DeepSeek’in yapay zekadaki at\u0131l\u0131m\u0131, hisse senedi fonlar\u0131n\u0131n Hindistan’dan \u00c7in’e geri d\u00f6nmesini sa\u011fl\u0131yor.<\/p>\n
DeepSeek’in y\u00f6nlendirdi\u011fi teknoloji rallisindeki y\u00fckseli\u015f, daha fazla ekonomik te\u015fvik umutlar\u0131 artt\u0131k\u00e7a, hedge fonlar aylard\u0131r en h\u0131zl\u0131 \u015fekilde \u00c7in hisse senetlerine \u00e7ekiyor. Buna kar\u015f\u0131l\u0131k, Hindistan, makro b\u00fcy\u00fcme, yava\u015flayan \u015firket kazan\u00e7lar\u0131 ve pahal\u0131 hisse senedi de\u011ferlemeleri konusundaki endi\u015feler nedeniyle rekor d\u00fczeyde nakit \u00e7\u0131k\u0131\u015f\u0131 ya\u015f\u0131yor.<\/p>\n
\u00c7in’in hisse senedi piyasalar\u0131, bu t\u00fcr yeniden tahsisler s\u0131ras\u0131nda sadece ge\u00e7en ayda toplam de\u011fere 1,3 trilyon dolardan fazla eklerken, Hindistan’\u0131n piyasas\u0131 720 milyar dolardan fazla k\u00fc\u00e7\u00fcld\u00fc. MSCI \u00c7in Endeksi, iki y\u0131l\u0131n en uzun serisi olan \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc ay Hindistanl\u0131 emsalini geride b\u0131rakma yolunda.<\/p>\n
Hindistan’dan \u00e7\u0131kan para \u00c7in’e giriyor <\/b><\/p>\n
Eastspring Investments’ta Asya hisse senedi portf\u00f6y\u00fc uzman\u0131 Ken Wong DeepSeek, “\u00c7in’in asl\u0131nda t\u00fcm yapay zeka ekosisteminin hayati bir par\u00e7as\u0131n\u0131 olu\u015fturan \u015firketlere sahip oldu\u011funu” g\u00f6sterdi, diyor . \u015eirketi, son birka\u00e7 ayda “de\u011ferleme katlar\u0131n\u0131 \u00e7oktan a\u015fm\u0131\u015f” daha k\u00fc\u00e7\u00fck Hint hisselerini azalt\u0131rken \u00c7in internet hisselerini art\u0131rd\u0131.<\/p>\n
Bu rotasyon, son birka\u00e7 y\u0131ld\u0131r g\u00f6r\u00fclen Hindistan’a do\u011fru y\u00f6nelmi\u015f al\u0131mlardan y\u00fcz seksen derecelik bir d\u00f6n\u00fc\u015f anlam\u0131na geliyor ve fonlar\u0131 Hindistan’dan uzakla\u015ft\u0131r\u0131yor. Bu, Hindistan’\u0131n altyap\u0131 harcamalar\u0131ndaki savurganl\u0131\u011fa ve \u00c7in’e alternatif bir \u00fcretim merkezi olma potansiyeline dayan\u0131yordu.<\/p>\n
\u00c7in, \u00f6zellikle teknoloji alan\u0131nda yat\u0131r\u0131m yap\u0131labilirli\u011finin yeniden g\u00fcndeme gelmesiyle eski cazibesini yeniden kazan\u0131yor gibi g\u00f6r\u00fcn\u00fcyor. K\u0131sa bir s\u00fcre \u00f6nce yat\u0131r\u0131mc\u0131lar\u0131 kurumsal bask\u0131larla korkuttuktan sonra, Pekin, Alibaba Group Holding Ltd. kurucu orta\u011f\u0131 Jack Ma’n\u0131n da aralar\u0131nda bulundu\u011fu giri\u015fimcilerin \u00fclkenin en \u00fcst d\u00fczey liderleriyle g\u00f6r\u00fc\u015fmeye davet edildi\u011fi haberlerinin de g\u00f6sterdi\u011fi gibi, yeni yapay zeka temas\u0131n\u0131 ilerletmeye yard\u0131mc\u0131 olabilir.<\/p>\n
\u00c7\u0130n hisseleri Hindistan’a g\u00f6re ucuz kald\u0131 <\/b><\/p>\n
