UBS, yapay zek\u00e2ya y\u00f6nelik talepte zay\u0131flama g\u00f6rmedi\u011fini ve sekt\u00f6r\u00fcn \u00f6n\u00fcm\u00fczdeki bilan\u00e7o sezonunda ger\u00e7ek performans rakamlar\u0131yla de\u011ferlendirilece\u011fini belirtti. Banka, $META\u2019n\u0131n Muse yapay zek\u00e2 asistan\u0131n\u0131n ilk ayda 6,6 milyondan fazla indirildi\u011fini ve 1,8 milyon g\u00fcnl\u00fck aktif kullan\u0131c\u0131ya ula\u015ft\u0131\u011f\u0131n\u0131 aktard\u0131.<\/p>\n
UBS ayr\u0131ca TSMC\u2019nin \u00e7eyreklik gelirinde y\u00fczde 51 art\u0131\u015f a\u00e7\u0131klamas\u0131n\u0131, Samsung\u2019un faaliyet k\u00e2r\u0131nda neredeyse dokuz katl\u0131k s\u0131\u00e7rama sinyalini, Hon Hai\u2019nin sat\u0131\u015f tahminlerini a\u015fmas\u0131n\u0131 ve Marvell\u2019in 2028 mali y\u0131l\u0131 gelir beklentisini y\u00fckseltmesini ayn\u0131 talep e\u011filiminin i\u015faretleri olarak g\u00f6rd\u00fc. Banka, b\u00fcy\u00fck bulut sa\u011flay\u0131c\u0131lar\u0131n\u0131n eyl\u00fcl \u00e7eyre\u011finde ortalama y\u0131ll\u0131k gelir b\u00fcy\u00fcmesinin y\u00fczde 58\u2019e \u00e7\u0131kmas\u0131n\u0131 bekliyor; bu oran hazirandaki y\u00fczde 48 seviyesinin \u00fczerinde.<\/p>\n
Kurulu\u015f, ASML\u2019nin \u00e7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klayaca\u011f\u0131 sonu\u00e7lar ile ay\u0131n ilerleyen g\u00fcnlerinde gelecek b\u00fcy\u00fck bulut \u015firketi bilan\u00e7olar\u0131n\u0131n bu g\u00f6r\u00fcn\u00fcm\u00fc test edece\u011fini s\u00f6yledi. Ayr\u0131ca b\u00fcy\u00fcme, finansman ve g\u00fcvenlik endi\u015felerinin dalgalanmay\u0131 art\u0131rabilece\u011fi uyar\u0131s\u0131nda bulundu.<\/p>\n
\ud83d\udcca Piyasa Etkisi:<\/strong> B\u00fcy\u00fck bulut \u015firketlerinin gelir b\u00fcy\u00fcmesinde h\u0131zlanma beklentisi, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131na y\u00f6nelik i\u015ftah\u0131n g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu g\u00f6r\u00fcn\u00fcm, \u00f6zellikle \u00e7ip \u00fcreticileri, bulut hizmeti sa\u011flay\u0131c\u0131lar\u0131 ve yapay zek\u00e2 ile ili\u015fkili teknoloji hisseleri i\u00e7in destekleyici olabilir; ancak bilan\u00e7o sonu\u00e7lar\u0131 beklentileri kar\u015f\u0131lamazsa oynakl\u0131k artabilir.<\/p>\n","protected":false},"excerpt":{"rendered":" UBS, yapay zek\u00e2ya y\u00f6nelik talepte zay\u0131flama g\u00f6rmedi\u011fini ve sekt\u00f6r\u00fcn \u00f6n\u00fcm\u00fczdeki bilan\u00e7o sezonunda ger\u00e7ek performans rakamlar\u0131yla de\u011ferlendirilece\u011fini belirtti. Banka, $META\u2019n\u0131n Muse<\/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":[4176,540,972],"class_list":["post-29729","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-bulut-gelirleri","tag-ubs","tag-yapay-zeka-talebi"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/29729","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=29729"}],"version-history":[{"count":1,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/29729\/revisions"}],"predecessor-version":[{"id":29731,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/29729\/revisions\/29731"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=29729"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=29729"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=29729"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}