{"id":29489,"date":"2026-05-30T17:50:33","date_gmt":"2026-05-30T14:20:33","guid":{"rendered":"https:\/\/fajr.news\/?p=29489"},"modified":"2026-05-30T17:50:33","modified_gmt":"2026-05-30T14:20:33","slug":"orta-dogu-baris-umutlari-ve-yapay-zeka-harcamalariyla-desteklenen-kuresel-piyasalar-yukseliste","status":"publish","type":"post","link":"https:\/\/fajr.news\/?p=29489&lang=tr","title":{"rendered":"Orta Do\u011fu Bar\u0131\u015f Umutlar\u0131 ve Yapay Zeka Harcamalar\u0131yla Desteklenen K\u00fcresel Piyasalar Y\u00fckseli\u015fte"},"content":{"rendered":"

K\u00fcresel Piyasalar Orta Do\u011fu Bar\u0131\u015f Umutlar\u0131 ve Yapay Zeka Yat\u0131r\u0131mlar\u0131yla Rekor K\u0131r\u0131yor<\/h1>\n

K\u00fcresel finans piyasalar\u0131, Orta Do\u011fu’daki bar\u0131\u015f umutlar\u0131 ve yapay zeka teknolojilerine y\u00f6nelik artan harcamalar\u0131n etkisiyle g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f trendi sergiliyor. Bug\u00fcn S&P 500 Endeksi ($SPX)<\/strong> %0,21, Dow Jones Sanayi Ortalamas\u0131 ($DOWI)<\/strong> %0,65 ve Nasdaq 100 Endeksi ($IUXX)<\/strong> %0,25 art\u0131\u015fla g\u00fcn\u00fc tamamlad\u0131. Haziran vadeli E-mini S&P vadeli i\u015flemleri %0,20, Haziran vadeli E-mini Nasdaq vadeli i\u015flemleri ise %0,27 y\u00fckseldi.<\/p>\n

Piyasa Genel Bak\u0131\u015f\u0131: Rekor Seviyeler ve Temel Dinamikler<\/h2>\n

Hisse senedi endeksleri, S&P 500, Dow Jones Sanayi ve Nasdaq 100 ile birlikte yeni t\u00fcm zamanlar\u0131n en y\u00fcksek seviyelerine ula\u015farak yat\u0131r\u0131mc\u0131lar\u0131n y\u00fcz\u00fcn\u00fc g\u00fcld\u00fcrd\u00fc. Bu y\u00fckseli\u015fte iki ana fakt\u00f6r \u00f6ne \u00e7\u0131k\u0131yor:<\/p>\n

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  • Orta Do\u011fu’da Bar\u0131\u015f \u0130htimali:<\/strong> B\u00f6lgede olas\u0131 bir bar\u0131\u015f anla\u015fmas\u0131na y\u00f6nelik beklentiler, ham petrol fiyatlar\u0131 \u00fczerindeki bask\u0131y\u0131 hafifleterek enflasyon endi\u015felerini azaltt\u0131.<\/li>\n
  • Yapay Zeka Yat\u0131r\u0131mlar\u0131:<\/strong> Yapay zeka altyap\u0131s\u0131 y\u00fckseltmelerine y\u00f6nelik durmak bilmeyen talep, teknoloji hisselerini yukar\u0131 ta\u015f\u0131d\u0131. \u00d6zellikle Dell Technologies<\/strong>, analist tahminlerini \u00e7ok a\u015fan sat\u0131\u015f g\u00f6r\u00fcn\u00fcm\u00fcyle %30’dan fazla de\u011fer kazand\u0131.<\/li>\n<\/ul>\n

    ABD-\u0130ran Anla\u015fmas\u0131 ve Petrol Piyasalar\u0131<\/h2>\n

    Piyasalar, ABD ve \u0130ran aras\u0131nda<\/strong> ate\u015fkesi 60 g\u00fcn uzatmak ve H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131 yeniden a\u00e7mak i\u00e7in var\u0131lan \u00f6n anla\u015fmaya ili\u015fkin Ba\u015fkan Trump’\u0131n onay\u0131n\u0131<\/strong> bekliyor. Ba\u015fkan Yard\u0131mc\u0131s\u0131 Vance Per\u015fembe g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, taraflar\u0131n \u0130ran’\u0131n n\u00fckleer kapasitesiyle ilgili konular da dahil olmak \u00fczere \u201cbirka\u00e7 dilsel nokta \u00fczerinde gidip geldi\u011fini\u201d belirtti. Bu durum, anla\u015fman\u0131n nihai \u015fekli ve uygulanabilirli\u011fi konusunda baz\u0131 belirsizliklerin devam etti\u011fini g\u00f6steriyor.<\/p>\n

