Goldman Sachs, y\u00fckselen tahvil faizlerine ra\u011fmen yapay zek\u00e2 temal\u0131 hisselerde olumlu g\u00f6r\u00fc\u015f\u00fcn\u00fc koruyor. Bankan\u0131n Asya-Pasifik hisse stratejisi sorumlusu Timothy Moe, b\u00fcy\u00fck bulut \u015firketlerinin bu y\u0131l yakla\u015f\u0131k 800 milyar dolar yat\u0131r\u0131m yapmas\u0131n\u0131n beklendi\u011fini, bu tutar\u0131n 2027\u2019ye kadar 1,2 trilyon dolara \u00e7\u0131kabilece\u011fini s\u00f6yledi.<\/p>\n
Moe, bu harcama planlar\u0131n\u0131n Asya\u2019daki AI donan\u0131m tedarik zinciri i\u00e7in g\u00fc\u00e7l\u00fc bir talep i\u015fareti oldu\u011funu belirtti. Asya piyasalar\u0131n\u0131n yakla\u015f\u0131k 10 kat kazan\u00e7 \u00e7arpan\u0131yla tarihsel olarak d\u00fc\u015f\u00fck seviyelerde i\u015flem g\u00f6rd\u00fc\u011f\u00fcn\u00fc ve bunun faiz bask\u0131s\u0131na kar\u015f\u0131 tampon olu\u015fturabilece\u011fini de ekledi.<\/p>\n
K\u0131sa vadede ABD ara se\u00e7imleri \u00f6ncesinde oynakl\u0131k bekleyen Moe, y\u0131l sonuna do\u011fru yeniden y\u00fckseli\u015f ihtimali g\u00f6rd\u00fc\u011f\u00fcn\u00fc ifade etti.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> Kazan\u00e7 \u00e7arpan\u0131, bir hissenin fiyat\u0131n\u0131n \u015firketin k\u00e2r\u0131na g\u00f6re ne kadar pahal\u0131 ya da ucuz g\u00f6r\u00fcnd\u00fc\u011f\u00fcn\u00fc anlat\u0131r; say\u0131 y\u00fckseldik\u00e7e yat\u0131r\u0131mc\u0131lar gelecekte daha g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme bekliyor demektir. Oynakl\u0131k ise fiyatlar\u0131n k\u0131sa s\u00fcrede sert ve d\u00fczensiz bi\u00e7imde inip \u00e7\u0131kmas\u0131d\u0131r.<\/p>\n \ud83d\udcca Piyasa Etkisi:<\/strong> B\u00fcy\u00fck bulut \u015firketlerinin yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131 art\u0131rmas\u0131, \u00e7ipler ve ilgili donan\u0131m \u00fcreticileri i\u00e7in talep beklentisini destekleyebilir. Ancak y\u00fckselen tahvil faizleri, \u00f6zellikle b\u00fcy\u00fcme odakl\u0131 teknoloji hisselerinde de\u011ferleme bask\u0131s\u0131 yaratmaya devam edebilir; bu da k\u0131sa vadede dalgalanmay\u0131 art\u0131rabilir.<\/p>\n","protected":false},"excerpt":{"rendered":" Goldman Sachs, y\u00fckselen tahvil faizlerine ra\u011fmen yapay zek\u00e2 temal\u0131 hisselerde olumlu g\u00f6r\u00fc\u015f\u00fcn\u00fc koruyor. Bankan\u0131n Asya-Pasifik hisse stratejisi sorumlusu Timothy Moe,<\/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":[5717,3122,182],"class_list":["post-22902","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-ai-hisseleri","tag-asya-piyasalari","tag-goldman-sachs"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/22902","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=22902"}],"version-history":[{"count":1,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/22902\/revisions"}],"predecessor-version":[{"id":22904,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/22902\/revisions\/22904"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=22902"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=22902"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=22902"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}