{"id":72689,"date":"2026-04-17T08:59:01","date_gmt":"2026-04-17T01:59:01","guid":{"rendered":"https:\/\/hbbgroup.net\/chuyen-gia-day-la-co-hoi-tot-cho-nha-dau-tu-f0-xuong-tien\/"},"modified":"2026-04-17T08:59:01","modified_gmt":"2026-04-17T01:59:01","slug":"chuyen-gia-day-la-co-hoi-tot-cho-nha-dau-tu-f0-xuong-tien","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/vi\/chuyen-gia-day-la-co-hoi-tot-cho-nha-dau-tu-f0-xuong-tien\/","title":{"rendered":"Chuy\u00ean gia: \u0110\u00e2y l\u00e0 c\u01a1 h\u1ed9i t\u1ed1t cho nh\u00e0 \u0111\u1ea7u t\u01b0 F0 \u201cxu\u1ed1ng ti\u1ec1n\u201d"},"content":{"rendered":"
<\/figcaption>

Trong b\u1ed1i c\u1ea3nh th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n ti\u1ebfp t\u1ee5c bi\u1ebfn \u0111\u1ed9ng v\u00e0 d\u00f2ng ti\u1ec1n c\u00f3 xu h\u01b0\u1edbng ph\u00e2n h\u00f3a, c\u00e2u h\u1ecfi \u201cti\u1ec1n s\u1ebd \u0111i \u0111\u00e2u\u201d trong qu\u00fd II\/2026 \u0111ang tr\u1edf th\u00e0nh m\u1ed1i quan t\u00e2m l\u1edbn c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0. Kh\u00f4ng ch\u1ec9 l\u00e0 b\u00e0i to\u00e1n l\u1ef1a ch\u1ecdn nh\u00f3m ng\u00e0nh, \u0111\u00e2y c\u00f2n l\u00e0 giai \u0111o\u1ea1n \u0111\u00f2i h\u1ecfi nh\u00e0 \u0111\u1ea7u t\u01b0 ph\u1ea3i \u0111\u1ecbnh h\u00ecnh l\u1ea1i chi\u1ebfn l\u01b0\u1ee3c trong b\u1ed1i c\u1ea3nh nhi\u1ec1u y\u1ebfu t\u1ed1 v\u0129 m\u00f4 \u0111an xen. <\/p>\n

T\u1ea1i ch\u01b0\u01a1ng tr\u00ecnh \u201cB\u1ea3n \u0111\u1ed3 d\u00f2ng ti\u1ec1n qu\u00fd II\/2026\u201d do Ch\u1ee9ng kho\u00e1n Finhay t\u1ed5 ch\u1ee9c, c\u00e1c chuy\u00ean gia cho r\u1eb1ng d\u00f9 th\u1ecb tr\u01b0\u1eddng v\u1eabn \u0111\u1ed1i m\u1eb7t v\u1edbi kh\u00f4ng \u00edt \u201cc\u01a1n gi\u00f3 ng\u01b0\u1ee3c\u201d trong ng\u1eafn h\u1ea1n, c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 trung v\u00e0 d\u00e0i h\u1ea1n v\u1eabn hi\u1ec7n h\u1eefu, \u0111\u1eb7c bi\u1ec7t khi n\u1ec1n t\u1ea3ng kinh t\u1ebf duy tr\u00ec t\u00edch c\u1ef1c v\u00e0 \u0111\u1ecbnh gi\u00e1 th\u1ecb tr\u01b0\u1eddng \u0111ang \u1edf v\u00f9ng h\u1ea5p d\u1eabn. <\/p>\n

“La b\u00e0n \u0111\u1ea7u t\u01b0” s\u1ebd theo h\u00ecnh ch\u1eef K\ufeff <\/b> <\/p>\n

