{"id":2270,"date":"2025-10-02T16:36:32","date_gmt":"2025-10-02T06:36:32","guid":{"rendered":"https:\/\/www.amillex.com\/?p=2270"},"modified":"2025-12-23T19:30:54","modified_gmt":"2025-12-23T08:30:54","slug":"news20251001en","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/uz\/2025\/10\/02\/news20251001en\/","title":{"rendered":"Amillex kundalik bozor sharhi: Hukumatning yopilishi xavf-xatarsiz savdoni qo'zg'atadi, oltin $3,900 dan yuqori rekord darajaga ko'tarildi, AQSh aktsiyalari stavkaning pasayishi haqidagi spekulyatsiyalar fonida V shaklidagi tiklanish bosqichiga o'tdi"},"content":{"rendered":"
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2025-yil 2-oktabr \u2013 AQSh federal hukumatining qariyb yetti yil ichida birinchi marta yopilishi, ADP bandlik ma'lumotlarining kutilmagan qisqarishi (32 000 ga pasayish) bilan birgalikda, xavfdan qochish kayfiyatining keskin oshishiga olib keldi. Oltin $3900 belgisidan keskin yuqoriga ko'tarilib, yangi rekord darajaga yetdi, AQSh aksiyalari esa farmatsevtika va yarimo'tkazgichlar boshchiligida V shaklidagi tiklanishni amalga oshirdi. G'aznachilik daromadliligi ikki haftalik eng past darajaga tushdi va Bitcoin deyarli 2% ga sakradi. Asosiy mavzu "siyosat noaniqligi stavkalarni pasaytirish bo'yicha kutilgan natijalarni kuchaytiradi" bo'lib qolmoqda, oktyabr oyida Fed stavkalarini pasaytirish ehtimoli 96% ga ko'tarildi.<\/mark><\/h2>\n\n\n\n

Aksiyalar: AQSh aksiyalari sog'liqni saqlash va lityum qazib oluvchilar boshchiligida tiklandi<\/h2>\n\n\n\n

Bozor xulosasi: Uchala asosiy indeks ham pastga qarab ochildi, Dow 0.22% va Nasdaq 0.57% ga tushdi. Farmatsevtika (Pfizer +6%, Merck +6%) va chip aksiyalarining o'sishi (Nvidia yuqoriga ko'tarildi) tiklanishni kuchaytirdi, S&P sog'liqni saqlash sektori esa deyarli 2% ga oshdi.<\/h2>\n\n\n\n

AQSh Energetika vazirligi aksiyalar ulushini sotib olganidan so'ng, Lithium Americas aksiyalari 20% dan oshdi, Nike esa kutilganidan yuqori daromad evaziga 5% ga oshdi.<\/h2>\n\n\n\n

Hukumatning yopilishining ta'siri: Qishloq xo'jaligi bo'lmagan ish haqi kabi asosiy iqtisodiy ma'lumotlar kechiktirilishi mumkin, bu esa Fed qarorlarini qabul qilishni murakkablashtiradi, ammo bozorlar siyosatni yumshatishga pul tikmoqda.<\/h2>\n\n\n\n

Strukturaviy imkoniyatlar: Farmatsevtika aksiyalari Tramp ma'muriyati va Pfizer o'rtasidagi tariflardan ozod qilish to'g'risidagi bitimdan foyda ko'rdi, lityum qazib oluvchilar esa siyosat tomonidan qo'llab-quvvatlandi, bu esa yangi energiya ta'minoti zanjiri uchun kuchli istiqbollarni ta'kidladi.<\/h2>\n\n\n\n

Qimmatbaho metallar: Xavfsiz bozor talabi tufayli oltin rekord darajaga yetdi<\/h2>\n\n\n\n

Spot oltin narxi 0,9% ga ko'tarilib, $3,895\/untsiyaga yetdi, Nyu-York fyucherslari esa $3,930 dan oshib, ketma-ket uchinchi rekord ko'rsatkichni qayd etdi.<\/h2>\n\n\n\n

