{"id":175129,"date":"2026-02-03T04:36:10","date_gmt":"2026-02-03T04:36:10","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=175129"},"modified":"2026-02-03T04:36:10","modified_gmt":"2026-02-03T04:36:10","slug":"altin-ve-gumuste-sert-dususe-piyasa-yorumu-guc-toplayip-yine-rekora-kosar-mi","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2026\/02\/03\/altin-ve-gumuste-sert-dususe-piyasa-yorumu-guc-toplayip-yine-rekora-kosar-mi\/","title":{"rendered":"Alt\u0131n ve g\u00fcm\u00fc\u015fte sert d\u00fc\u015f\u00fc\u015fe piyasa yorumu: G\u00fc\u00e7 toplay\u0131p yine rekora ko\u015far m\u0131?"},"content":{"rendered":"

Duygu Erdo\u011fan \/ \u0130STANBUL –<\/strong> <\/span>Ge\u00e7ti\u011fimiz haftan\u0131n ikinci yar\u0131s\u0131ndan beri alt\u0131n ve g\u00fcm\u00fc\u015fte ya\u015fanan sert d\u00fc\u015f\u00fc\u015fler piyasay\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131 tedirgin etmeye devam ediyor. \u00d6zellikle cuma g\u00fcn\u00fc rekor seviyelerden y\u00fczde 10\u2019u a\u015fan bir d\u00fc\u015f\u00fc\u015f ya\u015fayan alt\u0131n ve 120 dolar\u0131n \u00fczerini g\u00f6rd\u00fckten sonra ayn\u0131 g\u00fcn y\u00fczde 30 de\u011fer kaybederek 82.1 dolara gerileyen g\u00fcm\u00fc\u015f\u00fcn sert hareketi, her iki metal i\u00e7in de tarihe kara bir g\u00fcn olarak ge\u00e7ti.<\/p>\n

Ons alt\u0131nda 5 bin dolarl\u0131k s\u0131n\u0131r\u0131n beklenenden \u00e7ok daha k\u0131sa s\u00fcrede a\u015f\u0131lmas\u0131 ve g\u00fcm\u00fc\u015f\u00fcn 100 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131yla uluslararas\u0131 analistler y\u0131l sonu tahminlerini yukar\u0131 y\u00f6nl\u00fc g\u00fcncellemi\u015fti. Ancak bu h\u0131zl\u0131 rekor serisinin ard\u0131ndan bir gev\u015feme d\u00f6nemi ya\u015fanabilece\u011fi konusunda da uyar\u0131lar yap\u0131lm\u0131\u015ft\u0131.<\/p>\n

\u0130ki k\u0131ymetli metal i\u00e7in yeni hafta da d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131ld\u0131. Ons alt\u0131nda y\u00fczde 5\u2019i, ons g\u00fcm\u00fc\u015fte ise y\u00fczde 7\u2019yi a\u015fan fiyat d\u00fc\u015f\u00fc\u015fleriyle ba\u015flayan pazartesi g\u00fcn\u00fcnde seyir benzer \u015fekilde devam etti. D\u00fcn g\u00fcn i\u00e7inde alt\u0131n onsu 4 bin 683 dolar, g\u00fcm\u00fc\u015f onsu ise 80 dolar seviyesinde seyretti. Ayn\u0131 s\u00fcre\u00e7te gram alt\u0131n 6 bin 541, gram g\u00fcm\u00fc\u015f ise 113 lira seviyesinde kald\u0131.\u00a0<\/p>\n

Ara dalga sat\u0131\u015flar, ABD Merkez Bankas\u0131 (Fed) Ba\u015fkan\u0131\u2019na duyulan g\u00fcvensizlik, ABD\u2019nin h\u0131zl\u0131 alt\u0131n sat\u0131\u015f\u0131 ve \u00c7in\u2019in bu d\u00f6nemde spek\u00fclatif olarak yorumlanan al\u0131mlar\u0131 gibi etkenlerin piyasay\u0131 farkl\u0131 bir y\u00f6ne s\u00fcr\u00fckledi\u011fi ifade ediliyor.<\/p>\n

