{"id":887,"date":"2025-11-01T15:06:01","date_gmt":"2025-11-01T12:06:01","guid":{"rendered":"https:\/\/wordpress.habereditoru.com\/?p=887"},"modified":"2025-11-01T15:06:01","modified_gmt":"2025-11-01T12:06:01","slug":"dunya-devlerinden-altin-tahmini-ralli-bitmedi-yeni-zirveler-kapida","status":"publish","type":"post","link":"https:\/\/wordpress.habereditoru.com\/?p=887","title":{"rendered":"D\u00fcnya devlerinden alt\u0131n tahmini: Ralli bitmedi, yeni zirveler kap\u0131da"},"content":{"rendered":"
\n

Alt\u0131n fiyatlar\u0131nda \u00f6ng\u00f6r\u00fcler de g\u00fcn g\u00fcn de\u011fi\u015fiyor. Dev yat\u0131r\u0131m kurumlar\u0131, ons alt\u0131nda 2026\u2019da da y\u00fckseli\u015fin s\u00fcrmesini beklerken, y\u0131l sonunda alt\u0131nda hedef fiyat tahminlerini a\u00e7\u0131klad\u0131.<\/p>\n

Y\u0131lba\u015f\u0131ndan bu yana yakla\u015f\u0131k 53 oran\u0131nda de\u011fer kazanan ons alt\u0131n ge\u00e7en hafta geriledi. Bu y\u00fckseli\u015fin y\u00fczde 31 oran\u0131nda olan k\u0131sm\u0131 ise 22 A\u011fustos\u2019tan 20 Ekim\u2019e kadar oldu.<\/strong><\/p>\n

Y\u00fczde 53 de\u011fer kazanan alt\u0131n i\u00e7in Bank of America, HSBC, JPMorgan ve Morgan Stanley gibi kurumlar, 2026\u2019da 5.000 dolar seviyesinin g\u00f6r\u00fclmesini bekliyor.<\/p>\n

BOFA, ALTIN VE G\u00dcM\u00dc\u015e F\u0130YAT TAHM\u0130NLER\u0130N\u0130 Y\u00dcKSELTT\u0130<\/strong><\/span><\/p>\n

Bank of America (BofA), de\u011ferli metaller i\u00e7in fiyat tahminlerini yukar\u0131 y\u00f6nl\u00fc revize ederek, 2026 y\u0131l\u0131 i\u00e7in alt\u0131n ve g\u00fcm\u00fc\u015f beklentilerini \u00f6nemli \u00f6l\u00e7\u00fcde art\u0131rd\u0131.<\/p>\n

Banka, alt\u0131n\u0131n 5.000 dolar\/ons seviyesine ula\u015fabilece\u011fini \u00f6ng\u00f6r\u00fcrken, g\u00fcm\u00fc\u015f i\u00e7in 65 dolar\/ons seviyesini hedefledi.<\/p>\n

BofA, 2026 i\u00e7in ortalama alt\u0131n fiyat\u0131n\u0131 4.400 dolar\/ons ve g\u00fcm\u00fc\u015f fiyat\u0131n\u0131 56,25 dolar\/ons olarak tahmin etti.<\/p>\n

HSBC’YE G\u00d6RE ALTIN 2026 BA\u015eINDA 5.000 DOLARI G\u00d6REB\u0130L\u0130R<\/strong><\/span><\/p>\n

HSBC Global Investment Research, alt\u0131n fiyatlar\u0131n\u0131n gelecek y\u0131l ons ba\u015f\u0131na ortalama 4.600 dolar seviyesinde seyretmesini, fiyat\u0131n 2026 ba\u015f\u0131nda ise 5.000 dolara kadar y\u00fckselme potansiyeli bulundu\u011funu \u00f6ng\u00f6rd\u00fc.<\/p>\n