    Ham petrol fiyatlar\u0131 bug\u00fcn %1’den fazla d\u00fc\u015f\u00fc\u015fle 5 haftan\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi. Bu d\u00fc\u015f\u00fc\u015fte, ABD ve \u0130ran’\u0131n ate\u015fkesi 60 g\u00fcn uzatma konusunda ge\u00e7ici olarak anla\u015fmas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yak\u0131nda yeniden a\u00e7\u0131labilece\u011fi iyimserli\u011fi etkili oldu. Ancak, ate\u015fkes uzat\u0131lsa bile ham petrol ak\u0131\u015f\u0131n\u0131n yeniden ba\u015flamas\u0131 i\u00e7in bir\u00e7ok engel<\/strong> bulunuyor. Bunlar aras\u0131nda H\u00fcrm\u00fcz su yolundaki may\u0131nlar\u0131n temizlenmesi, kapal\u0131 petrol sahalar\u0131n\u0131n yeniden faaliyete ge\u00e7mesinin aylar s\u00fcrebilmesi ve insans\u0131z hava arac\u0131 ile f\u00fcze sald\u0131r\u0131lar\u0131ndan kaynaklanan enerji altyap\u0131s\u0131 hasarlar\u0131n\u0131n onar\u0131lmas\u0131 gerekti\u011fi vurgulan\u0131yor.<\/p>\n

    Ekonomi ve Merkez Bankalar\u0131: Kar\u0131\u015f\u0131k Sinyaller<\/h2>\n

    Bug\u00fcnk\u00fc ABD ekonomik verileri, ekonomideki g\u00fcc\u00fc g\u00f6stererek hisse senetleri i\u00e7in olumlu bir tablo \u00e7izdi. May\u0131s ay\u0131nda MNI Chicago PMI<\/strong>, beklentilerin \u00fczerinde 13,5 puan artarak 62,7’ye y\u00fckseldi ve son 4,25 y\u0131l\u0131n en g\u00fc\u00e7l\u00fc geni\u015fleme h\u0131z\u0131na ula\u015ft\u0131.<\/p>\n

    Fed yetkililerinden gelen yorumlar ise hisse senetleri ve tahviller i\u00e7in kar\u0131\u015f\u0131k sinyaller verdi. San Francisco Fed Ba\u015fkan\u0131 Mary Daly, Fed’in faiz politikalar\u0131n\u0131n iyi bir konumda oldu\u011funu ve ABD ekonomisi konusunda \u201ctemkinli iyimser\u201d oldu\u011funu belirterek, faiz oranlar\u0131nda \u201cbir ayarlama yapma aciliyeti olmad\u0131\u011f\u0131n\u0131\u201d ifade etti. Minneapolis Fed Ba\u015fkan\u0131 Neel Kashkari de, \u201cFaiz oranlar\u0131n\u0131 hemen y\u00fckseltmemiz gerekti\u011fi sonucuna varmak i\u00e7in hen\u00fcz erken oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum ve Orta Do\u011fu’daki \u00e7at\u0131\u015fman\u0131n nas\u0131l geli\u015fti\u011fini ve verileri izlemeye devam etmeliyiz\u201d dedi. \u00d6te yandan, Kansas City Fed Ba\u015fkan\u0131 Jeff Schmid, \u201cEnflasyonun be\u015f y\u0131l\u0131 a\u015fk\u0131n s\u00fcredir Fed’in %2’lik fiyat istikrar\u0131 tan\u0131m\u0131n\u0131n \u00fczerinde seyretmesiyle, \u015fimdi gard\u0131m\u0131z\u0131 d\u00fc\u015f\u00fcrme zaman\u0131 de\u011fil ve fiyat istikrar\u0131na olan ba\u011fl\u0131l\u0131\u011f\u0131m\u0131z\u0131 ve g\u00f6revimizi yerine getirmek i\u00e7in gerekli eylemleri yapmaya istekli oldu\u011fumuzu sinyalini vermeye devam etmeliyiz\u201d \u015feklinde konu\u015ftu.<\/p>\n

