{"id":69047,"date":"2026-09-29T03:52:29","date_gmt":"2026-09-29T03:52:29","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/boeing-max-10-software-snag-drags-dow-below-51500-as-yields-climb-and-nvidia-rallies\/"},"modified":"2026-09-29T03:52:29","modified_gmt":"2026-09-29T03:52:29","slug":"boeing-max-10-software-snag-drags-dow-below-51500-as-yields-climb-and-nvidia-rallies","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/boeing-max-10-software-snag-drags-dow-below-51500-as-yields-climb-and-nvidia-rallies\/","title":{"rendered":"Boeing 737 MAX 10\u2019daki yaz\u0131l\u0131m aksakl\u0131\u011f\u0131, tahvil getirileri y\u00fckselirken ve Nvidia ralli yaparken Dow\u2019u 51.500\u2019\u00fcn alt\u0131na \u00e7ekti"},"content":{"rendered":"

Boeing\u2019in 737 Max 10 modelinde yeni i\u015faretlenen bir yaz\u0131l\u0131m sorunu, Nvidia\u2019n\u0131n rekor 150 milyar dolarl\u0131k geri al\u0131m program\u0131 a\u00e7\u0131klad\u0131ktan sonra %1,7 y\u00fckselmesine ra\u011fmen, Dow Jones Sanayi Ortalamas\u0131\u2019n\u0131 Pazartesi g\u00fcn\u00fc 51.500\u2019\u00fcn hemen alt\u0131na \u00e7ekti ve Cuma g\u00fcnk\u00fc y\u00fckseli\u015fin yakla\u015f\u0131k \u00fc\u00e7te ikisini geri verdi. Federal Havac\u0131l\u0131k \u0130daresi (FAA), sorunu de\u011ferlendirmeden Max 10\u2019u sertifikaland\u0131rmayaca\u011f\u0131n\u0131 s\u00f6yledi; onay\u0131n haftalar i\u00e7inde \u00e7\u0131kmas\u0131n\u0131 bekleyen Boeing hisseleri yakla\u015f\u0131k %7 d\u00fc\u015ft\u00fc ve hisse ba\u015f\u0131na 12 dolar\u0131n \u00fczerinde kay\u0131p ya\u015fad\u0131. FAA y\u00f6neticisi, Max 7\u2019nin A\u011fustos\u2019ta bir hatay\u0131 d\u00fczelten ancak ba\u015fka bir hatay\u0131 tetikleyen yaz\u0131l\u0131mla sertifikaland\u0131r\u0131ld\u0131\u011f\u0131n\u0131; bunun \u00fczerine ABD\u2019li havayollar\u0131n\u0131n gerekli g\u00f6r\u00fclen yerlerde daha eski s\u00fcr\u00fcmlere geri d\u00f6nd\u00fc\u011f\u00fcn\u00fc ve yeni teslimatlara y\u00f6nelik aksaman\u0131n s\u0131n\u0131rland\u0131\u011f\u0131n\u0131 belirtti. Dow\u2019un fiyat a\u011f\u0131rl\u0131kl\u0131 bir endeks olmas\u0131 nedeniyle Boeing\u2019in d\u00fc\u015f\u00fc\u015f\u00fc, endeks puan\u0131 baz\u0131nda Nvidia\u2019daki art\u0131\u015f\u0131 \u00fc\u00e7e birden daha fazla geride b\u0131rakt\u0131; ayr\u0131ca Pazartesi g\u00fcnk\u00fc fiyatlarla Nvidia\u2019n\u0131n geri al\u0131m yetkilendirmesi, Boeing\u2019in toplam piyasa de\u011ferine kabaca e\u015fit b\u00fcy\u00fckl\u00fckte.<\/p>\n\n

Tahvil getirileri y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc; 10 y\u0131ll\u0131k getiri %5,2\u2019nin \u00fczerine \u00e7\u0131karken 30 y\u0131ll\u0131k yakla\u015f\u0131k %5,5 seviyesine yakla\u015ft\u0131. \u0130ki y\u0131ll\u0131k getiri ise 25 Eyl\u00fcl haftas\u0131nda yakla\u015f\u0131k 0,17 puan artt\u0131. Fed, 16 Eyl\u00fcl\u2019de faizi %3,75\u2013%4,00 aral\u0131\u011f\u0131na y\u00fckseltti; vadeli i\u015flemler 28 Ekim\u2019de bir \u00e7eyrek puanl\u0131k ilave art\u0131\u015f olas\u0131l\u0131\u011f\u0131n\u0131 %70\u2019e yak\u0131n fiyatl\u0131yor. Dow, faiz art\u0131\u015f\u0131ndan bu yana ge\u00e7en dokuz seanstan alt\u0131s\u0131nda geriledi. Piyasalar ayr\u0131ca bu hafta; Sal\u0131 g\u00fcn\u00fc 14:00 GMT\u2019de a\u00e7\u0131klanacak A\u011fustos JOLTS a\u00e7\u0131k i\u015f say\u0131s\u0131 (tahmin 7,23 milyon; \u00f6nceki 7,271 milyon), \u00c7ar\u015famba 12:30 GMT\u2019de A\u011fustos PCE (\u00e7ekirdek ayl\u0131k %0,3 ve y\u0131ll\u0131k %3,4; \u00f6nceki %3,3), Per\u015fembe 14:00 GMT\u2019de ISM imalat PMI (54,9) ve Cuma 12:30 GMT\u2019de Eyl\u00fcl tar\u0131m d\u0131\u015f\u0131 istihdam (NFP) verisini (84 bin; \u00f6nceki 162 bin; i\u015fsizlik %4,1; kazan\u00e7lar ayl\u0131k %0,3) takip edecek. Teknik g\u00f6r\u00fcn\u00fcmde endeks 21 Eyl\u00fcl\u2019den beri 52.000 \u00fczerinde kapan\u0131\u015f yapamad\u0131; 50 g\u00fcnl\u00fck EMA\u2019n\u0131n 52.400 civar\u0131ndan ge\u00e7ti\u011fi yerde de diren\u00e7 bulunuyor. Destek 51.400 civar\u0131nda, ard\u0131ndan 51.100\u201351.200 band\u0131nda; 200 g\u00fcnl\u00fck EMA ise 50.300 civar\u0131nda. G\u00fcnl\u00fck Stoch RSI yakla\u015f\u0131k 22 seviyesinden yukar\u0131 d\u00f6nm\u00fc\u015f durumda.<\/p>\n\n