Haydovchilar: Hukumatning yopilishi siyosiy noaniqlikni kuchaytirdi, ADP ish o'rinlarining salbiy ko'rsatkichlari esa (32 000 ga kamaydi) o'sishning sekinlashishi bilan bog'liq xavotirlarni kuchaytirdi.<\/h2>\n\n\n\n

Stavka pasayishiga oid kutilmalar: CME FedWatch endi oktyabr oyidagi stavka pasayishining 99% ehtimolini ko'rsatmoqda, real stavkaning pastroq kutilmalari esa oltinni qo'llab-quvvatlamoqda.<\/h2>\n\n\n\n

FX va obligatsiyalar: Dollar barqaror, G'aznachilik daromadlari pasaydi<\/h2>\n\n\n\n

FX: Dollar indeksi 97,84 gacha ko'tarildi, USD\/JPY esa 148,1 da o'zgarmadi.<\/h2>\n\n\n\n

Obligatsiyalar: 10 yillik G'aznachilik obligatsiyalarining daromadliligi 4.09% gacha tushdi (ikki haftalik eng past ko'rsatkich), 2 yillik daromad esa 3.54% ni sinovdan o'tkazdi.<\/h2>\n\n\n\n

Mantiq: ADPning zaif ma'lumotlari obligatsiyalar sotib olishda shov-shuvga sabab bo'ldi, ammo yevro hududidagi iqtisodiy zaiflik dollarning pasayishiga to'sqinlik qildi.<\/h2>\n\n\n\n

Tovarlar: Neft barqarorlashdi, lityum diqqat markazida<\/h2>\n\n\n\n

Energetika: Brent nefti ikki kunlik pasayishdan so'ng $66 atrofida barqarorlashdi. OPEC+ ta'minotining o'sishiga oid kutilgan natijalar AQSh zaxiralarining kamayishi istiqbollari bilan to'qnash keldi.<\/h2>\n\n\n\n

Asosiy sektor: AQSh Energetika vazirligining investitsiyalari yangi energiya ta'minoti zanjirining strategik qiymatini ta'kidlaganligi sababli lityum narxlari keskin ko'tarildi.<\/h2>\n\n\n\n

Kripto: Bitcoin $116K dan oshdi<\/h2>\n\n\n\n

Bitcoin 1.8% ga ko'tarilib, $116,182 ga yetdi, Ethereum esa $4,300 dan (+3%) yuqoriga ko'tarildi.<\/h2>\n\n\n\n

Haydovchilar: Xavfli aktivlarda o'zgaruvchanlikning oshishi bilan, yuqori beta-aktivlar sifatida kriptovalyutalar likvidlik kutilganidan foyda ko'rdi, ammo tartibga solish xavflari saqlanib qolmoqda.<\/h2>\n\n\n\n

Bugungi diqqat markazida<\/h2>\n\n\n\n

AQShning dastlabki ishsizlar bo'yicha da'volari (20:30): Oldingi 218k dan yuqori ko'rsatkich stavkalarni pasaytirish bo'yicha kutilgan natijalarni yanada kuchaytirishi mumkin.<\/h2>\n\n\n\n

Yevro hududi iste\u02bcmol narxlari indeksi (17:00): Doimiy ravishda zaif inflyatsiya Yevropa Markaziy banki va Fed siyosatidagi tafovutni kuchaytirishi mumkin.<\/h2>\n\n\n\n

AQSh hukumati faoliyatini to'xtatish jarayoni: Uzoq davom etgan tanazzul qishloq xo'jaligi bo'lmagan sohalarda ish haqini kechiktirishi va bozor o'zgarishlarini kuchaytirishi mumkin.<\/h2>\n\n\n\n

OPEC+ texnik uchrashuviga tayyorgarlik: 5-oktabrdagi siyosiy uchrashuvdan oldin a'zo davlatlarning bayonotlari neft narxlariga ta'sir qilishi mumkin.<\/h2>\n\n\n\n

<\/p>\n<\/blockquote>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"

October 2, 2025 \u2013 The first U.S. federal government shutdown in nearly seven years, combined with a surprise contraction in ADP employment data (down 32,000), sparked a surge in risk-off sentiment. Gold broke decisively above the $3,900 mark to a fresh record high, while U.S. equities staged a V-shaped rebound led by pharmaceuticals and semiconductors. 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