{"id":68977,"date":"2026-09-28T05:51:24","date_gmt":"2026-09-28T05:51:24","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/china-and-us-extend-trade-truce-to-january-2027-set-agriculture-and-ai-dialogue-channels\/"},"modified":"2026-09-28T05:51:24","modified_gmt":"2026-09-28T05:51:24","slug":"china-and-us-extend-trade-truce-to-january-2027-set-agriculture-and-ai-dialogue-channels","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/china-and-us-extend-trade-truce-to-january-2027-set-agriculture-and-ai-dialogue-channels\/","title":{"rendered":"\u00c7in ve ABD ticaret ate\u015fkesini Ocak 2027\u2019ye uzatt\u0131, tar\u0131m ve yapay zek\u00e2 i\u00e7in diyalog kanallar\u0131 olu\u015fturdu"},"content":{"rendered":"

\u00c7in Ticaret Bakanl\u0131\u011f\u0131, ABD ve \u00c7inli yetkililerin ikili ticaret ate\u015fkesinin iki ay uzat\u0131lmas\u0131n\u0131 teyit etti\u011fini ve b\u00f6ylece biti\u015f tarihinin 10 Kas\u0131m\u2019dan 10 Ocak 2027\u2019ye \u00f6telenmi\u015f oldu\u011funu bildirdi. Bakanl\u0131k ayr\u0131ca taraflar\u0131n bir tar\u0131m \u00e7al\u0131\u015fma grubu kurma konusunda anla\u015ft\u0131\u011f\u0131n\u0131; ilk toplant\u0131n\u0131n da 2026 sonundan \u00f6nce yap\u0131lmas\u0131n\u0131n planland\u0131\u011f\u0131n\u0131 s\u00f6yledi. Buna ek olarak, yapay zek\u00e2 (AI) kaynakl\u0131 olaylara ili\u015fkin bir ileti\u015fim kanal\u0131 kurulmas\u0131 ve \u00c7in-ABD u\u00e7u\u015flar\u0131n\u0131n art\u0131r\u0131lmas\u0131 ile ilgili konular dahil diyalo\u011fun s\u00fcrd\u00fcr\u00fclmesi konusunda mutabakata var\u0131ld\u0131.<\/p>\n

Pekin, ABD sermayeli olanlar dahil d\u00fcnya genelindeki finansal hizmet kurulu\u015flar\u0131n\u0131n faaliyet g\u00f6stermek ve \u015fube a\u00e7mak \u00fczere yapaca\u011f\u0131 ba\u015fvurular\u0131 inceleyip onaylayaca\u011f\u0131n\u0131 belirtirken, Washington\u2019a da \u00c7inli finans kurulu\u015flar\u0131 i\u00e7in adil, \u015feffaf ve istikrarl\u0131 bir politika ortam\u0131 sa\u011flama \u00e7a\u011fr\u0131s\u0131 yapt\u0131. A\u00e7\u0131klamada ayr\u0131ca, ABD\u2019den k\u00f6m\u00fcr ithalat\u0131n\u0131n \u00c7in\u2019in i\u00e7 piyasas\u0131n\u0131 tamamlad\u0131\u011f\u0131 ve ABD sanayisindeki istihdam\u0131 destekledi\u011fi ifade edildi. Piyasalarda AUD\/USD y\u00fczde 0,08 d\u00fc\u015f\u00fc\u015fle 0,7018 seviyesindeydi. Ayr\u0131 olarak arka plan b\u00f6l\u00fcm\u00fcnde, 2018\u2019de ba\u015flayan ticaret anla\u015fmazl\u0131\u011f\u0131, Ocak 2020\u2019de imzalanan Faz Bir anla\u015fmas\u0131 ve Donald Trump\u2019\u0131n ABD\u2019nin 47. Ba\u015fkan\u0131 olarak geri d\u00f6nmesinin ard\u0131ndan artan yeni gerilimler; 20 Ocak 2025\u2019te hayata ge\u00e7irilen y\u00fczde 60\u2019l\u0131k g\u00fcmr\u00fck tarifesi vaadi dahil olmak \u00fczere, anlat\u0131ld\u0131.<\/p>\n

