{"id":9737,"date":"2026-08-10T14:05:17","date_gmt":"2026-08-10T04:05:17","guid":{"rendered":"https:\/\/www.amillex.com\/?p=9737"},"modified":"2026-08-10T14:05:18","modified_gmt":"2026-08-10T04:05:18","slug":"amillex-daily-commentary-review-weak-nfp-dampens-rate-hike-expectations-geopolitical-tensions-boost-oil-risk-premium","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/uz\/2026\/08\/10\/amillex-daily-commentary-review-weak-nfp-dampens-rate-hike-expectations-geopolitical-tensions-boost-oil-risk-premium\/","title":{"rendered":"Amillex kundalik sharhi | Zaif NFP stavkalarning oshishiga bo&#039;lgan umidlarni pasaytirdi, geosiyosiy keskinliklar neft xavfi premiumini oshirdi"},"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 10-avgust, dushanba kuni, Osiyo sessiyasining dastlabki davrida global xom ashyo bozori makro siyosat va geosiyosiy o&#039;zgarishlar ta&#039;sirida yengil o&#039;sish tendentsiyasini namoyish etdi. Spot oltin narxi $4,346\/untsiya atrofida sotildi, bu asosan AQShning iyul oyidagi hayratlanarli darajada zaif qishloq xo&#039;jaligi bo&#039;lmagan ish haqi (NFP) hisoboti ta&#039;sirida bo&#039;ldi. Mehnat bozori ma&#039;lumotlari kutilganidan yumshoqroq bo&#039;lib, Fed stavkalarining ko&#039;tarilishi bo&#039;yicha bozor kutganlarini samarali ravishda bostirdi, AQSh dollari indeksini pastga tushirdi va oltin uchun mustahkam pastga tushishni qo&#039;llab-quvvatladi. Rekord darajadagi yuqori ko&#039;rsatkichlarga yaqin foyda olish kichik konsolidatsiyalarga olib kelgan bo&#039;lsa-da, oltin uchun buqa tuzilishi mustahkam bo&#039;lib qolmoqda, bu pul-kredit siyosatidagi burilish va xavfsiz boshpana oqimlari kutganlari bilan mustahkamlandi.<\/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\">Shu bilan birga, xom neft bozoridagi xavf premium yana ko&#039;tarildi, WTI xom nefti $78.73\/barrel atrofida savdoga chiqarildi. Yangiliklar oldida, Yaqin Sharqdagi vaziyatning murakkablashishi va diplomatik muzokaralarning to&#039;xtab qolishi - Hormuz bo&#039;g&#039;ozini qayta ochish uchun zarur bo&#039;lgan maxsus shartlar bilan birgalikda - ta&#039;minot tomonidagi xavotirlarni to&#039;g&#039;ridan-to&#039;g&#039;ri kuchaytirdi. Kelajakka nazar tashlasak, agar Yaqin Sharqdagi diplomatik sa&#039;y-harakatlar samarasiz qolsa, ta&#039;minot xavflari neft narxlarining diapazon bilan bog&#039;liq mustahkamligini qo&#039;llab-quvvatlashda davom etadi. Shu bilan birga, oltin bozori siyosatning o&#039;zgaruvchan kutilmalarining keyingi evolyutsiyasini tasdiqlash uchun AQShning kelgusi inflyatsiya ma&#039;lumotlarini diqqat bilan kuzatib boradi.<\/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>Aktivlar sinfining samaradorligi va fundamental tahlil<\/strong><\/p>\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 bozori<\/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-5\" style=\"font-size:18px\"><strong>Indeks samaradorligi<\/strong>\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-6\" style=\"font-size:18px\"><strong>Dow Jones sanoat o&#039;rtacha ko&#039;rsatkichi (DJI):<\/strong> 54 042.39 punktga ko&#039;tarilib, 152.00 punktga (+0.28%) ko&#039;tarildi. Tsiklik sektorlar va ko&#039;k chipli og&#039;ir vazn toifalari tomonidan qo&#039;llab-quvvatlangan Dow Jones indeksi barqaror o&#039;sish tendentsiyasini saqlab qoldi, kuchli xarid qiziqishi 54 000 belgisiga yaqinlashdi.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-7\" style=\"font-size:18px\"><strong>S&amp;P 500 indeksi (SP500):<\/strong> 7,757.27 punktga tushib, 3.06 punktga pasaydi (-0.04%). Bozor ishtirokchilari shu hafta oxirida AQShning asosiy inflyatsiya ma&#039;lumotlarini kutayotgan bir paytda, indeks 7,750 atrofidagi tarixiy eng yuqori ko&#039;rsatkichlarga yaqin tor diapazonda savdo qildi.