{"id":76346,"date":"2026-04-28T09:03:22","date_gmt":"2026-04-28T02:03:22","guid":{"rendered":"https:\/\/hbbgroup.net\/chuyen-gia-dung-nhin-chi-so-de-mua-day-la-4-nhom-co-phieu-co-co-hoi-noi-song-vingroup\/"},"modified":"2026-04-28T09:03:22","modified_gmt":"2026-04-28T02:03:22","slug":"chuyen-gia-dung-nhin-chi-so-de-mua-day-la-4-nhom-co-phieu-co-co-hoi-noi-song-vingroup","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/vi\/chuyen-gia-dung-nhin-chi-so-de-mua-day-la-4-nhom-co-phieu-co-co-hoi-noi-song-vingroup\/","title":{"rendered":"Chuy\u00ean gia: \u0110\u1eebng nh\u00ecn ch\u1ec9 s\u1ed1 \u0111\u1ec3 mua, \u0111\u00e2y l\u00e0 4 nh\u00f3m c\u1ed5 phi\u1ebfu c\u00f3 c\u01a1 h\u1ed9i “n\u1ed1i s\u00f3ng” Vingroup"},"content":{"rendered":"
<\/figcaption>

Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n nh\u1ea1y c\u1ea3m khi ch\u1ec9 s\u1ed1 VN-Index neo \u1edf v\u00f9ng cao nh\u1edd s\u1ef1 d\u1eabn d\u1eaft c\u1ee7a nh\u00f3m v\u1ed1n h\u00f3a l\u1edbn, trong khi d\u00f2ng ti\u1ec1n c\u00f3 d\u1ea5u hi\u1ec7u t\u1eadp trung qu\u00e1 m\u1ee9c v\u00e0 ch\u01b0a lan t\u1ecfa \u0111\u1ed3ng \u0111\u1ec1u. \u0110\u00e2y l\u00e0 th\u1eddi \u0111i\u1ec3m nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n \u0111\u00e1nh gi\u00e1 l\u1ea1i s\u1ee9c b\u1ec1n c\u1ee7a n\u1ec1n gi\u00e1 c\u1ed5 phi\u1ebfu tr\u01b0\u1edbc \u00e1p l\u1ef1c ch\u1ed1t l\u1eddi ng\u1eafn h\u1ea1n. <\/p>\n

\n

\"Chuy\u00ean <\/p>

<\/figcaption><\/figure>\n

Kh\u00f3 tr\u00e1nh kh\u1ecfi rung l\u1eafc trong ng\u1eafn h\u1ea1n\ufeff <\/b> <\/p>\n

\u0110\u00e1nh gi\u00e1 v\u1ec1 di\u1ec5n bi\u1ebfn th\u1ecb tr\u01b0\u1eddng, \u00f4ng L\u01b0\u01a1ng Duy Ph\u01b0\u1edbc – Gi\u00e1m \u0111\u1ed1c Nghi\u00ean c\u1ee9u Th\u1ecb tr\u01b0\u1eddng Ch\u1ee9ng kho\u00e1n Kafi <\/i> <\/b> cho r\u1eb1ng r\u1ee7i ro \u0111i\u1ec1u ch\u1ec9nh s\u00e2u hi\u1ec7n t\u1ea1i kh\u00f4ng qu\u00e1 cao, nh\u01b0ng \u00e1p l\u1ef1c rung l\u1eafc ng\u1eafn h\u1ea1n l\u00e0 kh\u00f3 tr\u00e1nh kh\u1ecfi. Nh\u00ecn v\u00e0o ch\u1ec9 s\u1ed1 chung, th\u1ecb tr\u01b0\u1eddng c\u00f3 v\u1ebb \u0111\u00e3 t\u0103ng m\u1ea1nh, song m\u1ee9c t\u0103ng n\u00e0y ch\u01b0a th\u1ef1c s\u1ef1 lan t\u1ecfa \u0111\u1ec1u. S\u1ef1 \u0111\u00f3ng g\u00f3p l\u1edbn c\u1ee7a nh\u00f3m Vingroup \u0111\u00f3ng vai tr\u00f2 then ch\u1ed1t trong vi\u1ec7c gi\u1eef VN-Index \u1edf v\u00f9ng cao, trong khi nhi\u1ec1u c\u1ed5 phi\u1ebfu kh\u00e1c th\u1ef1c t\u1ebf v\u1eabn \u0111ang trong tr\u1ea1ng th\u00e1i t\u00edch l\u0169y, \u0111i ngang ho\u1eb7c gi\u1eb1ng co trong n\u1ec1n gi\u00e1. <\/p>\n

