Bora Özkent: Dün ABD Borsaları Savaşı Görmezden Geldi. Peki Ama Bugün?

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Bora Özkent · 13 sembol analizi · 2026-03-03 12:16:21

Bu videodaki piyasa yorumlarından çıkarılan duygu ve alım-satım sinyalleri:

Sembol	Duygu	Sinyal	Güven	Özet
EW (South Korean Market ETF)	olumsuz	SAT	90%	İşte bugün oradan ciddi bir geri çekiliş yaşıyor. Şu anda %8.69 çekilişte 8.85 oldu. The primary South Korean ETF proxy mentioned (EW) experienced a significant drop (around 8.85% correction) after a massive run-up, driven by profit-taking and broader market fears. This sharp reversal suggests a strong short-term SELL signal due to technical overextension.
TECH STOCKS (Sector)	olumsuz	SAT	80%	Teknoloji şirketler düşerler. Dün öyle değildi. Technology stocks, despite a strong previous day, are expected to fall eventually as geopolitical uncertainty overshadows long-term growth themes like AI, especially once the immediate war concerns subside.
DEFENSE STOCKS (Sector)	olumlu	AL	90%	Savunma zaten bir süredir pozitif gidiyordu. Dün de savunma tarafı kuvvetli gitti. Defense-related stocks ('savunma hisseleri') are performing strongly due to ongoing geopolitical instability and shifting defense doctrines (drones, AI integration). The speaker strongly implies these stocks will continue to benefit as long as conflict persists.
ES (Aerospace/Defense Sector ETF)	olumlu	AL	85%	O çerçevede dün ES'in bilançosuna piyasanın tepkisi oldukça olumlu oldu. The ETF related to aerospace/defense (implied by 'ES' referencing space and communication advancements) received a very positive market reaction to its earnings report. This signals strong positive momentum in that specific defensive/technology sub-sector.
Borsalar (General Markets)	olumsuz	TUT	90%	Borsalar en temelde yatırımcıları terste bırakmak için varlar. The speaker has a generally bearish view on stock markets ('borsalar'), stating they exist to put investors in a bad position ('terste bırakmak için varlar') and tend to move opposite to the herd. Despite this underlying skepticism, the immediate trading signal is HOLD because the speaker notes that the market closed positively yesterday despite initial negative sentiment, indicating mixed/volatile conditions.
Wix (Volatility Index)	nötr	TUT	85%	Öte yandan Wix günü seemsimsiz kapattı. Yani Wix 20'nin üzerinde olduğu sürece hep dikkatli olmakta fayda var. The speaker notes that the VIX (implied by 'Wix') closed unremarkably ('seemsimsiz kapattı'). The key trading signal is to remain cautious as long as VIX stays above 20, indicating volatility remains a factor to monitor.
SEMICONDUCTOR/MEMORY STOCKS (Samsung, SK Hynix)	positive (underlying demand) / mixed (recent performance)	TUT	85%	Bunlardan bir tanesi Samsung, bir tanesi de eski Henix. Bunlar ne yapıyorlar? Bellek üretiyorlar. Samsung and SK Hynix are cited as key drivers for the South Korean market due to high demand for memory chips used in AI data centers. While demand is strong, their recent stagnation and the steep correction in the related KOSPI ETF suggest caution (HOLD).
Dow Jones	olumsuz	TUT	80%	tek Dow Jones negatifti. O da normal. Dow Jones was noted as being negative during the previous trading session, contributing to the overall mixed market picture. The speaker suggests this is 'normal' in the current environment, but it indicates bearish pressure on that specific index.
PETROL (Commodity)	nötr	TUT	80%	Petrol özellikle sanayi tarafını tabii daha çok etkiliyor. Oil prices are mentioned as being affected by industrial activity and geopolitical issues (Hormuz). The analysis suggests a severe shortage is unlikely in the short term (25 days), mitigating extreme bullish pressure, leading to a HOLD signal.
NASDAQ	olumlu	TUT	75%	Nazdak 0.36. NASDAQ is mentioned as closing up 0.36% yesterday, which is a positive data point in an otherwise volatile day. However, the broader context suggests caution, as overall market sentiment remains uneasy due to geopolitical factors.
GOLD (Commodity)	olumlu	TUT	75%	Daha uzun vadede portföyünüzde bulunmasını istediğiniz hisselere biraz yönlenmenizi daha çok tavsiye ediyorum. Altın gibi, enerji gibi şu anda zirvelere ulaşmış yerlere yatırım yapmak. Gold is categorized as a safe-haven asset that typically rises during times of geopolitical tension and defense sector strength. The speaker suggests it will rise if the conflict drags on, suggesting a potential buy, but the immediate signal is HOLD as other defensive sectors are currently favored.
BIST (Turkish Stock Market)	olumsuz	TUT	70%	Türk borsası kötü etkilendi. The Turkish stock market (implied by 'Türk borsası') was noted as being negatively affected by external factors (likely war/geopolitics). While the speaker mentions the Turkish market was negatively affected, the immediate trading advice leans toward caution rather than a direct sell.
ENERGY (Sector/Commodity)	olumlu	TUT	70%	Altın gibi, enerji gibi şu anda zirvelere ulaşmış yerlere yatırım yapmak. Energy assets are mentioned as rising due to geopolitical risk (specifically, the impact of the Strait of Hormuz blockage threats). They are recommended alongside gold for long-term defensive positioning.

Kaynak video: Dün ABD Borsaları Savaşı Görmezden Geldi. Peki Ama Bugün?

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