{"id":80540,"date":"2026-05-19T08:58:04","date_gmt":"2026-05-19T01:58:04","guid":{"rendered":"https:\/\/hbbgroup.net\/chuyen-gia-xuat-hien-tin-hieu-rung-lac-chon-loc-nhom-co-phieu-hut-tien\/"},"modified":"2026-05-19T08:58:04","modified_gmt":"2026-05-19T01:58:04","slug":"chuyen-gia-xuat-hien-tin-hieu-rung-lac-chon-loc-nhom-co-phieu-hut-tien","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/vi\/chuyen-gia-xuat-hien-tin-hieu-rung-lac-chon-loc-nhom-co-phieu-hut-tien\/","title":{"rendered":"Chuy\u00ean gia: Xu\u1ea5t hi\u1ec7n t\u00edn hi\u1ec7u rung l\u1eafc, ch\u1ecdn l\u1ecdc nh\u00f3m c\u1ed5 phi\u1ebfu h\u00fat ti\u1ec1n"},"content":{"rendered":"<div data-role=\"content\" id=\"mainContent\"><figcaption> <\/figcaption><p>  Nh\u1eadn \u0111\u1ecbnh v\u1ec1 xu h\u01b0\u1edbng th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n, \u00f4ng Nguy\u1ec5n Th\u1ebf Minh, Gi\u00e1m \u0111\u1ed1c Kh\u1ed1i Ng\u00e2n h\u00e0ng \u0111\u1ea7u t\u01b0 Ch\u1ee9ng kho\u00e1n ABS cho r\u1eb1ng th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n to\u00e0n c\u1ea7u v\u1eabn duy tr\u00ec xu h\u01b0\u1edbng t\u0103ng tr\u01b0\u1edfng, song r\u1ee7i ro \u0111i\u1ec1u ch\u1ec9nh ng\u1eafn h\u1ea1n \u0111ang gia t\u0103ng \u0111\u00e1ng k\u1ec3. <\/p>\n<p>  \u0110\u00e1ng ch\u00fa \u00fd, ch\u1ec9 s\u1ed1 ch\u1ee9ng kho\u00e1n to\u00e0n c\u1ea7u kh\u00f4ng bao g\u1ed3m c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a l\u1edbn v\u00e0 v\u1eeba c\u1ee7a M\u1ef9 \u0111\u00e3 gi\u1ea3m kho\u1ea3ng 2% v\u00e0 x\u00e1c l\u1eadp xu h\u01b0\u1edbng gi\u1ea3m ng\u1eafn h\u1ea1n. Trong khi \u0111\u00f3, nhi\u1ec1u th\u1ecb tr\u01b0\u1eddng l\u1edbn nh\u01b0 Nasdaq, Dow Jones hay Kospi c\u0169ng b\u1eaft \u0111\u1ea7u xu\u1ea5t hi\u1ec7n r\u1ee7i ro \u0111i\u1ec1u ch\u1ec9nh. <\/p>\n<p>  Theo chuy\u00ean gia, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n theo d\u00f5i s\u00e1t di\u1ec5n bi\u1ebfn c\u1ee7a ch\u1ec9 s\u1ed1 USD v\u00e0 l\u1ee3i su\u1ea5t tr\u00e1i phi\u1ebfu M\u1ef9, b\u1edfi \u0111\u00e2y l\u00e0 hai ch\u1ec9 b\u00e1o ph\u1ea3n \u00e1nh tr\u1ef1c ti\u1ebfp \u00e1p l\u1ef1c l\u1ea1m ph\u00e1t v\u00e0 t\u00e2m l\u00fd ph\u00f2ng th\u1ee7 c\u1ee7a th\u1ecb tr\u01b0\u1eddng t\u00e0i ch\u00ednh to\u00e0n c\u1ea7u. \u201c  <i>   Nh\u00e0 \u0111\u1ea7u t\u01b0 trong n\u01b0\u1edbc c\u0169ng c\u1ea7n th\u1eadn tr\u1ecdng trong tu\u1ea7n giao d\u1ecbch n\u00e0y khi r\u1ee7i ro \u0111i\u1ec1u ch\u1ec9nh c\u00f3 th\u1ec3 gia t\u0103ng\u201d  <\/i>  , \u00f4ng Minh nh\u1eadn \u0111\u1ecbnh. <\/p>\n<p>  D\u00f9 \u00e1p l\u1ef1c l\u1ea1m ph\u00e1t ch\u01b0a h\u1ea1 nhi\u1ec7t, d\u00f2ng ti\u1ec1n to\u00e0n c\u1ea7u v\u1eabn ti\u1ebfp t\u1ee5c \u0111\u1ed5 m\u1ea1nh v\u00e0o nh\u00f3m c\u00f4ng ngh\u1ec7. D\u1eef li\u1ec7u t\u1eeb LSEG cho th\u1ea5y d\u00f2ng v\u1ed1n v\u00e0o c\u00e1c qu\u1ef9 \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu M\u1ef9 \u0111\u00e3 t\u0103ng l\u00ean m\u1ee9c cao nh\u1ea5t trong ba tu\u1ea7n t\u00ednh \u0111\u1ebfn ng\u00e0y 13\/5, nh\u1edd k\u1ef3 v\u1ecdng t\u00edch c\u1ef1c t\u1eeb m\u00f9a b\u00e1o c\u00e1o l\u1ee3i nhu\u1eadn v\u00e0 tri\u1ec3n v\u1ecdng doanh thu c\u1ee7a c\u00e1c h\u00e3ng s\u1ea3n xu\u1ea5t chip. <\/p>\n<p>  Kho\u1ea3ng 83% doanh nghi\u1ec7p thu\u1ed9c S&#038;P 500 \u0111\u00e3 v\u01b0\u1ee3t d\u1ef1 b\u00e1o l\u1ee3i nhu\u1eadn qu\u00fd I c\u1ee7a gi\u1edbi ph\u00e2n t\u00edch. Trong \u0111\u00f3, c\u00e1c qu\u1ef9 \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a l\u1edbn t\u1ea1i M\u1ef9 h\u00fat r\u00f2ng t\u1edbi 17,06 t\u1ef7 USD \u2013 m\u1ee9c cao nh\u1ea5t trong s\u00e1u tu\u1ea7n. Ng\u01b0\u1ee3c l\u1ea1i, c\u00e1c qu\u1ef9 \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a v\u1eeba v\u00e0 nh\u1ecf l\u1ea7n l\u01b0\u1ee3t b\u1ecb r\u00fat r\u00f2ng 1,25 t\u1ef7 USD v\u00e0 2,53 t\u1ef7 USD. <\/p>\n<p>  \u0110\u00e1ng ch\u00fa \u00fd, l\u0129nh v\u1ef1c c\u00f4ng ngh\u1ec7 ghi nh\u1eadn d\u00f2ng v\u1ed1n v\u00e0o r\u00f2ng h\u00e0ng tu\u1ea7n \u1edf m\u1ee9c k\u1ef7 l\u1ee5c 8,51 t\u1ef7 USD, trong khi nh\u00f3m t\u00e0i ch\u00ednh b\u1ecb r\u00fat r\u00f2ng kho\u1ea3ng 1,37 t\u1ef7 USD. <\/p>\n<p>  ABS c\u0169ng l\u01b0u \u00fd r\u1ee7i ro margin tr\u00ean th\u1ecb tr\u01b0\u1eddng M\u1ef9 \u0111ang b\u01b0\u1edbc v\u00e0o v\u00f9ng c\u1ea3nh b\u00e1o. Ch\u1ec9 b\u00e1o FINRA Margin Debt t\u0103ng m\u1ea1nh tr\u1edf l\u1ea1i, d\u00f9 ch\u01b0a \u0111\u1ea1t m\u1ee9c \u0111\u1ec9nh nh\u01b0 c\u00e1c giai \u0111o\u1ea1n bong b\u00f3ng n\u0103m 2000, 2007 hay 2021. Theo \u00f4ng Minh, th\u1ecb tr\u01b0\u1eddng v\u1eabn c\u00f3 th\u1ec3 ti\u1ebfp t\u1ee5c t\u0103ng trong th\u1eddi gian t\u1edbi, song s\u1ebd tr\u1edf n\u00ean nh\u1ea1y c\u1ea3m h\u01a1n v\u1edbi c\u00e1c th\u00f4ng tin ti\u00eau c\u1ef1c nh\u01b0 c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb, l\u1ea1m ph\u00e1t hay b\u1ea7u c\u1eed gi\u1eefa nhi\u1ec7m k\u1ef3 t\u1ea1i M\u1ef9. <\/p>\n<p>  \u1ede trong n\u01b0\u1edbc, Ng\u00e2n h\u00e0ng Th\u1ebf gi\u1edbi (WB) v\u1eeba h\u1ea1 d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng GDP Vi\u1ec7t Nam n\u0103m 2026 xu\u1ed1ng c\u00f2n 6,8%, th\u1ea5p h\u01a1n m\u1ee9c d\u1ef1 b\u00e1o tr\u01b0\u1edbc \u0111\u00f3 do t\u00e1c \u0111\u1ed9ng t\u1eeb c\u00fa s\u1ed1c gi\u00e1 d\u1ea7u Trung \u0110\u00f4ng \u0111\u1ed1i v\u1edbi th\u01b0\u01a1ng m\u1ea1i v\u00e0 ho\u1ea1t \u0111\u1ed9ng kinh t\u1ebf trong n\u01b0\u1edbc. Tuy nhi\u00ean, WB k\u1ef3 v\u1ecdng t\u0103ng tr\u01b0\u1edfng s\u1ebd ph\u1ee5c h\u1ed3i l\u00ean 7,1% v\u00e0o n\u0103m 2027 v\u00e0 7,4% v\u00e0o n\u0103m 2028 khi \u00e1p l\u1ef1c t\u1eeb gi\u00e1 d\u1ea7u h\u1ea1 nhi\u1ec7t. <\/p>\n<p>  WB d\u1ef1 b\u00e1o l\u1ea1m ph\u00e1t b\u00ecnh qu\u00e2n c\u1ee7a Vi\u1ec7t Nam n\u0103m 2026 \u1edf m\u1ee9c 