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-8\" style=\"font-size:18px\"><strong>Nasdaq 100 fyucherslari (NQ1!):<\/strong> 29 881.00 darajasida, 46.25 punktga (+0.16%) ko&#039;tarildi. Texnologiya aksiyalari divergent bo&#039;lib, indeks 30 000 psixologik to&#039;sig&#039;idan oldin qo&#039;llab-quvvatlashni o&#039;rnatish uchun turtki yaratdi.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-9\" style=\"font-size:18px\"><strong>Shaxsiy aksiyalarning asosiy jihatlari<\/strong>\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-10\" style=\"font-size:18px\"><strong>Tesla (TSLA):<\/strong> $328.58 darajasida 2.83% ga sakrab tushdi. Bozor yetakchisi sifatida u yuqori darajadagi texnik yutuqni shakllantirib, sezilarli kapital oqimini kuzatdi.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-11\" style=\"font-size:18px\"><strong>Intel (INTC):<\/strong> $101.65 darajasida 1.84% ga ko&#039;tarildi. Yarimo&#039;tkazgichlar sektorida qiymatning tiklanishi davom etdi, aksiyalar $100 psixologik qarshilik darajasidan barqaror ravishda yuqorida saqlanib qoldi.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-12\" style=\"font-size:18px\"><strong>Alifbo \/ Google (GOOG):<\/strong> $354.30 darajasida, 0.96% ga tushdi. Qisqa muddatli foyda olish bilan cheklangan aksiya so&#039;nggi yuqori ko&#039;rsatkichlardan biroz texnik pasayishni boshdan kechirdi.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-13\" style=\"font-size:18px\"><strong>Apple (AAPL) va Amazon (AMZN):<\/strong> Mos ravishda $313.33 (+0.29%) va $274.48 (+0.82%) darajalarida. Ikkalasi ham barqaror savdo qildi, bu esa yonma-yon konsolidatsiya paytida keng bozorga likvidlikni qo&#039;llab-quvvatladi.<\/li>\n<\/ul>\n<\/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-14 wp-block-paragraph\" style=\"font-size:18px\"><strong>2. Valyuta bozori<\/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-15\" style=\"font-size:18px\"><strong>AQSh dollari indeksi (DXY):<\/strong> 99.643 darajasida, 0.04% ga ko&#039;tarildi. Dollar indeksi 99.50 va 100.00 oralig&#039;ida keskin o&#039;zgarib turdi. Fed foiz stavkalari traektoriyasi atrofidagi noaniqlik bozor faoliyatini ehtiyotkor tutdi va umumiy o&#039;zgaruvchanlikni pasaytirdi.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-16\" style=\"font-size:18px\"><strong>Yevro\/AQSh dollari:<\/strong> 1.15555 darajasida, 0.03% ga pasaydi. Yevro 1.1550 atrofida o&#039;zgarib turdi, chunki ECB siyosatining kutish va ko&#039;rish pozitsiyasi zaif mintaqaviy fundamental ko&#039;rsatkichlar bilan birlashib, yuqoriga ko&#039;tarilish momentumini chekladi.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-17\" style=\"font-size:18px\"><strong>USD\/JPY:<\/strong> 157.916 darajasida, 0.07% ga ko&#039;tarildi. AQSh va Yaponiya o&#039;rtasidagi daromadlilik farqi ustunlik qildi va bu juftlikni 158.00 ga yaqinlashtirdi. Kerri savdosiga talab va iyenaning xavfsiz boshpana jozibadorligining vaqtincha pasayishi iyenani bosim ostida ushlab turdi.<\/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-18 wp-block-paragraph\" style=\"font-size:18px\"><strong>3. Qimmatbaho metallar va 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-19\" style=\"font-size:18px\"><strong>Qimmatbaho metallar<\/strong>\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-20\" style=\"font-size:18px\"><strong>Spot Gold (XAUUSD):<\/strong> $4,338.97\/untsiya darajasida, 0.07% ga pasaydi. Oltin $4,300 dan yuqori yuqori kanal ichida barqaror ravishda konsolidatsiyalandi. Yuqori foiz stavkasi muhitida xarajatlarni ushlab turishga qaramay, uzoq muddatli ajratish va xavfsiz boshpana talabi pasayishlarda qat&#039;iy qo&#039;llab-quvvatladi.