Candriam’da fon y\u00f6neticisi olan Vivek Dhawan, DeepSeek ile ilgili geli\u015fmelerin \u00c7in ekonomisini ve piyasalar\u0131n\u0131 canland\u0131rmaya yard\u0131mc\u0131 olaca\u011f\u0131n\u0131 ve uzun vadeli bir destek sa\u011flayaca\u011f\u0131n\u0131 s\u00f6yledi. “T\u00fcm par\u00e7alar\u0131 bir araya getirirseniz, \u00c7in, risk-\u00f6d\u00fcl temelinde mevcut kurulumda Hindistan’dan daha \u00e7ekici hale geliyor.”<\/p>\n
De\u011ferleme fark\u0131 da \u00c7in’in cazibesine katk\u0131da bulunuyor. MSCI \u00c7in Endeksi, MSCI Hindistan Endeksi i\u00e7in yakla\u015f\u0131k 21 kata k\u0131yasla, sadece 11 kat ileri kazan\u00e7 tahmininde i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Bloomberg’in en b\u00fcy\u00fck aktif Asya hisse senedi fonlar\u0131ndan baz\u0131lar\u0131n\u0131n b\u00f6lgesel tahsislerine ili\u015fkin verilerinin analizi, \u00e7o\u011funun son aylarda Hindistan hisse senetlerine olan maruziyetini azaltt\u0131\u011f\u0131n\u0131 ve \u00c7in hisse senetleri ekledi\u011fini g\u00f6steriyor.<\/p>\n
Man Group’ta Asya Japonya d\u0131\u015f\u0131 hisse senetleri ba\u015fkan\u0131 Andrew Swan’a g\u00f6re, DeepSeek \u00c7in’e olan ak\u0131\u015f\u0131 h\u0131zland\u0131rmaya yard\u0131mc\u0131 olsa da, \u00c7in’den daha fazla te\u015fvik duyurusu yap\u0131lmas\u0131 da \u00f6nemli olmaya devam ediyor.<\/p>\n
Politikalar t\u00fcketimi te\u015fvik etmeye y\u00f6neliyor <\/b><\/p>\n
Swan, “Politikan\u0131n art\u0131k t\u00fcketime do\u011fru kayaca\u011f\u0131n\u0131 ve \u015fu anda y\u00fcksek seviyelerde olan tasarruflar\u0131n da\u011f\u0131t\u0131lmas\u0131n\u0131 te\u015fvik etmek i\u00e7in hedefli bir giri\u015fimde bulunulaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz” dedi. Y\u00f6netti\u011fi Man Asya Japonya D\u0131\u015f\u0131 Hisse Senedi fonu, \u00c7in maruziyetini ge\u00e7en y\u0131l y\u00fczde 30’dan y\u00fczde 40’a \u00e7\u0131kar\u0131rken Hindistan maruziyetini y\u00fczde 21’den y\u00fczde 18’e d\u00fc\u015f\u00fcrd\u00fc.<\/p>\n
Morgan Stanley dahil Hindistan hisse senedi bo\u011falar\u0131n\u0131n son d\u00fczeltmenin abart\u0131l\u0131 olabilece\u011fini ve \u00fclkenin uzun vadeli b\u00fcy\u00fcme hikayesinin bozulmadan kald\u0131\u011f\u0131n\u0131 s\u00f6ylemesiyle fon ak\u0131\u015flar\u0131nda tam bir tersine d\u00f6n\u00fc\u015f olas\u0131 de\u011fil.<\/p>\n
Bu arada, Amundi SA’n\u0131n Asya k\u0131demli yat\u0131r\u0131m stratejisti Aidan Yao’ya g\u00f6re, Trump taraf\u0131ndan \u00c7in’e uygulanan ek y\u00fczde 10 tarifeler, Amundi SA’n\u0131n \u00c7in hisse senetlerine y\u00f6nelik tarafs\u0131z duru\u015funu g\u00fc\u00e7lendirdi. “\u0130ki taraf ticaret g\u00f6r\u00fc\u015fmelerinde bir araya geldik\u00e7e bir ate\u015fkes m\u00fcmk\u00fcn olsa da, d\u0131\u015f dinamikler \u00f6ng\u00f6r\u00fclebilir gelecekte \u00c7in i\u00e7in ak\u0131\u015fkan ve zorlu olmaya devam edecek.”<\/p>\n
Deepseek ile gelen co\u015fkunun devam edip etmeyece\u011fi belirsiz <\/b><\/p>\n
