Bloomberg HT Piyasalar Bank of America anketi: K\u00fcresel yat\u0131r\u0131mc\u0131lar\u0131n teknoloji hisseleri pozisyonu alt\u0131 y\u0131l\u0131n zirvesinde Bank of America anketi: K\u00fcresel yat\u0131r\u0131mc\u0131lar\u0131n teknoloji hisseleri pozisyonu alt\u0131 y\u0131l\u0131n zirvesinde Bank of America Corp. (BofA) taraf\u0131ndan yap\u0131lan bir anket, yapay zeka destekli hisse senedi rallisini takip eden k\u00fcresel yat\u0131r\u0131mc\u0131lar\u0131n teknoloji hisselerine alt\u0131 y\u0131l \u00f6nceki Kovid pandemisinden bu yana g\u00f6r\u00fclen en y\u00fcksek seviyede maruz kald\u0131\u011f\u0131n\u0131 ortaya koydu. T\u00fcrkiye’nin ekonomi platformu Bloomberg HT’yi Google listesine ekleyin 13 Ekim 2026, 11:10 G\u00fcncelleme : 13 Ekim 2026, 11:10 BofA’n\u0131n anket sonu\u00e7lar\u0131, teknoloji sekt\u00f6r\u00fcnde a\u011f\u0131rl\u0131\u011f\u0131n\u0131 art\u0131ran fon y\u00f6neticilerinin oran\u0131n\u0131n ge\u00e7en ayki y\u00fczde 30 seviyesinden y\u00fczde 37’ye y\u00fckselerek A\u011fustos 2020’den bu yana en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Kat\u0131l\u0131mc\u0131lar\u0131n yakla\u015f\u0131k y\u00fczde 45’i 2027 y\u0131l\u0131nda bir yapay zeka balonu olu\u015faca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcne kat\u0131l\u0131rken, y\u00fczde 42’si ise bu g\u00f6r\u00fc\u015fe kat\u0131lmad\u0131\u011f\u0131n\u0131 belirtti. Yapay zeka, S&P 500 Endeksi’nde d\u00f6rt y\u0131ld\u0131r s\u00fcren bo\u011fa piyasas\u0131nda yakla\u015f\u0131k y\u00fczde 120’lik kazan\u00e7lara \u00f6nc\u00fcl\u00fck ederek hisse senetlerindeki en s\u0131cak i\u015flem temas\u0131 oldu. Ancak yat\u0131r\u0131mc\u0131lar\u0131n, elde edilecek getirilerin bu teknolojiye yap\u0131lan a\u011f\u0131r harcamalar\u0131 hakl\u0131 \u00e7\u0131kar\u0131p \u00e7\u0131karmayaca\u011f\u0131n\u0131 sorgulamas\u0131yla yapay zekaya y\u00f6nelik co\u015fkunun bir k\u0131sm\u0131 s\u00f6nmeye ba\u015fl\u0131yor. Ekim ay\u0131 BofA anketine kat\u0131lanlar, k\u00fcresel yar\u0131 iletken hisselerinin piyasadaki en yo\u011fun i\u015flem oldu\u011funu ifade etti. REKLAM REKLAM Sal\u0131 g\u00fcn\u00fc, G\u00fcney Koreli bellek devleri Samsung Electronics Co. ve SK Hynix Inc. hisselerindeki sert d\u00fc\u015f\u00fc\u015fler, Asya hisse senetleri g\u00f6stergesini a\u011fustos ay\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyesine \u00e7ekti. ABD’nin teknoloji a\u011f\u0131rl\u0131kl\u0131 Nasdaq 100 endeksini takip eden vadeli s\u00f6zle\u015fmeler ise y\u00fczde 0,6 oran\u0131nda geriledi. Bu arada yat\u0131r\u0131mc\u0131lar, May\u0131s 2025’ten bu yana