Ba\u015fkan Donald Trump’\u0131n yorumlar\u0131, ABD ve \u00c7in aras\u0131ndaki ticaret sava\u015f\u0131nda gerilimin azalmas\u0131 umutlar\u0131n\u0131 artt\u0131rd\u0131. Bu durum, DeepSeek’in yapay zek\u00e2 modelinin s\u00fcrpriz bir \u015fekilde piyasaya s\u00fcr\u00fclmesiyle ay boyunca de\u011fer kazanan \u00c7in para birimini ve hisse senedi piyasalar\u0131n\u0131 daha da g\u00fc\u00e7lendirdi.<\/p>\n\n\n\n
ABD Ba\u015fkan\u0131 Donald Trump ge\u00e7ti\u011fimiz g\u00fcnlerde Air Force One u\u00e7a\u011f\u0131nda gazetecilere verdi\u011fi deme\u00e7te, \u00c7in ile bir ticaret anla\u015fmas\u0131n\u0131n “m\u00fcmk\u00fcn oldu\u011funu” a\u00e7\u0131klad\u0131.<\/p>\n\n\n\n
\u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping ile “harika bir ili\u015fkisi” oldu\u011funu s\u00f6yleyen Trump, “Ama unutmay\u0131n, o \u00c7in’i seviyor, ben de ABD’yi seviyorum. Yani biliyorsunuz, burada biraz rekabet var ama Ba\u015fkan \u015ei ile olan ili\u015fkimin harika oldu\u011funu s\u00f6yleyebilirim,” dedi.<\/p>\n\n\n\n
Ayr\u0131ca ilk d\u00f6neminde \u00c7in ile bir ticaret anla\u015fmas\u0131 yapt\u0131\u011f\u0131n\u0131 da belirtti. ABD ve \u00c7in’in 2020’de imzalad\u0131\u011f\u0131 Birinci A\u015fama ticaret anla\u015fmas\u0131na at\u0131fta bulunarak, “\u00c7in ile harika bir anla\u015fma yapt\u0131k, \u00e7ift\u00e7iler i\u00e7in harika oldu, \u00fcreticiler i\u00e7in harika oldu,” dedi. “Ellerinde yakla\u015f\u0131k 50 milyar dolar de\u011ferinde \u00fcr\u00fcn\u00fcm\u00fcz vard\u0131 ve biz bunu onlara ald\u0131r\u0131yorduk. Sorun \u015fu ki Biden onlar\u0131 buna uymaya zorlamad\u0131,” diye ekledi.<\/p>\n\n\n\n
ABD-\u00c7in ticaret sava\u015f\u0131<\/p>\n\n\n\n
Trump ay ba\u015f\u0131nda \u00c7in’den ithal edilen \u00fcr\u00fcnlere y\u00fczde 10 ek g\u00fcmr\u00fck vergisi getirdi. \u0130ki g\u00fcn sonra \u00c7in Devlet Konseyi Tarife Komisyonu, 10 \u015eubat’tan itibaren ge\u00e7erli olmak \u00fczere ABD’den ithal edilen k\u00f6m\u00fcr ve s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaza (LNG) y\u00fczde 15, Amerikan ham petrol\u00fcne, tar\u0131m ekipmanlar\u0131na ve baz\u0131 ara\u00e7lara y\u00fczde 10 vergi uygulayaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n\n\n\n
The Wall Street Journal’da yer alan bir habere g\u00f6re, \u00c7in’in Trump’\u0131n yeni g\u00fcmr\u00fck vergilerine cevaben ilk \u00f6nerisi, Birinci A\u015fama ticaret anla\u015fmas\u0131n\u0131 yeniden tesis etmekti. \u00d6nerilen di\u011fer tedbirler aras\u0131nda \u00c7in yuan\u0131n\u0131n de\u011ferini d\u00fc\u015f\u00fcrmeme taahh\u00fcd\u00fc ve fentanil bile\u015fen maddelerinin ihracat\u0131n\u0131 azaltma taahh\u00fcd\u00fc yer al\u0131yordu.<\/p>\n\n\n\n
O zamandan bu yana ba\u015fka bir gerilim ya\u015fanmad\u0131, ancak Trump, ABD tarifelerinden etkilenen \u00fclkelerin herhangi bir misillemesinin ihracat maliyetlerinde art\u0131\u015fa veya geni\u015flemeye yol a\u00e7abilece\u011finin sinyalini verdi. \u0130ki \u00fclkenin ba\u015fta fentanil olmak \u00fczere uyu\u015fturucu ka\u00e7ak\u00e7\u0131l\u0131\u011f\u0131yla m\u00fccadele i\u00e7in s\u0131n\u0131r kontrollerini s\u0131k\u0131la\u015ft\u0131rmay\u0131 kabul etmesinin ard\u0131ndan Meksika ve Kanada’ya uygulanmas\u0131 planlanan y\u00fczde 25’lik genel g\u00fcmr\u00fck vergisini durdurdu.<\/p>\n\n\n\n