Ayr\u0131ca, ge\u00e7mi\u015fte ba\u015far\u0131s\u0131z \u00c7in g\u00f6r\u00fc\u015fmelerinden zarar g\u00f6ren yat\u0131r\u0131mc\u0131lar aras\u0131nda \u015f\u00fcphecilik de var. Baz\u0131lar\u0131 ihtiyatl\u0131 olma nedeni olarak kalabal\u0131k ticaret ve artan de\u011ferlemelere i\u015faret etti.<\/p>\n
Nan Fung Trinity HK Ltd.’de ba\u015f yat\u0131r\u0131m g\u00f6revlisi olan Helen Zhu, DeepSeek’in yapay zeka ba\u015far\u0131s\u0131n\u0131n tekrarlan\u0131p tekrarlanamayaca\u011f\u0131 konusunda belirsizlik g\u00f6r\u00fcyor. “G\u00fcn\u00fcn sonunda, orta ve uzun vadede potansiyel para kazanma f\u0131rsatlar\u0131n\u0131n ne oldu\u011funu ger\u00e7ekten bilmiyorsunuz” dedi.<\/p>\n
Bununla birlikte, son zamanlarda piyasalarda “\u00c7in’in geri d\u00f6nd\u00fc\u011f\u00fc” konusunda elle tutulur bir v\u0131z\u0131lt\u0131 var. Olumlu geli\u015fmeler artmaya devam ediyor, Alibaba son be\u015f haftada piyasa de\u011ferine 100 milyar dolar ekledi ve Hang Seng Tech Endeksi bo\u011fa piyasas\u0131na girdi.<\/p>\n<\/div>\n
Manulife Investment Management’ta portf\u00f6y y\u00f6neticisi olan Nicole Wong, “DeepSeek haberi, piyasa kat\u0131l\u0131mc\u0131lar\u0131n\u0131n \u00c7in piyasalar\u0131na yeniden giri\u015f i\u00e7in bir dava olu\u015fturabilmeleri i\u00e7in iyi zamanlanm\u0131\u015f ve etkili bir kataliz\u00f6rd\u00fc” dedi. “Taktiksel bir bak\u0131\u015f a\u00e7\u0131s\u0131ndan, bu ivmeden yararlanman\u0131n mant\u0131kl\u0131 oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz.”<\/p>\n<\/div>\n<\/p>\n
<\/p>\n
Kaynak :\u00a0https:\/\/www.bloomberght.com\/deepseek-in-cazibesi-cin-borsasina-1-3-trilyon-dolar-kazandirdi-3741760<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Fonlar\u0131n \u00c7in borsas\u0131nda Deepseek \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki hisse al\u0131mlar\u0131 1,3 trilyon dolarl\u0131k \u00c7in hisse senedi rallisini y\u00f6nlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":27100,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[195,3005,441,1813,379],"manset":[],"class_list":["post-27099","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-cin","tag-deepseek","tag-hindistan","tag-hisse-senedi","tag-piyasa"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/27099","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=27099"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/27099\/revisions"}],"predecessor-version":[{"id":27101,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/27099\/revisions\/27101"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/27100"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=27099"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=27099"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=27099"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=27099"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}