{"id":988,"date":"2026-01-24T12:00:38","date_gmt":"2026-01-24T09:00:38","guid":{"rendered":"https:\/\/sunpress4.com\/index.php\/2026\/01\/24\/gumusun-onsu-rekor-tazeledi\/"},"modified":"2026-01-24T12:00:39","modified_gmt":"2026-01-24T09:00:39","slug":"gumusun-onsu-rekor-tazeledi","status":"publish","type":"post","link":"https:\/\/sunpress4.com\/index.php\/2026\/01\/24\/gumusun-onsu-rekor-tazeledi\/","title":{"rendered":"G\u00fcm\u00fc\u015f\u00fcn onsu rekor tazeledi"},"content":{"rendered":"

K\u00fcresel piyasalarda devam eden jeopolitik gerilimler, ABD Ba\u015fkan\u0131 Donald Trump d\u00f6neminden kaynaklanan ticari belirsizlikler ve ABD Merkez Bankas\u0131 (Fed) ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na y\u00f6nelik endi\u015feler, yat\u0131r\u0131mc\u0131lar\u0131 g\u00fcvenli liman varl\u0131k aray\u0131\u015f\u0131na iterken, g\u00fcm\u00fc\u015f fiyatlar\u0131 rekor seviyeleri zorlamaya devam ediyor. Fed’in faiz indirim d\u00f6ng\u00fcs\u00fcne ili\u015fkin beklentilerin g\u00fcc\u00fcn\u00fc korumas\u0131 ve Trump’\u0131n politikalar\u0131yla zay\u0131flayan dolar, g\u00fcm\u00fc\u015f\u00fcn de\u011fer kazanmas\u0131ndaki temel etkenler aras\u0131nda yer al\u0131yor.<\/p>\n

ABD’nin Gr\u00f6nland \u00fczerindeki \u0131srar\u0131, Venezuela’ya y\u00f6nelik hamleleri ve \u0130ran kaynakl\u0131 jeopolitik riskler gibi k\u00fcresel olaylar, emtia piyasas\u0131nda de\u011ferli metallere olan talebi \u00f6nemli \u00f6l\u00e7\u00fcde art\u0131rd\u0131. Bu t\u00fcr riskli durumlardan ka\u00e7\u0131nan yat\u0131r\u0131mc\u0131lar, daha g\u00fcvenli varl\u0131klara y\u00f6neliyor.<\/p>\n

G\u00fcm\u00fc\u015f\u00fcn sadece finansal bir yat\u0131r\u0131m arac\u0131 olman\u0131n \u00f6tesinde, ba\u015fta g\u00fcne\u015f paneli \u00fcretimi olmak \u00fczere end\u00fcstriyel alandaki kritik rol\u00fc talebi g\u00fc\u00e7lendiriyor. Ayr\u0131ca, ABD’nin g\u00fcm\u00fc\u015f ithalat\u0131na g\u00fcmr\u00fck vergileri uygulayabilece\u011fi y\u00f6n\u00fcndeki endi\u015feler de fiyatlar\u0131 yukar\u0131 y\u00f6nl\u00fc tetikledi. Madenlerden elde edilen g\u00fcm\u00fc\u015f arz\u0131n\u0131n k\u00fcresel talebi kar\u015f\u0131lamakta yetersiz kalaca\u011f\u0131na y\u00f6nelik tahminler ve potansiyel tarife uygulamalar\u0131n\u0131n yaratabilece\u011fi arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 beklentileri, g\u00fcm\u00fc\u015f\u00fcn y\u00fckseli\u015fini destekliyor.<\/p>\n

\u00d6zellikle elektronik ve elektrikli ara\u00e7 sekt\u00f6rleri ba\u015fta olmak \u00fczere g\u00fcm\u00fc\u015fteki end\u00fcstriyel talep g\u00fc\u00e7l\u00fc seyrini s\u00fcrd\u00fcr\u00fcyor. Ye\u015fil enerji d\u00f6n\u00fc\u015f\u00fcm\u00fc, fotovoltaik panellerdeki yayg\u0131n kullan\u0131m\u0131, veri merkezlerindeki elektrifikasyon s\u00fcre\u00e7leri, g\u00fcm\u00fc\u015fe olan talebi peki\u015ftiren ba\u015fl\u0131ca fakt\u00f6rlerdir. Bu y\u00fckseli\u015fte \u00c7in’den gelen yo\u011fun talep de \u00f6nemli bir paya sahip.<\/p>\n

PERAKENDE VE KURUMSAL TARAFTA TALEP VAR<\/h2>\n

Hem bireysel yat\u0131r\u0131mc\u0131lar hem de merkez bankalar\u0131 gibi kurumsal al\u0131c\u0131lar taraf\u0131ndan g\u00f6sterilen yo\u011fun ilgi, g\u00fcm\u00fc\u015f piyasas\u0131ndaki canl\u0131l\u0131\u011f\u0131 s\u00fcrd\u00fcr\u00fcyor. Uluslararas\u0131 piyasalarda g\u00fcm\u00fc\u015f\u00fcn ons fiyat\u0131 103,3 dolar seviyesine ula\u015farak t\u00fcm zamanlar\u0131n zirvesini tazeledi. Ge\u00e7ti\u011fimiz y\u0131l %146 oran\u0131nda de\u011fer kazanarak 1979’dan bu yana en h\u0131zl\u0131 y\u00fckseli\u015fini kaydeden g\u00fcm\u00fc\u015f, yat\u0131r\u0131mc\u0131lar\u0131n dikkatini \u00e7ekmeye devam ediyor.<\/p>\n

