{"id":18021,"date":"2026-05-05T08:30:29","date_gmt":"2026-05-05T05:00:29","guid":{"rendered":"https:\/\/fajr.news\/?p=18021"},"modified":"2026-05-05T08:30:29","modified_gmt":"2026-05-05T05:00:29","slug":"ortadogu-gerilimi-tirmanirken-kuresel-piyasalar-dususe-gecti","status":"publish","type":"post","link":"https:\/\/fajr.news\/?p=18021&lang=tr","title":{"rendered":"Ortado\u011fu Gerilimi T\u0131rman\u0131rken K\u00fcresel Piyasalar D\u00fc\u015f\u00fc\u015fe Ge\u00e7ti"},"content":{"rendered":"

K\u00fcresel piyasalar, Ortado\u011fu’daki t\u0131rmanan gerilimle birlikte erken kazan\u0131mlar\u0131n\u0131 kaybederek d\u00fc\u015f\u00fc\u015fe ge\u00e7ti. Bug\u00fcn S&P 500 Endeksi<\/strong> ($SPX) (SPY) %0,35, Dow Jones Sanayi Ortalamas\u0131<\/strong> ($DOWI) (DIA) %0,75 ve Nasdaq 100 Endeksi<\/strong> ($IUXX) (QQQ) %0,23 oran\u0131nda de\u011fer kaybetti. Vadeli i\u015flem piyasalar\u0131nda da benzer bir tablo g\u00f6zlendi; Haziran E-mini S&P vadeli i\u015flemleri (ESM26) %0,44, Haziran E-mini Nasdaq vadeli i\u015flemleri (NQM26) ise %0,37 geriledi.<\/p>\n

Piyasalar\u0131n bu d\u00fc\u015f\u00fc\u015f\u00fcnde, Birle\u015fik Arap Emirlikleri’nin (BAE) \u0130ran’a ait oldu\u011fu iddia edilen bir insans\u0131z hava arac\u0131 sald\u0131r\u0131s\u0131n\u0131n Fujairah petrol sanayi b\u00f6lgesinde yang\u0131na neden oldu\u011funu duyurmas\u0131 etkili oldu. BAE ayr\u0131ca, H\u00fcrm\u00fcz Bo\u011faz\u0131 d\u0131\u015f\u0131nda bir petrol tankerinin insans\u0131z hava ara\u00e7lar\u0131 taraf\u0131ndan hedef al\u0131nd\u0131\u011f\u0131n\u0131 \u00f6ne s\u00fcrerek b\u00f6lgede f\u00fcze tehdidi uyar\u0131s\u0131 yay\u0131nlad\u0131. Bu geli\u015fmeler, b\u00f6lgedeki istikrars\u0131zl\u0131\u011f\u0131n ekonomik yans\u0131malar\u0131n\u0131 bir kez daha g\u00f6zler \u00f6n\u00fcne serdi.<\/p>\n

G\u00fcn\u00fcn erken saatlerinde, Nasdaq 100<\/strong>‘\u00fcn yeni bir t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesine ula\u015fmas\u0131yla piyasalarda bir miktar iyimserlik hakimdi. Kurumsal dayan\u0131kl\u0131l\u0131k ve yapay zeka (AI) yat\u0131r\u0131mlar\u0131n\u0131n kazan\u00e7 b\u00fcy\u00fcmesini destekleyece\u011fi beklentisi, \u00f6zellikle yapay zeka altyap\u0131 hisseleri ve yaz\u0131l\u0131m \u015firketlerini yukar\u0131 ta\u015f\u0131yordu. Ayr\u0131ca, ABD Mart ay\u0131 fabrika sipari\u015flerinin ayl\u0131k bazda %1,5 artarak beklentilerin (%0,6) \u00fczerinde gelmesi, ekonomik g\u00fcc\u00fcn bir i\u015fareti olarak alg\u0131lanm\u0131\u015f ve hisse senetlerine destek vermi\u015fti.<\/p>\n