\u0110\u01b0a ra quan \u0111i\u1ec3m, \u00f4ng V\u01b0\u01a1ng Kh\u1eafc Huy \u2013 Tr\u01b0\u1edfng ph\u00f2ng Ph\u00e2n t\u00edch v\u00e0 \u0110\u1ea7u t\u01b0, C\u00f4ng ty Qu\u1ea3n l\u00fd Qu\u1ef9 Dai-ichi Life Vi\u1ec7t Nam <\/i> <\/b> nh\u1ea5n m\u1ea1nh thay v\u00ec t\u1eadp trung v\u00e0o c\u00e1c bi\u1ebfn \u0111\u1ed9ng ng\u1eafn h\u1ea1n, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n nh\u00ecn v\u00e0o b\u1ee9c tranh t\u1ed5ng th\u1ec3 c\u1ee7a n\u1ec1n kinh t\u1ebf \u0111\u1ec3 x\u00e2y d\u1ef1ng \u201cla b\u00e0n\u201d \u0111\u1ea7u t\u01b0. <\/p>\n

Theo chuy\u00ean gia, n\u1ec1n t\u1ea3ng v\u0129 m\u00f4 c\u1ee7a Vi\u1ec7t Nam v\u1eabn \u0111ang duy tr\u00ec t\u00edch c\u1ef1c, v\u1edbi t\u0103ng tr\u01b0\u1edfng GDP g\u1ea7n \u0111\u00e2y \u0111\u1ea1t kho\u1ea3ng 7\u20138%. D\u00f9 \u0111\u00e2y \u0111\u00e3 l\u00e0 m\u1ee9c cao, Ch\u00ednh ph\u1ee7 v\u1eabn \u0111\u1eb7t m\u1ee5c ti\u00eau tham v\u1ecdng h\u01a1n, h\u01b0\u1edbng t\u1edbi t\u0103ng tr\u01b0\u1edfng b\u00ecnh qu\u00e2n kho\u1ea3ng 10% trong nh\u1eefng n\u0103m t\u1edbi. \u0110i\u1ec1u n\u00e0y \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd t\u1ea1o n\u1ec1n t\u1ea3ng thu\u1eadn l\u1ee3i cho th\u1ecb tr\u01b0\u1eddng trong trung v\u00e0 d\u00e0i h\u1ea1n. <\/p>\n

Tuy nhi\u00ean, trong b\u1ed1i c\u1ea3nh t\u0103ng tr\u01b0\u1edfng t\u00edch c\u1ef1c, c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 s\u1ebd kh\u00f4ng ph\u00e2n b\u1ed5 \u0111\u1ed3ng \u0111\u1ec1u m\u00e0 c\u00f3 s\u1ef1 ph\u00e2n h\u00f3a r\u00f5 n\u00e9t. \u00d4ng Huy cho r\u1eb1ng \u201cla b\u00e0n\u201d \u0111\u1ea7u t\u01b0 trong giai \u0111o\u1ea1n t\u1edbi s\u1ebd mang h\u00ecnh ch\u1eef K, t\u1ee9c l\u00e0 d\u00f2ng ti\u1ec1n s\u1ebd t\u1eadp trung v\u00e0o m\u1ed9t nh\u00f3m doanh nghi\u1ec7p nh\u1ea5t \u0111\u1ecbnh thay v\u00ec lan t\u1ecfa r\u1ed9ng. <\/p>\n

C\u1ee5 th\u1ec3, d\u00f2ng ti\u1ec1n nhi\u1ec1u kh\u1ea3 n\u0103ng s\u1ebd \u01b0u ti\u00ean c\u00e1c doanh nghi\u1ec7p l\u1edbn, \u0111\u1ea7u ng\u00e0nh, \u0111\u1eb7c bi\u1ec7t l\u00e0 nh\u1eefng doanh nghi\u1ec7p c\u00f3 kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn ngu\u1ed3n v\u1ed1n t\u1ed1t. Trong b\u1ed1i c\u1ea3nh hi\u1ec7n nay v\u00e0 th\u1eddi gian t\u1edbi, kh\u00f4ng ph\u1ea3i doanh nghi\u1ec7p n\u00e0o c\u0169ng d\u1ec5 d\u00e0ng ti\u1ebfp c\u1eadn v\u1ed1n, do \u0111\u00f3 \u0111\u00e2y s\u1ebd l\u00e0 l\u1ee3i th\u1ebf c\u1ea1nh tranh quan tr\u1ecdng. <\/p>\n