    Avrupa’da ise Alman May\u0131s ay\u0131 T\u00dcFE (AB uyumlu) ayl\u0131k bazda %0,1 d\u00fc\u015ferken, y\u0131ll\u0131k bazda %2,7 artt\u0131. Almanya’da May\u0131s ay\u0131 i\u015fsizlik de\u011fi\u015fimi beklenmedik bir \u015fekilde 12.000 azalarak i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n g\u00fc\u00e7lendi\u011fini g\u00f6sterdi. Avrupa Merkez Bankas\u0131 (ECB) Y\u00f6netim Konseyi \u00fcyesi Fabio Panetta, ECB faiz art\u0131r\u0131m\u0131na deste\u011fini belirtirken, Gediminas Simkus da Haziran ay\u0131nda bir faiz art\u0131r\u0131m\u0131n\u0131 destekleyece\u011fini ve \u201cikinci bir faiz art\u0131r\u0131m\u0131n\u0131n daha muhtemel oldu\u011funu\u201d dile getirdi.<\/p>\n

    Hisse Senedi Hareketleri: Teknoloji ve Yapay Zeka \u00d6nc\u00fcl\u00fc\u011f\u00fcnde<\/h2>\n

    Bug\u00fcn yaz\u0131l\u0131m hisseleri g\u00fc\u00e7l\u00fc bir ralli ya\u015fad\u0131. ServiceNow (NOW)<\/strong> %13’ten fazla, Palantir Technologies (PLTR)<\/strong> %9’dan fazla y\u00fckselerek Nasdaq 100’de en \u00e7ok kazananlar aras\u0131nda yer ald\u0131. International Business Machines (IBM)<\/strong> %9’dan fazla art\u0131\u015fla Dow Jones Sanayi’de liderli\u011fi \u00fcstlenirken, Atlassian Corp (TEAM)<\/strong> da %9’dan fazla y\u00fckseldi. Ayr\u0131ca, Oracle (ORCL)<\/strong>, Workday (WDAY)<\/strong> ve Salesforce (CRM)<\/strong> %8’den fazla, Datadog (DDOG)<\/strong> ise %6’dan fazla de\u011fer kazand\u0131. Microsoft (MSFT)<\/strong>, Intuit (INTU)<\/strong> ve Adobe Systems (ADBE)<\/strong> de %4’ten fazla art\u0131\u015f g\u00f6sterdi.<\/p>\n

    Siber g\u00fcvenlik hisseleri de y\u00fckseli\u015fteydi. Okta (OKTA)<\/strong>, ilk \u00e7eyrek d\u00fczeltilmi\u015f EPS’sinin beklentilerin \u00fczerinde gelmesi ve 2027 d\u00fczeltilmi\u015f EPS tahminini y\u00fckseltmesinin ard\u0131ndan %24’ten fazla de\u011fer kazand\u0131. CrowdStrike Holdings (CRWD)<\/strong> ve Palo Alto Networks (PANW)<\/strong> %6’dan fazla, Cloudflare (NET)<\/strong>, Fortinet (FTNT)<\/strong> ve Zscaler (ZS)<\/strong> ise %3’ten fazla y\u00fckseldi.<\/p>\n

    \u00c7ip \u00fcreticileri ve yapay zeka altyap\u0131 hisseleri de piyasaya destek verdi. Micron Technology (MU)<\/strong> %4’ten fazla, Qualcomm (QCOM)<\/strong>, ARM Holdings Plc (ARM)<\/strong> ve Broadcom (AVGO)<\/strong> %2’den fazla de\u011fer kazand\u0131. Seagate Technology Holdings Plc (STX)<\/strong> ve Sandisk (SNDK)<\/strong> ise %1’den fazla y\u00fckseldi.<\/p>\n

    Dell Technologies (DELL)<\/strong>, ilk \u00e7eyrek toplam gelirinin beklentilerin \u00e7ok \u00fczerinde gelmesi ve 2027 gelir tahminini y\u00fckseltmesinin ard\u0131ndan %31’den fazla art\u0131\u015fla S&P 500’de en \u00e7ok kazanan hisse oldu. NetApp (NTAP)<\/strong>, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek net gelirinin beklentileri a\u015fmas\u0131 ve 2027 gelir tahminini y\u00fckseltmesinin ard\u0131ndan %27’den fazla y\u00fckseldi. Nextpower (NXT)<\/strong> ise Prevalon Energy’yi 365 milyon dolara kadar nakit ve hisse senedi kar\u015f\u0131l\u0131\u011f\u0131nda sat\u0131n alma anla\u015fmas\u0131n\u0131n ard\u0131ndan %13’ten fazla de\u011fer kazand\u0131.<\/p>\n

