{"id":36,"date":"2025-10-15T07:13:19","date_gmt":"2025-10-15T07:13:19","guid":{"rendered":"https:\/\/veribanka.com\/?p=36"},"modified":"2025-10-15T07:13:19","modified_gmt":"2025-10-15T07:13:19","slug":"degerli-metallerde-bahisler-acildi","status":"publish","type":"post","link":"https:\/\/veribanka.com\/?p=36","title":{"rendered":"De\u011ferli metallerde bahisler a\u00e7\u0131ld\u0131"},"content":{"rendered":"\n

Alt\u0131n 2025 y\u0131l\u0131nda tam 45 kez rekor k\u0131rd\u0131 ve ons ba\u015f\u0131na 4.177 dolara \u00e7\u0131karak tarihi bir zirve yapt\u0131. G\u00fcm\u00fc\u015f de 53 dolar\u0131 a\u015farak bo\u011fa ko\u015fusunu devam ettiriyor. Fed\u2019in faiz indirim beklentileri, jeopolitik gerilimler ve g\u00fcvenli liman talebiyle uzmanlar 2026 i\u00e7in fiyat tahminlerini yukar\u0131 do\u011fru revize ediyor. Ucu 6.000 dolara varan tahminler rallinin devam edece\u011fine i\u015faret ediyor.
K\u00fcresel jeopolitik tansiyon, ABD ile \u00c7in aras\u0131nda yeni bir ticaret sava\u015f\u0131 korkusu ve ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz indirimi beklentileri, yat\u0131r\u0131mc\u0131lar\u0131 g\u00fcvenli limanlara y\u00f6nlendirdi. Alt\u0131n fiyat\u0131 y\u0131lba\u015f\u0131ndan bu yana y\u00fczde 59 y\u00fckselerek ons ba\u015f\u0131na 4.177 dolar<\/a> ile yeni bir zirve yapt\u0131. G\u00fcm\u00fc\u015f ise 53 dolar\u0131n \u00fczerine \u00e7\u0131karak tarihi seviyelerini tazeledi.<\/p>\n\n\n\n

\u015eimdi yat\u0131r\u0131mc\u0131lar bu dikey hareketin nereye kadar devam edece\u011fini merak ediyor. Uzmanlara g\u00f6re yak\u0131n vadede a\u015f\u0131r\u0131 al\u0131mlar\u0131n\u0131 yaratt\u0131\u011f\u0131 riskle kar\u015f\u0131 kar\u015f\u0131ya olsa da, alt\u0131ndaki y\u00fckseli\u015f e\u011filimi uzun vadeli bir trendi yans\u0131t\u0131yor. Piyasalarda 2026\u2019ya kadar uzanan daha yap\u0131sal bir bo\u011fa piyasas\u0131n\u0131n temelleri at\u0131l\u0131yor. Faiz indirim beklentileriyle zay\u0131flayan dolar, g\u00fcvenli liman talebinin en b\u00fcy\u00fck destekleyicisi konumunda.<\/p>\n\n\n\n

Y\u00fckseli\u015fi destekleyen fakt\u00f6rler<\/h2>\n\n\n\n

Faiz indirimi beklentileri:<\/strong> Piyasalar Ekim ve Aral\u0131k aylar\u0131nda 25 baz puanl\u0131k indirimleri neredeyse fiyatlad\u0131.<\/p>\n\n\n\n

ABD-\u00c7in gerilimi:<\/strong>\u00a0Ticaret sava\u015f\u0131n\u0131n yeniden alevlenmesi, yat\u0131r\u0131mc\u0131y\u0131 sert varl\u0131klara y\u00f6neltiyor.<\/p>\n\n\n\n

ETF giri\u015fleri:<\/strong> Alt\u0131n ETF varl\u0131klar\u0131 \u00fcst \u00fcste ikinci seansta 8,5 koz artarak 97,5 moz\u2019a ula\u015ft\u0131.<\/p>\n\n\n\n

Merkez bankas\u0131 al\u0131mlar\u0131:<\/strong> Alt\u0131n talebini be\u015f kat art\u0131ran rezerv al\u0131mlar\u0131, fiyatlara g\u00fc\u00e7l\u00fc destek veriyor.<\/p>\n\n\n\n

Dolarizasyon kar\u015f\u0131t\u0131 politika:<\/strong> Uluslararas\u0131 ticaret ve rezervlerde ABD dolar\u0131ndan daha fazla uzakla\u015fma, alternatif de\u011fer saklama ara\u00e7lar\u0131na olan talebi art\u0131rabilir.<\/p>\n\n\n\n

