{"id":1435,"date":"2026-05-27T18:44:04","date_gmt":"2026-05-27T15:44:04","guid":{"rendered":"https:\/\/fxknews.com\/?p=1435"},"modified":"2026-05-27T18:47:58","modified_gmt":"2026-05-27T15:47:58","slug":"kospinin-patlamasi-guney-kore-borsasi-17-ayda-dunyayi-geride-birakti","status":"publish","type":"post","link":"https:\/\/fxknews.com\/?p=1435","title":{"rendered":"KOSPI&#8217;nin Patlamas\u0131: G\u00fcney Kore Borsas\u0131 17 Ayda D\u00fcnyay\u0131 Geride B\u0131rakt\u0131"},"content":{"rendered":"\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\"><\/h1>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Aral\u0131k 2024&#8217;teki darbe giri\u015fimi sonras\u0131 2.300 puana inen KOSPI endeksi 27 May\u0131s 2026&#8217;da 8.229 puanla rekor kapan\u0131\u015f yapt\u0131. 17 ayda yakla\u015f\u0131k \u00fc\u00e7 bu\u00e7uk kat\u0131na \u00e7\u0131kan, nisan 2025 dibinden \u00f6l\u00e7\u00fcld\u00fc\u011f\u00fcnde ise d\u00f6rt kat\u0131n \u00fczerine ta\u015fan ralli, Wall Street&#8217;ten Tokyo&#8217;ya, Hong Kong&#8217;dan Borsa \u0130stanbul&#8217;a hi\u00e7bir b\u00fcy\u00fck piyasan\u0131n yakla\u015famad\u0131\u011f\u0131 bir performans ortaya koydu.<\/em><\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_83 counter-hierarchy ez-toc-counter ez-toc-transparent ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title ez-toc-toggle\" style=\"cursor:pointer\">\u0130\u00e7indekiler<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/fxknews.com\/?p=1435\/#Rakamlarin_buyuklugu\" >Rakamlar\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fc<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/fxknews.com\/?p=1435\/#Rallinin_omurgasi_yapay_zeka_ve_hafiza_cipi\" >Rallinin omurgas\u0131: yapay zeka ve haf\u0131za \u00e7ipi<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/fxknews.com\/?p=1435\/#Kuresel_siralamada_KOSPI_yalniz_zirvede\" >K\u00fcresel s\u0131ralamada KOSPI yaln\u0131z zirvede<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/fxknews.com\/?p=1435\/#Turkiye_karsilastirmasi_BIST_100_dolar_bazinda_geride\" >T\u00fcrkiye kar\u015f\u0131la\u015ft\u0131rmas\u0131: BIST 100 dolar baz\u0131nda geride<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/fxknews.com\/?p=1435\/#Riskler_ve_onumuzdeki_donem\" >Riskler ve \u00f6n\u00fcm\u00fczdeki d\u00f6nem<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Rakamlarin_buyuklugu\"><\/span><strong>Rakamlar\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fc<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">KOSPI 2025&#8217;i y\u00fczde 76 y\u00fckseli\u015fle kapatarak 1999&#8217;dan bu yana en g\u00fc\u00e7l\u00fc y\u0131l\u0131n\u0131 ya\u015fad\u0131. 2026&#8217;n\u0131n daha be\u015finci ay\u0131nda y\u00fczde 100 ek kazan\u00e7la y\u0131l ba\u015f\u0131ndan beri toplam de\u011feri ikiye katland\u0131; Bloomberg bu performans\u0131 &#8220;internet balonu \u00f6ncesi rallisini bile geride b\u0131rakan&#8221; tarihi bir s\u0131\u00e7rama olarak tan\u0131mlad\u0131. Endeksin piyasa de\u011feri Birle\u015fik Krall\u0131k&#8217;\u0131 ge\u00e7erek 4,04 trilyon dolarla d\u00fcnyan\u0131n sekizinci b\u00fcy\u00fck borsas\u0131 konumuna yerle\u015fti. Aral\u0131k 2024&#8217;te s\u0131k\u0131y\u00f6netim ilan\u0131yla 2.300&#8217;e \u00e7ekilen, nisan 2025&#8217;te Trump