\u2018Panikle satandan toplayabilirler\u2019<\/strong><\/p>\n

Sadece son 1 y\u0131l i\u00e7inde defalarca kendi rekorunu yenileyen alt\u0131nda 2026 y\u0131l\u0131 da h\u0131zl\u0131 ba\u015flarken; y\u0131l\u0131n ilk 3 ay\u0131 i\u00e7in yap\u0131lan 5 bin dolar tahmini daha y\u0131l\u0131n ilk haftalar\u0131nda a\u015f\u0131lm\u0131\u015ft\u0131.\u00a0Ons alt\u0131ndaki h\u0131zl\u0131 y\u00fckseli\u015f, gram alt\u0131n\u0131 da 7 bin liran\u0131n \u00fczerine ta\u015f\u0131m\u0131\u015ft\u0131. T\u00fcm k\u0131ymetli metallerde oldu\u011fu gibi alt\u0131n fiyat\u0131n\u0131 da k\u00fcresel endi\u015felerin besledi\u011fini vurgulayan Kapal\u0131\u00e7ar\u015f\u0131 kuyumcular\u0131, bir s\u00fcre devam etmesi muhtemel d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan yeni rekor seviyelerin beklenebilece\u011fi\u00a0yorumunu yap\u0131yor. \u2018Trump oldu\u011fu s\u00fcrece\u2019 diyerek ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u2018tahmin edilemez\u2019 hareketleriyle k\u0131ymetli metallerde y\u00fckseli\u015fin s\u00fcrebilece\u011fini belirten b\u00f6lge kuyumcular\u0131ndan Nazar \u00d6zsahakyan, panik sat\u0131\u015f\u0131 konusunda uyar\u0131da bulundu. Bu s\u00fcre\u00e7te en fazla alt\u0131n sat\u0131\u015f\u0131n\u0131n ABD\u2019den geldi\u011fini ve bu nedenle fiyatlar\u0131n sert d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc kaydeden \u00d6zsahakyan, \u201cABD alt\u0131n \u00f6demelerini bile bu \u015fekilde ucuza getiriyor; ancak bu hareket b\u00fct\u00fcn d\u00fcnyada tedirginli\u011fe yol a\u00e7\u0131yor. Panik ile satandan toplayanlar olacak ve g\u00fcn\u00fcn sonunda onlar kazanacak. Yast\u0131k alt\u0131 veya yat\u0131r\u0131m her ne ise alt\u0131nlar kals\u0131n satmay\u0131n. Alt\u0131nda kurald\u0131r; alt\u0131n g\u00f6rd\u00fc\u011f\u00fc rekoru mutlaka ge\u00e7er. D\u00fc\u015f\u00fc\u015f bir s\u00fcre daha sert de olsa devam edebilir ancak y\u00fckseli\u015f bu ortamda zaten ka\u00e7\u0131n\u0131lmaz\u201d yorumunda bulundu.\u00a0<\/p>\n

Nakit ve dolar etkeni<\/strong><\/p>\n

ABD\u2019deki siyasi belirsizlikler ve Fed\u00a0Ba\u015fkanl\u0131\u011f\u0131na ili\u015fkin adayl\u0131k s\u00fcreci piyasalardaki oynakl\u0131\u011f\u0131 art\u0131r\u0131rken, de\u011ferli metallerde cuma g\u00fcn\u00fc ba\u015flayan h\u0131zl\u0131 y\u00fckseli\u015fin ard\u0131ndan dengelenme hareketi, yeni haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde de devam etti. ABD Ba\u015fkan\u0131\u00a0Trump\u2019\u0131n Kevin Warsh\u2019u Fed Ba\u015fkanl\u0131\u011f\u0131na aday olarak g\u00f6stermesinin piyasalarda \u201cdaha uzun s\u00fcre y\u00fcksek faiz\u201d endi\u015fesini ve para politikas\u0131nda belirsizli\u011fi tetikledi\u011fini belirten analistler, bu durumun dolar\u0131 g\u00fc\u00e7lendirdi\u011fini ve alt\u0131n-g\u00fcm\u00fc\u015f gibi faiz getirisi olmayan varl\u0131klar\u0131n cazibesini azaltt\u0131\u011f\u0131n\u0131 bildirdi.\u00a0Bu d\u00f6nemde nakitte kalma tercihi ve Warsh etkisiyle y\u00fckselece\u011fi de\u011ferlendirilen dolar\u0131n piyasada bir s\u00fcre daha etkili olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

