{"id":3045,"date":"2025-11-05T14:29:28","date_gmt":"2025-11-05T03:29:28","guid":{"rendered":"https:\/\/www.amillex.com\/?p=3045"},"modified":"2025-12-23T19:33:27","modified_gmt":"2025-12-23T08:33:27","slug":"amillex-daily-market-commentary-black-tuesday-hits-risk-assets-nasdaq-futures-drop-over-1-5-bitcoin-falls-below-104000-u-s-dollar-index-reclaims-the-100-level","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/uz\/2025\/11\/05\/amillex-daily-market-commentary-black-tuesday-hits-risk-assets-nasdaq-futures-drop-over-1-5-bitcoin-falls-below-104000-u-s-dollar-index-reclaims-the-100-level\/","title":{"rendered":"Amillex kundalik bozor sharhi: &quot;Qora seshanba&quot; xavfli aktivlarga zarba berdi \u2014 Nasdaq fyucherslari 1.5% dan oshdi, Bitcoin $ dan pastga tushdi, 104,000 AQSh dollari indeksi 100 darajasini qaytarib oldi"},"content":{"rendered":"<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<h2 class=\"wp-block-heading\">2025-yil 5-noyabr \u2014 AQSh aksiyalari fyucherslari kecha global bozorda katta pasayishlarga olib keldi, Nasdaq 100 fyucherslari 1,5% dan oshdi. AQSh dollari indeksi 100 belgisidan oshib, uch oylik eng yuqori ko&#039;rsatkichga yetdi. Kriptovalyutalarga qattiq zarba berildi \u2014 Bitcoin iyun oyidan beri eng past ko&#039;rsatkich bo&#039;lgan $103,600 ga tushdi. Hatto xavfsiz aktivlar ham bunga dosh berolmadi: spot oltin $3,980 dan pastga tushdi va xom neft 1% dan ko&#039;proqqa tushdi. Bozor kayfiyati endi &quot;baholash pufakchasi deflyatsiyasi&quot; va &quot;siyosat yo&#039;lini qayta qurish&quot; o&#039;rtasidagi shiddatli tortishuvlar ostida hukmronlik qilmoqda.\u201c<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh va global aksiyalar: Texnologiyalarni baholash vahimasi mintaqalar bo&#039;ylab tarqaldi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Nasdaq 100 fyucherslari 1.53%, S&amp;P 500 fyucherslari 1.13% va Dow fyucherslari 0.5% ga tushdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yevropa aksiyalari keskin pasayib ketdi \u2014 Germaniyaning DAX indeksi 1,8% ga, Fransiyaning CAC 40 indeksi esa 1,7% ga tushdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Osiyo-Tinch okeani mintaqasida bozorlar pasayib ketdi \u2014 Yaponiyaning Nikkei 225 indeksi rekord darajadagi ko&#039;rsatkichlardan 1,7% ga pasaydi, Janubiy Koreyaning KOSPI indeksi esa 2,4% ga tushdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Aksiyaning asosiy jihatlari:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Sun&#039;iy intellekt aksiyalari keskin pasaydi: Palantir daromaddan so&#039;ng (rekord daromadga qaramay) 6% ga tushdi; Nvidia va TSMC har biri taxminan 1% yo&#039;qotdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Xitoyning ADR ko&#039;rsatkichlari bosim ostida: Alibaba va NIO 2% dan ortiq pasayishdi, chunki likvidlikning qisqarishi xavfga ishtahani pasaytirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asosiy drayverlar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Baholash pufakchasi bilan bog&#039;liq xavotirlar: Goldman Sachs va Morgan Stanley bosh direktorlari texnologiya aksiyalari haddan tashqari baholangani va 10\u201320% tuzatishga duch kelishi mumkinligi haqida ogohlantirdilar.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Siyosat noaniqligi: Fed rasmiylari aralash xabarlar yuborishdi \u2014 Goolsbee qirg&#039;iycha gapirdi, Milan esa kaptarcha ohangda gapirdi \u2014 dekabr oyidagi stavkani 65% dan pastga tushirish ehtimolini kamaytirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">FX bozori: Dollar indeksi 100 ni buzdi, Yen 154.48 ga pasaydi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Kuchli dollar: AQSh dollari indeksi 0,03% ga ko&#039;tarilib, 99,90 ga yetdi, uch oy ichida birinchi marta kun ichida 100 dan oshdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yenning zaifligi: Kengayish kursi farqlari saqlanib qolganligi sababli, USD\/JPY 13-fevraldan beri eng zaif bo&#039;lgan 154.48 ga yetdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yevro yumshoqligi: EUR\/USD 1-avgustdan beri eng past ko&#039;rsatkich bo&#039;lgan 1.1498 ga tushdi, bu esa ECBning o&#039;zgarishsiz qolishi haqidagi kutilmalarni kuchaytirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asosiy mantiq: AQShning mustahkam iqtisodiy barqarorligi (ishlab chiqarish PMI qisqardi, ammo kutilganidan yuqori) va Fedning dollarni qo&#039;llab-quvvatlashga qaratilgan qat&#039;iy ritorikasi davom etmoqda.