{"id":990,"date":"2026-09-18T12:56:57","date_gmt":"2026-09-18T09:56:57","guid":{"rendered":"https:\/\/sigorta.nesiblog.com\/?p=990"},"modified":"2026-09-18T12:56:57","modified_gmt":"2026-09-18T09:56:57","slug":"kuresel-buyumeyi-yapay-zeka-savunma-ve-enerji-sektorleri-destekliyor","status":"publish","type":"post","link":"https:\/\/sigorta.nesiblog.com\/?p=990","title":{"rendered":"\u201cK\u00fcresel b\u00fcy\u00fcmeyi yapay zek\u00e2, savunma ve enerji sekt\u00f6rleri destekliyor\u201d"},"content":{"rendered":"<h4 class=\"wp-block-heading\"><strong>Allianz Trade\u2019in g\u00fcncelledi\u011fi Sekt\u00f6r Atlas\u0131\u2019na g\u00f6re k\u00fcresel ekonominin 2026\u2019da y\u00fczde 2,5, 2027\u2019de ise y\u00fczde 2,9 b\u00fcy\u00fcmesi bekleniyor. Raporda yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n yar\u0131 iletken sekt\u00f6r\u00fcn\u00fc destekledi\u011fi, savunma ve enerjinin \u015firket gelirlerindeki art\u0131\u015fta \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131; otomotiv, in\u015faat ve perakende gibi sekt\u00f6rlerde ise maliyet ve talep bask\u0131lar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc belirtildi.<\/strong><\/h4>\n<p class=\"wp-block-paragraph\">Allianz Trade, farkl\u0131 sekt\u00f6rlerin k\u00fcresel g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc de\u011ferlendirdi\u011fi Sekt\u00f6r Atlas\u0131\u2019n\u0131 g\u00fcncelledi. Raporda, k\u00fcresel b\u00fcy\u00fcmenin 2026\u2019da y\u00fczde 2,5\u2019e gerileyece\u011fi, 2027\u2019de ise y\u00fczde 2,9\u2019a y\u00fckselece\u011fi \u00f6ng\u00f6r\u00fcld\u00fc. B\u00fcy\u00fcmenin sekt\u00f6rler aras\u0131nda e\u015fit da\u011f\u0131lmad\u0131\u011f\u0131na dikkat \u00e7ekilirken yapay zek\u00e2, savunma ve enerji yat\u0131r\u0131mlar\u0131n\u0131n \u015firket performans\u0131nda belirleyici oldu\u011fu ifade edildi.<\/p>\n<p class=\"wp-block-paragraph\">Rapora g\u00f6re yapay zek\u00e2 yat\u0131r\u0131mlar\u0131, ABD\u2019deki b\u00fcy\u00fcmenin yakla\u015f\u0131k \u00fc\u00e7te birini destekliyor. ABD ekonomisinin y\u00fczde 2,1 b\u00fcy\u00fcmesi beklenirken Euro B\u00f6lgesi i\u00e7in b\u00fcy\u00fcme tahmini y\u00fczde 0,9, \u00c7in i\u00e7in ise y\u00fczde 4,7 d\u00fczeyinde bulunuyor.<\/p>\n<p class=\"wp-block-paragraph\">Allianz Trade, ABD\u2019nin ticaret politikalar\u0131n\u0131n ekonomiler aras\u0131ndaki ayr\u0131\u015fmay\u0131 derinle\u015ftirdi\u011fini, Orta Do\u011fu\u2019da gerilimin yeniden y\u00fckselmesi ihtimalinin de risk olu\u015fturmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n<h4 class=\"wp-block-heading\"><strong>Bulut altyap\u0131s\u0131 harcamalar\u0131nda 1 trilyon dolar beklentisi<\/strong><\/h4>\n<p class=\"wp-block-paragraph\">Yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n yar\u0131 iletken sekt\u00f6r\u00fcne sa\u011flad\u0131\u011f\u0131 destek, raporun teknoloji ba\u015fl\u0131\u011f\u0131nda \u00f6ne \u00e7\u0131kt\u0131. Bulut altyap\u0131s\u0131 harcamalar\u0131n\u0131n 2026\u2019da y\u0131ll\u0131k y\u00fczde 80 art\u0131\u015fla 725 milyar dolara, 2027\u2019de ise 1 trilyon dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131 bekleniyor. K\u00fcresel \u00e7ip sat\u0131\u015flar\u0131n\u0131n da 1,5 trilyon dolara yakla\u015faca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n<p class=\"wp-block-paragraph\">Bellek fiyatlar\u0131ndaki y\u00fckseli\u015fin etkisiyle