Goldman Sachs, Orta Do\u011fu’da devam eden \u00e7at\u0131\u015fmalara ra\u011fmen Avrupa hisse senetleri piyasas\u0131na olan g\u00fcvenini tazeledi. Banka, STOXX 600 endeksi i\u00e7in 12 ayl\u0131k hedefini 660 puana y\u00fckseltti\u011fini duyurdu. Bu kararda, \u015firket karlar\u0131ndaki g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme ve yapay zeka ile ilgili yat\u0131r\u0131mlar\u0131n sa\u011flad\u0131\u011f\u0131 s\u00fcrekli destek etkili oldu.<\/p>\n
Avrupa genelinde g\u00f6sterge niteli\u011findeki endeks, rekor seviyelere yak\u0131n seyrini s\u00fcrd\u00fcrerek May\u0131s ay\u0131nda %2,5’lik bir art\u0131\u015f kaydetti. Ancak, Orta Do\u011fu’daki artan gerilimler yat\u0131r\u0131mc\u0131 duyarl\u0131l\u0131\u011f\u0131n\u0131 olumsuz etkileyerek daha fazla kazanc\u0131 s\u0131n\u0131rlad\u0131. Belirlenen yeni 12 ayl\u0131k hedef, endeksin son kapan\u0131\u015f seviyesi olan 626 puandan yakla\u015f\u0131k %5,4’l\u00fck bir y\u00fckseli\u015f potansiyeline i\u015faret ediyor.<\/p>\n
Cuma tarihli bir nota g\u00f6re, Goldman Sachs ayr\u0131ca STOXX 600 i\u00e7in \u00fc\u00e7 ayl\u0131k ve alt\u0131 ayl\u0131k hedeflerini s\u0131ras\u0131yla 640 ve 645 puana \u00e7\u0131kard\u0131. Arac\u0131 kurumun \u00f6nceki hedef seviyelerine ili\u015fkin acil bir a\u00e7\u0131klama yap\u0131lmad\u0131. Yukar\u0131 y\u00f6nl\u00fc revizyonun ard\u0131ndaki gerek\u00e7eyi a\u00e7\u0131klayan Goldman Sachs, “Sa\u011flam nominal b\u00fcy\u00fcme, enerji sekt\u00f6r\u00fcndeki olumlu revizyonlar ve piyasan\u0131n geri kalan\u0131ndaki diren\u00e7li marjlar bu y\u00fckseli\u015fi destekledi” ifadelerini kulland\u0131. Arac\u0131 kurum, yapay zeka ile ilgili yat\u0131r\u0131mlar etraf\u0131ndaki iyimserli\u011fin de piyasan\u0131n ilerlemesine yard\u0131mc\u0131 oldu\u011funu ekledi.<\/p>\n
Olumlu g\u00f6r\u00fcn\u00fcme ra\u011fmen, Goldman Sachs enflasyonist bask\u0131lar\u0131n ve faiz oranlar\u0131n\u0131n daha uzun s\u00fcre y\u00fcksek kalabilece\u011fi beklentilerinin piyasa de\u011ferlemeleri \u00fczerinde bir k\u0131s\u0131tlama olu\u015fturmaya devam etti\u011fi konusunda uyard\u0131. Arac\u0131 kurum, bu makroekonomik endi\u015feler daha az belirgin olsayd\u0131 de\u011ferlemelerin daha y\u00fcksek olabilece\u011fini belirtti.<\/p>\n
Avrupa hisse senedi piyasalar\u0131, ABD piyasalar\u0131nda g\u00f6r\u00fclen ayn\u0131 derecede yo\u011funla\u015fmay\u0131 ya\u015famasa da, Goldman Sachs y\u00fckseli\u015fin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde yapay zeka ile ilgili \u015firketler ve enerji sekt\u00f6r\u00fc taraf\u0131ndan y\u00f6nlendirildi\u011fini ifade etti. T\u00fcketici odakl\u0131 sekt\u00f6rler ise genel piyasa performans\u0131n\u0131n gerisinde kald\u0131.<\/p>\n
Goldman Sachs, STOXX 600’\u00fcn ileriye d\u00f6n\u00fck kazan\u00e7 \u00e7arpanlar\u0131na g\u00f6re \u00f6l\u00e7\u00fcld\u00fc\u011f\u00fcnde ABD g\u00f6sterge piyasas\u0131na k\u0131yasla nispeten daha ucuz kald\u0131\u011f\u0131n\u0131 vurgulad\u0131. Arac\u0131 kurum, STOXX 600’\u00fcn 12 ayl\u0131k ileriye d\u00f6n\u00fck fiyat\/kazan\u00e7 oran\u0131n\u0131n \u015fu anda 17,55 oldu\u011funu belirtti. Bu oran, S&P 500 i\u00e7in 27,94 olan ileriye d\u00f6n\u00fck fiyat\/kazan\u00e7 oran\u0131yla kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda \u00f6nemli bir fark olu\u015fturuyor. Bu de\u011ferleme fark\u0131, ABD d\u0131\u015f\u0131ndaki f\u0131rsatlar\u0131 arayan yat\u0131r\u0131mc\u0131lar i\u00e7in cazibesini koruyor.<\/p>\n
