{"id":443,"date":"2025-05-28T13:32:09","date_gmt":"2025-05-28T13:32:09","guid":{"rendered":"https:\/\/thefinancialnews.net\/?p=443"},"modified":"2025-05-28T13:32:10","modified_gmt":"2025-05-28T13:32:10","slug":"nvidia-dev-bilanco-oncesi-kritik-esik-ve-yeni-firsatlar","status":"publish","type":"post","link":"https:\/\/thefinancialnews.net\/index.php\/2025\/05\/28\/nvidia-dev-bilanco-oncesi-kritik-esik-ve-yeni-firsatlar\/","title":{"rendered":"Nvidia: Dev Bilan\u00e7o \u00d6ncesi Kritik E\u015fik ve Yeni F\u0131rsatlar"},"content":{"rendered":"\n<p>Son iki y\u0131lda %1000\u2019i a\u015fan performans\u0131yla yat\u0131r\u0131m d\u00fcnyas\u0131nda adeta efsanele\u015fen Nvidia, yaln\u0131zca teknoloji d\u00fcnyas\u0131n\u0131n de\u011fil, art\u0131k h\u00fck\u00fcmetlerin ve sermaye devlerinin radar\u0131nda. 28 May\u0131s\u2019ta a\u00e7\u0131klanacak bilan\u00e7o, beklentilerin olduk\u00e7a y\u00fcksek oldu\u011fu bir d\u00f6neme denk gelirken, yat\u0131r\u0131mc\u0131lar\u0131n g\u00f6z\u00fc kula\u011f\u0131 Nvidia\u2019n\u0131n hem k\u00e2r tablosunda hem de gelece\u011fe dair yapaca\u011f\u0131 rehberlikte olacak.<\/p>\n\n\n\n<p>Ancak bu kez tablo biraz daha karma\u015f\u0131k. ABD\u2019nin \u00c7in\u2019e uygulad\u0131\u011f\u0131 \u00e7ip ihracat k\u0131s\u0131tlamalar\u0131 nedeniyle \u015firketin yakla\u015f\u0131k 5,5 milyar dolarl\u0131k stok zarar\u0131 a\u00e7\u0131klamas\u0131 bekleniyor. Bu geli\u015fme, Nvidia\u2019n\u0131n ola\u011fan\u00fcst\u00fc b\u00fcy\u00fcme grafi\u011fine ilk ciddi g\u00f6lgeyi d\u00fc\u015f\u00fcrm\u00fc\u015f olabilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u00c7ip Sava\u015flar\u0131nda Yeni Perde: Talep Patlamas\u0131 Devam Ediyor<\/h2>\n\n\n\n<p>Nvidia\u2019n\u0131n b\u00fcy\u00fcmesini s\u00fcr\u00fckleyen as\u0131l g\u00fc\u00e7, yapay zek\u00e2 \u00e7iplerine y\u00f6nelik global talep. Blackwell mimarili yeni nesil \u00e7ipler ve \u00f6zellikle GB200 NVL sunucular\u0131, adeta kap\u0131\u015f kap\u0131\u015f gidiyor. Her biri 2,6 milyon dolardan sat\u0131lan bu sistemlerin sadece nisan ay\u0131nda 1.500 adedi sevk edildi. 2024 sonuna kadar 25.000 ila 30.000 adet sat\u0131\u015f \u00f6ng\u00f6r\u00fcl\u00fcyor. Yani, \u201carz fazlas\u0131\u201d korkular\u0131 \u015fimdilik g\u00fcndemden d\u00fc\u015ft\u00fc.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Gelir ve K\u00e2rl\u0131l\u0131k Beklentileri Y\u00fcksek<\/h3>\n\n\n\n<p>Analistler, bu \u00e7eyrekte Nvidia\u2019n\u0131n 43,2 milyar dolar civar\u0131nda gelir ve %45 art\u0131\u015fla 0,87 dolar seviyesinde hisse ba\u015f\u0131na k\u00e2r a\u00e7\u0131klamas\u0131n\u0131 bekliyor. \u015eirketin \u00fcretim orta\u011f\u0131 TSMC\u2019nin talebi kar\u015f\u0131lamakta zorland\u0131\u011f\u0131n\u0131 belirtmesi de bu beklentilerin arkas\u0131ndaki temel g\u00f6stergelerden biri.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Bo\u011fa m\u0131 Ay\u0131 m\u0131? Piyasa \u0130kiye B\u00f6l\u00fcnm\u00fc\u015f Durumda<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u0130yimserler<\/strong>, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n artarak s\u00fcrece\u011fini, Meta, Amazon, Microsoft gibi devlerin milyarlarca dolarl\u0131k veri merkezi harcamalar\u0131 yapt\u0131\u011f\u0131n\u0131 ve Nvidia\u2019n\u0131n h\u00e2l\u00e2 pazar\u0131n a\u00e7\u0131k ara lideri oldu\u011funu savunuyor.<\/li>\n\n\n\n<li><strong>Temkinli yakla\u015fanlar<\/strong> ise ABD-\u00c7in gerginli\u011finin uzun vadede \u00e7ip ihracat\u0131n\u0131 baltalayabilece\u011fini ve \u015firketin rehberli\u011finde potansiyel bir d\u00fc\u015f\u00fc\u015f sinyali gelebilece\u011fini \u00f6ne s\u00fcr\u00fcyor.