Goldman Sachs, 2026 y\u0131l sonu S&P 500 hedefini 7.600\u2019den 8.000\u2019e y\u00fckseltti ve endeks i\u00e7in hisse ba\u015f\u0131na k\u00e2r tahminini 340 dolar olarak belirledi. Bankan\u0131n hesab\u0131na g\u00f6re bu g\u00f6r\u00fcn\u00fcm, birka\u00e7 b\u00fcy\u00fck bulut bili\u015fim \u015firketinin sermaye harcamalar\u0131n\u0131 s\u00fcrd\u00fcrmesine dayan\u0131yor; iki ya da \u00fc\u00e7 b\u00fcy\u00fck oyuncunun harcamay\u0131 azaltmas\u0131, k\u00e2r art\u0131\u015f\u0131n\u0131 zay\u0131flatabilir.<\/p>\n
NVIDIA\u2019n\u0131n ikinci \u00e7eyrek gelirinin 96,2 milyar dolara \u00e7\u0131kmas\u0131 ve bunun y\u00fczde 92\u2019den fazlas\u0131n\u0131n compute altyap\u0131s\u0131ndan gelmesi, bu yo\u011funla\u015fmay\u0131 \u00f6ne \u00e7\u0131kar\u0131yor. CEO Jensen Huang, \u015firketin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek gelirini 108 milyar dolar olarak \u00f6ng\u00f6rd\u00fc. Goldman ayr\u0131ca kurumsal yat\u0131r\u0131mc\u0131 pozisyonlanmas\u0131n\u0131 izleyen g\u00f6stergesinin Mart 2026\u2019dan bu yana en d\u00fc\u015f\u00fck seviyeye indi\u011fini, bunun da olas\u0131 bir sat\u0131\u015fta \u00e7\u00f6z\u00fclmesi gereken y\u00fckl\u00fc pozisyonlar azalaca\u011f\u0131 i\u00e7in piyasay\u0131 bir \u00f6l\u00e7\u00fcde dengeleyebilece\u011fini aktard\u0131.<\/p>\n
Ben Snider, Microsoft, Alphabet, Amazon ve Meta\u2019n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131yla birlikte 2027 mali y\u0131l\u0131 sermaye harcamas\u0131 planlar\u0131n\u0131, endeks k\u00e2rlar\u0131 i\u00e7in kritik e\u015fik olarak g\u00f6r\u00fcyor.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> Sermaye harcamas\u0131, \u015firketlerin b\u00fcy\u00fcmek i\u00e7in yapt\u0131\u011f\u0131 b\u00fcy\u00fck \u00f6l\u00e7ekli yat\u0131r\u0131m ve ekipman al\u0131mlar\u0131d\u0131r; \u00f6rne\u011fin veri merkezi, sunucu ve \u00e7ip al\u0131m\u0131 gibi kalemleri kapsar. Pozisyonlanma ise yat\u0131r\u0131mc\u0131lar\u0131n piyasada ne kadar yo\u011fun \u015fekilde al\u0131m ya da sat\u0131m taraf\u0131nda oldu\u011funu anlat\u0131r; bu t\u00fcr kalabal\u0131kla\u015fma bazen sert fiyat hareketlerini b\u00fcy\u00fctebilir.<\/p>\n \ud83d\udcca Piyasa Etkisi:<\/strong> Yapay zek\u00e2ya y\u00f6nelik harcama i\u015ftah\u0131n\u0131n s\u00fcrmesi, \u00f6zellikle teknoloji hisseleri ve geni\u015f piyasa i\u00e7in destekleyici olabilir. Ancak b\u00fcy\u00fck oyuncular\u0131n yat\u0131r\u0131m h\u0131z\u0131n\u0131 azaltmas\u0131, k\u00e2r beklentilerini a\u015fa\u011f\u0131 \u00e7ekerek endeks \u00fczerinde bask\u0131 yaratabilir. Bankan\u0131n y\u00fcksek hedefi genel olarak piyasan\u0131n b\u00fcy\u00fcme beklentilerinin g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n","protected":false},"excerpt":{"rendered":" Goldman Sachs, 2026 y\u0131l sonu S&P 500 hedefini 7.600\u2019den 8.000\u2019e y\u00fckseltti ve endeks i\u00e7in hisse ba\u015f\u0131na k\u00e2r tahminini 340 dolar<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","fxk_merge_backup":"","footnotes":""},"categories":[8],"tags":[182,310,635],"class_list":["post-21081","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-goldman-sachs","tag-nvidia","tag-sp-500"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/21081","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=21081"}],"version-history":[{"count":2,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/21081\/revisions"}],"predecessor-version":[{"id":21100,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/21081\/revisions\/21100"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21081"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21081"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21081"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}