4,2%, tr\u01b0\u1edbc khi gi\u1ea3m d\u1ea7n xu\u1ed1ng 3,8% v\u00e0 3,5% trong hai n\u0103m ti\u1ebfp theo. Th\u00e2m h\u1ee5t ng\u00e2n s\u00e1ch \u0111\u01b0\u1ee3c duy tr\u00ec quanh m\u1ee9c 3,5-3,7% GDP trong b\u1ed1i c\u1ea3nh \u0111\u1ea7u t\u01b0 c\u00f4ng ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng, trong khi n\u1ee3 c\u00f4ng v\u1eabn n\u1eb1m trong ng\u01b0\u1ee1ng an to\u00e0n kho\u1ea3ng 32-35% GDP. <\/p>\n<p>  R\u1ee7i ro ng\u1eafn h\u1ea1n \u00e1p \u0111\u1ea3o khi xung \u0111\u1ed9t Trung \u0110\u00f4ng k\u00e9o d\u00e0i c\u00f3 th\u1ec3 gi\u1eef gi\u00e1 d\u1ea7u cao, khu\u1ebfch \u0111\u1ea1i \u00e1p l\u1ef1c t\u1ef7 gi\u00e1 v\u00e0 ng\u00e2n h\u00e0ng trong b\u1ed1i c\u1ea3nh \u0111\u00f2n b\u1ea9y doanh nghi\u1ec7p cao. <\/p>\n<p>  R\u1ee7i ro trung h\u1ea1n c\u00e2n b\u1eb1ng h\u01a1n n\u1ebfu c\u1ea3i c\u00e1ch th\u1ec3 ch\u1ebf, h\u1ea1 t\u1ea7ng v\u00e0 th\u1ecb tr\u01b0\u1eddng v\u1ed1n \u0111\u01b0\u1ee3c th\u1ef1c thi t\u1ed1t, n\u0103ng su\u1ea5t c\u00f3 th\u1ec3 t\u0103ng m\u1ea1nh h\u01a1n k\u1ef3 v\u1ecdng. Ng\u01b0\u1ee3c l\u1ea1i, r\u1ee7i ro b\u1ea5t \u0111\u1ed9ng s\u1ea3n &#8211; ng\u00e2n h\u00e0ng v\u00e0 th\u1ef1c thi c\u1ea3i c\u00e1ch k\u00e9m hi\u1ec7u qu\u1ea3 c\u00f3 th\u1ec3 c\u1ea3n tr\u1edf \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng. <\/p>\n<p>  Trong b\u1ed1i c\u1ea3nh d\u00f2ng ti\u1ec1n t\u00ecm ki\u1ebfm \u0111\u1ebfn c\u00e1c c\u1ed5 phi\u1ebfu m\u1ea1nh nh\u1ea5t, chuy\u00ean gia ABS\u00a0 l\u1ecdc ra c\u00e1c nh\u00f3m ng\u00e0nh v\u00e0 c\u1ed5 phi\u1ebfu m\u1ea1nh nh\u1ea5t so v\u1edbi th\u1ecb tr\u01b0\u1eddng chung, g\u1ed3m:\u00a0B\u1ea5t \u0111\u1ed9ng s\u1ea3n, S\u1ea3n xu\u1ea5t D\u1ea7u kh\u00ed, \u0110i\u1ec7n v\u00e0 Thi\u1ebft b\u1ecb \u0111i\u1ec7n, B\u00e1n l\u1ebb, Thi\u1ebft b\u1ecb D\u1ecbch v\u1ee5 v\u00e0 Ph\u00e2n ph\u1ed1i D\u1ea7u kh\u00ed, N\u01b0\u1edbc v\u00e0 Kh\u00ed \u0111\u1ed1t. <\/p>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"<p>Nh\u1eadn \u0111\u1ecbnh v\u1ec1 xu h\u01b0\u1edbng th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n, \u00f4ng Nguy\u1ec5n Th\u1ebf Minh, Gi\u00e1m \u0111\u1ed1c Kh\u1ed1i Ng\u00e2n h\u00e0ng \u0111\u1ea7u t\u01b0 [&hellip;]<\/p>","protected":false},"author":5,"featured_media":80541,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[221],"tags":[],"class_list":["post-80540","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\/80540","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=80540"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/80540\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media\/80541"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media?parent=80540"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/categories?post=80540"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/tags?post=80540"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}