Market Impacts And Trading Strategies<\/h3>\n

ABD-\u00c7in ticaret ate\u015fkesinin 10 Ocak 2027\u2019ye resmen uzat\u0131lmas\u0131yla, \u00f6n\u00fcm\u00fczdeki haftalarda ticarete duyarl\u0131 para birimlerinde anl\u0131k bir rahatlama bekliyoruz. Halihaz\u0131rda dolar kar\u015f\u0131s\u0131nda g\u00f6rece d\u00fc\u015f\u00fck 0,7018 seviyesinde bulunan Avustralya Dolar\u0131, Washington ile Pekin aras\u0131ndaki ticaret gerilimleri ge\u00e7ici olarak azald\u0131\u011f\u0131nda tarihsel olarak de\u011fer kazanma e\u011filimi g\u00f6steriyor. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131na, 0,7200 diren\u00e7 seviyesine do\u011fru olas\u0131 bir d\u00fczeltme y\u00fckseli\u015fini yakalamak i\u00e7in k\u0131sa vadeli AUD\/USD al\u0131m (call) opsiyonlar\u0131 almalar\u0131n\u0131 \u00f6neriyoruz.<\/p>\n

Yeni bir tar\u0131m \u00e7al\u0131\u015fma grubunun kurulmas\u0131 ve \u00c7in\u2019in ABD k\u00f6m\u00fcr\u00fcne y\u00f6nelik yenilenen ilgisi, emtia piyasalar\u0131nda volatiliteyi art\u0131rabilir. Tarihsel olarak \u00c7in, ABD\u2019li \u00e7ift\u00e7iler i\u00e7in kritik bir pazar olup, ticaretin istikrarl\u0131 seyretti\u011fi d\u00f6nemlerde 29 milyar dolar\u0131n \u00fczerinde ABD tar\u0131m \u00fcr\u00fcn\u00fc ithal etmi\u015ftir. Emtia yat\u0131r\u0131mc\u0131lar\u0131na, 2026 sonundan \u00f6nce planlanan ikili toplant\u0131lar \u00f6ncesinde soya fasulyesi ve k\u00f6m\u00fcr vadeli i\u015flem s\u00f6zle\u015fmelerinde (futures) uzun (long) pozisyon i\u00e7in giri\u015f seviyelerini takip etmelerini tavsiye ediyoruz.<\/p>\n

Financial Sector Outlook And Risk Management<\/h3>\n

\u00c7in\u2019in yabanc\u0131 finans kurulu\u015flar\u0131n\u0131n ba\u015fvurular\u0131n\u0131 inceleyip onaylama karar\u0131, Wall Street bankalar\u0131na belirgin bir destek sa\u011flayabilir. Bu d\u00fczenleyici a\u00e7\u0131l\u0131m, \u00f6nceki y\u00fczde 60\u2019l\u0131k tarife turlar\u0131nda zorlanan ABD\u2019li finans \u015firketleri i\u00e7in nadir bir iyimserlik penceresi sunuyor. Bu ge\u00e7ici politika r\u00fczg\u00e2r\u0131n\u0131 de\u011ferlendirmek i\u00e7in, ABD finans sekt\u00f6r\u00fc odakl\u0131 ba\u015fl\u0131ca borsa yat\u0131r\u0131m fonlar\u0131nda (ETF) bo\u011fa al\u0131m spread\u2019i (bull call spread) stratejisinin kullan\u0131lmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n

K\u0131sa vadede g\u00f6r\u00fcn\u00fcm sakin olsa da, bu ate\u015fkesin yaln\u0131zca Ocak 2027 ba\u015f\u0131na kadar ge\u00e7erli oldu\u011funu unutmamak gerekir. Tarihsel veriler, ge\u00e7ici ate\u015fkes d\u00f6nemlerinde z\u0131mni volatilitenin (implied volatility) genellikle y\u00fczde 10 ila y\u00fczde 15 geriledi\u011fini ve bu nedenle opsiyonlar\u0131n \u015fu anda g\u00f6rece ucuz kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Yat\u0131r\u0131mc\u0131lar\u0131n, bu sakin d\u00f6nemi yeni y\u0131lda tarife sava\u015f\u0131n\u0131n aniden yeniden alevlenmesine kar\u015f\u0131 portf\u00f6yleri korumak amac\u0131yla S&P 500 \u00fczerinde daha uzun vadeli koruyucu sat\u0131m (put) opsiyonlar\u0131 sat\u0131n almak i\u00e7in de\u011ferlendirmelerini \u00f6neriyoruz.<\/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":"

Piyasalar nefes ald\u0131: ABD-\u00c7in ticaret ate\u015fkesi 10 Ocak 2027\u2019ye uzat\u0131ld\u0131. Tar\u0131m \u00e7al\u0131\u015fma grubu ve AI ileti\u015fim hatt\u0131 kurulacak. \u00c7in finans ba\u015fvurular\u0131n\u0131 onaylamaya haz\u0131r; AUD\/USD 0,7018\u2019e indi.<\/p>\n","protected":false},"author":87,"featured_media":50032,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68977","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