G\u00fcm\u00fc\u015fte arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131:<\/strong> Madencilik \u00fcretimi yava\u015flarken end\u00fcstriyel talep art\u0131yor.<\/p>\n\n\n\n

Yeni teknoloji etkisi:<\/strong> G\u00fcm\u00fc\u015f, yapay zek\u00e2 ve yar\u0131 iletken teknolojilerinde kritik girdi olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n\n\n\n

Alt\u0131n fiyatlar\u0131nda 6.000 dolar beklentisi g\u00fc\u00e7leniyor<\/h2>\n\n\n\n

Bu fakt\u00f6rler piyasalar\u0131n yak\u0131ndan takip etti\u011fi finans kurulu\u015flar\u0131n\u0131n alt\u0131n fiyatlar\u0131na y\u00f6nelik 2026 tahminlerini yukar\u0131 itmesine neden oluyor. Analistler, yeni bo\u011fa piyasas\u0131n\u0131n 6.000 dolar seviyesini de g\u00f6r\u00fcn\u00fcr hale getirdi\u011fini belirtiyor.<\/p>\n\n\n\n

6.000 dolar senaryosu masada:<\/strong> BofA Ba\u015f Stratejisti Michael Hartnett, \u201c\u00d6nceki alt\u0131n<\/a> bo\u011fa piyasalar\u0131nda fiyatlar yakla\u015f\u0131k d\u00f6rt y\u0131lda %300 artt\u0131. Ayn\u0131 model tekrar ederse alt\u0131n 2026 bahar\u0131nda 6.000 dolar\/ons seviyesine ula\u015fabilir\u201d de\u011ferlendirmesinde bulundu.<\/p>\n\n\n\n

5.000 dolar e\u015fi\u011fi a\u015f\u0131labilir:<\/strong> Bank of America\u2019dan ba\u015fka bir rapor ve Societe Generale analistleri, alt\u0131n\u0131n 2026 y\u0131l\u0131 sonuna kadar 5.000 dolar\/ons seviyesine ula\u015fabilece\u011fini \u00f6ng\u00f6r\u00fcyor.<\/p>\n\n\n\n

Standard Chartered<\/strong> 2026 ortalama tahminini 4.488 dolara y\u00fckseltti.<\/p>\n\n\n\n

Goldman Sachs<\/strong>, g\u00fc\u00e7l\u00fc ETF giri\u015fleri ve merkez bankas\u0131 al\u0131mlar\u0131n\u0131 gerek\u00e7e g\u00f6stererek fiyat tahminini 4.900 dolar\/ons seviyesine revize etti. Banka, 2022\u2019den bu yana merkez bankalar\u0131n\u0131n alt\u0131n al\u0131mlar\u0131n\u0131n yakla\u015f\u0131k 5 kat artt\u0131\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n\n\n\n

Citigroup<\/strong>, 2026\u2019n\u0131n 4. \u00e7eyre\u011fine kadar fiyatlar\u0131n jeopolitik gerilim ve para politikalar\u0131n\u0131n deste\u011fiyle 4.300 dolar\u0131 test edece\u011fini tahmin ediyor.<\/p>\n\n\n\n

ING<\/strong>, alt\u0131n tahminini 2026 i\u00e7in ortalama 4.150 dolar\/ons seviyesine revize ederken, k\u0131sa vadede ortalama fiyat beklentisini 4.000 dolar olarak koruyor.<\/p>\n\n\n\n

Teknik analistler, 3.850 dolar seviyesinin g\u00fc\u00e7l\u00fc bir destek haline geldi\u011fine dikkat \u00e7ekerek, fiyat momentumunun s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtiyor. Faiz indirimi beklentilerinin g\u00fc\u00e7lenmesi de bu g\u00f6r\u00fcn\u00fcm\u00fc destekliyor. Federal Reserve Bank of Philadelphia Ba\u015fkan\u0131 Anna Paulson\u2019\u0131n a\u00e7\u0131klamalar\u0131 sonras\u0131nda piyasalar Ekim ve Aral\u0131k aylar\u0131nda faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 s\u0131ras\u0131yla y\u00fczde 97 ve y\u00fczde 90 olarak fiyatlad\u0131.<\/p>\n\n\n\n

G\u00fcm\u00fc\u015fte 100 dolar senaryosu<\/h2>\n\n\n\n

Faiz indirimleri, ABD-\u00c7in gerilimi ve jeopolitik riskler, g\u00fcm\u00fc\u015f piyasas\u0131nda da rekor beklentilerini art\u0131r\u0131yor. Bank of America, 2026 i\u00e7in ortalama g\u00fcm\u00fc\u015f fiyat\u0131n\u0131 56,25 dolar\/ons, hedef fiyat\u0131n\u0131 ise 65 dolar\/ons olarak a\u00e7\u0131klad\u0131.<\/p>\n\n\n\n

