Ocak başındaki yükseliş trend mi ?
2026’nın ilk işlem gününde “yılbaşı rallisi” başladı diye sevinmek kolay.Zor olan: bunun gerçek trend mi, yoksa AI (yapay zekâ) temasıyla şişen geçici bir dalga mı olduğunu ayırmak.
Özetle: Eğer aynı anda
• AI temasıyla hisseler coşuyor
• Uzun vade faizler yüksek kalıyor
• Tarife/SCOTUS belirsizliği büyüyorsa
…o zaman “ralli var” ama zemin kaygan.
Ralli daha seçici ve dalgalı olur.
Benim “Ocak başındaki yükseliş trend mi?” cümlesinin tercümesi şu:
Trend diyebilmemiz için uzun vade faizlerin sakinleşmesi ve Washington kaynaklı belirsizliğin “şok” üretmemesi lazım.
Aksi halde 2026’nın ilk haftaları “iyi haber = kısa ralli / kötü haber = sert satış” şeklinde geçebilir. Receive SMS online on sms24.me
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