0131r \u00f6tesi talepte sert bir y\u00f6n de\u011fi\u015fimine i\u015faret etti.<\/p>\n

\u00a5690 milyardan \u00a5-1.522,8 milyara ge\u00e7i\u015f, son d\u00f6nemde net al\u0131mdan net sat\u0131\u015fa d\u00f6n\u00fc\u015f anlam\u0131na geliyor. Veriler, Japon hisse senetlerindeki yurt d\u0131\u015f\u0131 kaynakl\u0131 i\u015flemleri yans\u0131t\u0131yor ve \u00f6nceki haftan\u0131n pozitif dengesine k\u0131yasla yabanc\u0131 talebin zay\u0131flad\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n

Piyasa Sonu\u00e7lar\u0131 ve T\u00fcrev Stratejileri<\/h3>\n

11 Eyl\u00fcl ile biten haftada yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n Japon hisse senetlerinden toplam \u00a51,52 trilyonluk g\u00fc\u00e7l\u00fc bir \u00e7\u0131k\u0131\u015f yapmas\u0131, piyasa duyarl\u0131l\u0131\u011f\u0131nda keskin bir de\u011fi\u015fime i\u015faret ediyor. Yabanc\u0131 sermayedeki bu ani ka\u00e7\u0131\u015f\u0131n, \u00f6n\u00fcm\u00fczdeki haftalarda Nikkei 225 endeksinde y\u00fcksek volatiliteyi tetiklemesi beklenir. T\u00fcrev i\u015flem yapan yat\u0131r\u0131mc\u0131lara, Nikkei vadeli kontratlar\u0131 \u00fczerinde kullan\u0131m fiyat\u0131 spot seviyeye yak\u0131n (near-the-money) sat\u0131m (put) opsiyonlar\u0131 alarak a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131ya kar\u015f\u0131 pozisyon almalar\u0131n\u0131 \u00f6neriyoruz.<\/p>\n

Tarihsel Ba\u011flam ve Pozisyonlanma \u00d6nerileri<\/h3>\n

Tarihsel olarak, bu \u00f6l\u00e7ekteki g\u00fc\u00e7l\u00fc sermaye \u00e7\u0131k\u0131\u015flar\u0131\u20142024 sonlar\u0131nda yabanc\u0131lar\u0131n net sat\u0131\u015flar\u0131n\u0131n \u00e7ift haneli endeks d\u00fc\u015f\u00fc\u015flerini tetikledi\u011fi d\u00f6nemlerde g\u00f6rd\u00fc\u011f\u00fcm\u00fcz piyasa sars\u0131nt\u0131lar\u0131na benzer \u015fekilde\u2014\u00e7o\u011fu zaman hisse piyasas\u0131nda uzayan bir zay\u0131fl\u0131\u011fa yol a\u00e7ar. S\u00f6z konusu d\u00f6nemlerde, k\u00fcresel carry trade i\u015flemlerinin \u00e7\u00f6z\u00fclmesiyle Japon Yeni de sert dalgalanmalar ya\u015fam\u0131\u015ft\u0131. Kur cephesindeki bu a\u00e7\u0131dan faydalanmak i\u00e7in, USD\/JPY opsiyonlar\u0131nda uzun straddle stratejilerinin, keskin ve \u00f6ng\u00f6r\u00fclemez kur hareketlerinden getiri sa\u011flamak amac\u0131yla kullan\u0131lmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n

Yabanc\u0131 sat\u0131\u015f bask\u0131s\u0131 nadiren sadece bir haftada durdu\u011fu i\u00e7in, Japon hisse senedi g\u00f6stergelerinde k\u0131sa vadede ilave geri \u00e7ekilmeler bekliyoruz. Yat\u0131r\u0131mc\u0131lar Nikkei 225 vadeli kontratlar\u0131nda k\u0131sa (short) pozisyon d\u00fc\u015f\u00fcnebilir; ancak politika kaynakl\u0131 ani tepki y\u00fckseli\u015flerine kar\u015f\u0131 s\u0131k\u0131 stop-loss emirleri kullan\u0131lmal\u0131d\u0131r. K\u0131sa vadeli haftal\u0131k opsiyonlara odaklanman\u0131n, riske edilen sermaye korunurken bu h\u0131zl\u0131 dalgalanmalar\u0131 yakalamaya yard\u0131mc\u0131 olaca\u011f\u0131 kanaatindeyiz.<\/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":"

\u015eok d\u00f6n\u00fc\u015f: Yabanc\u0131lar Japon hisselerinde net sat\u0131\u015fa ge\u00e7ti; 11 Eyl\u00fcl haftas\u0131nda ak\u0131m \u00a5690 milyardan \u00a5-1,52 trilyona indi. Nikkei\u2019de volatilite artabilir; put, k\u0131sa vade opsiyon, USD\/JPY straddle \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50009,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-54105","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