JPMorgan stratejistleri, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek bilan\u00e7o sezonunun volatiliteye ra\u011fmen hisse senetlerine destek verebilece\u011fini \u00f6ng\u00f6r\u00fcyor. Banka, kazan\u00e7lar\u0131n yapay zek\u00e2 hisselerinin \u00f6tesine yay\u0131ld\u0131\u011f\u0131n\u0131 ve k\u00e2rl\u0131l\u0131\u011f\u0131n daha geni\u015f bir tabana yay\u0131ld\u0131\u011f\u0131n\u0131 belirtiyor.<\/p>\n
S&P 500 i\u00e7in \u00e7eyreklik hisse ba\u015f\u0131 k\u00e2r b\u00fcy\u00fcmesi IBES verilerine g\u00f6re y\u00fczde 24 seviyesinde g\u00f6r\u00fcl\u00fcrken, $META\u2019daki tek seferlik vergi etkisi nedeniyle FactSet ve LSEG hesaplamalar\u0131nda oran y\u00fczde 30\u2019a \u00e7\u0131k\u0131yor. Avrupa taraf\u0131nda da b\u00fcy\u00fcme beklentisi y\u00fczde 19, enerji hari\u00e7 y\u00fczde 11 d\u00fczeyinde.<\/p>\n
JPMorgan, \u015firketlerin y\u00fcksek enerji maliyetlerine dikkat \u00e7ekebilece\u011fini ve tahvil getirilerindeki seyrin hisse de\u011ferlemeleri a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131n\u0131 da vurguluyor. Getiriler zirveye yakla\u015f\u0131rsa y\u0131l sonuna do\u011fru hisselerde toparlanma alan\u0131 a\u00e7\u0131labilece\u011fi de\u011ferlendiriliyor.<\/p>\n
Bu hafta ayr\u0131ca Wall Street\u2019in daha iyimser bir tona ge\u00e7ti\u011fi ortamda 4 b\u00fcy\u00fck banka bilan\u00e7osu takip edilecek. Goldman Sachs, b\u00fcy\u00fck bankalar\u0131n bilan\u00e7olar\u0131ndan bir g\u00fcn \u00f6nce iyimserle\u015firken, JPMorgan, Citi ve Wells Fargo\u2019nun neyi kan\u0131tlamas\u0131 gerekti\u011fi izlenecek.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> Tek seferlik vergi etkisi, \u015firketin normal faaliyetlerinden de\u011fil, o d\u00f6neme \u00f6zg\u00fc bir vergi kaleminden kaynaklanan ve k\u00e2r\u0131 ge\u00e7ici olarak yukar\u0131 ya da a\u015fa\u011f\u0131 \u00e7ekebilen etkidir. Tahvil getirileri ise tahvil yat\u0131r\u0131mc\u0131s\u0131n\u0131n bekledi\u011fi y\u0131ll\u0131k getiri oran\u0131n\u0131 ifade eder; bu oran y\u00fckselince hisse senetlerinin de\u011feri \u00fczerinde bask\u0131 olu\u015fabilir.<\/p>\n \ud83d\udcca Piyasa Etkisi:<\/strong> Bilan\u00e7o sezonunun beklentileri a\u015fmas\u0131, \u00f6zellikle k\u00e2rl\u0131l\u0131k tabana yay\u0131l\u0131yorsa hisse piyasalar\u0131nda risk i\u015ftah\u0131n\u0131 destekleyebilir. Buna kar\u015f\u0131l\u0131k tahvil getirilerinin yeniden y\u00fckselmesi, hisse de\u011ferlemeleri \u00fczerinde bask\u0131 yaratabilece\u011finden y\u0131l sonu rallisini s\u0131n\u0131rlayabilir.<\/p>\n","protected":false},"excerpt":{"rendered":" JPMorgan stratejistleri, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek bilan\u00e7o sezonunun volatiliteye ra\u011fmen hisse senetlerine destek verebilece\u011fini \u00f6ng\u00f6r\u00fcyor. Banka, kazan\u00e7lar\u0131n yapay zek\u00e2 hisselerinin \u00f6tesine yay\u0131ld\u0131\u011f\u0131n\u0131<\/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":"[{\"ts\":\"2026-10-12 22:31:35\",\"content\":\"\\u26a0\\ufe0f \\u015e\\u00dcPHEL\\u0130 M\\u00dcKERRER \\u0130\\u00c7ER\\u0130K \\u2014 Sistem bu haberi, yak\\u0131n zamanda yay\\u0131nlanan\\\/taslaktaki ba\\u015fka bir haberle (rakamsal veya anlamsal olarak) e\\u015fle\\u015ftirdi (bkz. log). Yay\\u0131nlamadan \\u00f6nce kontrol edin, m\\u00fckerrer de\\u011filse bu uyar\\u0131 sat\\u0131r\\u0131n\\u0131 silip yay\\u0131nlayabilirsiniz.E\\u015fle\\u015fen haber: \\ud83d\\udcc8 Kripto Para Piyasalar\\u0131nda Coinlerin 24 Saatlik De\\u011fi\\u015fimleri \\u2014 10 Ekim 2026 \\u2014 00:00 \\u2014 A\\u00e7 \\\/ D\\u00fczenleJPMorgan stratejistleri, \\u00fc\\u00e7\\u00fcnc\\u00fc \\u00e7eyrek bilan\\u00e7o sezonunun volatiliteye ra\\u011fmen hisse senetlerine destek verebilece\\u011fini \\u00f6ng\\u00f6r\\u00fcyor. Banka, kazan\\u00e7lar\\u0131n yapay zek\\u00e2 hisselerinin \\u00f6tesine yay\\u0131ld\\u0131\\u011f\\u0131n\\u0131 ve k\\u00e2rl\\u0131l\\u0131\\u011f\\u0131n daha geni\\u015f bir tabana yay\\u0131ld\\u0131\\u011f\\u0131n\\u0131 belirtiyor.S&P 500 i\\u00e7in \\u00e7eyreklik hisse ba\\u015f\\u0131 k\\u00e2r b\\u00fcy\\u00fcmesi IBES verilerine g\\u00f6re y\\u00fczde 24 seviyesinde g\\u00f6r\\u00fcl\\u00fcrken, Meta\\u2019daki tek seferlik vergi etkisi nedeniyle FactSet ve LSEG hesaplamalar\\u0131nda oran y\\u00fczde 30\\u2019a \\u00e7\\u0131k\\u0131yor. Avrupa taraf\\u0131nda da b\\u00fcy\\u00fcme beklentisi y\\u00fczde 19, enerji hari\\u00e7 y\\u00fczde 11 d\\u00fczeyinde.JPMorgan, \\u015firketlerin y\\u00fcksek enerji maliyetlerine dikkat \\u00e7ekebilece\\u011fini ve tahvil getirilerindeki seyrin hisse de\\u011ferlemeleri a\\u00e7\\u0131s\\u0131ndan belirleyici olaca\\u011f\\u0131n\\u0131 da vurguluyor. Getiriler zirveye yakla\\u015f\\u0131rsa y\\u0131l sonuna do\\u011fru hisselerde toparlanma alan\\u0131 a\\u00e7\\u0131labilece\\u011fi de\\u011ferlendiriliyor.\"}]","footnotes":""},"categories":[8],"tags":[6813,1410,196],"class_list":["post-30168","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-bilanco-sezonu","tag-hisse-senetleri-2","tag-jpmorgan"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/30168","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=30168"}],"version-history":[{"count":2,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/30168\/revisions"}],"predecessor-version":[{"id":30262,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/30168\/revisions\/30262"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=30168"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=30168"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=30168"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}