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Tovarlar: Oltin $3,980 dan pastga tushdi, neft talab va taklif xavotirlari tufayli zaiflashdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Qimmatbaho metallar: Spot oltin 0,3% ga pasayib, $3,980 ga yetdi, bu ketma-ket uchinchi kunlik yo&#039;qotishni anglatadi; kumush 1% ga pasayib, $47,56 ga yetdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Qarshi shamollar: Dollarning mustahkamlanishi va real daromadlilikning oshishi geosiyosiy xavfdan kelib chiqadigan talabni qopladi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Energetika: WTI nefti 1,4% ga tushib, $60 dan pastga tushdi; Brent nefti ham pasaydi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Ayiq aralashmasi: OPEC+ ishlab chiqarishni oshirishni to&#039;xtatib qo&#039;ydi, ammo EIA ma&#039;lumotlari 500 000 barrel neft zaxirasining o&#039;sishini ko&#039;rsatgani sababli (kutilgan pasayishdan farqli o&#039;laroq) talab bilan bog&#039;liq xavotirlar kuchaydi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Kripto: Leveraged Longs likvidatsiyasi tufayli Bitcoin besh oylik eng past ko&#039;rsatkichga yetdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Katta miqdordagi savdo: Bitcoin deyarli 3% ga pasayib, $103,600 ga yetdi; Ethereum 3% dan yuqoriga pasayib, $3,480 ga yetdi; Solana va BNB kabi altkoinlar 5% dan ortiqqa tushdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Jami likvidatsiyalar: 24 soat ichida bozor bo&#039;ylab $1,2 milliard pozitsiya yo&#039;q qilindi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asoslar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Tartibga solishdagi o&#039;zgarish: AQSh SEC stablecoinlar ustidan nazoratni kuchaytirdi, Xitoy markaziy banki esa kripto spekulyatorlariga qarshi kurashni yana bir bor tasdiqladi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Likvidlikning pasayishi: Bitcoin spot ETFlari ketma-ket to&#039;rt kun davomida $1,8 milliard dollarlik oqimni ko&#039;rdi, ochiq foizlar eng yuqori darajadan 30% ga tushdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Bugungi diqqat markazida:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Xitoy: oktyabr oyidagi savdo balansi;<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh: EIA xom neft inventarizatsiyasi ma&#039;lumotlari;<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Fed ma&#039;ruzachilari: Nyu-York Fed prezidenti Jon Uilyams \u2014 inflyatsiyaning yopishqoqligi haqidagi sharhlarni kuzatib boring;<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Xitoy xalqaro import ko&#039;rgazmasi: Bosh vazir Li Qiangning asosiy nutqi, agar u bozorni yanada ochish haqida signal bersa, xorijiy investorlarning kayfiyatini oshirishi mumkin;<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">PBOC likvidlik operatsiyalari: 700 milliard \u00a5 teskari repolarda muddati tugamoqda \u2014 rollover ko&#039;lami likvidlik holatini ko&#039;rsatadi.<\/h2>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>November 5, 2025 \u2014 U.S. equity futures led a global market selloff yesterday, with Nasdaq 100 futures sliding over 1.5%. The U.S. dollar index surged past the 100 mark, reaching a three-month high. Cryptocurrencies were hit hard \u2014 Bitcoin plunged to $103,600, the lowest level since June. Even safe-haven assets failed to hold up: spot [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":3046,"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":[8],"tags":[],"class_list":["post-3045","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/3045","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=3045"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/3045\/revisions"}],"predecessor-version":[{"id":3047,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/3045\/revisions\/3047"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media\/3046"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media?parent=3045"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/categories?post=3045"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/tags?post=3045"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}