Gelece\u011fe y\u00f6nelik olarak, Goldman Sachs 2026 y\u0131l\u0131nda STOXX 600 i\u00e7in hisse ba\u015f\u0131na kazan\u00e7 b\u00fcy\u00fcmesinin %10 olaca\u011f\u0131n\u0131 tahmin ediyor. Arac\u0131 kurum, y\u00fcksek enerji maliyetlerinin \u015firket kar marjlar\u0131 \u00fczerinde bask\u0131 olu\u015fturmaya ba\u015flamas\u0131yla 2027’de kazan\u00e7 b\u00fcy\u00fcmesinin %5’e yava\u015flamas\u0131n\u0131 bekliyor. Kazan\u00e7lar\u0131n pozitif kalmas\u0131 \u00f6ng\u00f6r\u00fclse de, b\u00fcy\u00fcme h\u0131z\u0131n\u0131n zamanla \u0131l\u0131ml\u0131la\u015fmas\u0131 bekleniyor.<\/p>\n
Yat\u0131r\u0131mc\u0131 pozisyonlanmas\u0131na ili\u015fkin olarak Goldman Sachs, uluslararas\u0131 yat\u0131r\u0131mc\u0131lar\u0131n nispeten cazip de\u011ferlemeler ve \u00e7e\u015fitlendirme faydalar\u0131 nedeniyle Avrupa hisse senetlerine sermaye y\u00f6nlendirmeye devam etti\u011fini belirtti. Ayn\u0131 zamanda, yerel yat\u0131r\u0131mc\u0131lar daha temkinli davran\u0131yor. Arac\u0131 kuruma g\u00f6re, zay\u0131f ekonomik b\u00fcy\u00fcme ve genel belirsizlik endi\u015feleri, yerel yat\u0131r\u0131mc\u0131lar aras\u0131ndaki co\u015fkuyu azaltmaya devam ediyor. Goldman Sachs ayr\u0131ca, hisse senedi arz\u0131na ili\u015fkin endi\u015felerin abart\u0131l\u0131 olabilece\u011fini savundu. Goldman, “Ayn\u0131 zamanda, hisse senedi arz\u0131 konusundaki endi\u015feler abart\u0131l\u0131 g\u00f6r\u00fcn\u00fcyor, piyasan\u0131n daha fazlas\u0131n\u0131 absorbe etme i\u015ftah\u0131 var” diye ekledi. Arac\u0131 kurumun revize edilmi\u015f hedefleri, jeopolitik risklere ve makroekonomik olumsuzluklara ra\u011fmen, Avrupa hisse senetlerinin kazan\u00e7 direnci, yapay zeka ile ilgili yat\u0131r\u0131m temalar\u0131 ve devam eden uluslararas\u0131 yat\u0131r\u0131mc\u0131 ilgisinden destek bulmaya devam etmesini bekledi\u011fini g\u00f6steriyor.<\/p>\n
#GoldmanSachs #AvrupaBorsalar\u0131 #STOXX600 #YapayZekaYat\u0131r\u0131mlar\u0131 #HisseSenediPiyasas\u0131 #Ekonomi #Finans #OrtaDo\u011fu\u00c7at\u0131\u015fmas\u0131 #Yat\u0131r\u0131mc\u0131G\u00fcveni #PiyasaAnalizi<\/p>\n","protected":false},"excerpt":{"rendered":"
Goldman Sachs, Orta Do\u011fu’da devam eden \u00e7at\u0131\u015fmalara ra\u011fmen Avrupa hisse senetleri piyasas\u0131na olan g\u00fcvenini tazeledi. Banka, STOXX 600 endeksi i\u00e7in 12 ayl\u0131k hedefini 660 puana y\u00fckseltti\u011fini duyurdu. Bu kararda, \u015firket karlar\u0131ndaki g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme ve yapay zeka ile ilgili yat\u0131r\u0131mlar\u0131n sa\u011flad\u0131\u011f\u0131 s\u00fcrekli destek etkili oldu. Avrupa genelinde g\u00f6sterge niteli\u011findeki endeks, rekor seviyelere yak\u0131n seyrini s\u00fcrd\u00fcrerek May\u0131s […]<\/p>\n","protected":false},"author":2,"featured_media":30980,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-30979","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\/30979","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=30979"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/30979\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/30980"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=30979"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=30979"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=30979"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}