{"id":68886,"date":"2026-09-26T11:51:21","date_gmt":"2026-09-26T11:51:21","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/usd-krw-slips-as-chuseok-exporter-dollar-sales-bolster-won-exports-surge-on-ai-chip-demand\/"},"modified":"2026-09-26T11:51:21","modified_gmt":"2026-09-26T11:51:21","slug":"usd-krw-slips-as-chuseok-exporter-dollar-sales-bolster-won-exports-surge-on-ai-chip-demand","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/usd-krw-slips-as-chuseok-exporter-dollar-sales-bolster-won-exports-surge-on-ai-chip-demand\/","title":{"rendered":"USD\/KRW, Chuseok \u00f6ncesi ihracat\u00e7\u0131lar\u0131n dolar sat\u0131\u015flar\u0131n\u0131n wonu desteklemesiyle geriledi; yapay zek\u00e2 \u00e7iplerine talep art\u0131\u015f\u0131 ihracat\u0131 s\u0131\u00e7ratt\u0131"},"content":{"rendered":"

USD\/KRW, yerel ihracat\u00e7\u0131lar\u0131n Chuseok tatili \u00f6ncesinde dolar satmas\u0131yla 1.390 civar\u0131ndan 1.360\u2019a geriledi; bu ak\u0131mlar, G\u00fcney Kore wonunun Asya d\u00f6viz piyasalar\u0131ndaki son performans\u0131n\u0131 destekledi. Hafta boyunca fiyat hareketi dalgal\u0131 seyretti, ancak tatil kaynakl\u0131 dolar sat\u0131\u015f\u0131na ba\u011fl\u0131 ak\u0131mlar pariteyi a\u015fa\u011f\u0131 \u00e7ekmeye yard\u0131mc\u0131 oldu.<\/p>\n

G\u00fcney Kore\u2019nin d\u0131\u015f ticaret zemini g\u00fc\u00e7l\u00fc kalmay\u0131 s\u00fcrd\u00fcrd\u00fc. Eyl\u00fcl ba\u015f\u0131 ihracat\u0131 y\u0131ll\u0131k bazda %78,3 artarak (AI ba\u011flant\u0131l\u0131 sevkiyatlar\u0131n etkisiyle) s\u0131\u00e7rarken, ithalat %26,7 y\u00fckseldi; bu da ihracattaki toparlanmaya e\u015flik eden daha h\u0131zl\u0131 bir i\u00e7 talep\/ithalat i\u015ftah\u0131na i\u015faret etti.<\/p>\n

Kore Wonundaki G\u00fc\u00e7lenme ve T\u00fcrev Stratejileri<\/h3>\n

Kore wonu etkileyici bir g\u00fc\u00e7lenme sergilerken, t\u00fcrev i\u015flem yapan yat\u0131r\u0131mc\u0131lar\u0131n \u00f6n\u00fcm\u00fczdeki haftalarda USD\/KRW paritesinde ilave a\u015fa\u011f\u0131 y\u00f6n i\u00e7in pozisyonlanmas\u0131n\u0131 \u00f6neriyoruz. Yakla\u015f\u0131k 1.390\u2019dan 1.360\u2019a ya\u015fanan son d\u00fc\u015f\u00fc\u015f, \u00f6zellikle yerel ihracat\u00e7\u0131lar\u0131n gelirlerini \u00e7evirmesiyle Dolar taraf\u0131nda g\u00fc\u00e7l\u00fc sat\u0131\u015f bask\u0131s\u0131na i\u015faret ediyor. Bu a\u015fa\u011f\u0131 y\u00f6nl\u00fc momentumu de\u011ferlendirmek ve pe\u015fin riski s\u0131n\u0131rlamak i\u00e7in USD\/KRW \u00fczerinde k\u0131sa vadeli put opsiyonlar\u0131n\u0131n kullan\u0131lmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n

\u0130hracat Momentumu ve D\u0131\u015f Ticaret Dengesi G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\n