\u00c7in yuan\u0131 ve hisse senedi piyasalar\u0131 de\u011fer kazand\u0131<\/p>\n\n\n\n
\u00c7in yuan\u0131, Trump’\u0131n ticaret anla\u015fmas\u0131na ili\u015fkin yorumlar\u0131n\u0131n k\u0131smen etkisiyle per\u015fembe g\u00fcn\u00fc ABD dolar\u0131 kar\u015f\u0131s\u0131nda keskin bir \u015fekilde g\u00fc\u00e7lendi. Dolar\u0131 \u00c7in offshore Yuan’\u0131 kar\u015f\u0131s\u0131nda \u00f6l\u00e7en USD\/CNH d\u00f6viz kuru, 24 Ocak’ta k\u0131sa bir s\u00fcre bu seviyeye dokunduktan sonra y\u00fczde 0,65 d\u00fc\u015ferek Kas\u0131m 2024’ten bu yana en d\u00fc\u015f\u00fck seviyesine geriledi.<\/p>\n\n\n\n
\u00c7in borsalar\u0131 da haberlerin ard\u0131ndan y\u00fckseli\u015fe ge\u00e7ti ve Hang Seng Endeksi (HSI) g\u00fcn i\u00e7indeki kay\u0131plar\u0131n\u0131 azaltarak y\u00fczde 1,6 d\u00fc\u015f\u00fc\u015fle kapand\u0131 ancak d\u00f6rt aydan uzun bir s\u00fcrenin en y\u00fcksek seviyesinde kald\u0131. Endeks, cuma g\u00fcnk\u00fc Asya seans\u0131nda Hong Kong Menkul K\u0131ymetler Borsas\u0131’n\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda Alibaba’dan gelen olumlu kazan\u00e7lar\u0131n da etkisiyle y\u00fczde 2 art\u0131\u015f g\u00f6sterdi.<\/p>\n\n\n\n
\u00c7inli e-ticaret devi, \u00fc\u00e7 ayl\u0131k kazan\u00e7lar\u0131nda beklentileri a\u015ft\u0131 ve \u015firketin yapay zek\u00e2 destekli bulut i\u015fi iki y\u0131ldaki en h\u0131zl\u0131 b\u00fcy\u00fcmesini ger\u00e7ekle\u015ftirdi. Alibaba’n\u0131n hisseleri per\u015fembe g\u00fcn\u00fc ABD’deki i\u015flemlerde kazan\u00e7lar\u0131n\u0131 azaltmadan \u00f6nce y\u00fczde 15 art\u0131\u015fla \u00fc\u00e7 y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131.<\/p>\n\n\n\n
HSI, WeChat’in sahibi Tencent Holdings, Jack Ma’n\u0131n kurucusu oldu\u011fu Alibaba Group, Apple’\u0131n \u00c7inli rakibi Xiaomi ve Tesla’n\u0131n rakibi BYD gibi \u00c7in’in \u00f6nde gelen teknoloji \u015firketlerinin a\u011f\u0131rl\u0131kta oldu\u011fu \u00c7in g\u00f6sterge endeksidir.<\/p>\n\n\n\n
\u00c7inli giri\u015fim DeepSeek’in ocak ay\u0131 sonunda R1 adl\u0131 yapay zek\u00e2 modelini tan\u0131tmas\u0131ndan bu yana hem \u00c7in yuan\u0131 hem de \u00c7in borsalar\u0131 y\u00fckseli\u015fte. Bu model OpenAI’nin ChatGDP’sine do\u011frudan bir rakip. Bu ay\u0131n ba\u015flar\u0131nda, \u00c7in’in en b\u00fcy\u00fck elektrikli ara\u00e7 \u00fcreticisi BYD, DeepSeek’in yapay zek\u00e2 modelini operasyonlar\u0131na entegre etme plan\u0131n\u0131 a\u00e7\u0131klad\u0131 ve hisse fiyat\u0131n\u0131 t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesine \u00e7\u0131kard\u0131.<\/p>\n\n\n\n
<\/p>\n\n\n\n
YAZAR : ZAFER \u00d6ZC\u0130VAN <\/p>\n\n\n\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Ba\u015fkan Donald Trump’\u0131n yorumlar\u0131, ABD ve \u00c7in aras\u0131ndaki ticaret sava\u015f\u0131nda gerilimin azalmas\u0131 umutlar\u0131n\u0131 artt\u0131rd\u0131. Bu durum, DeepSeek’in yapay zek\u00e2 modelinin s\u00fcrpriz bir \u015fekilde piyasaya s\u00fcr\u00fclmesiyle ay boyunca de\u011fer kazanan \u00c7in para birimini ve hisse senedi piyasalar\u0131n\u0131 daha da g\u00fc\u00e7lendirdi. ABD Ba\u015fkan\u0131 Donald Trump ge\u00e7ti\u011fimiz g\u00fcnlerde Air Force One u\u00e7a\u011f\u0131nda gazetecilere verdi\u011fi