Banka, k\u0131sa vadede bir miktar oynakl\u0131k bekledi\u011fini ancak risk i\u015ftah\u0131ndaki art\u0131\u015flar\u0131n alt\u0131na destek sa\u011flayaca\u011f\u0131n\u0131 belirtti. Ayr\u0131ca, alt\u0131n ETF\u2019lerine olan ilginin bu y\u0131l g\u00fc\u00e7l\u00fc kalmas\u0131n\u0131n, \u00f6zellikle \u00c7in Merkez Bankas\u0131 (PBOC) ba\u015fta olmak \u00fczere Asya merkez bankalar\u0131ndan gelecek talebin belirgin olmas\u0131n\u0131n beklendi\u011fi ifade edildi.<\/p>\n

HSBC, Hindistan ve \u00c7in gibi piyasalarda artan alt\u0131n ETF talebinin, y\u00fcksek likidite sayesinde yerel hisse senedi al\u0131mlar\u0131n\u0131 olumsuz etkilemeyece\u011fini vurgulad\u0131.<\/p>\n

Banka, y\u00fcksek alt\u0131n fiyatlar\u0131n\u0131n perakendeci sat\u0131\u015f hacimlerini ve ma\u011faza trafi\u011fini azaltabilece\u011fini, ancak stok de\u011fer kazan\u00e7lar\u0131n\u0131n k\u00e2r marjlar\u0131 \u00fczerindeki olas\u0131 etkileri dengeleyebilece\u011fini ekledi.<\/p>\n

MORGAN STANLEY<\/strong><\/span><\/p>\n

Morgan Stanley, g\u00fc\u00e7l\u00fc fiziki talep ve ekonomik belirsizliklerin etkisiyle alt\u0131n fiyatlar\u0131n\u0131n 2026 y\u0131l\u0131n\u0131n ortalar\u0131na kadar ons ba\u015f\u0131na 4.500 dolara kadar y\u00fckselebilece\u011fini \u00f6ng\u00f6rd\u00fc. Banka, bu tahminini \u00f6zellikle borsada i\u015flem g\u00f6ren fonlar (ETF) ve merkez bankalar\u0131n\u0131n devam eden al\u0131mlar\u0131na dayand\u0131rd\u0131.<\/p>\n

Morgan Stanley, “Son fiyat hareketleri alt\u0131n\u0131 G\u00f6reli G\u00fc\u00e7 Endeksi (RSI) a\u00e7\u0131s\u0131ndan a\u015f\u0131r\u0131 al\u0131m b\u00f6lgesine ta\u015f\u0131m\u0131\u015ft\u0131, ancak son d\u00fczeltme bu seviyeyi daha sa\u011fl\u0131kl\u0131 bir noktaya getirdi ve pozisyonlanmay\u0131 temizledi”<\/strong> de\u011ferlendirmesinde bulundu.<\/p>\n

Banka, faiz oranlar\u0131n\u0131n gerilemesiyle birlikte alt\u0131n destekli ETF\u2019lere giri\u015flerin s\u00fcrmesini, merkez bankalar\u0131n\u0131n ise daha yava\u015f bir tempoda da olsa al\u0131mlar\u0131na devam etmesini bekliyor. M\u00fccevher talebinin de istikrarl\u0131 bir seyir izleyece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

Ancak Morgan Stanley, fiyat oynakl\u0131\u011f\u0131n\u0131n artmas\u0131 veya merkez bankalar\u0131n\u0131n rezerv azaltma karar\u0131 gibi risklerin alt\u0131n fiyatlar\u0131 \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturabilece\u011fi konusunda uyard\u0131.<\/p>\n

JPMORGAN<\/strong><\/span><\/p>\n

JPMorgan stratejistleri, yat\u0131r\u0131mc\u0131lar\u0131n alt\u0131na olan ilgisinin \u00f6n\u00fcm\u00fczdeki \u00fc\u00e7 y\u0131l i\u00e7inde fiyatlar\u0131 y\u00fczde 110 art\u0131rabilece\u011fini \u00f6ng\u00f6r\u00fcyor. Nikolaos Panigirtzoglou liderli\u011findeki ekip, yat\u0131r\u0131mc\u0131lar\u0131n hisse senetlerine kar\u015f\u0131 korunmak i\u00e7in alt\u0131na y\u00f6neldi\u011fini belirtti.<\/p>\n