Volatil Faiz Ortam\u0131nda Defansif Opsiyon \u0130\u015flemleri<\/h3>\n\n

Dow Jones Sanayi Ortalamas\u0131 kritik 51.500 seviyesinin hemen alt\u0131nda seyrederken, t\u00fcrev i\u015flemcilerine \u00f6n\u00fcm\u00fczdeki haftalarda defansif pozisyon al\u0131nmas\u0131n\u0131 \u00f6neriyoruz. 10 y\u0131ll\u0131k Hazine tahvili getirisinin %5,2\u2019nin \u00fczerine t\u0131rmanmas\u0131yla\u20142007\u2019deki B\u00fcy\u00fck Durgunluk \u00f6ncesi d\u00f6nemden bu yana kal\u0131c\u0131 olarak g\u00f6r\u00fclmeyen bir seviye\u2014hisse de\u011ferlemeleri yo\u011fun bask\u0131 alt\u0131nda. Bu volatiliteden yararlanmak i\u00e7in, \u00f6zellikle endeks 52.000 diren\u00e7 b\u00f6lgesine do\u011fru bir tepki y\u00fckseli\u015fi yaparsa, endeksi takip eden fonlar \u00fczerinde k\u0131sa vadeli sat\u0131m (put) opsiyonlar\u0131n\u0131 hedeflemeliyiz.<\/p>\n\n

Tarihsel olarak, Hazine tahvili getirileri k\u0131sa s\u00fcrede h\u0131zl\u0131 y\u00fckseldi\u011finde, bor\u00e7lanma maliyetleri \u015firket marjlar\u0131n\u0131 s\u0131k\u0131\u015ft\u0131rd\u0131\u011f\u0131 i\u00e7in hisse endeksi momentumu sert bi\u00e7imde tersine d\u00f6nme e\u011filimi g\u00f6sterir. \u00d6rne\u011fin, 2023 sonundaki benzer getiri s\u0131\u00e7ramalar\u0131nda, ba\u015fl\u0131ca endeksler haftalar i\u00e7inde %5 ila %8 aras\u0131nda h\u0131zl\u0131 d\u00fczeltmeler ya\u015fad\u0131. \u015eimdi de benzer bir desen bekliyoruz; bu da i\u015flemcilerin, 51.100 destek taban\u0131na do\u011fru olas\u0131 geri \u00e7ekilmeyi yakalamak i\u00e7in Ekim vadeli, kullan\u0131m fiyat\u0131 cari fiyata yak\u0131n (near-the-money) put opsiyonlar\u0131na odaklanmas\u0131 gerekti\u011fi anlam\u0131na geliyor.<\/p>\n\n

Opsiyon Stratejileri \u0130\u00e7in Kataliz\u00f6r Olarak Makro Geli\u015fmeler<\/h3>\n\n

Bu haftaki yo\u011fun makroekonomik takvim, s\u00f6z konusu opsiyon stratejileri i\u00e7in nihai kataliz\u00f6r i\u015flevi g\u00f6recek. \u00c7ar\u015famba g\u00fcnk\u00fc \u00e7ekirdek PCE enflasyonu y\u0131ll\u0131k bazda %3,4 tahminini kar\u015f\u0131lar veya a\u015farsa, Ekim\u2019de Fed\u2019in faiz art\u0131rma olas\u0131l\u0131\u011f\u0131 b\u00fcy\u00fck olas\u0131l\u0131kla %70\u2019in \u00fczerinde kal\u0131c\u0131la\u015facakt\u0131r. Bu ortamda, 50.300 civar\u0131ndaki 200 g\u00fcnl\u00fck hareketli ortalamaya do\u011fru olas\u0131 bir k\u0131r\u0131lmaya pozisyon al\u0131rken prim erimesini azaltmak i\u00e7in ay\u0131 put spreadlerinin (bear put spreads) kullan\u0131lmas\u0131n\u0131 \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":"

\u015eok geli\u015fme: Boeing 737 Max 10\u2019daki yaz\u0131l\u0131m sorunu hissede %7 d\u00fc\u015f\u00fc\u015fle Dow\u2019u 51.500 alt\u0131na itti. Nvidia al\u0131m\u0131 yetmedi. Tahvil getirileri %5+; Fed sinyali ve yo\u011fun veri takvimiyle put stratejileri \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":69046,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-69047","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