BNP Paribas analisti Philippe Gijsels, g\u00fcm\u00fc\u015f\u00fcn \u201cg\u00fcvenli liman\u201d \u00f6zelli\u011fiyle 2026 sonuna kadar 100 dolar\/ons seviyesine ula\u015fmas\u0131n\u0131n \u201ckesinlikle m\u00fcmk\u00fcn\u201d oldu\u011funu s\u00f6yledi.<\/p>\n\n\n\n

G\u00fcm\u00fc\u015f fiyatlar\u0131 bir\u00e7ok para birimi cinsinden tarihi zirvesini yenilerken, Londra piyasas\u0131nda ayl\u0131k kiralama oran\u0131 y\u00fczde 19\u2019a y\u00fckselerek tipik seviyelerin \u00fc\u00e7 kat\u0131na \u00e7\u0131kt\u0131. Bu tablo, piyasada bir s\u0131k\u0131\u015fmay\u0131 i\u015faret ediyor.<\/p>\n\n\n\n

Uzmanlar, g\u00fcm\u00fc\u015f\u00fcn g\u00fcvenli liman stat\u00fcs\u00fcn\u00fcn yan\u0131 s\u0131ra yapay zek\u00e2, yar\u0131 iletkenler ve yenilenebilir enerji<\/a> sekt\u00f6rlerinde artan kullan\u0131m\u0131yla desteklendi\u011fini vurguluyor. Shanghai Metal Market verilerine g\u00f6re, k\u00fcresel g\u00fcm\u00fc\u015f madeni arz\u0131 2020\u2019den bu yana y\u0131ll\u0131k ortalama %0,9 azal\u0131rken, end\u00fcstriyel t\u00fcketim h\u0131zla art\u0131yor. Bu arz a\u00e7\u0131\u011f\u0131, fiyatlar\u0131n y\u00fcksek kalmas\u0131na neden oluyor.<\/p>\n\n\n\n

\u201cA\u015f\u0131r\u0131 Al\u0131m B\u00f6lgesindeyiz\u201d uyar\u0131s\u0131<\/h2>\n\n\n\n

Alt\u0131n, g\u00fcm\u00fc\u015f, platin ve paladyum teknik olarak a\u015f\u0131r\u0131 al\u0131m b\u00f6lgesinde. 200 g\u00fcnl\u00fck ortalaman\u0131n y\u00fczde 20 \u00fczerine \u00e7\u0131kan fiyatlar, tarihsel olarak d\u00fczeltme d\u00f6nemlerini tetiklemi\u015fti. Uzmanlar k\u0131sa vadeli dalgalanmalara kar\u015f\u0131 temkin \u00e7a\u011fr\u0131s\u0131 yap\u0131yor. Zira 200 g\u00fcnl\u00fck hareketli ortalamadan a\u015f\u0131r\u0131 seviyede a\u015f\u0131lmas\u0131 piyasalar\u0131n gerildi\u011finin sinyalini veriyor.<\/p>\n\n\n\n

B\u00f6yle bir ayr\u0131\u015fman\u0131n son \u00f6rne\u011fi, COVID-19 sonras\u0131 patlama d\u00f6neminde meydana geldi ve fiyat zirveye ula\u015ft\u0131ktan sonraki iki ayda y\u00fczde 27 d\u00fc\u015ft\u00fc.<\/p>\n\n\n\n

G\u00fcm\u00fc\u015f, uyar\u0131 sinyalleri veren tek de\u011ferli metal de\u011fil. Alt\u0131n, platin ve paladyum da 200 g\u00fcnl\u00fck hareketli ortalamalar\u0131n\u0131n \u00e7ok \u00f6tesine uzanan a\u015f\u0131r\u0131 al\u0131m b\u00f6lgesine girdi. Alt\u0131n \u015fu anda uzun vadeli trendinin yakla\u015f\u0131k y\u00fczde 20 \u00fczerinde i\u015flem g\u00f6r\u00fcrken, platin son iki haftad\u0131r bu e\u015fi\u011fin \u00fczerinde tutunuyor. Paladyumun son d\u00f6nemdeki y\u00fckseli\u015fi de ge\u00e7en hafta onu benzer bir b\u00f6lgeye itti.<\/p>\n\n\n\n

Y\u00fckseli\u015fi bask\u0131layabilecek riskler<\/h2>\n\n\n\n

Hisse senedi piyasalar\u0131nda g\u00fc\u00e7l\u00fc toparlanma, g\u00fcvenli liman talebini ge\u00e7ici olarak zay\u0131flatabilir.<\/p>\n\n\n\n

