{"id":26042,"date":"2025-10-13T16:48:57","date_gmt":"2025-10-13T16:48:57","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=26042"},"modified":"2025-10-13T16:48:57","modified_gmt":"2025-10-13T16:48:57","slug":"muhtesem-yedilideki-yavaslama-sp-icin-tehdit","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/10\/13\/muhtesem-yedilideki-yavaslama-sp-icin-tehdit\/","title":{"rendered":"“Muhte\u015fem Yedili’deki yava\u015flama S&P i\u00e7in tehdit”"},"content":{"rendered":"

\u00c7inli yapay zeka uygulamas\u0131 DeepSeek’in ortaya \u00e7\u0131kmas\u0131 Nvidia Corp.’un (NVDA) yar\u0131m trilyon dolarl\u0131k de\u011ferini yok etti.<\/p>\n

Alphabet Inc.’nin hayal k\u0131r\u0131kl\u0131\u011f\u0131 yaratan finansal sonu\u00e7lar\u0131 hakk\u0131nda sorular\u0131 tetikledi ve hissesini bir y\u0131ldan uzun s\u00fcredir en k\u00f6t\u00fc d\u00fc\u015f\u00fc\u015fe do\u011fru y\u00f6nlendirdi.<\/p>\n

Sars\u0131nt\u0131lar, iki y\u0131ldan uzun s\u00fcredir B\u00fcy\u00fck Teknoloji’nin rallisinin \u00e7o\u011funu destekleyen ve dolay\u0131s\u0131yla ABD pazar\u0131n\u0131n g\u00fcc\u00fcn\u00fc g\u00f6steren temel bir anlat\u0131 hakk\u0131ndaki daha derin bir endi\u015feyi yans\u0131t\u0131yor.<\/p>\n

Son iki y\u0131lda piyasay\u0131 yukar\u0131 ta\u015f\u0131yan 7 teknoloji devi g\u00fc\u00e7 kaybediyor <\/b><\/p>\n

Muhte\u015fem Yedili olarak bilinen 7 b\u00fcy\u00fck teknoloji \u015firketi, S&P 500’\u00fcn kazan\u00e7 art\u0131\u015f\u0131n\u0131 ve hisse senedi getirilerini y\u00f6nlendirdi ve grup, endeksin a\u011f\u0131rl\u0131\u011f\u0131n\u0131n yakla\u015f\u0131k \u00fc\u00e7te birini olu\u015fturuyor. Son iki y\u0131lda endeksin kazan\u00e7lar\u0131n\u0131n yar\u0131s\u0131ndan fazlas\u0131n\u0131 olu\u015fturdular, ancak bu \u015firketlerin harcamalar\u0131 artarken k\u00e2r b\u00fcy\u00fcmeleri yava\u015fl\u0131yor.<\/p>\n

Grubun ileriye d\u00f6n\u00fck fiyat-kazan\u00e7 oranlar\u0131na bak\u0131ld\u0131\u011f\u0131nda S&P 500’e g\u00f6re y\u00fczde 40 primle i\u015flem g\u00f6rmesi g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, endi\u015feler y\u00fcksek de\u011ferlemelerine y\u00f6nelik bir tehdit olu\u015fturuyor. Bu fark, 2023’teki y\u00fczde 70’lik zirveden d\u00fc\u015ferek zaten azal\u0131yor.<\/p>\n

Muhte\u015fem Yedili \u015firketlerinin bilan\u00e7olar\u0131 zay\u0131fl\u0131yor <\/b><\/p>\n

Bloomberg Intelligence taraf\u0131ndan derlenen verilere g\u00f6re, en b\u00fcy\u00fck \u015firketlerin y\u0131ll\u0131k kazan\u00e7 b\u00fcy\u00fcmesi 2023’\u00fcn sonlar\u0131nda zirveye ula\u015ft\u0131 ve be\u015finci \u00e7eyrekte art arda yava\u015flamas\u0131 bekleniyor. Yedi firmadan be\u015fi bu d\u00f6nemde \u015fu ana kadar sonu\u00e7lar\u0131n\u0131 bildirirken, Amazon Per\u015fembe g\u00fcn\u00fc ve Nvidia’n\u0131n ay\u0131n ilerleyen g\u00fcnlerinde sonu\u00e7 bildirmesi bekleniyor.<\/p>\n