deme\u00e7te, \u00c7in ile bir ticaret anla\u015fmas\u0131n\u0131n “m\u00fcmk\u00fcn oldu\u011funu” a\u00e7\u0131klad\u0131. \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping ile “harika bir ili\u015fkisi” oldu\u011funu s\u00f6yleyen Trump, “Ama unutmay\u0131n, o \u00c7in’i seviyor, ben de ABD’yi seviyorum. Yani biliyorsunuz, burada biraz rekabet var ama Ba\u015fkan \u015ei ile olan ili\u015fkimin harika oldu\u011funu s\u00f6yleyebilirim,” dedi. Ayr\u0131ca ilk d\u00f6neminde \u00c7in ile bir ticaret anla\u015fmas\u0131 yapt\u0131\u011f\u0131n\u0131 da belirtti. ABD ve \u00c7in’in 2020’de imzalad\u0131\u011f\u0131 Birinci A\u015fama ticaret anla\u015fmas\u0131na at\u0131fta bulunarak, “\u00c7in ile harika bir anla\u015fma yapt\u0131k, \u00e7ift\u00e7iler i\u00e7in harika oldu, \u00fcreticiler i\u00e7in harika oldu,” dedi. “Ellerinde yakla\u015f\u0131k 50 milyar dolar de\u011ferinde \u00fcr\u00fcn\u00fcm\u00fcz vard\u0131 ve biz bunu onlara ald\u0131r\u0131yorduk. Sorun \u015fu ki Biden onlar\u0131 buna uymaya zorlamad\u0131,” diye ekledi. ABD-\u00c7in ticaret sava\u015f\u0131 Trump ay ba\u015f\u0131nda \u00c7in’den ithal edilen \u00fcr\u00fcnlere y\u00fczde 10 ek g\u00fcmr\u00fck vergisi getirdi. \u0130ki g\u00fcn sonra \u00c7in Devlet Konseyi Tarife Komisyonu, 10 \u015eubat’tan itibaren ge\u00e7erli olmak \u00fczere ABD’den ithal edilen k\u00f6m\u00fcr ve s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaza (LNG) y\u00fczde 15, Amerikan ham petrol\u00fcne, tar\u0131m ekipmanlar\u0131na ve baz\u0131 ara\u00e7lara y\u00fczde 10 vergi uygulayaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. The Wall Street Journal’da yer alan bir habere g\u00f6re, \u00c7in’in Trump’\u0131n yeni g\u00fcmr\u00fck vergilerine cevaben ilk \u00f6nerisi, Birinci A\u015fama ticaret anla\u015fmas\u0131n\u0131 yeniden tesis etmekti. \u00d6nerilen di\u011fer tedbirler aras\u0131nda \u00c7in yuan\u0131n\u0131n de\u011ferini d\u00fc\u015f\u00fcrmeme taahh\u00fcd\u00fc ve fentanil bile\u015fen maddelerinin ihracat\u0131n\u0131 azaltma taahh\u00fcd\u00fc yer al\u0131yordu. O zamandan bu yana ba\u015fka bir gerilim ya\u015fanmad\u0131, ancak Trump, ABD tarifelerinden etkilenen \u00fclkelerin herhangi bir misillemesinin ihracat maliyetlerinde art\u0131\u015fa veya geni\u015flemeye yol a\u00e7abilece\u011finin sinyalini verdi. \u0130ki \u00fclkenin ba\u015fta fentanil olmak \u00fczere uyu\u015fturucu ka\u00e7ak\u00e7\u0131l\u0131\u011f\u0131yla m\u00fccadele i\u00e7in s\u0131n\u0131r kontrollerini s\u0131k\u0131la\u015ft\u0131rmay\u0131 kabul etmesinin ard\u0131ndan Meksika ve Kanada’ya uygulanmas\u0131 planlanan y\u00fczde 25’lik genel g\u00fcmr\u00fck vergisini durdurdu. \u00c7in yuan\u0131 ve hisse senedi piyasalar\u0131 de\u011fer kazand\u0131 \u00c7in yuan\u0131, Trump’\u0131n ticaret anla\u015fmas\u0131na ili\u015fkin yorumlar\u0131n\u0131n k\u0131smen etkisiyle per\u015fembe g\u00fcn\u00fc ABD dolar\u0131 kar\u015f\u0131s\u0131nda keskin bir \u015fekilde g\u00fc\u00e7lendi. Dolar\u0131 \u00c7in offshore Yuan’\u0131 kar\u015f\u0131s\u0131nda \u00f6l\u00e7en USD\/CNH d\u00f6viz kuru, 24 Ocak’ta k\u0131sa bir s\u00fcre bu seviyeye dokunduktan sonra y\u00fczde 0,65 d\u00fc\u015ferek Kas\u0131m 2024’ten bu yana en d\u00fc\u015f\u00fck seviyesine geriledi. \u00c7in borsalar\u0131 