yar\u0131 iletken sat\u0131\u015flar\u0131ndaki b\u00fcy\u00fcmenin yakla\u015f\u0131k y\u00fczde 90 d\u00fczeyinde seyretti\u011fi belirtilen raporda, teknoloji sekt\u00f6r\u00fcn\u00fcn di\u011fer alanlar\u0131nda farkl\u0131 bir g\u00f6r\u00fcn\u00fcm oldu\u011fu kaydedildi. Yaz\u0131l\u0131m ve bilgi teknolojileri hizmetlerine y\u00f6nelik talep y\u00fczde 3,6 ile g\u00fc\u00e7l\u00fc kal\u0131rken yapay zek\u00e2n\u0131n baz\u0131 i\u015f modellerini nas\u0131l etkileyece\u011fine ili\u015fkin belirsizlik yat\u0131r\u0131mc\u0131lar\u0131n temkinli davranmas\u0131na yol a\u00e7\u0131yor.<\/p>\n<p class=\"wp-block-paragraph\">Bilgisayar ve ak\u0131ll\u0131 telefon sat\u0131\u015f adetlerinde ise y\u00fczde 11 ila 14 aras\u0131nda d\u00fc\u015f\u00fc\u015f ya\u015fand\u0131\u011f\u0131 ifade ediliyor.<\/p>\n<h4 class=\"wp-block-heading\"><strong>Otomotiv ve perakendede maliyet bask\u0131s\u0131 s\u00fcr\u00fcyor<\/strong><\/h4>\n<p class=\"wp-block-paragraph\">Allianz Trade\u2019e g\u00f6re otomotiv, in\u015faat, perakende, tekstil, ula\u015ft\u0131rma ve kimya sekt\u00f6rleri y\u00fcksek finansman maliyetleri, ticaret politikalar\u0131 ve jeopolitik belirsizliklerden etkileniyor.<\/p>\n<p class=\"wp-block-paragraph\">\u015eirketlerin artan maliyetleri sat\u0131\u015f fiyatlar\u0131na yans\u0131tmakta zorlanmas\u0131 k\u00e2rl\u0131l\u0131k \u00fczerinde bask\u0131 yarat\u0131yor.<\/p>\n<h4 class=\"wp-block-heading\"><strong>Otomotivde \u00c7inli elektrikli ara\u00e7 \u00fcreticilerinin rekabeti<\/strong><\/h4>\n<p class=\"wp-block-paragraph\">Avrupa\u2019daki \u00fcreticileri zorlarken \u015firketler ara\u00e7 sat\u0131\u015flar\u0131n\u0131n yan\u0131nda yaz\u0131l\u0131m ve veri temelli gelir kaynaklar\u0131na y\u00f6neliyor.<\/p>\n<p class=\"wp-block-paragraph\">\u0130n\u015faatta konut ve ticari gayrimenkul talebi zay\u0131f seyrederken veri merkezi yat\u0131r\u0131mlar\u0131 sekt\u00f6re destek sa\u011fl\u0131yor. Perakende, tekstil ve ev e\u015fyalar\u0131nda t\u00fcketicilerin daha d\u00fc\u015f\u00fck fiyatl\u0131 \u00fcr\u00fcnleri tercih etmesi sat\u0131\u015f hacmini belirli \u00f6l\u00e7\u00fcde korusa da \u015firketlerin k\u00e2r marjlar\u0131n\u0131 daralt\u0131yor.<\/p>\n<p class=\"wp-block-paragraph\">Ula\u015ft\u0131rma sekt\u00f6r\u00fcnde Orta Do\u011fu kaynakl\u0131 deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 aksakl\u0131klar\u0131 ve y\u00fcksek petrol fiyatlar\u0131 etkili olurken Avrupa kimya sanayisinde y\u00fcksek enerji maliyetleri rekabet g\u00fcc\u00fcn\u00fc s\u0131n\u0131rl\u0131yor. Metal sekt\u00f6r\u00fcnde bak\u0131r, lityum ve nadir toprak elementlerine y\u00f6nelik talep enerji d\u00f6n\u00fc\u015f\u00fcm\u00fc ve yapay zek\u00e2 altyap\u0131s\u0131 yat\u0131r\u0131mlar\u0131yla destekleniyor; demir ve \u00e7elikte ise zay\u0131f talep ve maliyet bask\u0131lar\u0131 devam ediyor.<\/p>\n<h4 class=\"wp-block-heading\"><strong>\u015eirket gelirlerindeki art\u0131\u015f belirli sekt\u00f6rlerde yo\u011funla\u015ft\u0131<\/strong><\/h4>\n<p class=\"wp-block-paragraph\">Raporda, ABD\u2019de \u015firket gelirlerinin y\u0131ll\u0131k y\u00fczde 15,2 artarak 2022\u2019nin ikinci \u00e7eyre\u011finden bu yana en g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmeyi kaydetti\u011fi belirtildi.