{"id":3220,"date":"2025-12-23T06:58:00","date_gmt":"2025-12-23T06:58:00","guid":{"rendered":"https:\/\/haberadmin.com\/?p=3220"},"modified":"2025-12-23T06:58:00","modified_gmt":"2025-12-23T06:58:00","slug":"altin-mi-gumus-mu-2026da-buyuk-kapisma","status":"publish","type":"post","link":"https:\/\/haberadmin.com\/?p=3220","title":{"rendered":"Alt\u0131n m\u0131 G\u00fcm\u00fc\u015f m\u00fc? 2026\u2019da B\u00fcy\u00fck Kap\u0131\u015fma!"},"content":{"rendered":"

K\u00fcresel piyasalarda aral\u0131k ay\u0131n\u0131n son i\u015flem haftas\u0131 ba\u015flarken, k\u0131ymetli metallerde de ralli devam ediyor. Bu hafta ba\u015f\u0131 itibar\u0131yla, 2025 y\u0131l\u0131nda ons alt\u0131n %70 ve ons g\u00fcm\u00fc\u015f %139 gibi olduk\u00e7a y\u00fcksek getiriye ula\u015f\u0131rken, dikkatler 2026\u2019ya \u00e7evrildi. D\u00fcnyan\u0131n b\u00fcy\u00fck finans kurulu\u015flar\u0131 2026 hedeflerini payla\u015f\u0131rken, \u00f6zellikle alt\u0131nda y\u00fckseli\u015f trendinin s\u00fcrebilece\u011fi ancak bu y\u0131lki gibi sert y\u00fckseli\u015f beklenmedi\u011fi \u00f6ng\u00f6r\u00fcs\u00fcn\u00fc payla\u015f\u0131yor.<\/p>\n

\"Alt\u0131n<\/p>\n

Faruk Bing\u00f6l-\u00a0K\u00fcresel piyasalarda 2025 y\u0131l\u0131 geride kalmak \u00fczereyken, k\u0131ymetli metaller, bu y\u0131l rekor \u00fcst\u00fcne rekor k\u0131rarak yat\u0131r\u0131mc\u0131s\u0131n\u0131 en fazla sevindiren enstr\u00fcmanlar olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n

Y\u0131la 2.625 dolardan ba\u015flayan ons alt\u0131n, bu haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde 4.445 dolara kadar y\u00fckseldi ve yeni rekor seviyeleri test etti. Ons alt\u0131ndaki y\u00fckseli\u015fin boyutu %70\u2019e yakla\u015ft\u0131.<\/p>\n

Ons g\u00fcm\u00fc\u015f ise ge\u00e7en y\u0131l\u0131 28,90 dolardan tamamlam\u0131\u015ft\u0131. 22 Aral\u0131k 2025 Pazartesi i\u015flemlerinde ise 69 dolardan kapan\u0131\u015f yapt\u0131. Ons g\u00fcm\u00fc\u015fteki prim %139 gibi olduk\u00e7a y\u00fcksek bir seviyede ger\u00e7ekle\u015fti.<\/p>\n

ALTIN NEDEN Y\u00dcKSEL\u0130YOR?<\/strong><\/p>\n

Bu y\u0131l jeopolitik riskler, dolar endeksinin zay\u0131flamas\u0131, ticaret sava\u015flar\u0131, merkez bankalar\u0131n\u0131n ve yat\u0131r\u0131mc\u0131lar\u0131n y\u00fcksek talebinden destek bulan ons alt\u0131n, son aylarda ABD Merkez Bankas\u0131n\u0131n yeniden faiz indirimi d\u00f6ng\u00fcs\u00fcn\u00fc ba\u015flatmas\u0131n\u0131n etkisiyle tarihi rekor seviyelere y\u00f6neldi.<\/p>\n