Stratejistler, alt\u0131n\u0131n son sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc perakende yat\u0131r\u0131mc\u0131lar\u0131n de\u011fil, vadeli i\u015flem s\u00f6zle\u015fmelerinde k\u00e2r realizasyonu yapan algoritmik fonlar\u0131n tetikledi\u011fini ifade etti. Buna ra\u011fmen, yat\u0131r\u0131mc\u0131lar\u0131n alt\u0131n ETF\u2019lerine olan ilgisinin \u201cmomentumdan ziyade stratejik \u00e7e\u015fitlendirme\u201d <\/strong>amac\u0131 ta\u015f\u0131d\u0131\u011f\u0131 vurguland\u0131.<\/p>\n

JPMorgan\u2019a g\u00f6re, bankac\u0131l\u0131k d\u0131\u015f\u0131 yat\u0131r\u0131mc\u0131lar\u0131n alt\u0131na ay\u0131rd\u0131\u011f\u0131 pay \u015fu anda toplam varl\u0131klar\u0131n\u0131n y\u00fczde 2,6\u2019s\u0131na denk geliyor. E\u011fer yat\u0131r\u0131mc\u0131lar uzun vadeli tahviller yerine alt\u0131n\u0131 riskten korunma arac\u0131 olarak kullanmaya devam ederse, bu oran\u0131n y\u00fczde 4,6\u2019ya \u00e7\u0131kabilece\u011fi ve fiyatlar\u0131n buna paralel \u015fekilde yakla\u015f\u0131k iki kat artabilece\u011fi hesaplan\u0131yor.<\/p>\n

Stratejistler, hisse senetleri, tahviller ve nakit varl\u0131klar\u0131n \u00f6n\u00fcm\u00fczdeki \u00fc\u00e7 y\u0131lda y\u0131ll\u0131k 7 trilyon dolar b\u00fcy\u00fcmesini beklerken, hisse senedi paylar\u0131n\u0131n da dot-com d\u00f6nemi zirvesi olan y\u00fczde 54,6\u2019ya ula\u015fabilece\u011fini \u00f6ng\u00f6r\u00fcyor.<\/p>\n

GOLDMAN SACHS<\/strong><\/span><\/p>\n

Goldman Sachs da alt\u0131n i\u00e7in 2026 sonu fiyat hedefini ons ba\u015f\u0131na 4.900 dolar olarak koruyor ve merkez bankalar\u0131 ile kurumsal yat\u0131r\u0131mc\u0131 talebinden kaynaklanan yukar\u0131 y\u00f6nl\u00fc risklerin s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtiyor.<\/p>\n

SOCIETE GENERALE<\/strong><\/span><\/p>\n

Societe Generale, ons alt\u0131n fiyat\u0131n\u0131n 2026 sonuna kadar 5.000 dolara ula\u015fmas\u0131n\u0131 bekliyor.<\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

Alt\u0131n fiyatlar\u0131nda oynakl\u0131k s\u00fcr\u00fcyor. Y\u0131lba\u015f\u0131ndan bu yana yakla\u015f\u0131k 53 oran\u0131nda de\u011fer kazanan ons alt\u0131n ge\u00e7en hafta geriledi. Alt\u0131n fiyatlar\u0131ndaki dalgalanma s\u00fcrerken, k\u00fcresel yat\u0131r\u0131m devleri tahminlerini yukar\u0131 y\u00f6nl\u00fc revize etti.<\/p>\n","protected":false},"author":2,"featured_media":888,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[6,7,740],"class_list":["post-887","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guncel","tag-altin","tag-ekonomi","tag-ons-altin"],"_links":{"self":[{"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=\/wp\/v2\/posts\/887","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=887"}],"version-history":[{"count":0,"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=\/wp\/v2\/posts\/887\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=\/wp\/v2\/media\/888"}],"wp:attachment":[{"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=887"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=887"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=887"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}