ABD Ba\u015fkan\u0131 Trump’\u0131n, Basra K\u00f6rfezi’nde ‘tarafs\u0131z’ gemileri H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan \u00e7\u0131karmaya ba\u015flayacaklar\u0131n\u0131 a\u00e7\u0131klamas\u0131, b\u00f6lgedeki ABD askeri varl\u0131\u011f\u0131n\u0131n art\u0131r\u0131laca\u011f\u0131 sinyalini verdi. ABD Merkez Komutanl\u0131\u011f\u0131’n\u0131n (CENTCOM) bo\u011fazdan ge\u00e7en gemilere g\u00fcd\u00fcml\u00fc f\u00fcze destroyerleri, u\u00e7aklar ve insans\u0131z hava ara\u00e7lar\u0131 dahil olmak \u00fczere askeri destek sa\u011flayaca\u011f\u0131n\u0131 belirtmesi, b\u00f6lgedeki gerilimi t\u0131rmand\u0131ran ad\u0131mlar olarak yorumland\u0131.<\/p>\n

Ancak Pazar g\u00fcn\u00fc, BAE’nin Fujairah kentinin hemen kuzeyinde bir tankere isabet eden mermilerle b\u00f6lgedeki tansiyon daha da y\u00fckseldi. \u0130ran’\u0131n g\u00fcvenilir FARS haber ajans\u0131<\/strong>, uyar\u0131lar\u0131 hi\u00e7e sayan bir ABD sava\u015f gemisine iki f\u00fcze isabet etti\u011fini bildirdi. \u0130ran ordusu, ABD g\u00fc\u00e7lerinin H\u00fcrm\u00fcz Bo\u011faz\u0131’na y\u00f6nelik herhangi bir ihlal giri\u015fiminde bulunmalar\u0131 halinde kararl\u0131 bir \u015fekilde kar\u015f\u0131l\u0131k verilece\u011fini vurgulayarak b\u00f6lgedeki hassasiyetin alt\u0131n\u0131 \u00e7izdi.<\/p>\n

B\u00f6lgedeki gerilimin t\u0131rmanmas\u0131yla birlikte WTI ham petrol fiyatlar\u0131<\/strong> (CLM26) erken kay\u0131plar\u0131ndan toparlanarak %3’ten fazla y\u00fckseldi. D\u00fcnya petrol ve s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz\u0131n\u0131n yakla\u015f\u0131k be\u015fte birinin ge\u00e7ti\u011fi H\u00fcrm\u00fcz Bo\u011faz\u0131<\/strong>‘ndaki potansiyel aksakl\u0131klar, k\u00fcresel enerji piyasalar\u0131nda endi\u015fe yarat\u0131yor. Goldman Sachs, mevcut durumun k\u00fcresel ham petrol stoklar\u0131ndan yakla\u015f\u0131k 500 milyon varil \u00e7ekilmesine neden oldu\u011funu ve bu \u00e7ekilmenin Haziran ay\u0131na kadar 1 milyar varile ula\u015fabilece\u011fini tahmin ediyor.<\/p>\n

Piyasa Beklentileri ve Kazan\u00e7 Raporlar\u0131<\/h2>\n

Piyasalar, 16-17 Haziran’daki bir sonraki FOMC toplant\u0131s\u0131nda 25 baz puanl\u0131k bir faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 sadece %5 olarak fiyatl\u0131yor. Bu raporlama sezonunda \u015fimdiye kadarki kazan\u00e7 sonu\u00e7lar\u0131 ise hisse senetlerini destekleyici nitelikte. Bug\u00fcn itibar\u0131yla, 1. \u00e7eyrek kazan\u00e7lar\u0131n\u0131 a\u00e7\u0131klayan 317 S&P 500 \u015firketinin %82’si tahminleri a\u015ft\u0131. Bloomberg Intelligence’a g\u00f6re, 1. \u00e7eyrek S&P 500 kazan\u00e7lar\u0131n\u0131n y\u0131ll\u0131k bazda %12 artmas\u0131 beklenirken, teknoloji sekt\u00f6r\u00fc d\u0131\u015far\u0131da b\u0131rak\u0131ld\u0131\u011f\u0131nda bu art\u0131\u015f\u0131n yakla\u015f\u0131k %3 ile son iki y\u0131l\u0131n en zay\u0131f\u0131 olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