\u0130talya merkezli bankac\u0131l\u0131k grubu Intesa Sanpaolo K\u0131demli Emtia Ekonomisti Daniela Corsini, AA muhabirine yapt\u0131\u011f\u0131 de\u011ferlendirmede, Fed’in faiz indirimlerine y\u00f6nelik beklentilerin ve ABD Ba\u015fkan\u0131 Donald Trump’\u0131n g\u00fcm\u00fc\u015f\u00fcn stratejik end\u00fcstriyel \u00f6nemine ra\u011fmen ithalat\u0131na vergi getirebilece\u011fi endi\u015felerinin bu “spek\u00fclatif \u00e7\u0131lg\u0131nl\u0131\u011f\u0131” besledi\u011fini belirtti. Corsini’ye g\u00f6re, bu fakt\u00f6rler devam etti\u011fi s\u00fcrece g\u00fcm\u00fc\u015fteki kazan\u00e7lar s\u00fcrebilir.<\/p>\n

Ancak Corsini, g\u00fcm\u00fc\u015f\u00fcn \u015fu an “a\u015f\u0131r\u0131 al\u0131m” b\u00f6lgesinde oldu\u011funa dikkat \u00e7ekerek, nisan ay\u0131nda 104 seviyelerinin \u00fczerinde seyreden alt\u0131n\/g\u00fcm\u00fc\u015f rasyosunun h\u0131zla 50 seviyelerine gerilemesinin \u00f6nemli bir g\u00f6sterge oldu\u011funu vurgulad\u0131. Corsini, alt\u0131n\/g\u00fcm\u00fc\u015f rasyosundaki bu keskin d\u00fc\u015f\u00fc\u015f\u00fcn, g\u00fcm\u00fc\u015f fiyatlar\u0131nda yak\u0131n bir d\u00fczeltmenin sinyalini verdi\u011fini ifade etti. Ayr\u0131ca, Borsa Yat\u0131r\u0131m Fonlar\u0131’n\u0131n (ETF) y\u0131l ba\u015f\u0131ndan bu yana g\u00fcm\u00fc\u015fte net sat\u0131\u015f pozisyonunda olmas\u0131n\u0131n, b\u00fcy\u00fck yat\u0131r\u0131mc\u0131lar\u0131n mevcut g\u00fcm\u00fc\u015f rallisine olan inanc\u0131n\u0131n azald\u0131\u011f\u0131na dair \u00f6nemli bir g\u00f6sterge oldu\u011funu s\u00f6zlerine ekledi.<\/p>\n","protected":false},"excerpt":{"rendered":"

K\u00fcresel piyasalarda devam eden jeopolitik gerilimler, ABD Ba\u015fkan\u0131 Donald Trump d\u00f6neminden kaynaklanan ticari belirsizlikler ve ABD Merkez Bankas\u0131 (Fed) ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na y\u00f6nelik endi\u015feler, yat\u0131r\u0131mc\u0131lar\u0131 g\u00fcvenli liman varl\u0131k aray\u0131\u015f\u0131na iterken, g\u00fcm\u00fc\u015f fiyatlar\u0131 rekor seviyeleri zorlamaya devam ediyor. Fed’in faiz indirim d\u00f6ng\u00fcs\u00fcne ili\u015fkin beklentilerin g\u00fcc\u00fcn\u00fc korumas\u0131 ve Trump’\u0131n politikalar\u0131yla zay\u0131flayan dolar, g\u00fcm\u00fc\u015f\u00fcn de\u011fer kazanmas\u0131ndaki temel etkenler aras\u0131nda yer […]<\/p>\n","protected":false},"author":0,"featured_media":989,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-988","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/sunpress4.com\/index.php\/wp-json\/wp\/v2\/posts\/988","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sunpress4.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sunpress4.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/sunpress4.com\/index.php\/wp-json\/wp\/v2\/comments?post=988"}],"version-history":[{"count":1,"href":"https:\/\/sunpress4.com\/index.php\/wp-json\/wp\/v2\/posts\/988\/revisions"}],"predecessor-version":[{"id":990,"href":"https:\/\/sunpress4.com\/index.php\/wp-json\/wp\/v2\/posts\/988\/revisions\/990"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sunpress4.com\/index.php\/wp-json\/wp\/v2\/media\/989"}],"wp:attachment":[{"href":"https:\/\/sunpress4.com\/index.php\/wp-json\/wp\/v2\/media?parent=988"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sunpress4.com\/index.php\/wp-json\/wp\/v2\/categories?post=988"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sunpress4.com\/index.php\/wp-json\/wp\/v2\/tags?post=988"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}