Societe Generale SA’da K\u00fcresel Kantitatif Ara\u015ft\u0131rma Ba\u015fkan\u0131 Andrew Lapthorne, “Muhte\u015fem Yedili ile S&P 500’\u00fcn geri kalan\u0131n\u0131n yat\u0131r\u0131\u0131m harcamalar\u0131 ve nakit ak\u0131\u015f\u0131 b\u00fcy\u00fcmesi aras\u0131ndaki tezat olduk\u00e7a dikkat \u00e7ekici” diye yazd\u0131.<\/p>\n

Lapthorne’a g\u00f6re, en b\u00fcy\u00fck yedi \u015firket 2024’te sermaye harcamalar\u0131n\u0131 y\u0131ll\u0131k bazda y\u00fczde 40 oran\u0131nda art\u0131r\u0131rken, S&P 500’\u00fcn geri kalan\u0131 i\u00e7in bu oran sadece y\u00fczde 3,5 oldu.<\/p>\n

Yapay zeka patlamas\u0131n\u0131n en a\u00e7\u0131k g\u00f6stergelerinden biri olarak kabul edilen Alphabet’in bulut birimi, d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte beklentilerin alt\u0131nda kald\u0131. \u015eirket, 2025’te 75 milyar dolarl\u0131k sermaye harcamas\u0131 bekliyor ve bu, analistlerin bekledi\u011fi 57,9 milyar dolar\u0131 \u00e7ok a\u015f\u0131yor.<\/p>\n

\n

Ticaret gerginlikleri, jeopolitik endi\u015feler ve ge\u00e7en hafta DeepSeek’in aniden ortaya \u00e7\u0131kmas\u0131, grup \u00fczerindeki bask\u0131y\u0131 art\u0131r\u0131yor. Morgan Stanley’den Kristian Heugh, Muhte\u015fem Yedili hisseleri i\u00e7in y\u0131ll\u0131k kazan\u00e7 b\u00fcy\u00fcmesinin “dramatik” bir \u015fekilde azald\u0131\u011f\u0131n\u0131, S&P 500’\u00fcn geri kalan\u0131 i\u00e7in ise y\u00f6r\u00fcngenin iyile\u015fti\u011fini s\u00f6yledi.<\/p>\n

Son y\u0131llarda k\u0131yaslamalarla ba\u015fa \u00e7\u0131kmaya \u00e7al\u0131\u015fan fon y\u00f6neticileri i\u00e7in Muhte\u015fem Yedili grubuna maruz kalmak \u00f6nemli olsa da, bundan sonra durum b\u00f6yle olmayacak.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/mega7-sirketlerindeki-yavaslama-s-p-endeksi-icin-tehdit-3740933<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

DeepSeek’in ortaya \u00e7\u0131k\u0131\u015f\u0131 ile kan kaybetmeye ba\u015flayan ABD’nin en b\u00fcy\u00fck teknoloji \u015firketlerinin hisselerinin seyri S&P 500 endeksinin gelece\u011fi a\u00e7\u0131s\u0131ndan risk olarak de\u011ferlendiriliyor.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[215,3062,3064,3063,182],"manset":[],"class_list":["post-26042","post","type-post","status-publish","format-standard","hentry","category-ekonomi","tag-art","tag-kazanc","tag-muhtesem-yedili","tag-sp","tag-sirket"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/26042","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=26042"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/26042\/revisions"}],"predecessor-version":[{"id":26043,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/26042\/revisions\/26043"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=26042"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=26042"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=26042"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=26042"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}