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"600\" height=\"338\" src=\"https:\/\/thefinancialnews.net\/wp-content\/uploads\/2025\/05\/nvidia.png\" alt=\"\" class=\"wp-image-445\" style=\"width:700px;height:auto\" srcset=\"https:\/\/thefinancialnews.net\/wp-content\/uploads\/2025\/05\/nvidia.png 600w, https:\/\/thefinancialnews.net\/wp-content\/uploads\/2025\/05\/nvidia-300x169.png 300w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading alignwide has-text-align-left has-large-font-size\" id=\"we-re-a-studio-in-berlin-with-an-international-practice-in-architecture-urban-planning-and-interior-design-we-believe-in-sharing-knowledge-and-promoting-dialogue-to-increase-the-creative-potential-of-collaboration\" style=\"line-height:0.9\">                              Bank of America\u2019n\u0131n Uyar\u0131s\u0131: Rehberlik S\u00fcrprizi Gelebilir<\/h2>\n\n\n\n<p>BofA, Nvidia i\u00e7in h\u00e2l\u00e2 \u201cAL\u201d tavsiyesi verse de, \u015firketin ikinci \u00e7eyrek gelir tahmininin 41 milyar dolara kadar d\u00fc\u015febilece\u011fini ve bu durumun k\u0131sa vadeli dalgalanmalara neden olabilece\u011fini belirtiyor. Yine de bu d\u00fc\u015f\u00fc\u015f, uzun vadeli yat\u0131r\u0131mc\u0131lar i\u00e7in stratejik al\u0131m f\u0131rsatlar\u0131 yaratabilir.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Piyasa Sinyalleri ve Yat\u0131r\u0131mc\u0131 \u0130\u00e7in \u00d6ne \u00c7\u0131kan Fakt\u00f6rler<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Yapay zek\u00e2 altyap\u0131s\u0131na y\u00f6nelik sermaye harcamalar\u0131 rekor seviyelere ula\u015ft\u0131.<\/li>\n\n\n\n<li>Nvidia \u00e7iplerine olan talep, CoreWeave ve Nebius gibi neocloud sa\u011flay\u0131c\u0131lar\u0131n\u0131n bilan\u00e7olar\u0131na do\u011frudan yans\u0131yor.<\/li>\n\n\n\n<li>TSMC, Nvidia sipari\u015flerini \u201cdoymak bilmez\u201d olarak tan\u0131ml\u0131yor ve \u00fcretim kapasitesini art\u0131rmak i\u00e7in 40 milyar dolar yat\u0131r\u0131m yap\u0131yor.<\/li>\n\n\n\n<li>Jeopolitik destek de b\u00fcy\u00fcmeyi besliyor: Suudi Arabistan\u2019\u0131n 20 milyar dolarl\u0131k AI yat\u0131r\u0131m\u0131 ve ABD\u2019nin yerli \u00e7ip \u00fcretimi planlar\u0131, yeni kap\u0131lar aralayabilir.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Fiyatlama ve Hisse Durumu<\/h3>\n\n\n\n<p style=\"border-style:none;border-width:0px\">Nvidia\u2019n\u0131n ileriye d\u00f6n\u00fck F\/K oran\u0131 27 civar\u0131nda, yani tarihsel ortalamas\u0131n\u0131n alt\u0131nda. Bu da \u015firketin b\u00fcy\u00fcme potansiyeliyle birlikte hisselerin h\u00e2l\u00e2 cazip olabilece\u011fi anlam\u0131na geliyor. Opsiyon piyasas\u0131, bilan\u00e7o sonras\u0131 %8,32\u2019lik bir hareket bekliyor, yani ciddi bir fiyatlama potansiyeli var.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Sonu\u00e7: Kritik Rehberlik Zaman\u0131<\/h3>\n\n\n\n<p>Bilan\u00e7o beklentileri g\u00fc\u00e7l\u00fc olsa da as\u0131l belirleyici fakt\u00f6r, CEO Jensen Huang\u2019\u0131n yapaca\u011f\u0131 rehberlik a\u00e7\u0131klamas\u0131 olacak. E\u011fer Nvidia, \u00f6n\u00fcm\u00fczdeki \u00e7eyrekler i\u00e7in pozitif bir yol haritas\u0131 \u00e7izerse, bu yaln\u0131zca k\u0131sa vadeli y\u00fckseli\u015fi de\u011fil, uzun vadeli yat\u0131r\u0131m hik\u00e2yesini de g\u00fc\u00e7lendirir.<\/p>\n\n\n\n<p>Ama rehberlikte ya\u015fanacak bir zay\u0131fl\u0131k, g\u00fc\u00e7l\u00fc temel g\u00f6stergelere ra\u011fmen piyasada k\u0131sa s\u00fcreli sat\u0131\u015f dalgas\u0131 yaratabilir. Bu da \u00f6zellikle uzun vadeli d\u00fc\u015f\u00fcnen yat\u0131r\u0131mc\u0131lar i\u00e7in stratejik al\u0131m f\u0131rsatlar\u0131na i\u015faret ediyor.