{"id":9655,"date":"2026-08-04T16:46:15","date_gmt":"2026-08-04T06:46:15","guid":{"rendered":"https:\/\/www.amillex.com\/?p=9655"},"modified":"2026-08-04T16:46:17","modified_gmt":"2026-08-04T06:46:17","slug":"amillex-daily-market-commentary-geopolitical-fog-persists-golds-safe-haven-premium-tug-of-war-with-plunging-oil-prices","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/uz\/2026\/08\/04\/amillex-daily-market-commentary-geopolitical-fog-persists-golds-safe-haven-premium-tug-of-war-with-plunging-oil-prices\/","title":{"rendered":"Amillex kundalik bozor sharhi | Geosiyosiy tuman davom etmoqda: neft narxlarining pasayishi bilan oltinning xavfsiz boshpana premium bahslari"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-1 wp-block-paragraph\" style=\"font-size:18px\">2026-yil 4-avgust \u2013 Global tovar bozorlari haftaning birinchi muhim savdo sessiyasini ko&#039;p partiyali keskin kurash va mintaqaviy o&#039;zgaruvchanlikning keskin o&#039;zgarishi fonida boshladi. Seshanba kuni erta Osiyo sessiyasida tor doiradagi savdolarda oltin narxi $4,050\/untsiya atrofida barqarorlashdi. Mintaqaviy keskinliklar noqulay, to&#039;xtab qolish va ketish holatiga tushib qolgan bo&#039;lsa-da, notinchliklar tufayli yuzaga kelgan inflyatsiya qo&#039;rquvlari oltin narxlari uchun mustahkam zamin yaratishda davom etmoqda. Shu bilan birga, Federal Rezervning stavka siyosati bo&#039;yicha turlicha taxminlar kuchayib bormoqda, bozorlar Fedning pul-kredit traektoriyasi uchun narxlarni qayta sozlash uchun yaqinlashib kelayotgan AQShning qishloq xo&#039;jaligi bo&#039;lmagan ish haqi (NFP) hisobotini diqqat bilan kuzatib bormoqda.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-2 wp-block-paragraph\" style=\"font-size:18px\">Oltinning ehtiyotkor barqarorligidan farqli o&#039;laroq, xom neft bozori hayratlanarli darajada pasayishni boshdan kechirdi. AQSh xom nefti bir sessiyada 7% dan oshdi va $80\/barrel chegarasidan pastga tushdi. Keskin pasayish AQShning to&#039;satdan mintaqadagi keyingi harbiy harakatlarni to&#039;xtatishi va muhim bo&#039;g&#039;oz orqali navigatsiya bo&#039;yicha muzokaralarni qayta boshlash rejalarini e&#039;lon qilishi, ta&#039;minot xavfini tezda kamaytirishi bilan bog&#039;liq edi. Biroq, qarama-qarshi tomon tezda har qanday to&#039;g&#039;ridan-to&#039;g&#039;ri aloqani rad etdi va mahalliy bo&#039;lmagan yuk tashish yo&#039;llarini ochish talablarini qat&#039;iyan rad etdi. Bu juda noaniq va o&#039;zgaruvchan signallar dengiz ta&#039;minoti yo&#039;llari bilan bog&#039;liq xavflar hali bartaraf etilmaganligini ko&#039;rsatadi; neft va oltin narxlari kelgusi asosiy shoklarga juda sezgir bo&#039;lib qoladi.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color wp-elements-3 wp-block-paragraph\" style=\"font-size:18px\"><strong>Aktivlarning samaradorligi va fundamental tahlil<\/strong><\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-4 wp-block-paragraph\" style=\"font-size:18px\"><strong>1. AQSh qimmatli qog&#039;ozlar bozorlari<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-5 wp-block-paragraph\" style=\"font-size:18px\"><strong>Indeks samaradorligi<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-6 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Dow Jones sanoat o&#039;rtacha ko&#039;rsatkichi (DJI):<\/strong> 53 183.31 da yopildi, 693.05 punktga ko&#039;tarildi (+1.32%). An&#039;anaviy qiymatli aksiyalar va tsiklik yetakchilar keng sektor rotatsiyasi orasida ajralib turadigan kuchli kapital oqimini ko&#039;rishdi.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-7 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 S&amp;P 500 indeksi (SP500)<\/strong>: 7,614.55 da yopildi, 3.75 punktga biroz oshdi (+0.05%). Indeks 7,600 dan yuqori rekord darajadagi ko&#039;rsatkichlarga yaqinlashdi, mudofaa sektorlari yirik kapitalizatsiyalashgan o&#039;sish aktsiyalarini qoplaganligi sababli ichki tafovut aniq ko&#039;rinib turdi.