{"id":68610,"date":"2026-09-19T14:51:21","date_gmt":"2026-09-19T14:51:21","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/tayvan-merkez-bankasi-faizi-2de-sabit-tuttu-usd-twd-hisse-senedi-girislerine-bagli\/"},"modified":"2026-09-19T14:51:21","modified_gmt":"2026-09-19T14:51:21","slug":"tayvan-merkez-bankasi-faizi-2de-sabit-tuttu-usd-twd-hisse-senedi-girislerine-bagli","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/tayvan-merkez-bankasi-faizi-2de-sabit-tuttu-usd-twd-hisse-senedi-girislerine-bagli\/","title":{"rendered":"Tayvan Merkez Bankas\u0131 faizi %2\u2019de sabit tuttu; USD\/TWD, hisse senedi giri\u015flerine ba\u011fl\u0131"},"content":{"rendered":"

Tayvan merkez bankas\u0131, politika faizini \u00fcst \u00fcste onuncu \u00e7eyrekte %2\u2019de sabit tuttu. Banka, hizmet enflasyonundaki yap\u0131\u015fkanl\u0131\u011fa i\u015faret ederken 2026 b\u00fcy\u00fcme tahminini %11,48\u2019e y\u00fckseltmesi ve enflasyon projeksiyonlar\u0131n\u0131 yukar\u0131 \u00e7ekmesiyle \u0131l\u0131ml\u0131 \u015fahin bir ton benimsedi. Yak\u0131n vadede bir faiz art\u0131\u015f\u0131 sinyali vermedi. Tayvan dolar\u0131, FOMC sonras\u0131 ABD dolar\u0131ndaki g\u00fc\u00e7lenmenin ard\u0131ndan genel olarak yatay seyretti; yerel hisse senetlerinde toparlanma ve be\u015f ard\u0131\u015f\u0131k sat\u0131\u015f seans\u0131n\u0131n ard\u0131ndan yabanc\u0131 hisse giri\u015flerinin yeniden ba\u015flamas\u0131 kurdaki dengeyi destekledi.<\/p>\n

K\u0131sa vadede USD\/TWD hareketlerinin para politikas\u0131ndan ziyade a\u011f\u0131rl\u0131kl\u0131 olarak yabanc\u0131 hisse ak\u0131mlar\u0131, teknoloji hisselerine y\u00f6nelik risk i\u015ftah\u0131 ve ABD dolar\u0131n\u0131n genel y\u00f6n\u00fc taraf\u0131ndan belirlenmesi bekleniyor. ABD tahvil getirilerinde geri \u00e7ekilme veya teknoloji hisselerinde istikrar sa\u011flanmas\u0131 bask\u0131y\u0131 azaltabilir. Teknik tarafta g\u00fcnl\u00fck y\u00fckseli\u015f momentumu korunurken, RSI\u2019\u0131n a\u015f\u0131r\u0131 al\u0131m b\u00f6lgesi yak\u0131n\u0131nda so\u011fumas\u0131 konsolidasyon veya g\u00fcn i\u00e7i geri \u00e7ekilme i\u00e7in alan b\u0131rak\u0131yor. Destek 31,83\/86 seviyesinde (100 g\u00fcnl\u00fck hareketli ortalama ve 2026 dipten tepeye hareketin %50 Fibonacci d\u00fczeltmesi) izlenirken, ard\u0131ndan 31,71\/73 b\u00f6lgesi (21 ve 200 g\u00fcnl\u00fck hareketli ortalamalar ile %61,8 Fibonacci seviyesi) geliyor; diren\u00e7 ise 31,90\/32 band\u0131nda (%38,2 Fibonacci i\u015fareti ve 50 g\u00fcnl\u00fck hareketli ortalama) bulunuyor.<\/p>\n

USD\/TWD Y\u00f6n\u00fc \u0130\u00e7in Odak: Yabanc\u0131 Sermaye Ak\u0131mlar\u0131<\/h3>\n