Merkez Bankalar\u0131, Rusya-Ukrayna sava\u015f\u0131 sebebiyle Moskova\u2019n\u0131n k\u00fcresel varl\u0131klar\u0131n\u0131n dondurulmas\u0131 riskine kar\u015f\u0131 tedbir olarak, son 3 y\u0131ld\u0131r dolardan uzakla\u015farak alt\u0131n rezervlerini art\u0131r\u0131yor. Merkez bankalar\u0131n\u0131n bu d\u00f6nemde y\u0131ll\u0131k ortalama al\u0131mlar\u0131n\u0131n 1000 tonu a\u015fmas\u0131 dikkatlerden ka\u00e7mad\u0131.<\/p>\n

Gelecek y\u0131l da FED\u2019den faiz indirimi beklentilerinin yan\u0131 s\u0131ra devam eden jeopolitik risklere koruma kalkan\u0131 olarak \u201cg\u00fcvenli liman talebinin devam edebilece\u011fi\u201d ifade ediliyor.<\/p>\n

\"Alt\u0131n<\/p>\n

G\u00dcM\u00dc\u015e NEDEN Y\u00dcKSEL\u0130YOR<\/strong><\/p>\n

G\u00fcm\u00fc\u015f ise zay\u0131f dolar ve g\u00fcvercin FED beklentilerinin yan\u0131 s\u0131ra end\u00fcstriyel talepten de destek buluyor. D\u00fcnya G\u00fcm\u00fc\u015f Enstit\u00fcs\u00fc’n\u00fcn son raporunda, gri metalin k\u00fcresel ticarette 2026\u2019da da kritik rol oynamaya devam edebilece\u011fi ifade edilerek, “G\u00fcne\u015f enerjisi (fotovoltaik), elektrikli otomobil ara\u00e7lar\u0131 (EV) ve yapay zek\u00e2 (AI) gibi sekt\u00f6rler, 2030 y\u0131l\u0131na kadar end\u00fcstriyel talebi art\u0131racak denildi.<\/p>\n

SEKT\u00d6R TALEPLER\u0130<\/strong><\/p>\n

Raporda, sekt\u00f6r taleplerine de dikkat \u00e7ekilerek \u201c2014 y\u0131l\u0131nda g\u00fcne\u015f enerjisi sekt\u00f6r\u00fcn\u00fcn %11 olan g\u00fcm\u00fc\u015f talebi bu y\u0131l %29’a y\u00fckseldi. Avrupa Birli\u011fi, 2030 y\u0131l\u0131na kadar en az 700 GW g\u00fcne\u015f enerjisi kapasitesi sa\u011flamay\u0131 hedefliyor. Otomotivde de g\u00fcm\u00fc\u015f talebi 2025-2031 y\u0131llar\u0131 aras\u0131nda y\u0131ll\u0131k %3,4 oran\u0131nda artabilir. EV’ler daha fazla g\u00fcm\u00fc\u015f t\u00fcketiyor ve her EV i\u00e7in yakla\u015f\u0131k 25-50 gram g\u00fcm\u00fc\u015f gerekiyor. Bilgi teknolojilerinde ise g\u00fcm\u00fc\u015f talebi 200 y\u0131l\u0131ndan bu yana 53 kat artt\u0131. Yapay zeka veri merkezleri ile bu talepte art\u0131\u015f devam edibilir\u201d ifadelerine yer verildi.<\/p>\n

ONS ALTIN 2026 HEDEF F\u0130YAT<\/strong><\/p>\n

Piyasalarda bu geli\u015fmeler ya\u015fan\u0131rken, k\u00fcresel finans kurulu\u015flar\u0131n\u0131n 2026 i\u00e7in ons alt\u0131n hedef fiyatlar\u0131 \u015f\u00f6yle ger\u00e7ekle\u015fiyor:<\/p>\n

