{"id":3211,"date":"2025-11-24T14:18:51","date_gmt":"2025-11-24T03:18:51","guid":{"rendered":"https:\/\/www.amillex.com\/?p=3211"},"modified":"2025-12-23T19:27:28","modified_gmt":"2025-12-23T08:27:28","slug":"20251123en","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/uz\/2025\/11\/24\/20251123en\/","title":{"rendered":"Amillex kundalik bozor sharhi: Fed stavkasini pasaytirish bo&#039;yicha kutilgan natijalar pasayib ketdi va aktivlar o&#039;rtasidagi turbulentlikni keltirib chiqardi; Nvidia\u2019ning kuchli daromadi Nasdaq\u2019ning haftalik 2.7% pasayishining oldini ololmayapti; Dollar 100 dan yuqoriga ko&#039;tarildi, oltin bosim ostida va Yaponiya obligatsiyalarining daromadliligi 17 yillik eng yuqori ko&#039;rsatkichga ko&#039;tarildi"},"content":{"rendered":"<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<h2 class=\"wp-block-heading\">2025-yil 24-noyabr \u2014 O&#039;tgan hafta AQSh dollari indeksi 100 belgisidan yuqoriga ko&#039;tarilib, olti oylik eng yuqori ko&#039;rsatkichga yetdi; spot oltin $4,060 dan pastga tushdi va haftada 0,47% ga pasaydi; Nasdaq 2,74% ga pasaydi; Bitcoin $83,000 dan pastga tushdi, bu haftalik 18% pasayishini anglatadi; Yaponiyaning 10 yillik obligatsiyalar daromadliligi 2008-yildan beri eng yuqori ko&#039;rsatkich bo&#039;lgan 1,825% ga ko&#039;tarildi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">I. Aktivlar sinflari bo&#039;yicha haftalik ko&#039;rsatkichlar va asosiy asoslar<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">1. FX bozori: Dollar yana ustunlikka erishdi, Yen esa 155 ga yaqin intervensiya chizig&#039;iga tushdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Dollar indeksi: hafta davomida +0.91% 100.17 ga ko&#039;tarildi, to&#039;rtinchi hafta ketma-ket ko&#039;tarilib, olti oylik eng yuqori ko&#039;rsatkichga yetdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yen: Dollarga nisbatan 155.37 gacha zaiflashdi (fevral oyidan beri eng past ko&#039;rsatkich) va yevroga nisbatan 180 dan oshib, rekord darajadagi eng past ko&#039;rsatkichga yetdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Haydovchilar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Fed Hawkish Shift: Gubernatorlar Harker va Goolsbee dekabr oyidagi stavkalarni pasaytirishga qarshi chiqishdi; fyuchers narxlari endi koeffitsientni 50% dan pastga tushiradi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yaponiyadagi moliyaviy vahima: Hukumat tomonidan taklif qilingan 21,3 trillion \u00a5 miqdoridagi rag&#039;batlantirish paketi JGB aksiyalarining keskin sotilishiga sabab bo&#039;ldi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">2. Qimmatbaho metallar: Dollarning mustahkamlanishi va real kurslarning o&#039;sishi fonida oltinning xavfsiz boshpana jozibadorligi pasaymoqda<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Spot oltin narxi 0,47% ga pasayib, $4,065 ga yetdi, kunlik tebranishlar esa $100 dan oshdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Bosimlar: Kuchli AQSh dollari + stavkalarni pasaytirish bo&#039;yicha kutilgan natijalarning pasayishi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Potentsial qo&#039;llab-quvvatlash: Rossiya-Ukraina o&#039;rtasidagi keskinlikning kuchayishi (Ukraina AQShning 28 banddan iborat tinchlik rejasini rad etdi) va Yaqin Sharqdagi notinchliklar.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">3. Aksiyalar: Nasdaq global pasayishda yetakchilik qilmoqda; Nvidia\u2019ning kuchli daromadi texnologiyalar savdosini to\u2018xtata olmadi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh indekslari: Dow \u22121.91%, S&amp;P 500 \u22121.95%, Nasdaq \u22122.74%.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Sektor tendentsiyalari: Energiya aktsiyalari nisbiy barqarorlikni ko&#039;rsatdi; yarimo&#039;tkazgichlar (Nvidia \u22123.4% haftalik) va AI nomlari pasayishlarga olib keldi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asosiy qarama-qarshiliklar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Nvidia\u2019ning 3-chorakdagi $57B daromadi kutilganidan yuqori bo\u2018ldi, ammo bozorlar 2026-yilga kelib sun\u2019iy intellektga talabning barqarorligidan xavotirda.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Rotatsiya mavzusi: Morgan Stanley tsiklik o&#039;sish aktsiyalarini almashtira boshlaganini va mudofaa sektorlari afzal ko&#039;rilayotganini ta&#039;kidladi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">4. Tovarlar: Neft bozori zaiflashmoqda, qishloq xo&#039;jaligidagi farqlar<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">WTI nefti: haftada \u22123.2% $58.2 ga yetdi; Brent ham pasaydi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Ayiq omillari:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Ortiqcha taklif: OPEC+ kelishuviga rioya qilishning pasayishi va AQShda 2,4 million barrel neft zaxirasining ko&#039;payishi (kutilganidan yuqori).<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Zaif talab: Global ishlab chiqarish PMIlari pastligicha qolmoqda.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Qishloq xo&#039;jaligi: Soya Janubiy Amerika ta&#039;minoti bosimi tufayli pasayib ketdi; makkajo&#039;xori ob-havo taxminlari tufayli yuqoriladi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">5. Kripto: Bitcoin haftalik 18% ga tushdi, Leverage Flush-Out daromadlari<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Bitcoin 18% dan $ gacha pasaydi va 83 000 ga tushdi; Ethereum ham pasaydi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Zanjir ichida: Haftalik likvidatsiyalar $12B dan oshdi, ETFlar esa tezlashib borayotgan oqimlarni ko&#039;rishmoqda.