<\/p>\n\n\n\n<p><strong>Yat\u0131r\u0131mc\u0131lar i\u00e7in not:<\/strong> Nvidia, b\u00fcy\u00fcmenin ve k\u00e2rl\u0131l\u0131\u011f\u0131n nadir bulu\u015ftu\u011fu ender \u015firketlerden biri. Ge\u00e7ici dalgalanmalar, bu b\u00fcy\u00fcme trenine binmek isteyenler i\u00e7in son duraklardan biri olabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Son iki y\u0131lda %1000\u2019i a\u015fan performans\u0131yla yat\u0131r\u0131m d\u00fcnyas\u0131nda adeta efsanele\u015fen Nvidia, yaln\u0131zca teknoloji d\u00fcnyas\u0131n\u0131n de\u011fil, art\u0131k h\u00fck\u00fcmetlerin ve<\/p>\n","protected":false},"author":1,"featured_media":444,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[35,33,34,32,31],"class_list":["post-443","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsa","tag-bilanco","tag-borsa","tag-hisse","tag-nasdaq","tag-nvidia"],"featured_image_urls":{"full":["https:\/\/thefinancialnews.net\/wp-content\/uploads\/2025\/05\/1708488477171.jpeg",1280,720,false],"thumbnail":["https:\/\/thefinancialnews.net\/wp-content\/uploads\/2025\/05\/1708488477171-150x150.jpeg",150,150,true],"medium":["https:\/\/thefinancialnews.net\/wp-content\/uploads\/2025\/05\/1708488477171-300x169.jpeg",300,169,true],"medium_large":["https:\/\/thefinancialnews.net\/wp-content\/uploads\/2025\/05\/1708488477171-768x432.jpeg",640,360,true],"large":["https:\/\/thefinancialnews.net\/wp-content\/uploads\/2025\/05\/1708488477171-1024x576.jpeg",640,360,true],"1536x1536":["https:\/\/thefinancialnews.net\/wp-content\/uploads\/2025\/05\/1708488477171.jpeg",1280,720,false],"2048x2048":["https:\/\/thefinancialnews.net\/wp-content\/uploads\/2025\/05\/1708488477171.jpeg",1280,720,false],"morenews-featured":["https:\/\/thefinancialnews.net\/wp-content\/uploads\/2025\/05\/1708488477171-1024x576.jpeg",1024,576,true],"morenews-large":["https:\/\/thefinancialnews.net\/wp-content\/uploads\/2025\/05\/1708488477171-825x575.jpeg",825,575,true],"morenews-medium":["https:\/\/thefinancialnews.net\/wp-content\/uploads\/2025\/05\/1708488477171-590x410.jpeg",590,410,true]},"author_info":{"info":["admin"]},"category_info":"<a href=\"https:\/\/thefinancialnews.net\/index.php\/category\/borsa\/\" rel=\"category tag\">Borsa Haberleri<\/a>","tag_info":"Borsa Haberleri","comment_count":"0","_links":{"self":[{"href":"https:\/\/thefinancialnews.net\/index.php\/wp-json\/wp\/v2\/posts\/443","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thefinancialnews.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thefinancialnews.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thefinancialnews.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thefinancialnews.net\/index.php\/wp-json\/wp\/v2\/comments?post=443"}],"version-history":[{"count":1,"href":"https:\/\/thefinancialnews.net\/index.php\/wp-json\/wp\/v2\/posts\/443\/revisions"}],"predecessor-version":[{"id":446,"href":"https:\/\/thefinancialnews.net\/index.php\/wp-json\/wp\/v2\/posts\/443\/revisions\/446"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thefinancialnews.net\/index.php\/wp-json\/wp\/v2\/media\/444"}],"wp:attachment":[{"href":"https:\/\/thefinancialnews.net\/index.php\/wp-json\/wp\/v2\/media?parent=443"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thefinancialnews.net\/index.php\/wp-json\/wp\/v2\/categories?post=443"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thefinancialnews.net\/index.php\/wp-json\/wp\/v2\/tags?post=443"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}