Reuters anketine kat\u0131lan Japon \u015firketlerin y\u00fczde 37\u2019si, k\u00e2r beklentileri a\u00e7\u0131s\u0131ndan en b\u00fcy\u00fck riski ham petrol fiyatlar\u0131ndaki dalgalanma olarak g\u00f6rd\u00fc. D\u00f6viz hareketlerini y\u00fczde 21, faiz art\u0131\u015flar\u0131n\u0131 ise y\u00fczde 19 izledi.<\/p>\n
Nikkei Research\u2019in Reuters i\u00e7in 18 Eyl\u00fcl-2 Ekim aras\u0131nda yapt\u0131\u011f\u0131 ankette 508 \u015firketten 215\u2019i yan\u0131t verdi. Japonya\u2019n\u0131n 2025\u2019te ham petrol ithalat\u0131n\u0131n y\u00fczde 94\u2019\u00fcn\u00fc Orta Do\u011fu\u2019dan yapmas\u0131, enerji maliyetlerine y\u00f6nelik hassasiyeti art\u0131r\u0131yor.<\/p>\n
\u015eirketler ayr\u0131ca yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n ne kadar s\u00fcrece\u011fine dair belirsizlikten ve Japonya Merkez Bankas\u0131\u2019n\u0131n faiz art\u0131\u015flar\u0131n\u0131n etkilerinden de s\u00f6z etti. Nisan-Eyl\u00fcl d\u00f6neminde firmalar\u0131n y\u00fczde 32\u2019si net k\u00e2r\u0131n\u0131n tahminlerinin \u00fczerine \u00e7\u0131kmas\u0131n\u0131 beklerken, Ekim-Mart d\u00f6neminde y\u00fczde 22\u2019si beklentilerin alt\u0131nda kalaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> Ankette k\u00e2r beklentileri a\u00e7\u0131s\u0131ndan en b\u00fcy\u00fck risk olarak g\u00f6r\u00fclen \u201coynakl\u0131k\u201d, fiyatlar\u0131n k\u0131sa s\u00fcrede s\u0131k ve sert de\u011fi\u015fmesi anlam\u0131na gelir. Bu t\u00fcr dalgalanmalar \u015firketlerin maliyet ve k\u00e2r tahminlerini zorla\u015ft\u0131r\u0131r.<\/p>\n \ud83d\udcca Piyasa Etkisi:<\/strong> Anket, Japon \u015firketlerinin \u00f6zellikle enerji maliyetleri ve faiz art\u0131\u015flar\u0131na kar\u015f\u0131 hassas kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor; bu da k\u00e2r beklentileri \u00fczerinde bask\u0131 yaratabilir. Y\u00fcksek petrol oynakl\u0131\u011f\u0131 ve s\u0131k\u0131 para politikas\u0131 alg\u0131s\u0131, hisse senetleri i\u00e7in temkinli bir g\u00f6r\u00fcn\u00fcm\u00fc destekleyebilir.<\/p>\n","protected":false},"excerpt":{"rendered":" Reuters anketine kat\u0131lan Japon \u015firketlerin y\u00fczde 37\u2019si, k\u00e2r beklentileri a\u00e7\u0131s\u0131ndan en b\u00fcy\u00fck riski ham petrol fiyatlar\u0131ndaki dalgalanma olarak g\u00f6rd\u00fc. D\u00f6viz<\/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":[6784,6783,1086],"class_list":["post-28388","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-boj-faizleri","tag-japon-sirketleri","tag-petrol-fiyatlari"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/28388","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=28388"}],"version-history":[{"count":2,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/28388\/revisions"}],"predecessor-version":[{"id":28427,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/28388\/revisions\/28427"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=28388"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=28388"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=28388"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}