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-21\" style=\"font-size:18px\"><strong>Spotli kumush (XAGUSD):<\/strong> $63.74\/untsiya darajasida, 0.28% ga oshdi. Kumush oltindan biroz ustunroq ko&#039;rsatkichga ega bo&#039;ldi, bu sanoat talabining kutilgan natijalari va oltin-kumush nisbatining qayta muvozanatlashuvi bilan qo&#039;llab-quvvatlandi va $63 va $64 oralig&#039;idagi yuqori darajalarda tebranib turdi.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-22\" style=\"font-size:18px\"><strong>Tovarlar<\/strong>\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-23\" style=\"font-size:18px\"><strong>WTI xom nefti (XTIUSD):<\/strong> $79.00\/barrel darajasida, 2.23% ga kuchli tiklandi. Geosiyosiy xavflarning kuchayishi va ta&#039;minotdagi noaniqlik yana baholandi, bu esa xom neftni $80 psixologik qarshilik darajasiga yaqinlashtirdi va xavf premiyalarining kengayishiga olib keldi.<\/li>\n<\/ul>\n<\/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-24 wp-block-paragraph\" style=\"font-size:18px\"><strong>4. Kripto aktivlari va makro dinamikasi<\/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-25\" style=\"font-size:18px\"><strong>Bitcoin (BTCUSD):<\/strong> $64,980 darajasida, 0.19% ga ko&#039;tarildi. Bitcoin $65,000 atrofida tor bazani hosil qildi. Global makro likvidlik qayta baholanayotgan bir paytda, xavfga ishtaha ehtiyotkorlik bilan saqlanib qolmoqda, bu esa past o&#039;zgaruvchanlikning yon tomonga harakatlanishiga olib keladi.<\/li>\n\n\n\n<li><strong>Ethereum (ETHUSD):<\/strong> $1,913.65 darajasida, 0.24% ga oshdi. Ethereum kengroq bozor bilan bir qatorda biroz tiklandi va $1,900 dan past konsolidatsiya bazasini yaratdi. Kripto aktivlari va an&#039;anaviy yuqori xavfli aktsiyalar o&#039;rtasidagi o&#039;zaro bog&#039;liqlik yuqoriligicha qolmoqda.<\/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-26 wp-block-paragraph\" style=\"font-size:18px\"><strong>5. Bugun tomosha qilinadigan tadbirlar<\/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-27\" style=\"font-size:18px\">Hech biri<\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>On Monday, August 10, 2026, during the early Asian session, the global commodities market exhibited a mild upward trend, driven by macro policies and geopolitical developments. Spot gold traded around $4,346\/oz, primarily influenced by the surprisingly weak US July non-farm payrolls (NFP) report. The softer-than-expected labor market data effectively suppressed market expectations for Fed rate [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":9738,"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-9737","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\/9737","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=9737"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/9737\/revisions"}],"predecessor-version":[{"id":9739,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/9737\/revisions\/9739"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media\/9738"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media?parent=9737"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/categories?post=9737"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/tags?post=9737"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}