Capital Economics, Apple ve Tesla gibi mega-sermayeli \u015firketler \u00c7in’de \u00fcr\u00fcn \u00fcretip satt\u0131\u011f\u0131 i\u00e7in teknoloji sekt\u00f6r\u00fcn\u00fcn risk alt\u0131nda oldu\u011funu vurgulad\u0131.<\/p>\n
Borsa, Ba\u015fkan se\u00e7ilen Donald Trump’\u0131n ge\u00e7en haftaki zaferinden bu yana h\u0131zla y\u00fckseldi ve S&P 500 h\u0131zl\u0131 bir \u015fekilde y\u00fczde 5’lik bir kazan\u00e7 elde etti. Trump’\u0131n zaferi borsay\u0131 vergi indirimleri ve d\u00fczenlemeden ar\u0131nd\u0131rma yoluyla potansiyel olarak daha fazla y\u00fckseli\u015fe a\u00e7arken, ayn\u0131 zamanda di\u011fer risklere kar\u015f\u0131 daha savunmas\u0131z hale getiriyor.<\/p>\n
Capital Economics’in ba\u015f piyasa ekonomisti John Higgins’e g\u00f6re, S&P 500 i\u00e7in en b\u00fcy\u00fck risk olarak \u00c7in’in, \u00f6zellikle de Trump’\u0131n bir ba\u015fka ticaret sava\u015f\u0131na olas\u0131 tepkisi olarak beliriyor.<\/p>\n
Higgins Pazartesi g\u00fcn\u00fc yazd\u0131\u011f\u0131 bir notta; “Belki de S&P 500 i\u00e7in en b\u00fcy\u00fck risk, endeksteki balonun yapay zeka etraf\u0131ndaki abart\u0131larla \u015fi\u015firilmesi g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, \u00c7in’in kendi topraklar\u0131ndaki ABD b\u00fcy\u00fck teknoloji \u015firketlerinin operasyonlar\u0131na misilleme ama\u00e7l\u0131 bir bask\u0131 uygulamas\u0131 olacakt\u0131r” ifadelerini kulland\u0131.<\/p>\n
Trump\u2019tan \u00c7in’den ithal edilen t\u00fcm mallara y\u00fczde 60 g\u00fcmr\u00fck vergisi \u00f6nerisi<\/strong><\/p>\n Trump, se\u00e7im kampanyas\u0131 s\u0131ras\u0131nda \u00c7in’den ithal edilen t\u00fcm mallara y\u00fczde 60 g\u00fcmr\u00fck vergisi \u00f6nerdi; bu, ilk y\u00f6netimi s\u0131ras\u0131nda se\u00e7ilmi\u015f bir mal listesine koydu\u011fu y\u00fczde 25 g\u00fcmr\u00fck vergisinden sonra keskin bir art\u0131\u015f\u0131 ifade ediyor.<\/p>\n<\/div>\n Trump’\u0131n \u00c7in’e kar\u015f\u0131 \u00f6nerdi\u011fi y\u00fczde 60 g\u00fcmr\u00fck vergisi y\u00fcr\u00fcrl\u00fc\u011fe girerse ve \u00fclke agresif bir \u015fekilde kar\u015f\u0131l\u0131k verirse, muhtemelen \u00fclkede \u00fcr\u00fcnlerini \u00fcreten ve satan Apple ve Tesla gibi Amerika’n\u0131n en \u00f6nemli \u015firketlerinden baz\u0131lar\u0131n\u0131 bask\u0131 alt\u0131na alacak.<\/p>\n \u00c7in, \u00fclkesindeki Amerikan \u015firketlerinin mal sat\u0131\u015f\u0131n\u0131 k\u0131s\u0131tlamaktan Amerikan \u015firketlerinin \u00fcretim operasyonlar\u0131n\u0131 aksatmaya kadar her \u015feyi yapabilir. Ancak Higgins, bunun olas\u0131 bir sonu\u00e7 olmad\u0131\u011f\u0131na inan\u0131yor \u00e7\u00fcnk\u00fc t\u0131rmanan bir ticaret sava\u015f\u0131 \u00c7in’in zaten zor durumda olan ekonomisini vuracakt\u0131r. Higgins, “Bu \u015fekilde misilleme yapmak, \u00c7in’in sorumlu bir s\u00fcper g\u00fc\u00e7 imaj\u0131n\u0131 olu\u015fturmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131 imaj\u0131 zedeleyecektir,” dedi ve Trump’\u0131n ikinci tur tarifelerine \u00e7ok agresif bir \u015fekilde yan\u0131t verirse, yapay zeka i\u00e7in \u00f6nemli olan teknolojilere eri\u015fimini kaybedebilece\u011fini ekledi.<\/p>\n<\/div>\n Bunun yerine, “\u00c7in muhtemelen Trump’\u0131n ikinci tur tarifelerine yan\u0131t verirken daha hedefli bir yakla\u015f\u0131m benimseyecektir” g\u00f6r\u00fc\u015f\u00fcn\u00fc savunan Higgins, “\u00c7in’in nadir toprak metallerinin ve eski nesil yar\u0131 iletken \u00e7iplerinin tedarikini k\u0131s\u0131tlamak gibi daha incelikli yollarla misilleme yapaca\u011f\u0131ndan \u015f\u00fcpheleniyoruz” dedi.<\/p>\n<\/div>\n<\/p>\n <\/p>\n Kaynak :\u00a0Bloomberg HT<\/span><\/p>\n <\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Capital Economics, \u00c7in’in Trump’\u0131n \u00f6nerdi\u011fi y\u00fczde 60’l\u0131k tarifeye \u00f6nemli \u00f6l\u00e7\u00fcde misilleme yapabilece\u011fini s\u00f6yledi ve “Trump’\u0131n se\u00e7im zaferi S&P 500’de art\u0131\u015fa yol a\u00e7t\u0131, ancak \u00c7in’den kaynaklanan riskler de var” de\u011ferlendirmesinde bulundu.<\/p>\n","protected":false},"author":1,"featured_media":98339,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[2737,5837,1447,1392,384],"class_list":["post-98338","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-cinin","tag-higgins","tag-sirketler","tag-trumpin","tag-vergi"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/98338","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=98338"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/98338\/revisions"}],"predecessor-version":[{"id":98340,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/98338\/revisions\/98340"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/98339"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=98338"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=98338"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=98338"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}