Chuy\u00ean gia t\u1eeb Kafi nh\u1ea5n m\u1ea1nh, \u00e1p l\u1ef1c \u0111i\u1ec1u ch\u1ec9nh n\u1ebfu x\u1ea3y ra s\u1ebd th\u1ec3 hi\u1ec7n r\u00f5 n\u00e9t h\u01a1n \u1edf ch\u1ec9 s\u1ed1, \u0111\u1eb7c bi\u1ec7t n\u1ebfu nh\u00f3m v\u1ed1n h\u00f3a l\u1edbn ch\u1eefng l\u1ea1i. Ng\u01b0\u1ee3c l\u1ea1i, do ph\u1ea7n l\u1edbn c\u00e1c m\u00e3 kh\u00e1c ch\u01b0a t\u0103ng qu\u00e1 n\u00f3ng, r\u1ee7i ro gi\u1ea3m s\u00e2u (downside risk) cho danh m\u1ee5c chung kh\u00f4ng qu\u00e1 l\u1edbn. \u0110\u1eb7c tr\u01b0ng ch\u00ednh c\u1ee7a giai \u0111o\u1ea1n n\u00e0y l\u00e0 s\u1ef1 ph\u00e2n h\u00f3a m\u1ea1nh m\u1ebd thay v\u00ec m\u1ed9t nh\u1ecbp gi\u1ea3m \u0111\u1ed3ng lo\u1ea1t tr\u00ean di\u1ec7n r\u1ed9ng. <\/p>\n

Hi\u1ec7n t\u1ea1i, th\u1ecb tr\u01b0\u1eddng \u0111ang trong giai \u0111o\u1ea1n h\u1ea5p th\u1ee5 th\u00f4ng tin t\u1eeb k\u1ebft qu\u1ea3 kinh doanh qu\u00fd I v\u00e0 m\u00f9a \u0110\u1ea1i h\u1ed9i \u0111\u1ed3ng c\u1ed5 \u0111\u00f4ng. \u0110i\u1ec1u n\u00e0y t\u1ea1o ra m\u1ed9t ngh\u1ecbch l\u00fd: ch\u1ec9 s\u1ed1 c\u00f3 th\u1ec3 di\u1ec5n bi\u1ebfn t\u00edch c\u1ef1c nh\u01b0ng danh m\u1ee5c th\u1ef1c t\u1ebf c\u1ee7a nhi\u1ec1u nh\u00e0 \u0111\u1ea7u t\u01b0 ch\u01b0a ch\u1eafc \u0111\u00e3 ghi nh\u1eadn m\u1ee9c l\u00e3i t\u01b0\u01a1ng \u1ee9ng. <\/p>\n

Theo \u00f4ng Ph\u01b0\u1edbc, r\u1ee7i ro l\u1edbn nh\u1ea5t n\u1eb1m \u1edf hi\u1ec7n t\u01b0\u1ee3ng d\u00f2ng ti\u1ec1n t\u1eadp trung qu\u00e1 m\u1ee9c v\u00e0o m\u1ed9t nh\u00f3m c\u1ed5 phi\u1ebfu \u0111\u01a1n l\u1ebb. Khi nh\u00e0 \u0111\u1ea7u t\u01b0 d\u1ed3n s\u1ef1 ch\u00fa \u00fd v\u00e0o nh\u00f3m Vingroup m\u00e0 d\u00f2ng ti\u1ec1n ch\u01b0a lu\u00e2n phi\u00ean r\u00f5 r\u1ec7t sang c\u00e1c ng\u00e0nh kh\u00e1c, th\u1ecb tr\u01b0\u1eddng s\u1ebd tr\u1edf n\u00ean nh\u1ea1y c\u1ea3m h\u01a1n. N\u1ebfu nh\u00f3m Vingroup ch\u1eefng l\u1ea1i trong khi c\u00e1c nh\u00f3m Ng\u00e2n h\u00e0ng, Ch\u1ee9ng kho\u00e1n, B\u1ea5t \u0111\u1ed9ng s\u1ea3n hay \u0110\u1ea7u t\u01b0 c\u00f4ng ch\u01b0a k\u1ecbp n\u1ed1i nh\u1ecbp d\u1eabn d\u1eaft, VN-Index s\u1ebd ch\u1ecbu \u00e1p l\u1ef1c \u0111i\u1ec1u ch\u1ec9nh ng\u1eafn h\u1ea1n ngay c\u1ea3 khi b\u1ee9c tranh chung c\u1ee7a c\u00e1c c\u1ed5 phi\u1ebfu ri\u00eang l\u1ebb ch\u01b0a h\u1eb3n x\u1ea5u. <\/p>\n