tahviller konusunda en az karamsar duruma geldi. Kat\u0131l\u0131mc\u0131lar\u0131n yakla\u015f\u0131k y\u00fczde 37’si, 10 y\u0131ll\u0131k ABD Hazine tahvili getirisinin y\u00fczde 6 seviyesine ula\u015fmas\u0131n\u0131n kendilerini hisseden tahvile ge\u00e7meye y\u00f6neltece\u011fini s\u00f6ylerken, yakla\u015f\u0131k y\u00fczde 19’u halihaz\u0131rda varl\u0131k da\u011f\u0131l\u0131mlar\u0131n\u0131 kayd\u0131rd\u0131klar\u0131n\u0131 belirtti. 10 y\u0131ll\u0131k tahvil getirisi sal\u0131 sabah\u0131 y\u00fczde 5,19 seviyesinde bulunuyordu. REKLAM REKLAM S\u00f6z konusu anket, 2 Ekim ile 8 Ekim tarihleri aras\u0131nda ger\u00e7ekle\u015ftirilmi\u015f olup 453 milyar dolarl\u0131k varl\u0131\u011f\u0131 y\u00f6neten 161 kat\u0131l\u0131mc\u0131 sorular\u0131 yan\u0131tlad\u0131. \u0130lgili Haberler Eski SPK Ba\u015fkan\u0131 G\u00f6n\u00fcl hakk\u0131nda soru\u015fturma izni Netflix, k\u00fcresel i\u015fg\u00fcc\u00fcn\u00fcn y\u00fczde 6’s\u0131n\u0131 i\u015ften \u00e7\u0131karacak Apple’dan ABD tarihinin en y\u00fcksek patent tazminat\u0131na itiraz ABD’de Eyl\u00fcl enflasyonu 5 ay\u0131n zirvesinde ABD enflasyonu sonras\u0131 Citi de Fed tahminini de\u011fi\u015ftirdi Novak: Rusya ve ABD dizel yak\u0131t tedarik edecek, ilk sevkiyatlar ba\u015flad\u0131 Uluslararas\u0131 Enerji Ajans\u0131’ndan dizel krizi uyar\u0131s\u0131 Morgan Stanley, Blackrock ve Bank of America bilan\u00e7o a\u00e7\u0131klad\u0131 Almanya\u2019dan AB\u2019ye \u00c7in ithalat\u0131na kota \u00e7a\u011fr\u0131s\u0131 “ABD’li yat\u0131r\u0131mc\u0131lar\u0131n radar\u0131 T\u00fcrkiye\u2019de” AB liderlerinin ilk g\u00fcndemi enerji fiyatlar\u0131 ve rekabet g\u00fcc\u00fc ASML’de y\u00fcksek talep beklentisi Eski SPK Ba\u015fkan\u0131 G\u00f6n\u00fcl hakk\u0131nda soru\u015fturma izni Netflix, k\u00fcresel i\u015fg\u00fcc\u00fcn\u00fcn y\u00fczde 6’s\u0131n\u0131 i\u015ften \u00e7\u0131karacak Apple’dan ABD tarihinin en y\u00fcksek patent tazminat\u0131na itiraz ABD’de Eyl\u00fcl enflasyonu 5 ay\u0131n zirvesinde ABD enflasyonu sonras\u0131 Citi de Fed tahminini de\u011fi\u015ftirdi Novak: Rusya ve ABD dizel yak\u0131t tedarik edecek, ilk sevkiyatlar ba\u015flad\u0131 Uluslararas\u0131 Enerji Ajans\u0131’ndan dizel krizi uyar\u0131s\u0131 Morgan Stanley, Blackrock ve Bank of America bilan\u00e7o a\u00e7\u0131klad\u0131 Almanya\u2019dan AB\u2019ye \u00c7in ithalat\u0131na kota \u00e7a\u011fr\u0131s\u0131 “ABD’li yat\u0131r\u0131mc\u0131lar\u0131n radar\u0131 T\u00fcrkiye\u2019de” AB liderlerinin ilk g\u00fcndemi enerji fiyatlar\u0131 ve rekabet g\u00fcc\u00fc ASML’de y\u00fcksek talep beklentisi<\/p>\n