{"id":3032,"date":"2025-11-03T15:05:08","date_gmt":"2025-11-03T04:05:08","guid":{"rendered":"https:\/\/www.amillex.com\/?p=3032"},"modified":"2025-12-24T14:59:33","modified_gmt":"2025-12-24T03:59:33","slug":"amillex-daily-market-commentaryhawkish-rate-cut-from-the-fed-and-ongoing-tech-earnings-continue-to-dominate-market-swings-this-weeks-key-focus-can-gold-hold-the","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/uz\/2025\/11\/03\/amillex-daily-market-commentaryhawkish-rate-cut-from-the-fed-and-ongoing-tech-earnings-continue-to-dominate-market-swings-this-weeks-key-focus-can-gold-hold-the\/","title":{"rendered":"Amillex kundalik bozor sharhi: Fed tomonidan &quot;Qirg&#039;oqchi stavkasining pasayishi&quot; va davom etayotgan texnologiya daromadlari bozor tebranishlarida ustunlik qilishda davom etmoqda \u2014 bu haftaning asosiy diqqat markazida: oltin buqalar va ayiqlar o&#039;rtasidagi asosiy jang maydoni sifatida $4,000 darajasini ushlab tura oladimi?"},"content":{"rendered":"<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<h2 class=\"wp-block-heading\">2025-yil 3-noyabr \u2014 Kutilganidek, Federal Rezerv o&#039;tgan hafta stavkalarni 25 bazaviy punktga pasaytirdi, ammo dekabr oyida yana bir pasayish bo&#039;yicha kutilgan natijalarni pasaytirgan keskin xabarni yetkazdi. Nasdaq hafta davomida 2.24% ga oshdi, ammo kengroq kunlik tebranishlarni ko&#039;rsatdi. Nvidia bozor kapitallashuvi $5 trilliondan oshdi, bu tarixiy bosqichni belgiladi. Spot oltin 2.65% ga tushdi, ammo $4,000 dan yuqori darajada ushlab turishga muvaffaq bo&#039;ldi, AQSh dollari indeksi esa 99.7 ga ko&#039;tarildi, bu ikki oy ichidagi eng yuqori ko&#039;rsatkichdir. Bozorning asosiy mavzusi &quot;siyosatni qayta baholash&quot; va &quot;geosiyosiy xavflarning kuchayishi&quot; o&#039;rtasidagi shiddatli tortishuv bo&#039;lib qolmoqda.\u201c<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh fond bozori: Texnologiya sektori keskin tafovutni ko&#039;rmoqda; Nvidia tarixiy bosqichga erishdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Haftalik ko&#039;rsatkichlar: Nasdaq +2.24%, S&amp;P 500 +0.71%, Dow Jones +0.75% \u2014 barchasi oylik g&#039;alaba seriyalarini uzaytirmoqda (Nasdaqning ketma-ket yettinchi oylik o&#039;sishi).<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Bosqichma-bosqich: Nvidia kompaniyasining bozor kapitallashuvi $5 trilliondan oshdi va bu darajaga yetgan birinchi ommaviy ro&#039;yxatga olingan kompaniya bo&#039;ldi; aksiyalar hafta davomida 8% dan oshdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Polarizatsiyalangan ishlash:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yetakchilar: Amazon +10.6% (bulutli biznesning o&#039;sishi uch yillik eng yuqori ko&#039;rsatkichga yetdi); Google +5% (3-chorakdagi daromad birinchi marta $100 milliarddan oshdi).<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Ortda qolganlar: Meta -11% (3-chorakdagi foyda 83% ga pasaydi); Microsoft -2% (Azure bulutli o&#039;sishi kutilganidan past).<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asosiy drayverlar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Sun&#039;iy intellektga bo&#039;lgan talabni tasdiqlash: Nvidia&#039;ning Blackwell chiplari keyingi besh chorakda $500 milliard daromad keltirishi prognoz qilinmoqda; Qualcomm bozordagi ustunlikka qarshi chiqish uchun AI200 chipini ishga tushirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Siyosat fonida: Fedning stavkasini 3.75%\u20134.00% gacha tushirishi moliyalashtirish bosimini engillashtirdi, ammo &quot;shafqatsiz&quot; ohang baholashning kengayishini chekladi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Qimmatbaho metallar: Oltin keskin o&#039;zgarishlardan so&#039;ng $4,000 dan yuqori darajada barqarorlashdi; markaziy bankning xaridlari uzoq muddatli istiqbollarni qo&#039;llab-quvvatlaydi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Spot oltin: Haftalik 5% dan yuqori diapazon, qisqa vaqt ichida $3,870 gacha pasaydi va keyin $4,003 da yopildi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Spotli kumush: +0.19% dan $48.68 gacha, bu ketma-ket oltinchi oylik o&#039;sishni anglatadi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asoslar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Hawkish stavkasining pasayishiga ta&#039;siri: Pauell &quot;dekabr oyidagi stavkaning pasayishi aniq emas&quot; deb ta&#039;kidladi va bu oltinning bir kunlik 3% pasayishiga olib keldi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Geosiyosiy qo&#039;llab-quvvatlash: AQShning Venesuelaga qarshi potentsial harbiy harakatlar rejalari va G&#039;azodagi zaif sulh kelishuvi Goldning xavfsiz boshpana jozibadorligini ta&#039;kidlaydi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Turli xil prognozlar: Citi qisqa muddatli pasayish tendentsiyasida qolmoqda (maqsad $3,800), HSBC esa oltin narxining 2026-yilning birinchi yarmida $4,400 gacha ko&#039;tarilishini kutmoqda.