da haberlerin ard\u0131ndan y\u00fckseli\u015fe ge\u00e7ti ve Hang Seng Endeksi (HSI) g\u00fcn i\u00e7indeki kay\u0131plar\u0131n\u0131 azaltarak y\u00fczde 1,6 d\u00fc\u015f\u00fc\u015fle kapand\u0131 ancak d\u00f6rt aydan uzun bir s\u00fcrenin en y\u00fcksek seviyesinde kald\u0131. Endeks, cuma g\u00fcnk\u00fc Asya seans\u0131nda Hong Kong Menkul K\u0131ymetler Borsas\u0131’n\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda Alibaba’dan gelen olumlu kazan\u00e7lar\u0131n da etkisiyle y\u00fczde 2 art\u0131\u015f g\u00f6sterdi. \u00c7inli e-ticaret devi, \u00fc\u00e7 ayl\u0131k kazan\u00e7lar\u0131nda beklentileri a\u015ft\u0131 ve \u015firketin yapay zek\u00e2 destekli bulut i\u015fi iki y\u0131ldaki en h\u0131zl\u0131 b\u00fcy\u00fcmesini ger\u00e7ekle\u015ftirdi. Alibaba’n\u0131n hisseleri per\u015fembe g\u00fcn\u00fc ABD’deki i\u015flemlerde kazan\u00e7lar\u0131n\u0131 azaltmadan \u00f6nce y\u00fczde 15 art\u0131\u015fla \u00fc\u00e7 y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131. HSI, WeChat’in sahibi Tencent Holdings, Jack Ma’n\u0131n kurucusu oldu\u011fu Alibaba Group, Apple’\u0131n \u00c7inli rakibi Xiaomi ve Tesla’n\u0131n rakibi BYD gibi \u00c7in’in \u00f6nde gelen teknoloji \u015firketlerinin a\u011f\u0131rl\u0131kta oldu\u011fu \u00c7in g\u00f6sterge endeksidir. \u00c7inli giri\u015fim DeepSeek’in ocak ay\u0131 sonunda R1 adl\u0131 yapay zek\u00e2 modelini tan\u0131tmas\u0131ndan bu yana hem \u00c7in yuan\u0131 hem de \u00c7in borsalar\u0131 y\u00fckseli\u015fte. Bu model OpenAI’nin ChatGDP’sine do\u011frudan bir rakip. Bu ay\u0131n ba\u015flar\u0131nda, \u00c7in’in en b\u00fcy\u00fck elektrikli ara\u00e7 \u00fcreticisi BYD, DeepSeek’in yapay zek\u00e2 modelini operasyonlar\u0131na entegre etme plan\u0131n\u0131 a\u00e7\u0131klad\u0131 ve hisse…<\/p>\n","protected":false},"author":7,"featured_media":2639,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[26,267],"tags":[],"class_list":["post-2735","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kose-yazarlari","category-zafer-ozcivan"],"_links":{"self":[{"href":"https:\/\/tr.sektorturk.com\/index.php?rest_route=\/wp\/v2\/posts\/2735","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tr.sektorturk.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tr.sektorturk.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tr.sektorturk.com\/index.php?rest_route=\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/tr.sektorturk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2735"}],"version-history":[{"count":1,"href":"https:\/\/tr.sektorturk.com\/index.php?rest_route=\/wp\/v2\/posts\/2735\/revisions"}],"predecessor-version":[{"id":2736,"href":"https:\/\/tr.sektorturk.com\/index.php?rest_route=\/wp\/v2\/posts\/2735\/revisions\/2736"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tr.sektorturk.com\/index.php?rest_route=\/wp\/v2\/media\/2639"}],"wp:attachment":[{"href":"https:\/\/tr.sektorturk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2735"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tr.sektorturk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2735"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tr.sektorturk.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2735"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}