{"id":2934,"date":"2025-10-16T20:08:35","date_gmt":"2025-10-16T09:08:35","guid":{"rendered":"https:\/\/www.amillex.com\/?p=2934"},"modified":"2025-12-23T19:29:51","modified_gmt":"2025-12-23T08:29:51","slug":"amillex-daily-market-commentary-earnings-season-lifts-sentiment-u-s-stocks-and-gold-rise-together-lvmh-sparks-european-rally-as-silver-tops-53","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/uz\/2025\/10\/16\/amillex-daily-market-commentary-earnings-season-lifts-sentiment-u-s-stocks-and-gold-rise-together-lvmh-sparks-european-rally-as-silver-tops-53\/","title":{"rendered":"Amillex kundalik bozor sharhi: Daromad mavsumi kayfiyatni ko&#039;taradi \u2014 AQSh aksiyalari va oltin birgalikda ko&#039;tariladi; LVMH Yevropada kumush $53 dan yuqoriga ko&#039;tarilishi bilan ko&#039;tarilishni kuchaytirdi"},"content":{"rendered":"<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<h2 class=\"wp-block-heading\">2025-yil 16-oktabr \u2014 AQSh aksiyalari chorshanba kuni umumiy ko&#039;rsatkichlar bo&#039;yicha yuqoriga ko&#039;tarildi, S&amp;P 500 indeksi 1% ga oshdi. Kamdan-kam uchraydigan holat sifatida, ham xavfli, ham xavfsiz aktivlar ko&#039;tarildi: spot oltin $4,200 dan oshib, rekord darajaga yetdi, kumush esa $53 darajasini qaytarib oldi. Yevropa hashamatli aksiyalari ko&#039;tarildi, bunga LVMH ning kuchli daromaddan keyin 13% ga sakrashi sabab bo&#039;ldi. Savdo keskinligi vaqtincha pasayganligi sababli bozor kayfiyati sezilarli darajada yaxshilandi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh bozori: Banklar va texnologiyalar yetakchisi, Xitoyning ADRlari ko&#039;tarilmoqda<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">S&amp;P 500 1%, Dow Jones +0.23% va Nasdaq +0.96% ga ko&#039;tarildi va oldingi kundagi yo&#039;qotishlarning bir qismini qopladi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yetakchi sektorlar: Moliya (Bank of America +3%) va yarimo&#039;tkazgichlar (NVIDIA +2.6%, TSMC +3%).<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Bank of America: 3-chorakdagi daromad kutilganidan yuqori bo&#039;ldi, barqaror sof foiz marjalari ishonchni oshirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Xitoy ADRlari: Nasdaq Golden Dragon China indeksi 1,5% ga ko&#039;tarildi, Alibaba +2%, Baidu +3%.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asosiy drayverlar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Daromad mavsumi kuchli boshlandi: JPMorgan va Bank of America natijalari barqaror iste&#039;mol va kredit talabini tasdiqlaydi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Siyosatdagi o&#039;zgarishlar: Fed raisi Pauell oktyabr oyida 25 bps stavkasini pasaytirish mumkinligini ta&#039;kidladi va bu yuqori qiymatga ega aktivlarga bosimni yumshatdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Qimmatbaho metallar: Oltin narxi $4,200 dan oshdi; Kumush ta&#039;minot cheklovlarini kuchaytirmoqda<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Spot oltin $4,200 dan 1,4% ga ko&#039;tarildi, bu yil boshidan beri deyarli 60% ga ko&#039;p.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Spot kumush 3% dan $53 gacha ko&#039;tarilib, 1980-yildagi eng yuqori ko&#039;rsatkichga yaqinlashdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asosiy drayverlar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Foiz stavkalarini pasaytirish bo&#039;yicha kutilgan natijalar mustahkamlanmoqda: Fedning nuqta diagrammasi bu yil yana ikkita qisqartirishni ko&#039;rsatmoqda, bu esa real daromadlilikni pasaytiradi va oltinni qo&#039;llab-quvvatlaydi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Kumush ta&#039;minotining qisqarishi: London bozorining likvidligi pastligicha qolmoqda, bu esa qisqa muddatli kumush iste&#039;molini qoplashga olib kelmoqda; quyosh energiyasiga bo&#039;lgan talab hozirda global miqyosda 35% kumush iste&#039;molini tashkil qiladi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Xedj talabining cho&#039;zilib ketishi: Trampning savdo bilan bog&#039;liq ritorikasi (Xitoyga yangi tariflar bilan tahdid qilish) xavfsiz boshpana oqimlarini keltirib chiqardi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yevropa bozorlari: Hashamatli va texnologiya yetakchilik qilmoqda<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Euro Stoxx 50 1.27% ga