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Forex bozori: Dollar ikki oylik eng yuqori ko&#039;rsatkichga yetdi, yena esa yillik eng past darajaga tushdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Dollar: DXY +0.77% dan 99.7 gacha, Fedning shafqatsiz ritorikasi tomonidan qo&#039;llab-quvvatlanadi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yen: BOJ siyosatni o&#039;zgarishsiz qoldirgani va kurs farqini kengaytirgani sababli, fevral oyidan beri eng past ko&#039;rsatkich bo&#039;lgan AQSh dollari uchun 153,50 \u00a5 gacha tushdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asosiy mantiq: Fed (qirqiy) va BOJ (qirqiy) o&#039;rtasidagi turlicha siyosat yo&#039;llari yangilangan carry trade faoliyatini kuchaytirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Xom ashyo: Venesuela xavf premiumining oshishi bilan neft taklif va talab o&#039;rtasidagi tortishuvga duch kelmoqda<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">WTI xom nefti: Hafta davomida 1,2% ga pasayib, $60,8 ga yetdi, ammo juma kuni AQSh Venesuelaga harbiy zarbalar berishi mumkinligi haqidagi xabarlar tufayli qayta tiklandi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Haydovchilar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Ta&#039;minot bosimi: OPEC+ ishlab chiqarishning potentsial o&#039;sishiga bo&#039;lgan umidlar narxlarga ta&#039;sir qildi; EIA inventarizatsiyasining kamayishi zaiflikni qoplay olmadi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Geosiyosiy ustunlik: AQShning Venesuelaga qarshi har qanday harbiy harakati qisqa muddatda neft narxlarining $65 ga ko&#039;tarilishiga olib kelishi mumkin.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Kriptovalyutalar: Tartibga solish noaniqligi oshgani sayin Bitcoin deyarli 4% ga tushdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asosiy tangalar: Bitcoin -3.8% dan $ gacha 105,000; undan keyin Ethereum pasaydi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Siyosatdagi qiyinchiliklar: Xitoy Xalq banki kripto spekulyativlariga qarshi kurashni yana bir bor takrorladi, AQSh SEC esa stablecoinlar ustidan nazoratni kuchaytirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Bu hafta tomosha qilinadigan asosiy voqealar<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Fed ma&#039;ruzachilari: NY Fed prezidenti Uilyams va Sent-Luis Fed prezidenti Musalemning nutqlari \u2014 dekabr oyidagi stavka yo&#039;nalishi bo&#039;yicha potentsial ko&#039;rsatmalar.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Markaziy banklar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Angliya Bankining siyosat qarori \u2014 stavkalarni barqaror ushlab turishi kutilmoqda; bo&#039;lingan ovozlar GBP o&#039;zgaruvchanligiga olib kelishi mumkin.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Avstraliya zaxira banki \u2014 inflyatsiya davom etayotgan bir paytda stavkalarni o&#039;zgarishsiz qoldirishi mumkin.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh ma&#039;lumotlari: ADP bandligi va ISM xizmatlari PMI hukumatning yopilishi davom etayotgan bir paytda asosiy ko&#039;rsatkichlar bo&#039;lib xizmat qiladi (qishloq xo&#039;jaligi bo&#039;lmagan ish haqi yana kechiktirilishi mumkin).<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh Oliy sudi: Tarif bo&#039;yicha vakolatlar bo&#039;yicha ish prezident vakolatlarini cheklashi va savdo tarangligi xavotirlarini yumshatishi mumkin.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Geosiyosiy: Venesueladagi o&#039;zgarishlar \u2014 eskalatsiya neftning xavf premiyasini oshirishi mumkin.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Korporativ daromadlar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AMD: Sun&#039;iy intellekt chiplariga buyurtmalar va OpenAI hamkorlik salohiyati diqqat markazida.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Qualcomm: Agar yangi AI chiplariga buyurtmalar kutilganidan oshib ketsa, bu Nvidia\u2019ning ustunligiga qarshi chiqishi mumkin.<\/h2>\n<\/blockquote>","protected":false},"excerpt":{"rendered":"<p>November 3, 2025 \u2014 As expected, the Federal Reserve cut rates by 25 basis points last week but delivered a hawkish message that dampened expectations for another cut in December. The Nasdaq rose 2.24% for the week but showed wider daily fluctuations. Nvidia\u2019s market capitalization surpassed $5 trillion, marking a historic milestone. Spot gold fell [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":3033,"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-3032","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\/3032","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=3032"}],"version-history":[{"count":2,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/3032\/revisions"}],"predecessor-version":[{"id":3471,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/3032\/revisions\/3471"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media\/3033"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media?parent=3032"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/categories?post=3032"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/tags?post=3032"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}