{"id":56193,"date":"2024-06-24T13:36:08","date_gmt":"2024-06-24T13:36:08","guid":{"rendered":"https:\/\/ekamu.net\/?p=56193"},"modified":"2024-06-24T13:36:08","modified_gmt":"2024-06-24T13:36:08","slug":"nvidia-hissesi-pahali-mi-ucuz-mu","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2024\/06\/24\/nvidia-hissesi-pahali-mi-ucuz-mu\/","title":{"rendered":"Nvidia hissesi pahal\u0131 m\u0131, ucuz mu?"},"content":{"rendered":"
\n

Nvidia hisseleri \u015firketin 12 ayl\u0131k d\u00f6nem i\u00e7in \u00f6ng\u00f6r\u00fclen sat\u0131\u015flar\u0131n\u0131n yakla\u015f\u0131k 23 kat\u0131ndan i\u015flem g\u00f6rerek S&P 500 Endeksi’ndeki en pahal\u0131 hisse senedi olarak dikkat \u00e7ekiyor. Ancak bu de\u011ferlemede bir sorun var. Yapay zeka patlamas\u0131n\u0131n ya\u015fand\u0131\u011f\u0131 bu d\u00f6nemde ne Wall Street analistleri ne de Nvidia y\u00f6neticileri \u00e7ip \u00fcreticisinin ger\u00e7ekte gelirlerinin ne olaca\u011f\u0131n\u0131 tahmin edemiyor.<\/p>\n

Yapay zeka \u00e7\u0131lg\u0131nl\u0131\u011f\u0131n\u0131n Nvidia \u00e7iplerine olan talepteki art\u0131\u015f\u0131 tetiklemesi, Wall Street’in \u00fc\u00e7 ayl\u0131k mali tahminleriyle \u015f\u00fcphe konusu haline gelmesine sebep oldu.<\/p>\n

\u00d6te yandan Nvidia’n\u0131n y\u00f6neticileri bile \u00e7ip \u00fcreticisinin gelecek \u00fc\u00e7 ayda ne kadar para kazanaca\u011f\u0131n\u0131 tahmin etmekte zorlan\u0131yor. Nvidia’n\u0131n sat\u0131\u015flar\u0131nda patlama ya\u015fanmaya ba\u015flad\u0131\u011f\u0131 Nisan 2023 ile biten mali \u00e7eyrekten bu yana \u015firket gelirleri kendi tahminin ortalama y\u00fczde 13 \u00fczerinde ger\u00e7ekle\u015fti. Bloomberg taraf\u0131ndan derlenen verilere g\u00f6re, \u015firket A\u011fustos ay\u0131nda sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131nda, sat\u0131\u015flar tahminin y\u00fczde 23 \u00fczerinde ger\u00e7ekle\u015fmi\u015fti.<\/p>\n<\/div>\n

\n

Morningstar analistlerinden Brian Colello, Nvidia i\u00e7in modellemeyi bu kadar zorla\u015ft\u0131ran \u015feylerden birinin de, talep patlarken arz\u0131n belirsiz bir de\u011fi\u015fken olmas\u0131 oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyor. Colello\u2019ya g\u00f6re bu durum \u00e7ip \u00fcreticisini benzersiz k\u0131l\u0131yor. Colello, ge\u00e7en ay \u015firket hissesi i\u00e7in fiyat hedefini 91 dolardan 105 dolara y\u00fckseltmi\u015fti. \u015eu anda ise hisseler 127 dolar civar\u0131nda i\u015flem g\u00f6r\u00fcyor.<\/p>\n

“Gelirlerin d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcm\u00fczden \u00e7ok ileride olmas\u0131na \u015fa\u015f\u0131ran ilk analist de\u011filim”<\/b><\/p>\n

Colello, Nvidia’n\u0131n arz\u0131 art\u0131rma kabiliyetinde istikrarl\u0131 bir iyile\u015fme oldu\u011funu varsayarak, \u00f6n\u00fcm\u00fczdeki \u00e7eyrek sat\u0131\u015flar\u0131n\u0131 tahmin etmek i\u00e7in Nvidia’n\u0131n \u00fc\u00e7 ayl\u0131k gelirine 4 milyar dolar ekledi\u011fini s\u00f6yledi. Colello, “Fiyat hedefimi ya y\u00fckselten ya da gelirlerin bir y\u0131l \u00f6nce d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcm\u00fczden \u00e7ok daha ileride olmas\u0131na \u015fa\u015f\u0131ran ilk analist ben de\u011filim\u201d diyor.<\/p>\n