oshdi, Fransiyaning CAC 40 esa 2% ga ko&#039;tarildi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">LVMH +13%: 3-chorakdagi daromad kutilmaganda 1% ga oshdi, bu esa Sephora\u2019ning Xitoydagi zaifligini qoplaydi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">ASML +3.8%: Sun&#039;iy intellekt bilan bog&#039;liq kapital xarajatlar tufayli EUV litografiya buyurtmalari 2023-yil 4-choragidan beri eng yuqori darajaga yetdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Investitsiya mantig&#039;i: Yevropa iste&#039;moli kutilganidan ko&#039;ra barqarorroq bo&#039;lib chiqdi, hashamat va texnologiya ikki tomonlama o&#039;sish dvigatelini shakllantirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Kripto va obligatsiyalar: Bitcoin qayta tiklandi, G&#039;aznachilik daromadlari eng past darajaga yetdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Bitcoin +1.35% dan $ gacha 113,000; Ethereum +5.18% dan $ gacha 4,200.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQShning 2 yillik g&#039;aznachilik obligatsiyalari daromadliligi stavkalarni pasaytirish bo&#039;yicha savdolar davom etar ekan, 2022-yildan beri eng past darajaga tushdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Korrelyatsiya mantig&#039;i: Xavfga ishtahani tiklash va likvidlikni pasaytirish bo&#039;yicha kutilgan natijalar birgalikda xavf aktivlarini ko&#039;paytirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Bugungi diqqat markazida<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQShning sentyabr oyidagi chakana savdosi (MoM): Kuchliroq ko&#039;rsatkich (avvalgi -0.1%) &quot;yumshoq qo&#039;nish&quot; haqidagi hikoyani kuchaytirishi va tsiklik aktsiyalarni ko&#039;paytirishi mumkin.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Fed ma&#039;ruzachilari (vitse-rais Jefferson, gubernator Uoller, 23:00): Bozorlar inflyatsiyaning &quot;so&#039;nggi mili&quot; bo&#039;yicha sharhlarni kuzatib boradi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Xitoyning sentyabr oyidagi ijtimoiy moliyalashtirish ma&#039;lumotlari.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Daromad: Netflix va Procter &amp; Gamble 3-chorak natijalari iste&#039;molchi va striming sektorining barqarorligini baholaydi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">TSMC daromadlari bo&#039;yicha qo&#039;ng&#039;iroq: 2026-yilda AI chip kapitalizatsiyasi bo&#039;yicha ko&#039;rsatmalarga asosiy e&#039;tibor qaratilmoqda.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yevropa Ittifoqi sammiti: Xitoyga taklif qilinayotgan elektromobillar uchun tariflarning kuchayishi yangi energetika sektorini larzaga keltirishi mumkin.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh G&#039;aznachilik auktsionlari (10 yillik, 30 yillik): Talab kuchi G&#039;aznachilik daromadlilik egri chizig&#039;iga ta&#039;sir qilishi mumkin.<\/h2>\n<\/blockquote>","protected":false},"excerpt":{"rendered":"<p>October 16, 2025 \u2014 U.S. stocks opened higher across the board on Wednesday, with the S&amp;P 500 up 1%. In a rare move, both risk and safe-haven assets rallied: spot gold surged past $4,200 to a record high, while silver reclaimed the $53 level. European luxury stocks soared, led by LVMH\u2019s 13% jump after strong [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":2935,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ocean_front_end_style_editor":"no","ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","_glsr_average":0,"_glsr_ranking":0,"_glsr_reviews":0,"ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2934","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorised","entry","has-media"],"_links":{"self":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/2934","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/comments?post=2934"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/2934\/revisions"}],"predecessor-version":[{"id":2936,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/2934\/revisions\/2936"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media\/2935"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media?parent=2934"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/categories?post=2934"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/tags?post=2934"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}