Fed\u2019in faiz<\/a> indirimi beklentilerinde bir gecikme veya politika de\u011fi\u015fikli\u011fi.<\/p>\n\n\n\n

Teknik a\u015f\u0131r\u0131 al\u0131m sinyalleri: RSI g\u00f6stergeleri uzun s\u00fcredir y\u00fcksek b\u00f6lgede.<\/p>\n\n\n\n

Tarihsel d\u00fczeltme e\u011filimleri, \u00f6rne\u011fin daha \u00f6nceki hareketlere bak\u0131ld\u0131\u011f\u0131nda g\u00fcm\u00fc\u015fte zirve sonras\u0131 iki ay i\u00e7inde y\u00fczde 27 geri \u00e7ekilme ya\u015fanm\u0131\u015ft\u0131.<\/p>\n\n\n\n

Platinde istikamet 1.700 dolar<\/h2>\n\n\n\n

Platin, ons ba\u015f\u0131na 1.665 dolarla 12 y\u0131l\u0131n zirvesine yakla\u015f\u0131rken y\u0131lba\u015f\u0131ndan bu yana y\u00fczde 87 prim yapt\u0131. ABD-\u00c7in gerilimi, arz a\u00e7\u0131\u011f\u0131 ve otomotiv sekt\u00f6r\u00fc talebi y\u00fckseli\u015fi destekliyor. ABD ve \u00c7in\u2019in aras\u0131ndaki gerilim g\u00fcvenli liman talebini art\u0131r\u0131nca platin de kazan\u00e7 sa\u011flad\u0131.<\/p>\n\n\n\n

Platin, alt\u0131nla fiyat fark\u0131 daral\u0131rken l\u00fcks m\u00fccevherlerdeki pay\u0131n\u0131 geri kazan\u0131yor. Benzinli ara\u00e7 kataliz\u00f6rleri, petrol<\/a> rafinasyonu ve kimyasallardaki end\u00fcstriyel talep g\u00fc\u00e7l\u00fc kalmaya devam ediyor. Arz y\u00f6nl\u00fc bask\u0131lar devam ediyor ve piyasa \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc y\u0131l a\u00e7\u0131k vermeye haz\u0131rlan\u0131yor.<\/p>\n\n\n\n

Paladyum da g\u00fcvenli liman ilgisiyle 1.520 dolar\/ons s\u0131n\u0131r\u0131n\u0131 a\u015farak 2023\u2019ten bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131. Ayl\u0131k kazanc\u0131 %27 ile di\u011fer k\u0131ymetli metallerin \u00fczerine \u00e7\u0131kt\u0131. Y\u0131lba\u015f\u0131ndan bu yana primi %72 olarak ger\u00e7ekle\u015fti. Hibrit ara\u00e7 \u00fcretimindeki b\u00fcy\u00fcme k\u0131sa vadeli talebi art\u0131r\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"

Alt\u0131n 2025 y\u0131l\u0131nda tam 45 kez rekor k\u0131rd\u0131 ve ons ba\u015f\u0131na 4.177 dolara \u00e7\u0131karak tarihi bir zirve yapt\u0131. G\u00fcm\u00fc\u015f de 53 dolar\u0131 a\u015farak bo\u011fa ko\u015fusunu devam ettiriyor. Fed\u2019in faiz indirim beklentileri, jeopolitik gerilimler ve g\u00fcvenli liman talebiyle uzmanlar 2026 i\u00e7in fiyat tahminlerini yukar\u0131 do\u011fru revize ediyor. Ucu 6.000 dolara varan tahminler rallinin devam edece\u011fine i\u015faret […]<\/p>\n","protected":false},"author":1,"featured_media":37,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,6,4,3],"tags":[13,12,15,16,14],"class_list":["post-36","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-abd","category-as","category-od","category-tr","tag-altin","tag-degerli-metal","tag-gumus","tag-ons","tag-platin"],"_links":{"self":[{"href":"https:\/\/veribanka.com\/index.php?rest_route=\/wp\/v2\/posts\/36","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/veribanka.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/veribanka.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/veribanka.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/veribanka.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=36"}],"version-history":[{"count":1,"href":"https:\/\/veribanka.com\/index.php?rest_route=\/wp\/v2\/posts\/36\/revisions"}],"predecessor-version":[{"id":38,"href":"https:\/\/veribanka.com\/index.php?rest_route=\/wp\/v2\/posts\/36\/revisions\/38"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/veribanka.com\/index.php?rest_route=\/wp\/v2\/media\/37"}],"wp:attachment":[{"href":"https:\/\/veribanka.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=36"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/veribanka.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=36"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/veribanka.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=36"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}