B\u00ean c\u1ea1nh \u0111\u00f3, nh\u1eefng doanh nghi\u1ec7p c\u00f3 n\u0103ng l\u1ef1c tri\u1ec3n khai d\u1ef1 \u00e1n, \u0111\u1eb7c bi\u1ec7t l\u00e0 c\u00e1c d\u1ef1 \u00e1n quy m\u00f4 l\u1edbn g\u1eafn v\u1edbi \u0111\u1ecbnh h\u01b0\u1edbng ph\u00e1t tri\u1ec3n c\u1ee7a n\u1ec1n kinh t\u1ebf, c\u0169ng \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd h\u01b0\u1edfng l\u1ee3i. <\/p>\n

\ufeffR\u1ee7i ro \u0111\u00e3 \u0111\u01b0\u1ee3c ph\u1ea3n \u00e1nh v\u00e0o gi\u00e1, \u0111\u1ecbnh gi\u00e1 th\u1ea5p nh\u1ea5t 10 n\u0103m <\/b> <\/p>\n

\u1ede m\u1ed9t g\u00f3c nh\u00ecn kh\u00e1c, li\u00ean quan \u0111\u1ebfn l\u1ed9 tr\u00ecnh \u0111\u1ea7u t\u01b0 cho nh\u00e0 \u0111\u1ea7u t\u01b0 m\u1edbi (F0), \u0111\u1eb7c bi\u1ec7t l\u00e0 nh\u1eefng ng\u01b0\u1eddi c\u00f3 s\u1ed1 v\u1ed1n nh\u1ecf, \u00f4ng Ph\u00f9ng Minh Ho\u00e0ng \u2013 Gi\u00e1m \u0111\u1ed1c Chi\u1ebfn l\u01b0\u1ee3c, C\u00f4ng ty Qu\u1ea3n l\u00fd Qu\u1ef9 Ph\u00fa <\/i> H\u01b0ng <\/b> cho r\u1eb1ng\u00a0qu\u00fd II\/2026 l\u00e0 th\u1eddi \u0111i\u1ec3m ph\u00f9 h\u1ee3p \u0111\u1ec3 b\u1eaft \u0111\u1ea7u tham gia th\u1ecb tr\u01b0\u1eddng. <\/p>\n

” Nh\u1eefng y\u1ebfu t\u1ed1 b\u1ea5t l\u1ee3i nh\u01b0 m\u1eb7t b\u1eb1ng l\u00e3i su\u1ea5t cao, c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb hay bi\u1ebfn \u0111\u1ed9ng gi\u00e1 d\u1ea7u\u2026 \u0111\u00e3 ph\u1ea7n n\u00e0o ph\u1ea3n \u00e1nh v\u00e0o gi\u00e1 c\u1ed5 phi\u1ebfu, khi\u1ebfn th\u1ecb tr\u01b0\u1eddng hi\u1ec7n giao d\u1ecbch \u1edf v\u00f9ng \u0111\u1ecbnh gi\u00e1 t\u01b0\u01a1ng \u0111\u1ed1i th\u1ea5p” <\/i> , chuy\u00ean gia nh\u1eadn \u0111\u1ecbnh. <\/p>\n

C\u1ee5 th\u1ec3, c\u00e1c ch\u1ec9 s\u1ed1 \u0111\u1ecbnh gi\u00e1 nh\u01b0 P\/E v\u00e0 P\/B \u0111ang th\u1ea5p h\u01a1n m\u1ee9c trung b\u00ecnh 10 n\u0103m, trong khi tri\u1ec3n v\u1ecdng l\u1ee3i nhu\u1eadn (ROE) l\u1ea1i b\u01b0\u1edbc v\u00e0o chu k\u1ef3 c\u1ea3i thi\u1ec7n nh\u1edd nh\u1eefng thay \u0111\u1ed5i mang t\u00ednh c\u1ea5u tr\u00fac c\u1ee7a n\u1ec1n kinh t\u1ebf c\u0169ng nh\u01b0 s\u1ef1 chuy\u1ec3n d\u1ecbch t\u00edch c\u1ef1c gi\u1eefa c\u00e1c ng\u00e0nh. <\/p>\n