Elbette, Nvidia’y\u0131 yaln\u0131zca momentuma dayal\u0131 olarak sat\u0131n alan \u00e7ok say\u0131da yat\u0131r\u0131mc\u0131 da var. Nvidia bu y\u0131l y\u00fczde 156 de\u011fer kazand\u0131 ve Sal\u0131 g\u00fcn\u00fc Microsoft\u2019u geride b\u0131rakarak 3,34 trilyon dolarla k\u0131sa s\u00fcreli\u011fine d\u00fcnyan\u0131n en de\u011ferli \u015firketi oldu.<\/p>\n

Bank of America analistlerinin EPFR Global’den ald\u0131\u011f\u0131 verilere g\u00f6re, bu ralli ge\u00e7ti\u011fimiz hafta teknoloji fonlar\u0131na 8,7 milyar dolarl\u0131k rekor bir giri\u015f yap\u0131lmas\u0131na katk\u0131 sa\u011flad\u0131. Nvidia hisseleri o zamandan beri y\u00fczde 6,7 d\u00fc\u015ferek 200 milyar dolardan fazla piyasa de\u011ferini sildi.<\/p>\n

Analist tahminleri y\u00fczde 12 oran\u0131nda sapt\u0131<\/b><\/p>\n

Bloomberg taraf\u0131ndan derlenen verilere g\u00f6re, son be\u015f \u00e7eyrekte Nvidia’n\u0131n sat\u0131\u015flar\u0131na ili\u015fkin analist tahminleri ger\u00e7ek sonu\u00e7lardan ortalama y\u00fczde 12 oran\u0131nda sapt\u0131.<\/p>\n

Nvidia’n\u0131n i\u015fleri h\u0131zla b\u00fcy\u00fcyor. \u015eirketin Microsoft gibi \u00e7ok b\u00fcy\u00fck m\u00fc\u015fterileri \u00f6n\u00fcm\u00fczdeki \u00e7eyreklerde bilgisayar donan\u0131m\u0131na daha da fazla harcama yapaca\u011f\u0131n\u0131 s\u00f6yl\u00fcyor. Yat\u0131r\u0131mc\u0131lar i\u00e7in as\u0131l soru, k\u00e2r ve sat\u0131\u015f b\u00fcy\u00fcmesi emsallerinden \u00e7ok daha \u00fcst\u00fcn olan bir hisse senedi i\u00e7in \u00f6denecek makul fiyat\u0131n ne oldu\u011fu olarak kar\u015f\u0131lar\u0131na \u00e7\u0131k\u0131yor.<\/p>\n

Nvidia’n\u0131n bu \u00e7eyrekte 28,4 milyar dolarl\u0131k sat\u0131\u015ftan 14,7 milyar dolar k\u00e2r elde etmesi bekleniyor; bu rakamlar bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6neme g\u00f6re s\u0131ras\u0131yla y\u00fczde 111 ve y\u00fczde 137 art\u0131\u015f g\u00f6steriyor. Bu arada Microsoft’un sat\u0131\u015flar\u0131n\u0131n y\u00fczde 15 artmas\u0131 beklenirken Apple i\u00e7in tahminler y\u00fczde 3 civar\u0131nda ger\u00e7ekle\u015fiyor.<\/p>\n<\/div>\n

<\/p>\n

Kaynak :\u00a0Bloomberg HT<\/span><\/p>\n

<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Nvidia’n\u0131n gelirlerindeki art\u0131\u015f, \u00f6n\u00fcm\u00fczdeki d\u00f6nem i\u00e7in projeksiyonlar\u0131 zorla\u015ft\u0131r\u0131rken, son tahminler sonu\u00e7lardan ortalama y\u00fczde 12 oran\u0131nda sapma g\u00f6sterdi. Bu durum piyasada Nvidia hisselerinin de\u011ferlemesine ili\u015fkin soru i\u015faretlerini canland\u0131rd\u0131.<\/p>\n","protected":false},"author":1,"featured_media":56194,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[2345,284,2346,259,184],"class_list":["post-56193","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-analist","tag-nvidia","tag-satislar","tag-sirket","tag-tahmin"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/56193","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/comments?post=56193"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/56193\/revisions"}],"predecessor-version":[{"id":56195,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/56193\/revisions\/56195"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/56194"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=56193"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=56193"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=56193"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}