V\u1ec1 quan \u0111i\u1ec3m “Sell in May”, chuy\u00ean gia cho r\u1eb1ng kh\u00f4ng n\u00ean coi \u0111\u00e2y l\u00e0 m\u1ed9t quy lu\u1eadt c\u1ee9ng nh\u1eafc. B\u1ed1i c\u1ea3nh th\u00e1ng 5 th\u01b0\u1eddng l\u00e0 giai \u0111o\u1ea1n th\u1ecb tr\u01b0\u1eddng \u0111i qua “v\u00f9ng tr\u0169ng” th\u00f4ng tin sau m\u00f9a b\u00e1o c\u00e1o t\u00e0i ch\u00ednh, khi\u1ebfn c\u00e1c y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 (catalyst) b\u1eaft \u0111\u1ea7u m\u1ecfng d\u1ea7n. Khi thi\u1ebfu \u0111\u1ed9ng l\u1ef1c m\u1edbi v\u00e0 ch\u1ec9 s\u1ed1 \u0111\u00e3 t\u0103ng nh\u1edd c\u00e1c m\u00e3 tr\u1ee5, \u00e1p l\u1ef1c ch\u1ed1t l\u1eddi ng\u1eafn h\u1ea1n l\u00e0 \u0111i\u1ec1u b\u00ecnh th\u01b0\u1eddng. <\/p>\n

Th\u00e1ng 5 s\u1ebd l\u00e0 giai \u0111o\u1ea1n ki\u1ec3m \u0111\u1ecbnh s\u1ee9c b\u1ec1n c\u1ee7a d\u00f2ng ti\u1ec1n. N\u1ebfu thanh kho\u1ea3n duy tr\u00ec t\u1ed1t v\u00e0 d\u00f2ng ti\u1ec1n lan t\u1ecfa sang c\u00e1c nh\u00f3m ng\u00e0nh kh\u00e1c, r\u1ee7i ro “Sell in May” s\u1ebd kh\u00f4ng \u0111\u00e1ng ng\u1ea1i. Do m\u1eb7t b\u1eb1ng chung c\u1ee7a th\u1ecb tr\u01b0\u1eddng hi\u1ec7n t\u1ea1i kh\u00f4ng qu\u00e1 cao (ngo\u1ea1i tr\u1eeb m\u1ed9t s\u1ed1 c\u1ed5 phi\u1ebfu tr\u1ee5), hi\u1ec7u \u1ee9ng n\u00e0y kh\u00f3 c\u00f3 th\u1ec3 khi\u1ebfn th\u1ecb tr\u01b0\u1eddng s\u1ee5t gi\u1ea3m qu\u00e1 s\u00e2u. <\/p>\n

Nh\u00f3m c\u1ed5 phi\u1ebfu n\u00e0o s\u1ebd n\u1ed1i s\u00f3ng sau Vingroup?\ufeff <\/b> <\/p>\n

Trong c\u00e1c nh\u1ecbp rung l\u1eafc, chuy\u00ean gia khuy\u1ebfn ngh\u1ecb nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean ch\u00fa \u00fd \u0111\u1ebfn nh\u1eefng c\u1ed5 phi\u1ebfu gi\u1eef \u0111\u01b0\u1ee3c n\u1ec1n gi\u00e1 t\u00edch l\u0169y. D\u1ea5u hi\u1ec7u t\u00edch c\u1ef1c l\u00e0 khi VN-Index \u0111i\u1ec1u ch\u1ec9nh nh\u01b0ng c\u1ed5 phi\u1ebfu v\u1eabn \u0111i ngang, thanh kho\u1ea3n b\u00e1n kh\u00f4ng t\u0103ng m\u1ea1nh v\u00e0 bi\u00ean \u0111\u1ed9 dao \u0111\u1ed9ng h\u1eb9p d\u1ea7n, cho th\u1ea5y l\u1ef1c cung \u0111ang \u0111\u01b0\u1ee3c h\u1ea5p th\u1ee5 t\u1ed1t. <\/p>\n