<\/p>\n<p class=\"wp-block-paragraph\">Art\u0131\u015fta yapay zek\u00e2 yat\u0131r\u0131mlar\u0131ndan yararlanan yar\u0131 iletkenler ile y\u00fckselen petrol fiyatlar\u0131n\u0131n destekledi\u011fi enerji sekt\u00f6r\u00fc etkili oldu. Havayolu \u015firketlerinde ise yak\u0131t maliyetleri nedeniyle hisse ba\u015f\u0131na k\u00e2r\u0131n y\u0131ll\u0131k y\u00fczde 44 geriledi\u011fi kaydedildi.<\/p>\n<p class=\"wp-block-paragraph\">Avrupa\u2019da \u015firket gelirleri y\u0131ll\u0131k y\u00fczde 11,2 artarken b\u00fcy\u00fcmenin a\u011f\u0131rl\u0131kl\u0131 olarak enerji, savunma ve yar\u0131 iletken sekt\u00f6rlerinden kaynakland\u0131\u011f\u0131 ifade edildi.<\/p>\n<p class=\"wp-block-paragraph\">Otomotiv, ula\u015ft\u0131rma ve ihtiyari t\u00fcketim \u00fcr\u00fcnleri perakendesinde zay\u0131f talep ve y\u00fcksek finansman maliyetlerinin etkisi s\u00fcrd\u00fc.<\/p>\n<p class=\"wp-block-paragraph\">Allianz Trade, ila\u00e7 sekt\u00f6r\u00fcn\u00fcn patent korumas\u0131 ve fiyatlama g\u00fcc\u00fc sayesinde g\u00f6rece dayan\u0131kl\u0131 kald\u0131\u011f\u0131n\u0131; enerji g\u00fcvenli\u011fi ve tedarik zinciri dayan\u0131kl\u0131l\u0131\u011f\u0131 aray\u0131\u015f\u0131n\u0131n ise yenilenebilir enerji yat\u0131r\u0131mlar\u0131n\u0131 destekledi\u011fini belirtti. Raporda, k\u00fcresel b\u00fcy\u00fcme devam etse de gelir ve k\u00e2r art\u0131\u015f\u0131n\u0131n s\u0131n\u0131rl\u0131 say\u0131da sekt\u00f6rde yo\u011funla\u015ft\u0131\u011f\u0131na dikkat \u00e7ekildi.<\/p>\n<p class=\"wp-block-paragraph\">\n<div class=\"twitter-share\"><a href=\"https:\/\/twitter.com\/intent\/tweet?url=https%3A%2F%2Fsigortamedya.com.tr%2Fkuresel-buyumeyi-yapay-zeka-savunma-ve-enerji-sektorleri-destekliyor%2F&amp;via=sigortamedya\" class=\"twitter-share-button\">Tweet<\/a><\/div>\n<\/p>","protected":false},"excerpt":{"rendered":"<p>Allianz Trade\u2019in g\u00fcncelledi\u011fi Sekt\u00f6r Atlas\u0131\u2019na g\u00f6re k\u00fcresel ekonominin 2026\u2019da y\u00fczde 2,5, 2027\u2019de ise y\u00fczde 2,9 b\u00fcy\u00fcmesi bekleniyor. Raporda yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n yar\u0131 iletken sekt\u00f6r\u00fcn\u00fc destekledi\u011fi, savunma ve enerjinin \u015firket gelirlerindeki art\u0131\u015fta \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131; otomotiv, in\u015faat ve perakende gibi sekt\u00f6rlerde ise<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-990","post","type-post","status-publish","format-standard","hentry","category-genel"],"_links":{"self":[{"href":"https:\/\/sigorta.nesiblog.com\/index.php?rest_route=\/wp\/v2\/posts\/990","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sigorta.nesiblog.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sigorta.nesiblog.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sigorta.nesiblog.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sigorta.nesiblog.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=990"}],"version-history":[{"count":0,"href":"https:\/\/sigorta.nesiblog.com\/index.php?rest_route=\/wp\/v2\/posts\/990\/revisions"}],"wp:attachment":[{"href":"https:\/\/sigorta.nesiblog.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=990"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sigorta.nesiblog.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=990"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sigorta.nesiblog.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=990"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}