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-8 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Nasdaq 100 indeksi (NQ1!)<\/strong>: 28 895.75 da yopildi, 4.00 punktga ko&#039;tarildi (+0.01%). Daromadlarni tahlil qilish va baholashni qayta kalibrlash jarayonida texnologiya mega-kapitalizatsiyalari yuqori darajalarda mustahkamlandi.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-9 wp-block-paragraph\" style=\"font-size:18px\"><strong>Aksiyaning asosiy jihatlari<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-10 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Alifbo (GOOG)<\/strong>: 4.88% ga ko&#039;tarilib, $373.51 darajasida yopildi, bu esa katta kapitalizatsiyalashgan texnologik yutuqlarga olib keldi. Bu uning CapEx ROI va AI ekotizimini monetizatsiya qilish imkoniyatlariga yuqori bozor ishonchini aks ettiradi.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-11 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Amazon (AMZN)<\/strong>Bulutli o&#039;sish va barqaror iste&#039;mol talabining ikki tomonlama katalizatorlari tomonidan kuchaytirilgan holda, 4.58% ga ko&#039;tarilib, $284.02 darajasida yopildi.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-12 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Tesla (TSLA)<\/strong>: $322.08 darajasida yopilish uchun 3.49% ga ko&#039;tarildi, uning yuqori beta impulsi makro yumshoq qo&#039;nish kutilgan natijalar bilan qayta yoqilgan holda.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-13 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Intel (INTC):<\/strong> Yarimo&#039;tkazgichlar ishlab chiqarishda xaridorlarning pasayishi kuzatilishi bilan 0,89% dan $91.00 gacha ko&#039;tarildi.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-14 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Apple (AAPL)<\/strong>: 1.78% ga tushib, $303.42 darajasida yopildi, bu esa yaqin muddatli ta&#039;minot zanjiri o&#039;zgarishlari va iste&#039;molchilarning yangi mahsulot sikllari oldidan ikkilanishi bilan pastga tushdi va sezilarli darajada foyda olishga olib keldi.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-15 wp-block-paragraph\" style=\"font-size:18px\"><strong>2. Valyuta bozori<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-16 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 AQSh dollari indeksi (DXY)<\/strong>: 99.954 darajasida savdo qilindi, 0.04% ga biroz pasaydi. Bozorlar Fed stavkasini AQShning nisbiy iqtisodiy barqarorligiga nisbatan pasaytirgan kutilmalarni muvozanatlashtirganligi sababli, dollar kursi 100 belgisidan bir oz pastroqda tor diapazonda tebrandi.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-17 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Yevro\/AQSh dollari<\/strong>: 1.15128 darajasida savdo qilindi, 0.04% ga ko&#039;tarildi. Yevro hududining sust fundamental ko&#039;rsatkichlari tufayli juftlik 1.15 dan yuqori ko&#039;tarilishga erisha olmadi va yo&#039;nalishli momentumni kam ko&#039;rsatdi.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-18 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 USD\/JPY:<\/strong> 157.384 da savdo qilindi, 0.12% ga ko&#039;tarildi. AQSh-Yaponiya daromadlilik farqlarining ko&#039;tarilishi, savdo-sotiq momentumini saqlab qoldi va juftlikni 158 qarshilik darajasiga olib chiqdi.