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Tartibga soluvchi to&#039;siqlar: AQSh SEC stablecoin tekshiruvini kuchaytirdi; PBoC kripto spekulyativlariga qarshi kurashni yana bir bor takrorladi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">6. Obligatsiyalar: Yaponiya daromadliligi 17 yillik eng yuqori ko&#039;rsatkichga yetdi; AQSh egri chizig&#039;i mustahkamlanmoqda<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yaponiya 10 yillik JGB: 2008-yil iyun oyidan beri eng yuqori ko&#039;rsatkich bo&#039;lgan 1.825% ga ko&#039;tarildi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh G&#039;aznachilik obligatsiyalari: 2 yillik daromadlilik 4.13% gacha ko&#039;tarildi, qishloq xo&#039;jaligi bo&#039;lmagan ma&#039;lumotlar esa o&#039;zgaruvchanlikni oshirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yevropa: Germaniyaning 10 yillik daromadliligi Yevropa Markaziy bankining &quot;kutish va ko&#039;rish&quot; pozitsiyasi tiklanishni cheklaganligi sababli yuqoriga ko&#039;tarildi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">II. Asosiy voqealar va siyosat fonini chuqur tahlil qilish<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">1. Fed ichki bo&#039;linmalari qaynash nuqtasiga yetdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Hawks: Klivlend Fed vakili Harker &quot;yopishqoq inflyatsiya&quot; haqida ogohlantirdi; Chikago Fed vakili Goolsbee dekabr oyidagi stavkalarni pasaytirishga qarshi chiqdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Doves: Nyu-York Fed vakili Uilyams &quot;yaqin muddatli stavkalarni pasaytirish mumkin&quot; deb aytdi, gubernator Milan esa tezroq yumshatishni qo&#039;llab-quvvatladi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Ma&#039;lumotlarning yo&#039;qolishi xavfi: Oktyabr oyidagi CPI va NFP kechiktirilganligi sababli, dekabr oyidagi FOMC yig&#039;ilishida asosiy ma&#039;lumotlar yetishmaydi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">2. Geosiyosiy xavflar bir vaqtning o&#039;zida kuchaymoqda<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Rossiya-Ukraina: AQShning 28 banddan iborat tinchlik taklifi Ukrainadan o\u02bbz hududini berishni va qurolsizlantirishni talab qildi; Zelenskiy buni rad etdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yaqin Sharq: Isroilning G&#039;azoga havo hujumlari 100 dan ortiq odamning hayotiga zomin bo&#039;ldi; Hamas Isroilni sulhni buzganlikda aybladi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Lotin Amerikasi: Tramp Venesuelaga qarshi harbiy harakatlar bilan tahdid qildi, bu esa Meksika pesosining keskin pasayishiga olib keldi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">3. Osiyo bozorlaridagi strukturaviy stress<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yaponiyaning aksiyalar, obligatsiyalar va valyuta kurslaridagi &quot;uch karra zarbasi&quot;: Fiskal rag&#039;batlantirish bo&#039;yicha kutilgan natijalar JGB savdosini kuchaytirdi, yena savdosi esa bosimni kuchaytirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Xitoy siyosatini qo&#039;llab-quvvatlash: Hisobotlarga ko&#039;ra, Shanxayda 60 dan ortiq bozorni qo&#039;llab-quvvatlovchi e&#039;lonlar bo&#039;lib, bu siyosatga bo&#039;lgan umidlarni kuchaytirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">III. Kelgusi haftada kuzatilishi kerak bo&#039;lgan asosiy voqealar<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh PCE inflyatsiyasi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Fed Bej Kitobi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">&quot;Mehnat bozorining sovishi&quot; va &quot;ish haqi o&#039;sishining sekinlashishi&quot; kabi ishoralarga e&#039;tibor bering, bu esa stavkalarning pasayishiga bo&#039;lgan umidlarni jonlantirishi mumkin.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Xitoyning noyabr oyidagi PMI<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Fed ma&#039;ruzachilari:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Nyu-York Fed vakili Uilyams dekabr oyidagi stavkalarni pasaytirish bo&#039;yicha kutilayotgan natijalarni shakllantiruvchi asosiy ovoz bo&#039;ladi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Markaziy banklar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">RBNZ stavkalarni 25 bazaviy bazaga tushirishi kutilmoqda; Koreya banki esa ushlab turishi mumkin<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Trampning AI siyosati:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\u201cIbtido rejasi\u201d tafsilotlari mahalliy sun\u2019iy intellekt infratuzilmasi mavzularini ko\u2018tarishi mumkin<\/h2>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>November 24, 2025 \u2014 Last week, the U.S. dollar index broke above the 100 mark to a six-month high; spot gold fell below $4,060, down 0.47% on the week; the Nasdaq tumbled 2.74%; Bitcoin plunged below $83,000, marking an 18% weekly drop; Japan\u2019s 10-year bond yield spiked to 1.825%, the highest since 2008. I. Weekly [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":3212,"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-3211","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\/3211","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=3211"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/3211\/revisions"}],"predecessor-version":[{"id":3213,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/3211\/revisions\/3213"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media\/3212"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media?parent=3211"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/categories?post=3211"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/tags?post=3211"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}