MARKET WATCH (SEKER YATIRIM) THE BIST 100 INDEX STARTED WEDNESDAY ON A POSITIVE TREND, SAW PROFIT-TAKING LATER IN THE DAY AND CLOSED AT 11,359.01, DOWN 1.48%. THE INDUSTRIAL INDEX FELL 1.63% AND THE BANKING INDEX LOST 1.97%. WE CONSIDER YESTERDAY`S PROFIT-TAKING NORMAL, AS THE BIST HAS REACHED RECORD LEVELS IN TRY TERMS, HAVING RISEN 6.5% OVER THE PAST EIGHT DAYS, LED BY BANKING STOCKS IN ANTICIPATION OF INTEREST RATE CUTS AT THE CBRT`S SEPTEMBER 11TH MEETING. BARRING SIGNIFICANT MARKET DISRUPTION, WE EXPECT THE BIST 100 INDEX TO CONTINUE ITS UPTREND AHEAD OF THAT MEETING. GLOBALLY, RISK APPETITE WAS MIXED YESTERDAY. THE U.S. STOCKS CLOSED HIGHER AHEAD OF NVIDIA`S EARNINGS ANNOUNCEMENT, WHILE EUROPEAN STOCKS DISPLAYED A MIXED OUTLOOK. ALTHOUGH NVIDIA`S ANNOUNCED SALES REVENUES AND NET PROFIT EXCEEDED EXPECTATIONS THE STOCK FELL 3% AS DATA CENTER REVENUES FELL SHORT OF EXPECTATIONS AND AMID UNCERTAINTY OVER SALES TO CHINA. U.S. FUTURES AND ASIAN STOCKS ARE TRADING MIXED THIS MORNING, PRESSURED BY THE NVIDIA EARNINGS REPORT ON TECHNOLOGY STOCKS, WHILE THE GERMAN DAX FUTURES INDEX HAS A SLIGHTLY POSITIVE OUTLOOK. THE VIOP-30 INDEX CLOSED THE EVENING SESSION FLAT, DOWN 0.01%. MACROECONOMIC DATA TODAY INCLUDES JULY FOREIGN TRADE, WEEKLY MONEY AND BANKING STATISTICS, AND THE AUGUST ECONOMIC CONFIDENCE INDEX. GLOBALLY, U.S. GROWTH DATA WILL BE OBSERVED. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START THURSDAY FLAT, BUT ANTICIPATE INTRADAY VOLATILITY. SUPPORT: 11,250 - 11,100 RESISTANCE: 11,500 - 11,600. SEKER YATIRIM MENKUL DEGERLER A.S WWW.SEKERYATIRIM.COM.TR *** YASAL UYARI BURADA YER ALAN YATIRIM BILGI, YORUM VE TAVSIYELER YATIRIM DANISMANLIGI KAPSAMINDA DEGILDIR.YATIRIM DANISMANLIGI HIZMETI ARACI KURUMLAR, PORTFOY YONETIM SIRKETLERI, MEVDUAT KABUL ETMEYEN BANKALAR ILE MUSTERI ARASINDA IMZALANACAK YATIRIM DANISMANLIGI SOZLESMESI CERCEVESINDE SUNULMAKTADIR.BURADA YER ALAN YORUM VE TAVSIYELER, YORUM VE TAVSIYEDE BULUNANLARIN KISISEL GORUSLERINE DAYANMAKTADIR.BU GORUSLER MALI DURUMUNUZ ILE RISK VE GETIRI TERCIHLERINIZE UYGUN OLMAYABILIR.BU NEDENLE, SADECE BURADA YER ALAN BILGILERE DAYANILARAK YATIRIM KARARI VERILMESI BEKLENTILERINIZE UYGUN SONUCLAR DOGURMAYABILIR. 28.08.2025 09:36:52