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<\/img><\/div>\n<\/div>\n

\u2018Mehter Mar\u015f\u0131\u2019 ad\u0131mlar\u0131 misali<\/strong><\/p>\n

Y\u00fczde 30\u2019a yak\u0131n de\u011fer kaybeden ons g\u00fcm\u00fc\u015f 72 dolara kadar gerileyerek kapatt\u0131\u011f\u0131 haftan\u0131n ard\u0131ndan 83 dolar civar\u0131nda seyrediyor. Ancak bu gerilemenin kal\u0131c\u0131 bir \u00e7\u00f6k\u00fc\u015f anlam\u0131na gelmedi\u011fini d\u00fc\u015f\u00fcnen uzmanlar, a\u015f\u0131r\u0131 y\u00fckseli\u015f sonras\u0131 durumu \u2018pozisyon temizleme\u2019 olarak nitelendiriyorlar.\u00a0G\u00fcm\u00fc\u015f Tak\u0131 Sanayicileri ve \u0130\u015f \u0130nsanlar\u0131 Derne\u011fi (G\u00dcMS\u0130AD) Ba\u015fkan\u0131 H\u00fcseyin Kayg\u0131s\u0131z, Milliyet\u2019in daha \u00f6nce g\u00fcm\u00fc\u015f i\u00e7in dile getirdi\u011fi \u2018Mehter Mar\u015f\u0131\u2019 tabirini yine kulland\u0131. Kayg\u0131s\u0131z, \u201cPiyasadan \u00e7ok al\u0131m geldi. Trump\u2019\u0131n Fed aday\u0131 a\u00e7\u0131klamas\u0131, borsalarda teminat oranlar\u0131n\u0131n de\u011fi\u015fmesi tabii ki etken ama arz talep dengesi bozuldu. Bu da baz\u0131 \u00fclkelerin i\u015fine geldi.\u00a0ABD y\u00f6netimi borcunu \u00f6demek i\u00e7in bu t\u00fcr spek\u00fclesyonlara giriyor. G\u00fcm\u00fc\u015f bu seviyeden de a\u015fa\u011f\u0131 d\u00fc\u015febilir ama y\u00fckselme e\u011filiminde olacakt\u0131r. Mehter Mar\u015f\u0131 ad\u0131mlar\u0131 gibi iki ileri bir geri g\u00fcm\u00fc\u015f y\u00fckselmeye devam edebilir\u201d yorumunda bulundu. Bir yandan yast\u0131k alt\u0131ndaki g\u00fcm\u00fc\u015f miktar\u0131n\u0131n bireysel yat\u0131r\u0131mc\u0131larla artt\u0131\u011f\u0131n\u0131 di\u011fer taraftan da b\u00fcy\u00fck teknoloji \u015firketlerinin\u00a0g\u00fcm\u00fc\u015f stoklad\u0131\u011f\u0131n\u0131\u00a0s\u00f6yleyen Kayg\u0131s\u0131z, \u201c\u00c7ip kirizi gibi bir sorun ya\u015famak istemeyen fabrikalar g\u00fcm\u00fc\u015f\u00fc stoklamaya \u00e7al\u0131\u015f\u0131yor. Yast\u0131k alt\u0131na giden g\u00fcm\u00fc\u015f piyasaya geri d\u00f6necek ama bu yat\u0131r\u0131mc\u0131lar k\u00e2r etmek i\u00e7in bekleyecekler.\u00a0G\u00fcm\u00fc\u015f geri yerine gelecektir\u201d \u00f6ng\u00f6r\u00fcs\u00fcn\u00fc payla\u015ft\u0131. \u0130SMA\u0130L \u015eAH\u0130N<\/strong><\/p>\n\n

<\/p>\n

Kaynak :\u00a0http:\/\/www.milliyet.com.tr\/ekonomi\/altin-ve-gumuste-sert-dususe-piyasa-yorumu-guc-toplayip-yine-rekora-kosar-mi-7531591<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Ge\u00e7en haftay\u0131 sert d\u00fc\u015f\u00fc\u015flerle kapatan alt\u0131n ve g\u00fcm\u00fc\u015fte yeni hafta da k\u00f6t\u00fc ba\u015flad\u0131. Rekor seviyelerden gelen d\u00f6n\u00fc\u015fler piyasay\u0131 tedirgin ediyor ancak uzmanlar uyar\u0131yor: \u201cAcele karar vermeyin, yeniden rekoru g\u00f6rebilirler…\u201d<\/p>\n","protected":false},"author":1,"featured_media":175130,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[431,381,163,382,641],"class_list":["post-175129","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-altin","tag-dolar","tag-gumus","tag-sure"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/175129","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/comments?post=175129"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/175129\/revisions"}],"predecessor-version":[{"id":175132,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/175129\/revisions\/175132"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/175130"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=175129"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=175129"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=175129"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}