B\u00ean c\u1ea1nh y\u1ebfu t\u1ed1 d\u00f2ng ti\u1ec1n, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n b\u00e1m s\u00e1t c\u00e2u chuy\u1ec7n ch\u00ednh s\u00e1ch. D\u00f2ng ti\u1ec1n n\u1ebfu r\u1eddi kh\u1ecfi nh\u00f3m c\u1ed5 phi\u1ebfu “hot” th\u01b0\u1eddng s\u1ebd t\u00ecm \u0111\u1ebfn c\u00e1c nh\u00f3m ng\u00e0nh g\u1eafn v\u1edbi k\u1ef3 v\u1ecdng t\u0103ng tr\u01b0\u1edfng c\u1ee7a n\u1ec1n kinh t\u1ebf nh\u01b0: \u0110\u1ea7u t\u01b0 c\u00f4ng, X\u00e2y d\u1ef1ng \u2013 V\u1eadt li\u1ec7u x\u00e2y d\u1ef1ng, Ng\u00e2n h\u00e0ng, Ch\u1ee9ng kho\u00e1n <\/i> <\/b> ho\u1eb7c c\u00e1c nh\u00f3m h\u01b0\u1edfng l\u1ee3i t\u1eeb c\u1ea3i c\u00e1ch ch\u00ednh s\u00e1ch v\u00e0 n\u00e2ng h\u1ea1ng th\u1ecb tr\u01b0\u1eddng. <\/p>\n

Chuy\u00ean gia t\u1eeb Kafi \u0111\u01b0a ra l\u1eddi khuy\u00ean: Nh\u00e0 \u0111\u1ea7u t\u01b0 kh\u00f4ng c\u1ea7n \u0111\u1ee9ng ngo\u00e0i ho\u00e0n to\u00e0n nh\u01b0ng tr\u00e1nh mua \u0111u\u1ed5i khi ch\u1ec9 s\u1ed1 \u0111ang \u0111\u01b0\u1ee3c k\u00e9o m\u1ea1nh b\u1edfi c\u00e1c m\u00e3 v\u1ed1n h\u00f3a l\u1edbn. Chi\u1ebfn l\u01b0\u1ee3c ph\u00f9 h\u1ee3p l\u00e0 gi\u1ea3i ng\u00e2n t\u1eebng ph\u1ea7n v\u00e0o c\u00e1c c\u1ed5 phi\u1ebfu gi\u1eef n\u1ec1n t\u1ed1t, kh\u00f4ng gi\u1ea3m s\u00e2u khi th\u1ecb tr\u01b0\u1eddng rung l\u1eafc. ” Ng\u1eafn g\u1ecdn l\u1ea1i, giai \u0111o\u1ea1n n\u00e0y kh\u00f4ng n\u00ean mua theo ch\u1ec9 s\u1ed1 m\u00e0 h\u00e3y ch\u1ecdn c\u1ed5 phi\u1ebfu c\u00f3 n\u1ec1n t\u1ea3ng t\u1ed1t, c\u00e2u chuy\u1ec7n r\u00f5 r\u00e0ng v\u00e0 c\u00f3 kh\u1ea3 n\u0103ng h\u00fat d\u00f2ng ti\u1ec1n k\u1ebf ti\u1ebfp <\/i> “, \u00f4ng Ph\u01b0\u1edbc k\u1ebft lu\u1eadn. <\/p>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"

Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n nh\u1ea1y c\u1ea3m khi ch\u1ec9 s\u1ed1 VN-Index neo \u1edf v\u00f9ng […]<\/p>","protected":false},"author":5,"featured_media":76347,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[221],"tags":[],"class_list":["post-76346","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\/76346","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=76346"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/76346\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media\/76347"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media?parent=76346"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/categories?post=76346"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/tags?post=76346"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}