K\u00fcresel Piyasalar ve Faiz Oranlar\u0131<\/h2>\n

Deniza\u015f\u0131r\u0131 borsalar bug\u00fcn d\u00fc\u015f\u00fc\u015fteydi. Euro Stoxx 50<\/strong> %1,22 geriledi. \u00c7in ve Japonya piyasalar\u0131 ise \u0130\u015f\u00e7i Bayram\u0131 ve Ye\u015fil G\u00fcn tatilleri nedeniyle kapal\u0131yd\u0131.<\/p>\n

Faiz oranlar\u0131<\/strong> cephesinde, Haziran 10 y\u0131ll\u0131k Hazine tahvilleri (ZNM6) bug\u00fcn 8 tik d\u00fc\u015ft\u00fc ve 10 y\u0131ll\u0131k Hazine tahvili getirisi 4,4 baz puan artarak %4,414’e y\u00fckseldi. Y\u00fcksek ham petrol fiyatlar\u0131 enflasyon beklentilerini art\u0131r\u0131rken, 10 y\u0131ll\u0131k ba\u015faba\u015f enflasyon oran\u0131 bug\u00fcn 14,5 ay\u0131n en y\u00fcksek seviyesi olan %2,518’e t\u0131rmand\u0131. Beklenenden g\u00fc\u00e7l\u00fc gelen ABD Mart ay\u0131 fabrika sipari\u015fleri raporu da Hazine tahvillerindeki kay\u0131plar\u0131 derinle\u015ftirdi.<\/p>\n

Avrupa devlet tahvili getirileri de y\u00fckseli\u015fteydi. 10 y\u0131ll\u0131k Alman Bund getirisi 2,0 baz puan artarak %3,057’ye ula\u015ft\u0131. \u0130ngiltere piyasalar\u0131 \u0130\u015f\u00e7i Bayram\u0131 tatili nedeniyle kapal\u0131 oldu\u011fundan, 10 y\u0131ll\u0131k \u0130ngiliz devlet tahvili getirisi i\u015flem g\u00f6rmedi.<\/p>\n

Euro B\u00f6lgesi May\u0131s Sentix yat\u0131r\u0131mc\u0131 g\u00fcven endeksi beklenmedik bir \u015fekilde 2,8 puan artarak -16,4’e y\u00fckseldi; bu, -22,0’ye d\u00fc\u015f\u00fc\u015f beklentilerinden daha g\u00fc\u00e7l\u00fc bir sonu\u00e7tu. Avrupa Merkez Bankas\u0131 (ECB) Y\u00f6netim Konseyi \u00fcyesi Peter Kazimir, Euro B\u00f6lgesi genelinde zay\u0131flayan b\u00fcy\u00fcme ile birlikte uzun s\u00fcreli fiyat art\u0131\u015flar\u0131 nedeniyle Haziran ay\u0131nda bir ECB faiz art\u0131r\u0131m\u0131n\u0131n “neredeyse ka\u00e7\u0131n\u0131lmaz” oldu\u011funu belirtti. Swaplar, 11 Haziran’daki bir sonraki politika toplant\u0131s\u0131nda 25 baz puanl\u0131k bir ECB faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 %93 olarak fiyatl\u0131yor.<\/p>\n