T\u00fcrev i\u015flem yapanlar\u0131n, merkez bankas\u0131n\u0131n faizi %2\u2019de tutma karar\u0131n\u0131n \u00f6tesine bakarak k\u00fcresel teknoloji alg\u0131s\u0131na ve hisse ak\u0131mlar\u0131na g\u00fc\u00e7l\u00fc bi\u00e7imde odaklanmas\u0131n\u0131 \u00f6neriyoruz. Merkez bankas\u0131 2026 ekonomik b\u00fcy\u00fcme tahminini dikkat \u00e7ekici bi\u00e7imde %11,48\u2019e y\u00fckseltmi\u015f olsa da, Tayvan dolar\u0131 i\u00e7in ana belirleyici yabanc\u0131 sermaye hareketleri olmaya devam ediyor. Tarihsel olarak, yabanc\u0131 kurumsal yat\u0131r\u0131mc\u0131lar\u0131n Tayvan hisse piyasas\u0131na y\u00f6nelen ak\u0131mlar\u0131, USD\/TWD paritesindeki k\u0131sa vadeli hareketlerle g\u00fc\u00e7l\u00fc bir %70 korelasyon g\u00f6stermi\u015ftir.<\/p>\n

Teknoloji Hisseleri ve Sermaye Ak\u0131mlar\u0131yla Y\u00fcksek Korelasyon Ortam\u0131nda \u0130\u015flem Stratejileri<\/h3>\n

\u00d6n\u00fcm\u00fczdeki haftalar i\u00e7in opsiyon yat\u0131r\u0131mc\u0131lar\u0131na, k\u00fcresel teknoloji hisselerinde ani dalgalanmalardan faydalanmak amac\u0131yla uzun straddle ya da volatilite bazl\u0131 stratejileri de\u011ferlendirmelerini \u00f6neriyoruz. Yabanc\u0131 yat\u0131r\u0131mc\u0131lar Tayvan teknoloji hisselerinde yo\u011fun sat\u0131\u015fa yeniden d\u00f6nerse, USD\/TWD\u2019nin 31,90\u201332,00 aras\u0131ndaki kritik diren\u00e7 band\u0131n\u0131 h\u0131zl\u0131 bi\u00e7imde test etmesini bekliyoruz. Buna kar\u015f\u0131l\u0131k, k\u00fcresel teknoloji hisseleri istikrar kazan\u0131rsa paritenin 31,83\u2019teki kilit 100 g\u00fcnl\u00fck hareketli ortalama deste\u011fine do\u011fru a\u015fa\u011f\u0131 y\u00f6nl\u00fc s\u00fcz\u00fclme olas\u0131l\u0131\u011f\u0131 y\u00fcksektir.<\/p>\n

21 ve 200 g\u00fcnl\u00fck hareketli ortalamalar\u0131n bulundu\u011fu 31,71\u201331,73 destek alan\u0131 \u00e7evresinde s\u0131k\u0131 risk limitleri uygulanmas\u0131n\u0131 tavsiye ediyoruz. G\u00fcnl\u00fck teknik g\u00f6stergeler USD\/TWD\u2019nin h\u00e2lihaz\u0131rda a\u015f\u0131r\u0131 al\u0131m seviyelerine yak\u0131n oldu\u011funu g\u00f6sterdi\u011finden, k\u0131sa vadede yukar\u0131 y\u00f6nl\u00fc hareket alan\u0131 s\u0131n\u0131rl\u0131 olabilir. T\u00fcrev i\u015flem yapanlar\u0131n, y\u00f6nsel pozisyonlar\u0131n\u0131 \u015fekillendirmek i\u00e7in Tayvan Borsas\u0131\u2019ndaki g\u00fcnl\u00fck net sermaye ak\u0131mlar\u0131n\u0131 yak\u0131ndan izlemeleri gerekir.<\/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":"

Tayvan MB faizi 10. \u00e7eyrekte %2\u2019de tuttu; b\u00fcy\u00fcme ve enflasyon tahminleriyle \u0131l\u0131ml\u0131 \u015fahinle\u015fti. USD\/TWD\u2019de as\u0131l s\u00fcr\u00fcc\u00fc yabanc\u0131 hisse ak\u0131mlar\u0131: destek 31,83-86; diren\u00e7 31,90-32.00. Teknikte a\u015f\u0131r\u0131 al\u0131m.<\/p>\n","protected":false},"author":87,"featured_media":49971,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68610","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