Won i\u00e7in bu olumlu g\u00f6r\u00fcn\u00fcm, G\u00fcney Kore ihracat sekt\u00f6r\u00fcndeki g\u00fc\u00e7l\u00fc momentuma dayan\u0131yor: Eyl\u00fcl ba\u015f\u0131ndaki sevkiyatlar y\u0131ll\u0131k bazda %78,3 art\u0131\u015fla adeta s\u0131\u00e7rad\u0131. Bu art\u0131\u015f b\u00fcy\u00fck \u00f6l\u00e7\u00fcde, yar\u0131 iletken sevkiyatlar\u0131n\u0131 tarihi zirvelere ta\u015f\u0131yan k\u00fcresel yapay zeka patlamas\u0131 taraf\u0131ndan destekleniyor. Ba\u011flam i\u00e7in, G\u00fcney Kore\u2019nin \u00e7ip ihracat\u0131 bu y\u0131l\u0131n ba\u015flar\u0131nda rekor k\u0131rarak 13,6 milyar dolara ula\u015ft\u0131; bu da \u00fclkenin teknoloji \u00fcr\u00fcnlerine y\u00f6nelik yap\u0131sal talebin son derece dayan\u0131kl\u0131 oldu\u011funu g\u00f6steriyor.<\/p>\n

Yurti\u00e7i ithalat %26,7 ile h\u0131zlanm\u0131\u015f olsa da, \u00fclkenin d\u0131\u015f ticaret dengesi yerel para birimini desteklemeyi s\u00fcrd\u00fcr\u00fcyor. Tarihsel olarak 2020-2021 d\u00f6nemindeki gibi \u00f6nceki yar\u0131 iletken y\u00fckseli\u015f d\u00f6ng\u00fclerinde, kal\u0131c\u0131 d\u0131\u015f ticaret fazlas\u0131 USD\/KRW\u2019yi birka\u00e7 ay boyunca istikrarl\u0131 bi\u00e7imde a\u015fa\u011f\u0131 \u00e7ekti. Mevsimsel ihracat\u00e7\u0131 dolar sat\u0131\u015flar\u0131 ile g\u00fc\u00e7l\u00fc yap\u0131sal giri\u015flerin bu kombinasyonunun, pariteyi Ekim ortas\u0131na kadar 1.340 seviyesine do\u011fru itmesini bekliyoruz.<\/p>\n

Bu trendden faydalanmak i\u00e7in, kullan\u0131m fiyat\u0131 1.350 olan bir ayl\u0131k USD\/KRW put opsiyonlar\u0131n\u0131n al\u0131nmas\u0131n\u0131 tercih ediyoruz. Alternatif olarak yat\u0131r\u0131mc\u0131lar, giri\u015f maliyetini d\u00fc\u015f\u00fcr\u00fcrken \u00f6ng\u00f6r\u00fclen a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketten pay almay\u0131 s\u00fcrd\u00fcren ay\u0131 (bear) put spread stratejileri kurabilir. Kore Merkez Bankas\u0131\u2019n\u0131n (BoK) yakla\u015fan politika toplant\u0131lar\u0131 yak\u0131ndan izlenmeli; faizlerde \u201c\u015fahin\u201d bir sabit tutma karar\u0131 won kazan\u00e7lar\u0131n\u0131 b\u00fcy\u00fck olas\u0131l\u0131kla h\u0131zland\u0131racakt\u0131r.<\/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":"

Chuseok \u00f6ncesi ihracat\u00e7\u0131 dolar sat\u0131\u015flar\u0131 USD\/KRW\u2019yi 1.390\u2019dan 1.360\u2019a \u00e7ekti, wonu destekledi. AI kaynakl\u0131 ihracat %78,3 s\u0131\u00e7rad\u0131; put opsiyonlar\u0131yla 1.340 hedefleniyor, BoK \u015fahinli\u011fi izleniyor.<\/p>\n","protected":false},"author":87,"featured_media":49977,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68886","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