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-19 wp-block-paragraph\" style=\"font-size:18px\"><strong>3. Qimmatbaho metallar va tovarlar<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-20 wp-block-paragraph\" style=\"font-size:18px\"><strong>Qimmatbaho metallar<\/strong><\/p>\n\n\n\n<ul style=\"font-size:18px\" class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-21\" style=\"font-size:18px\"><strong>Spot oltin (XAUUSD)<\/strong>: $4,057.05\/untsiya atrofida savdo qilindi, bu 0.04% ga oshdi. $4,000 dan yuqori tarixiy eng yuqori ko&#039;rsatkichlar yaqinida faol savdo qilinayotgan oltin, global dedollarizatsiya tendentsiyalari va markaziy bank xaridlari tufayli kuchli makro qo&#039;llab-quvvatlashdan foyda ko&#039;rmoqda.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-22\" style=\"font-size:18px\"><strong>Spotli kumush (XAGUSD)<\/strong>: $58.283\/untsiya narxida sotildi, bu 0.16% ga oshdi. Sanoat talabi va xavfsiz xaridlarning ikki tomonlama o&#039;zgarishi kumushning yuqori beta moslashuvchanligini saqlab qoldi.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-23 wp-block-paragraph\" style=\"font-size:18px\"><strong>Tovarlar<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-24\" style=\"font-size:18px\"><strong>Xom neft (WTI\/XTIUSD)<\/strong>: $80.97\/barrel darajasida savdo qilindi va 0.86% ga kuchli tiklandi. Bozorlar Yaqin Sharqdan kelib chiqadigan ta&#039;minot xavfi uchun mukofotlarni va geosiyosiy keskinliklarni qayta baholaganligi sababli, neft $80 ning asosiy psixologik belgisini qaytarib oldi, bu esa inventarizatsiya bo&#039;yicha kutilgan qiyinchiliklar bilan qo&#039;llab-quvvatlandi.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-25 wp-block-paragraph\" style=\"font-size:18px\"><strong>4. Kripto aktivlari va makro dinamikasi<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-26 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Bitcoin (BTCUSD)<\/strong>: Kuniga 0.20% pasayish bilan $63,331 da savdo qilindi. BTC yuqori qarshilikni yengib o&#039;tolmaganidan so&#039;ng, sezilarli foyda olish bosimiga duch kelib, yon tomonga konsolidatsiyaga kirdi.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-27 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Ethereum (ETHUSD):<\/strong> $1,849.77 da savdo qilindi, bu 0.49% ga pasaydi. Xavfdan qochishning ortishi va an&#039;anaviy aktivlarning jozibadorligi fonida, ETH kengroq bozorlar va qimmatbaho metallarning samaradorligini pasaytirishda davom etdi, chunki kapital qattiq aktivlar va yuqori aniqlikka ega an&#039;anaviy aktsiyalarni afzal ko&#039;rdi.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-28 wp-block-paragraph\" style=\"font-size:18px\"><strong>5. Bugungi muhim voqea<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-29 wp-block-paragraph\" style=\"font-size:18px\">\u2022 US JOLTs ish o&#039;rinlari<\/p>","protected":false},"excerpt":{"rendered":"<p>August 4, 2026 \u2013 Global commodity markets kicked off the week\u2019s first key trading session amid intense multi-party jockeying and severe regional volatility. In Tuesday&#8217;s early Asian session, spot gold stabilized around&nbsp;$4,050\/oz in narrow-range trading. Although regional tensions have hit an awkward, stop-and-go stalemate, lingering inflation fears triggered by the unrest continue to provide a [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":9653,"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-9655","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\/9655","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\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/comments?post=9655"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/9655\/revisions"}],"predecessor-version":[{"id":9657,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/9655\/revisions\/9657"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media\/9653"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media?parent=9655"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/categories?post=9655"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/tags?post=9655"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}