tarifeleriyle 2.000 band\u0131n\u0131 g\u00f6ren endeks bug\u00fcn rekorlar \u00fcst\u00fcne rekor k\u0131r\u0131yor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Rallinin_omurgasi_yapay_zeka_ve_hafiza_cipi\"><\/span><strong>Rallinin omurgas\u0131: yapay zeka ve haf\u0131za \u00e7ipi<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Y\u00fckseli\u015fin merkezinde Samsung Elektronik ve SK Hynix var; iki \u015firket KOSPI piyasa de\u011ferinin y\u00fczde 47&#8217;sini tek ba\u015f\u0131na olu\u015fturuyor. SK Hynix son 12 ayda y\u00fczde 356, Samsung y\u00fczde 216 kazand\u0131rd\u0131; SK Hynix bu hafta Samsung ve Micron&#8217;un ard\u0131ndan bir trilyon dolar piyasa de\u011ferini a\u015fan \u00fc\u00e7\u00fcnc\u00fc haf\u0131za \u00fcreticisi oldu. Goldman Sachs G\u00fcney Kore&#8217;nin 2026 k\u00e2r b\u00fcy\u00fcmesini y\u00fczde 300 olarak tahmin ediyor; bu rakam 1999 Asya krizinden bu yana herhangi bir Asya borsas\u0131nda g\u00f6r\u00fclmedi. Yapay zeka veri merkezlerinde patlayan y\u00fcksek bant geni\u015flikli bellek talebi, iki Kore devini k\u00fcresel tedarik zincirinin omurgas\u0131 haline getirdi.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Kuresel_siralamada_KOSPI_yalniz_zirvede\"><\/span><strong>K\u00fcresel s\u0131ralamada KOSPI yaln\u0131z zirvede<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2025 y\u0131l\u0131 getirilerine bak\u0131ld\u0131\u011f\u0131nda tablo nettir: KOSPI y\u00fczde 76 ile bir, Hong Kong Hang Seng y\u00fczde 30,6 ile iki, Kanada TSX y\u00fczde 28,3 ile \u00fc\u00e7, Japonya Nikkei 225 y\u00fczde 26,2 ile d\u00f6rd\u00fcnc\u00fc s\u0131rada. ABD&#8217;de Nasdaq y\u00fczde 21,5, S&amp;P 500 y\u00fczde 17,2 oran\u0131nda y\u0131l kapatt\u0131. Tayvan TAIEX y\u00fczde 27, \u00c7in&#8217;in CSI 300&#8217;\u00fc y\u00fczde 21 prim yaparken Hindistan BSE Sensex y\u00fczde 5,9 ile geli\u015fmekte olan piyasalarda en zay\u0131f g\u00f6r\u00fcnt\u00fcy\u00fc sergiledi. Latin Amerika&#8217;da Kolombiya y\u00fczde 91 ile \u00f6ne \u00e7\u0131kt\u0131; ancak y\u0131ll\u0131k bazda hi\u00e7bir endeks G\u00fcney Kore&#8217;yi yakalayamad\u0131. 2026&#8217;n\u0131n ilk be\u015f ay\u0131nda ise fark daha da a\u00e7\u0131ld\u0131; KOSPI y\u0131l i\u00e7inde y\u00fczde 100 kazan\u0131rken S&amp;P 500 yatay seyrediyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Turkiye_karsilastirmasi_BIST_100_dolar_bazinda_geride\"><\/span><strong>T\u00fcrkiye kar\u015f\u0131la\u015ft\u0131rmas\u0131: BIST 100 dolar baz\u0131nda geride<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Ayn\u0131 17 ayl\u0131k pencerede BIST 100 T\u00fcrk liras\u0131 baz\u0131nda yakla\u015f\u0131k y\u00fczde 50 y\u00fckseldi; \u015fubat 2026&#8217;da 14.532 puanla rekor k\u0131r\u0131p ard\u0131ndan geri \u00e7ekilen endeks, nisan kapan\u0131\u015f\u0131nda 13.112 seviyesindeydi. Dolar bazl\u0131 BIST 100 ise ocak 2026&#8217;da 320 puana \u00e7\u0131karak son 18 ay\u0131n zirvesini test etti; ancak G\u00fcney Kore kar\u015f\u0131s\u0131ndaki a\u00e7\u0131k ciddi. Y\u0131ll\u0131k enflasyonun y\u00fczde 30 band\u0131nda seyretmesi, y\u00fczde 37&#8217;lik politika faizi ve liran\u0131n erimeye devam etmesi T\u00fcrk borsas\u0131n\u0131n k\u00fcresel s\u0131ralamada \u00fcst basamaklara t\u0131rmanmas\u0131n\u0131 engelliyor. Asya&#8217;daki yapay zeka temal\u0131 sermaye ak\u0131\u015f\u0131n\u0131n k\u00fc\u00e7\u00fck bir b\u00f6l\u00fcm\u00fc bile T\u00fcrk hisselerine y\u00f6nelmi\u015f olsa, tablo bamba\u015fka olurdu.