\u0110\u00e1ng ch\u00fa \u00fd, n\u1ebfu lo\u1ea1i tr\u1eeb m\u1ed9t s\u1ed1 c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a l\u1edbn c\u00f3 m\u1ee9c t\u0103ng \u0111\u1ed9t bi\u1ebfn v\u00e0 chi\u1ebfm t\u1ef7 tr\u1ecdng cao trong ch\u1ec9 s\u1ed1, \u0111\u1ecbnh gi\u00e1 chung c\u1ee7a th\u1ecb tr\u01b0\u1eddng c\u00f2n tr\u1edf n\u00ean h\u1ea5p d\u1eabn h\u01a1n. <\/p>\n

T\u1eeb \u0111\u00f3, chuy\u00ean gia cho r\u1eb1ng giai \u0111o\u1ea1n hi\u1ec7n t\u1ea1i l\u00e0 c\u01a1 h\u1ed9i ph\u00f9 h\u1ee3p \u0111\u1ec3 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 m\u1edbi b\u1eaft \u0111\u1ea7u tham gia th\u1ecb tr\u01b0\u1eddng, \u0111\u1eb7c bi\u1ec7t v\u1edbi c\u00e1ch ti\u1ebfp c\u1eadn d\u00e0i h\u1ea1n. <\/p>\n

\u1ede k\u1ecbch b\u1ea3n t\u00edch c\u1ef1c h\u01a1n, chuy\u00ean gia n\u00e0y k\u1ef3 v\u1ecdng m\u1ed9t s\u1ed1 y\u1ebfu t\u1ed1 v\u0129 m\u00f4 s\u1ebd c\u1ea3i thi\u1ec7n trong n\u1eeda cu\u1ed1i n\u0103m 2026, khi m\u1eb7t b\u1eb1ng l\u00e3i su\u1ea5t c\u00f3 th\u1ec3 h\u1ea1 nhi\u1ec7t v\u00e0 c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb d\u1ea7n l\u1eafng d\u1ecbu. Nh\u1eefng \u201cc\u01a1n gi\u00f3 ng\u01b0\u1ee3c\u201d hi\u1ec7n t\u1ea1i v\u00ec v\u1eady \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 mang t\u00ednh ng\u1eafn h\u1ea1n v\u00e0 c\u00f3 th\u1ec3 s\u1edbm qua \u0111i. <\/p>\n

\u201c Trong trung v\u00e0 d\u00e0i h\u1ea1n, th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam c\u00f3 c\u01a1 s\u1edf \u0111\u1ec3 \u0111\u01b0\u1ee3c t\u00e1i \u0111\u1ecbnh gi\u00e1 \u1edf m\u1ee9c cao h\u01a1n, nh\u1edd tri\u1ec3n v\u1ecdng t\u0103ng tr\u01b0\u1edfng t\u00edch c\u1ef1c c\u1ee7a n\u1ec1n kinh t\u1ebf <\/i> \u201d, \u00f4ng Minh Ho\u00e0ng nh\u1eadn \u0111\u1ecbnh. <\/p>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"

Trong b\u1ed1i c\u1ea3nh th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n ti\u1ebfp t\u1ee5c bi\u1ebfn \u0111\u1ed9ng v\u00e0 d\u00f2ng ti\u1ec1n c\u00f3 xu h\u01b0\u1edbng ph\u00e2n h\u00f3a, c\u00e2u […]<\/p>","protected":false},"author":5,"featured_media":72690,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[221],"tags":[],"class_list":["post-72689","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chung-khoan"],"acf":[],"_links":{"self":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/72689","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/comments?post=72689"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/72689\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media\/72690"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media?parent=72689"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/categories?post=72689"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/tags?post=72689"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}