    Kaybedenler aras\u0131nda ise The Gap (GAP)<\/strong>, ilk \u00e7eyrek kar\u015f\u0131la\u015ft\u0131r\u0131labilir sat\u0131\u015flar\u0131n\u0131n beklentilerin alt\u0131nda kalmas\u0131 ve 2027 net sat\u0131\u015f tahminini d\u00fc\u015f\u00fcrmesinin ard\u0131ndan %17’den fazla d\u00fc\u015ft\u00fc. American Eagle Outfitters (AEO)<\/strong> %12’den fazla, SentinelOne (S)<\/strong> %11’den fazla, Viasat (VSAT)<\/strong> %6’dan fazla de\u011fer kaybetti. Costco Wholesale (COST)<\/strong>, beklentilerin \u00fczerinde \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek kazan\u00e7lar\u0131na ra\u011fmen \u00fcyelik b\u00fcy\u00fcmesinin yava\u015flamas\u0131 endi\u015feleriyle %4’ten fazla d\u00fc\u015f\u00fc\u015fle Nasdaq 100’de en \u00e7ok kaybedenler aras\u0131nda yer ald\u0131. Autodesk (ADSK)<\/strong> ise MaintainX’i 3,6 milyar dolara sat\u0131n almas\u0131n\u0131n \u00e7ok pahal\u0131 bulunmas\u0131 nedeniyle %4’ten fazla geriledi.<\/p>\n

    Uluslararas\u0131 Piyasalar ve Faiz Oranlar\u0131<\/h2>\n

    Deniza\u015f\u0131r\u0131 borsalar bug\u00fcn kar\u0131\u015f\u0131k bir seyir izledi. Euro Stoxx 50<\/strong> %0,17 y\u00fckselirken, \u00c7in’in \u015eanghay Bile\u015fik Endeksi<\/strong> %0,73 d\u00fc\u015f\u00fc\u015fle kapand\u0131. Japonya’n\u0131n Nikkei Hisse Senedi Ortalamas\u0131<\/strong> ise yeni bir rekor seviyeye ula\u015farak %2,53 art\u0131\u015fla g\u00fcn\u00fc tamamlad\u0131.<\/p>\n

    Haziran vadeli 10 y\u0131ll\u0131k ABD Hazine tahvilleri (ZNM6) bug\u00fcn hafif y\u00fckseldi. 10 y\u0131ll\u0131k Hazine tahvili getirisi 0,6 baz puan d\u00fc\u015f\u00fc\u015fle %4,441’e geriledi. WTI ham petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f, enflasyon beklentilerini hafifleterek Hazine tahvillerindeki m\u00fctevaz\u0131 kazan\u00e7lar\u0131 destekledi. Ancak, May\u0131s MNI Chicago PMI’\u0131n beklenenden fazla y\u00fckselmesi ve S&P 500’\u00fcn yeni bir rekor seviyeye ula\u015fmas\u0131, g\u00fcvenli liman talebini azaltarak Hazine tahvillerindeki kazan\u00e7lar\u0131 s\u0131n\u0131rlad\u0131.<\/p>\n

    #K\u00fcreselPiyasalar #Borsa #YapayZeka #OrtaDo\u011fuBar\u0131\u015f\u0131 #PetrolFiyatlar\u0131 #Ekonomi #MerkezBankas\u0131 #TeknolojiHisseleri #ABD\u0130ran #Yat\u0131r\u0131m<\/p>\n","protected":false},"excerpt":{"rendered":"

    K\u00fcresel Piyasalar Orta Do\u011fu Bar\u0131\u015f Umutlar\u0131 ve Yapay Zeka Yat\u0131r\u0131mlar\u0131yla Rekor K\u0131r\u0131yor K\u00fcresel finans piyasalar\u0131, Orta Do\u011fu’daki bar\u0131\u015f umutlar\u0131 ve yapay zeka teknolojilerine y\u00f6nelik artan harcamalar\u0131n etkisiyle g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f trendi sergiliyor. Bug\u00fcn S&P 500 Endeksi ($SPX) %0,21, Dow Jones Sanayi Ortalamas\u0131 ($DOWI) %0,65 ve Nasdaq 100 Endeksi ($IUXX) %0,25 art\u0131\u015fla g\u00fcn\u00fc tamamlad\u0131. Haziran vadeli […]<\/p>\n","protected":false},"author":2,"featured_media":29490,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-29489","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\/29489","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=29489"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/29489\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/29490"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=29489"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=29489"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=29489"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}