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Riskler_ve_onumuzdeki_donem\"><\/span><strong>Riskler ve \u00f6n\u00fcm\u00fczdeki d\u00f6nem<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Rallinin g\u00f6lgesi de b\u00fcy\u00fcyor: piyasa de\u011ferinin yar\u0131s\u0131n\u0131n iki \u015firkette toplanmas\u0131 ciddi bir yo\u011funla\u015fma riski yarat\u0131yor ve mart 2026&#8217;da Samsung ile SK Hynix&#8217;in tek seansta y\u00fczde 10&#8217;un \u00fczerinde de\u011fer kaybetmesi Kore Borsas\u0131&#8217;nda ge\u00e7ici i\u015flem durdurmaya neden olmu\u015ftu. Bloomberg nisan ay\u0131nda rallinin balon \u00f6zellikleri g\u00f6stermeye ba\u015flad\u0131\u011f\u0131n\u0131 yazd\u0131; bireysel yat\u0131r\u0131mc\u0131n\u0131n kald\u0131ra\u00e7l\u0131 pozisyonlar\u0131 ve emeklilik fonlar\u0131n\u0131n yeniden dengeleme bask\u0131s\u0131 tehdit unsurlar\u0131 aras\u0131nda. Buna kar\u015f\u0131l\u0131k Lee Jae-myung y\u00f6netimi kurumsal y\u00f6netim reformlar\u0131, temett\u00fc mevzuat\u0131 de\u011fi\u015fikli\u011fi ve hane halk\u0131 tasarrufunu hisseye y\u00f6nlendiren vergi d\u00fczenlemeleriyle yap\u0131sal deste\u011fi s\u00fcrd\u00fcr\u00fcyor. Goldman Sachs ve Nomura 2026 sonu i\u00e7in 5.500\u20136.000 puan \u00f6ng\u00f6r\u00fcyordu; endeks bu seviyeleri \u00e7oktan geride b\u0131rakt\u0131, NH Investment ise y\u0131l i\u00e7i hedefini 9.000 \u00fczerine \u00e7ekti.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\">17 ayda 2.300&#8217;den 8.229&#8217;a uzanan yolculuk, k\u00fcresel sermayenin yapay zeka donan\u0131m\u0131n\u0131n kalbine \u2014 Seul&#8217;e \u2014 nas\u0131l akt\u0131\u011f\u0131n\u0131n net bir \u00f6zeti. T\u00fcrk yat\u0131r\u0131mc\u0131 i\u00e7in tablonun \u00e7\u0131kard\u0131\u011f\u0131 ders sade: 2026&#8217;da getiriyi belirleyen \u015fey hangi \u00fclkede de\u011fil, hangi sekt\u00f6rde konumland\u0131\u011f\u0131n\u0131zd\u0131r.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aral\u0131k 2024&#8217;teki darbe giri\u015fimi sonras\u0131 2.300 puana inen KOSPI endeksi 27 May\u0131s 2026&#8217;da 8.229 puanla rekor kapan\u0131\u015f yapt\u0131. 17 ayda<\/p>\n","protected":false},"author":1,"featured_media":1438,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","footnotes":""},"categories":[1],"tags":[41,40,32,29,39],"class_list":["post-1435","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finansal-piyasalar","tag-bist100","tag-borsa","tag-endeks","tag-hisse","tag-kospi"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/1435","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1435"}],"version-history":[{"count":2,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/1435\/revisions"}],"predecessor-version":[{"id":1441,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/1435\/revisions\/1441"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/media\/1438"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1435"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1435"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1435"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}