{"id":4870,"date":"2026-01-29T14:24:05","date_gmt":"2026-01-29T14:24:05","guid":{"rendered":"https:\/\/bihavadis.com\/?p=4870"},"modified":"2026-01-29T14:24:05","modified_gmt":"2026-01-29T14:24:05","slug":"abdli-iki-devden-borsa-analizi","status":"publish","type":"post","link":"https:\/\/bihavadis.com\/index.php\/2026\/01\/29\/abdli-iki-devden-borsa-analizi\/","title":{"rendered":"ABD\u2019li iki devden borsa analizi"},"content":{"rendered":"
\n

Goldman Sachs\u2019tan Michael Wilson ve Morgan Stanley\u2019den David Kostin, g\u00fc\u00e7l\u00fc i\u015fg\u00fcc\u00fc piyasas\u0131, ekonomik dayan\u0131kl\u0131l\u0131k ve faiz oranlar\u0131ndaki gev\u015feme i\u015faretleri \u00fczerine ABD Borsalar\u0131 konusunda iyimser analizler payla\u015ft\u0131.<\/p>\n

ABD\u2019de ge\u00e7ti\u011fimiz hafta Cuma g\u00fcn\u00fc a\u00e7\u0131klanan beklenti \u00fczeri tar\u0131m d\u0131\u015f\u0131 istihdam verisinde i\u015fsizlik oran\u0131n\u0131n s\u00fcrpriz bir \u015fekilde d\u00fc\u015ft\u00fc\u011f\u00fc ve \u00fccretlerin artt\u0131\u011f\u0131 g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Veri sonras\u0131 ABD ekonomine ili\u015fkin resesyon korkusu azald\u0131. \u0130stihdam verilerinin beklenenden \u00e7ok daha g\u00fc\u00e7l\u00fc gelmesi de yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcvenini art\u0131rd\u0131.<\/p>\n<\/div>\n

\n

Resesyon endi\u015felerinin azalmas\u0131 ve ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz indirimlerine ba\u015flamas\u0131yla birlikte ABD hisse senetleri de yaz boyunca ya\u015fanan sat\u0131\u015flar\u0131n ard\u0131ndan toparland\u0131. Konu ile ilgili de\u011ferlendirmelerde bulunan piyasa analistleri de ABD borsalar\u0131na ili\u015fkin tahminlerini y\u00fckseltti.;<\/p>\n

Tahminlerini g\u00fcncellediler<\/strong><\/b><\/p>\n

Morgan Stanley analisti Michael Wilson ve Goldman Sachs analisti David Kostin, son geli\u015fmelerle birlikte hisse senetlerinin gelece\u011fi hakk\u0131nda g\u00f6r\u00fc\u015flerini de\u011fi\u015ftirdi.<\/p>\n

Sa\u011flam makro g\u00f6r\u00fcn\u00fcm\u00fcn kazan\u00e7lar\u0131 art\u0131rmas\u0131 nedeniyle gelecek y\u0131l S&P 500 endeksine ili\u015fkin beklentilerini y\u00fckselten Kostin, g\u00f6sterge endeksi i\u00e7in 12 ayl\u0131k hedefini 6 binden 6 bin 300\u2019e y\u00fckseltti. Bu seviye mevcut seviyelerden yakla\u015f\u0131k y\u00fczde 10 kazan\u00e7 anlam\u0131na geliyor.<\/p>\n

2024’\u00fcn ortalar\u0131na kadar hisse senetleri konusunda k\u00f6t\u00fcmser isimlerden biri olan Wilson da, ge\u00e7ti\u011fimiz Cuma g\u00fcn\u00fc beklentilerin \u00fczerinde gelen istihdam verilerine ve faiz indirimi beklentilerine dikkat \u00e7ekerek, hisse senetleri hakk\u0131ndaki g\u00f6r\u00fc\u015f\u00fcn\u00fc g\u00fcncelledi.<\/p>\n

Wilson: \u0130yi bir ortamday\u0131z<\/strong><\/b><\/p>\n

Wilson konu ile ilgili analizinde, \u201cHisse senedi piyasas\u0131n\u0131n i\u015f g\u00fcc\u00fc ve ekonomik b\u00fcy\u00fcme verilerine tepkisi a\u00e7\u0131s\u0131ndan iyi bir ortamda oldu\u011fumuza inanmaya devam ediyoruz. Tahvil piyasas\u0131 yumu\u015fak ini\u015f konusuna daha az \u015f\u00fcpheyle yakla\u015f\u0131yor. Bu da hisse senedi yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in \u00f6nemli bir sinyal\u201d dedi.<\/p>\n

Mevcut geli\u015fmelerin b\u00fcy\u00fck hisseler yerine daha k\u00fc\u00e7\u00fck ABD hisse senetleri i\u00e7in iyiye i\u015faret oldu\u011funu s\u00f6yleyen Wilson, finans sekt\u00f6r\u00fcne ili\u015fkin iyimserli\u011finin artt\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

ABD\u2019li yat\u0131r\u0131m bankalar\u0131 Goldman Sachs ve Morgan Stanley analistleri, i\u015f g\u00fcc\u00fc verilerinde ya\u015fanan s\u00fcrpriz geli\u015fmelerin hisse senetleri i\u00e7in iyiye i\u015faret oldu\u011funu belirtti.<\/p>\n","protected":false},"author":1,"featured_media":4871,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[272,947,395,292,946],"class_list":["post-4870","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-hisse-senetleri","tag-is","tag-veri","tag-wilson"],"_links":{"self":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/4870","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/comments?post=4870"}],"version-history":[{"count":1,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/4870\/revisions"}],"predecessor-version":[{"id":4872,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/4870\/revisions\/4872"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/media\/4871"}],"wp:attachment":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/media?parent=4870"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/categories?post=4870"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/tags?post=4870"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}