ABD Hisse Senedi Hareketleri<\/h2>\n

Bug\u00fcn piyasay\u0131 destekleyen ana unsurlar aras\u0131nda \u00e7ip \u00fcreticileri<\/strong> ve yapay zeka altyap\u0131 hisseleri<\/strong> yer ald\u0131. Micron Technology<\/strong> (MU) %7’den fazla art\u0131\u015fla S&P 500 ve Nasdaq 100’de \u00f6ne \u00e7\u0131karken, SanDisk<\/strong> (SNDK) %5’ten fazla y\u00fckseldi. Ayr\u0131ca, Seagate Technology Holdings Plc<\/strong> (STX) %2’den fazla, Applied Materials<\/strong> (AMAT), Lam Research<\/strong> (LRCX) ve Western Digital<\/strong> (WDC) %1’den fazla de\u011fer kazand\u0131.<\/p>\n

Yaz\u0131l\u0131m hisseleri<\/strong> de genel piyasa i\u00e7in olumlu bir fakt\u00f6r oldu. Atlassian<\/strong> (TEAM) ve Oracle<\/strong> (ORCL) %6’dan fazla, ServiceNow<\/strong> (NOW) %4’ten fazla y\u00fckseldi. Intuit<\/strong> (INTU) ve Datadog<\/strong> %3’ten fazla, Salesforce<\/strong> (CRM) ise %2’den fazla art\u0131\u015fla Dow Jones Sanayi Ortalamas\u0131’nda en \u00e7ok kazananlar aras\u0131nda yer ald\u0131. Palantir Technologies<\/strong> (PLTR), Workday<\/strong> (WDAY), Adobe Systems<\/strong> (ADBE) ve Autodesk<\/strong> (ADSK) de %1’in \u00fczerinde y\u00fckseli\u015fler kaydetti.<\/p>\n

Bitcoin<\/strong>‘in (^BTCUSD) %3’ten fazla art\u0131\u015fla 3 ay\u0131n en y\u00fcksek seviyesine ula\u015fmas\u0131yla kripto para birimine maruz kalan hisse senetleri<\/strong> de y\u00fckseli\u015fteydi. Coinbase Global<\/strong> (COIN) %7’den fazla, Galaxy Digital Holdings<\/strong> (GLXY) %4’ten fazla y\u00fckseldi. Strategy<\/strong> (MSTR) %3’ten fazla, MARA Holdings<\/strong> (MARA) %1’den fazla ve Riot Platforms<\/strong> (RIOT) %0,65 artt\u0131.<\/p>\n

\u00d6te yandan, Norwegian Cruise Line Holdings<\/strong> (NCLH), t\u00fcm y\u0131l d\u00fczeltilmi\u015f Ebitda tahminini d\u00fc\u015f\u00fcrmesinin ard\u0131ndan %7’den fazla de\u011fer kaybederek kruvaziyer operat\u00f6rlerini a\u015fa\u011f\u0131 \u00e7ekti. Carnival<\/strong> (CCL) ve Royal Caribbean Cruises Ltd<\/strong> (RCL) de %2’den fazla geriledi.<\/p>\n

Amazon’un yeni Amazon Tedarik Zinciri Hizmetleri<\/strong>‘ni ba\u015flatarak nakliye, da\u011f\u0131t\u0131m ve paket g\u00f6nderi \u00e7\u00f6z\u00fcmlerini geni\u015fletmesinin ard\u0131ndan nakliye operat\u00f6rleri<\/strong> d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131. GXO Logistics<\/strong> (GXO) %12’den fazla, United Parcel Service<\/strong> (UPS) ise %8’den fazla d\u00fc\u015f\u00fc\u015fle S&P 500’de en \u00e7ok kaybedenler aras\u0131nda yer ald\u0131. FedEx<\/strong> (FDX), CH Robinson Worldwide<\/strong> (CHRW), Expeditors International of Washington<\/strong> (EXPD), Old Dominion Freight Line<\/strong> (ODFL) ve JB Hunt Transport Services<\/strong> (JBHT) de \u00f6nemli d\u00fc\u015f\u00fc\u015fler kaydetti.<\/p>\n

