{"id":68606,"date":"2026-09-19T12:51:18","date_gmt":"2026-09-19T12:51:18","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/ai-cipi-talebiyle-singapur-nodxu-sicradi-abd-tahvil-getirilerindeki-dususle-usd-sgd-geriledi\/"},"modified":"2026-09-19T12:51:18","modified_gmt":"2026-09-19T12:51:18","slug":"ai-cipi-talebiyle-singapur-nodxu-sicradi-abd-tahvil-getirilerindeki-dususle-usd-sgd-geriledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/ai-cipi-talebiyle-singapur-nodxu-sicradi-abd-tahvil-getirilerindeki-dususle-usd-sgd-geriledi\/","title":{"rendered":"AI \u00e7ipi talebiyle Singapur NODX\u2019u s\u0131\u00e7rad\u0131; ABD tahvil getirilerindeki d\u00fc\u015f\u00fc\u015fle USD\/SGD geriledi"},"content":{"rendered":"

Singapur\u2019un petrol d\u0131\u015f\u0131 yurt i\u00e7i ihracat\u0131 (NODX) a\u011fustosta y\u0131ll\u0131k bazda %46,2 artarak %35,3\u2019l\u00fck piyasa beklentisini a\u015ft\u0131 ve temmuzdaki %24,1 seviyesinden h\u0131zland\u0131. Elektronik ihracat\u0131, entegre devreler, disk ortam \u00fcr\u00fcnleri ve PC\u2019lere y\u00f6nelik yapay zek\u00e2 ba\u011flant\u0131l\u0131 talebin etkisiyle %131,8 y\u00fckselirken, elektronik d\u0131\u015f\u0131 kalemler de art\u0131\u015f kaydetti. Geni\u015fleme, ana pazarlar\u0131n geneline yay\u0131l\u0131rken, olumlu baz etkisi de man\u015fet art\u0131\u015f\u0131 yukar\u0131 ta\u015f\u0131d\u0131.<\/p>\n

OCBC ekonomistleri, NODX\u2019in ilk sekiz ayda %22,4 b\u00fcy\u00fcmesi ve kalan d\u00f6rt ay i\u00e7in %15,6 b\u00fcy\u00fcme varsay\u0131m\u0131yla 2026 NODX tahminini y\u0131ll\u0131k %15,2\u2019den %20\u2019ye y\u00fckseltti. USD\/SGD, ABD Hazine tahvil getirilerindeki d\u00fc\u015f\u00fc\u015f ve daha zay\u0131f ABD dolar\u0131yla birlikte gerilerken; teknik sinyaller g\u00fcnl\u00fck momentumun h\u00e2l\u00e2 y\u00fckseli\u015f y\u00f6nl\u00fc oldu\u011funa, ancak RSI\u2019\u0131n a\u015f\u0131r\u0131 al\u0131m b\u00f6lgesine yak\u0131n seviyelerden geri \u00e7ekildi\u011fine ve 50 g\u00fcnl\u00fck hareketli ortalaman\u0131n 200 g\u00fcnl\u00fc\u011f\u00fcn alt\u0131na inmesiyle olas\u0131 bir \u201cdeath cross\u201d riskine i\u015faret etti. Diren\u00e7 1,2790\u20131,2810 band\u0131nda, ard\u0131ndan 1,2840\u2019ta g\u00f6r\u00fcl\u00fcrken; destek 1,2740 ve 1,27 seviyelerinde izleniyor.<\/p>\n

Singapur \u0130hracat B\u00fcy\u00fcmesi ve Etkileri<\/h3>\n

Singapur\u2019un ihracat ekonomisinde dikkat \u00e7ekici bir g\u00fc\u00e7lenme g\u00f6r\u00fcl\u00fcyor; a\u011fustosta petrol d\u0131\u015f\u0131 yurt i\u00e7i ihracat (NODX), yapay zek\u00e2 \u00e7iplerine y\u00f6nelik g\u00fc\u00e7l\u00fc talep sayesinde y\u0131ll\u0131k bazda %46,2 s\u0131\u00e7rad\u0131. Genel 2026 ihracat b\u00fcy\u00fcmesi tahminimizi %20\u2019ye y\u00fckseltmi\u015f olsak da, bu yerel ekonomik ivmenin k\u0131sa vadede Singapur dolar\u0131 i\u00e7in ana belirleyici olmas\u0131 beklenmiyor. Bunun yerine, d\u00f6viz t\u00fcrev stratejilerimize y\u00f6n vermek i\u00e7in ABD Hazine tahvili getirilerine ve ABD dolar\u0131ndaki daha geni\u015f \u00e7apl\u0131 hareketlere odaklanmak gerekiyor.<\/p>\n

Kur G\u00f6r\u00fcn\u00fcm\u00fc ve \u0130\u015flem Stratejisi<\/h3>\n

ABD Merkez Bankas\u0131\u2019n\u0131n 16 Eyl\u00fcl 2026 tarihli faiz karar\u0131n\u0131n ard\u0131ndan ABD 10 y\u0131ll\u0131k tahvil getirisi yakla\u015f\u0131k %3,55\u2019e gerileyerek dolar\u0131 da a\u015fa\u011f\u0131 \u00e7ekti. Bu d\u00fc\u015f\u00fc\u015f Singapur dolar\u0131 lehine \u00e7al\u0131\u015f\u0131yor ve \u00f6n\u00fcm\u00fczdeki haftalarda USD\/SGD\u2019de k\u0131sa (short) pozisyonlar\u0131 daha cazip k\u0131l\u0131yor. ABD getirilerinin k\u00fcresel parasal bask\u0131lar alt\u0131nda gerilemeyi s\u00fcrd\u00fcrmesi h\u00e2linde, SGD\u2019nin dolar kar\u015f\u0131s\u0131nda daha da g\u00fc\u00e7lenmesi beklenir.<\/p>\n

Teknik a\u00e7\u0131dan, 50 g\u00fcnl\u00fck hareketli ortalaman\u0131n 200 g\u00fcnl\u00fck hareketli ortalaman\u0131n alt\u0131na inmeye haz\u0131rlanmas\u0131yla \u201cdeath cross\u201d olarak bilinen klasik bir d\u00fc\u015f\u00fc\u015f sinyali olu\u015fuyor. T\u00fcrev \u00fcr\u00fcn yat\u0131r\u0131mc\u0131lar\u0131, a\u015fa\u011f\u0131 y\u00f6nl\u00fc momentumu de\u011ferlendirmek i\u00e7in SGD al\u0131m (call) opsiyonlar\u0131n\u0131 veya USD\/SGD paritesinde bear put spread stratejilerini d\u00fc\u015f\u00fcnebilir. Risk y\u00f6netimi a\u00e7\u0131s\u0131ndan 1,2740 kritik destek seviyesi yak\u0131ndan izlenirken, 1,2790 ile 1,2810 aras\u0131ndaki diren\u00e7 band\u0131 da takip edilmeli.<\/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":"

S\u00fcrpriz ihracat s\u0131\u00e7ramas\u0131! Singapur NODX a\u011fustosta %46,2 artarak beklentiyi a\u015ft\u0131; yapay zek\u00e2 kaynakl\u0131 elektronik ihracat\u0131 %131,8 f\u0131rlad\u0131. OCBC 2026 tahminini %20\u2019ye y\u00fckseltti; USD\/SGD\u2019de d\u00fc\u015f\u00fc\u015f ve \u201cdeath cross\u201d riski izleniyor.<\/p>\n","protected":false},"author":87,"featured_media":49961,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68606","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