-JP Morgan: 5.055 dolar (D\u00f6rd\u00fcnc\u00fc \u00e7eyrek)<\/p>\n

-Goldman Sachs: 4.900 dolar<\/p>\n

-HSBC: 5.000 dolar<\/p>\n

-Bank of America: 5.000 dolar<\/p>\n

-Societe Generale: 5.000 dolar<\/p>\n

-Wells Fargo: 4.500 – 4.700 dolar band\u0131<\/p>\n

-UBS: 4.500 – 4.700 dolar band\u0131<\/p>\n

-Morgan Stanley: 4.500 dolar (Y\u0131l ortas\u0131)<\/p>\n

-Deutsche Bank: 4.950 dolar (\u00dcst band)<\/p>\n

ONS G\u00dcM\u00dc\u015e 2026 HEDEF F\u0130YAT<\/strong><\/p>\n

70 dolara yakla\u015fan g\u00fcm\u00fc\u015f ise bir\u00e7ok bankan\u0131n hedef fiyat\u0131n\u0131 \u015fimdiden geride b\u0131rakt\u0131. Analistler, 2026\u2019n\u0131n, g\u00fcm\u00fc\u015f\u00fcn dengelenebilece\u011fi bir y\u0131l olabilece\u011fini ve 2025\u2019teki gibi y\u00fcksek primleri ula\u015fmas\u0131n\u0131n daha d\u00fc\u015f\u00fck bir ihtimal olarak g\u00f6rd\u00fcklerini aktar\u0131yor. Jeopolitik riskler, ticaret sava\u015flar\u0131 ve arz riskinin derinle\u015fmesi durumunda g\u00fcm\u00fc\u015fte 75-80 dolar band\u0131n\u0131n teknik olarak radara girebilece\u011fi de aktar\u0131l\u0131yor.<\/p>\n

\u00d6zellikle 2025 Aral\u0131k d\u00f6neminde daha belirgin olarak ger\u00e7ekle\u015fen y\u00fckseli\u015f trendi \u00f6ncesinde gelen son raporlara bak\u0131ld\u0131\u011f\u0131nda; Bank Of America, agresif senaryosunda g\u00fcm\u00fc\u015f fiyat\u0131n\u0131n 2026 y\u0131l\u0131nda 70 dolar\u0131 test edebilece\u011fini \u00f6ng\u00f6rd\u00fc.<\/p>\n

\u0130svi\u00e7reli UBS 65 dolar ve ABD\u2019li JP Morgan da 2026 sonunda fiyatlar\u0131n kademeli olarak 58 dolar seviyesinde oturabilece\u011fini tahmin ediyor.<\/p>\n

BNP Paribas analistleri ise 2026 sonunda g\u00fcm\u00fc\u015f fiyat\u0131n\u0131n 100 dolara varabilece\u011fi \u00f6ng\u00f6r\u00fcs\u00fcnde bulunarak, agresif bir tahminde bulundu.<\/p>\n

\u00d6nemli Uyar\u0131:\u00a0Bu i\u00e7erik k\u00fcresel finans kurulu\u015flar\u0131n\u0131n raporlar\u0131ndan derlenerek ve piyasalarda ger\u00e7ekle\u015fen fiyat hareketleri dikkate al\u0131narak haz\u0131rlanm\u0131\u015ft\u0131r. Herhangi bir tavsiye niteli\u011fi ta\u015f\u0131mamaktad\u0131r.<\/p>\n

\"Alt\u0131n<\/p>\n

KAYNAK :T\u00dcRK\u0130YE<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

K\u00fcresel piyasalarda aral\u0131k ay\u0131n\u0131n son i\u015flem haftas\u0131 ba\u015flarken, k\u0131ymetli metallerde de ralli devam ediyor. Bu…<\/p>\n","protected":false},"author":1,"featured_media":3221,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3220","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-gundem"],"_links":{"self":[{"href":"https:\/\/haberadmin.com\/index.php?rest_route=\/wp\/v2\/posts\/3220","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/haberadmin.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/haberadmin.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/haberadmin.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/haberadmin.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3220"}],"version-history":[{"count":0,"href":"https:\/\/haberadmin.com\/index.php?rest_route=\/wp\/v2\/posts\/3220\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/haberadmin.com\/index.php?rest_route=\/wp\/v2\/media\/3221"}],"wp:attachment":[{"href":"https:\/\/haberadmin.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3220"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/haberadmin.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3220"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/haberadmin.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3220"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}