Bireysel hisse senedi hareketlerinde, Celcuity<\/strong> (CELC) Faz 3 denemesinin birincil hedefine ula\u015fmas\u0131n\u0131n ard\u0131ndan %15’ten fazla y\u00fckseldi. EBay<\/strong> (EBAY), GameStop’un sat\u0131n alma teklifiyle %5’ten fazla de\u011fer kazand\u0131. GlobalFoundries<\/strong> (GFS), Cantor Fitzgerald’\u0131n not y\u00fckseltmesiyle %3’ten fazla artt\u0131. Amazon.com<\/strong> (AMZN) ise Fubon Securities’in not y\u00fckseltmesinin ard\u0131ndan %2’den fazla y\u00fckseldi. GameStop<\/strong> (GME) ise EBay’i sat\u0131n alma teklifinin ard\u0131ndan %6’dan fazla d\u00fc\u015ft\u00fc.<\/p>\n

Yakla\u015fan Kazan\u00e7 Raporlar\u0131 (4 May\u0131s 2026)<\/h2>\n

\u00d6n\u00fcm\u00fczdeki d\u00f6nemde kazan\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak \u00f6nemli \u015firketler aras\u0131nda Allison Transmission Holdings<\/strong> (ALSN), BioMarin Pharmaceutical Inc<\/strong> (BMRN), BWX Technologies Inc<\/strong> (BWXT), CNA Financial Corp<\/strong> (CNA), Corebridge Financial Inc<\/strong> (CRBG), Diamondback Energy Inc<\/strong> (FANG), Duolingo Inc<\/strong> (DUOL), Equitable Holdings Inc<\/strong> (EQH), IAC Inc<\/strong> (IAC), Inspire Medical Systems Inc<\/strong> (INSP), Lattice Semiconductor Corp<\/strong> (LSCC), Loews Corp<\/strong> (L), MSA Safety Inc<\/strong> (MSA), Norwegian Cruise Line Holdings<\/strong> (NCLH), ON Semiconductor Corp<\/strong> (ON), Palantir Technologies Inc<\/strong> (PLTR), Paramount Skydance Corp<\/strong> (PSKY), Pinnacle West Capital Corp<\/strong> (PNW), Pinterest Inc<\/strong> (PINS), RB Global Inc<\/strong> (RBA), Tyson Foods Inc<\/strong> (TSN), Vertex Pharmaceuticals Inc<\/strong> (VRTX), Viper Energy Inc<\/strong> (VNOM), Vornado Realty Trust<\/strong> (VNO) ve Williams Cos Inc\/The<\/strong> (WMB) bulunmaktad\u0131r.<\/p>\n

#Borsa #Ortado\u011fuGerilimi #PetrolPiyasas\u0131 #H\u00fcrm\u00fczBo\u011faz\u0131 #K\u00fcreselEkonomi #ABD\u0130ranGerilimi #PiyasaAnalizi #Yat\u0131r\u0131mc\u0131 #Enflasyon #TeknolojiHisseleri<\/p>\n","protected":false},"excerpt":{"rendered":"

K\u00fcresel piyasalar, Ortado\u011fu’daki t\u0131rmanan gerilimle birlikte erken kazan\u0131mlar\u0131n\u0131 kaybederek d\u00fc\u015f\u00fc\u015fe ge\u00e7ti. Bug\u00fcn S&P 500 Endeksi ($SPX) (SPY) %0,35, Dow Jones Sanayi Ortalamas\u0131 ($DOWI) (DIA) %0,75 ve Nasdaq 100 Endeksi ($IUXX) (QQQ) %0,23 oran\u0131nda de\u011fer kaybetti. Vadeli i\u015flem piyasalar\u0131nda da benzer bir tablo g\u00f6zlendi; Haziran E-mini S&P vadeli i\u015flemleri (ESM26) %0,44, Haziran E-mini Nasdaq vadeli i\u015flemleri […]<\/p>\n","protected":false},"author":2,"featured_media":18022,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-18021","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/18021","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=18021"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/18021\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/18022"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=18021"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=18021"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=18021"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}