{"id":46380,"date":"2025-09-03T09:54:10","date_gmt":"2025-09-03T02:54:10","guid":{"rendered":"https:\/\/hbbgroup.net\/khoi-ngoai-lap-ky-luc-ban-rong-nha-dau-tu-co-nen-lo-lang\/"},"modified":"2025-09-03T09:54:10","modified_gmt":"2025-09-03T02:54:10","slug":"khoi-ngoai-lap-ky-luc-ban-rong-nha-dau-tu-co-nen-lo-lang","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/zh\/khoi-ngoai-lap-ky-luc-ban-rong-nha-dau-tu-co-nen-lo-lang\/","title":{"rendered":"Kh\u1ed1i ngo\u1ea1i l\u1eadp k\u1ef7 l\u1ee5c b\u00e1n r\u00f2ng, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 n\u00ean lo l\u1eafng?"},"content":{"rendered":"
\n

Kh\u1ed1i ngo\u1ea1i l\u1eadp k\u1ef7 l\u1ee5c b\u00e1n r\u00f2ng, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 n\u00ean lo l\u1eafng?<\/p>\n

VN-Index<\/a> ti\u1ebfp t\u1ee5c ti\u1ebfn l\u00ean trong th\u00e1ng 8 \u0111\u1ec3 \u0111\u00f3ng c\u1eeda t\u1ea1i 1,682.21 \u0111i\u1ec3m, t\u1ea1o ra t\u00e2m l\u00fd chung \u0111\u1ea7y h\u1ee9ng kh\u1edfi. Tuy nhi\u00ean, nhi\u1ec1u nh\u00e0 \u0111\u1ea7u t\u01b0 trong n\u01b0\u1edbc b\u1eaft \u0111\u1ea7u \u0111\u1eb7t ra nh\u1eefng d\u1ea5u h\u1ecfi v\u1ec1 \u0111\u1ed9ng th\u00e1i c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i, khi kh\u1ed1i n\u00e0y v\u1eeba c\u00f3 th\u00e1ng b\u00e1n r\u00f2ng m\u1ea1nh nh\u1ea5t k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m, n\u00e2ng quy m\u00f4 l\u0169y k\u1ebf l\u00ean h\u01a1n 58.9 ng\u00e0n t\u1ef7 \u0111\u1ed3ng. <\/p>\n

K\u1ef7 l\u1ee5c b\u00e1n r\u00f2ng k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m tr\u00ean HOSE<\/a><\/p>\n

Sau c\u00e1c di\u1ec5n bi\u1ebfn t\u00edch c\u1ef1c v\u00e0i th\u00e1ng g\u1ea7n \u0111\u00e2y, VN-Index<\/span> trong th\u00e1ng 8 ti\u1ebfp t\u1ee5c mang l\u1ea1i ni\u1ec1m vui cho nh\u00e0 \u0111\u1ea7u t\u01b0, v\u1edbi vi\u1ec7c n\u1ed1i d\u00e0i \u0111\u00e0 t\u0103ng v\u00e0 \u0111\u00f3ng c\u1eeda t\u1ea1i 1,682.21 \u0111i\u1ec3m, t\u01b0\u01a1ng \u1ee9ng t\u0103ng 12% so v\u1edbi cu\u1ed1i th\u00e1ng 7. <\/p>\n

D\u00f9 v\u1eady, tr\u00ean h\u00e0nh tr\u00ecnh t\u0103ng \u0111i\u1ec3m \u0111\u00f3 v\u1eabn xu\u1ea5t hi\u1ec7n v\u1ebft \u201cg\u1ee3n\u201d khi kh\u1ed1i ngo\u1ea1i quay \u0111\u1ea7u b\u00e1n r\u00f2ng, th\u1eadm ch\u00ed \u1edf quy m\u00f4 l\u1edbn nh\u1ea5t k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m, th\u1ec3 hi\u1ec7n m\u1ed9t \u0111\u1ed9ng th\u00e1i ho\u00e0n to\u00e0n kh\u00e1c so v\u1edbi h\u00e0nh \u0111\u1ed9ng trong v\u00e0i th\u00e1ng tr\u01b0\u1edbc \u0111\u00f3.<\/p>\n

Tr\u00ean HOSE<\/span>, sau khi li\u00ean t\u1ee5c giao d\u1ecbch c\u00e2n b\u1eb1ng trong th\u00e1ng 5 v\u00e0 th\u00e1ng 6 \u0111\u1ec3 r\u1ed3i b\u00f9ng n\u1ed5 mua r\u00f2ng h\u01a1n 8.1 ng\u00e0n t\u1ef7 \u0111\u1ed3ng trong th\u00e1ng 7, m\u1edf ra nhi\u1ec1u k\u1ef3 v\u1ecdng v\u1ec1 m\u1ed9t xu h\u01b0\u1edbng mua r\u00f2ng d\u00e0i h\u1ea1n ch\u00ednh th\u1ee9c quay tr\u1edf l\u1ea1i, th\u00ec b\u1ea5t ng\u1edd kh\u1ed1i ngo\u1ea1i l\u1ea1i b\u00e1n r\u00f2ng g\u1ea7n 29.6 ng\u00e0n t\u1ef7 \u0111\u1ed3ng trong th\u00e1ng 8 \u0111\u1ec3 \u0111\u1ea9y quy m\u00f4 l\u0169y k\u1ebf l\u00ean h\u01a1n 58.9 ng\u00e0n t\u1ef7 \u0111\u1ed3ng – cao nh\u1ea5t k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m v\u00e0 r\u1ea5t g\u1ea7n m\u1ee9c l\u0169y k\u1ebf g\u1ea7n 64 ng\u00e0n t\u1ef7 \u0111\u1ed3ng t\u1ea1i c\u00f9ng th\u1eddi \u0111i\u1ec3m n\u0103m tr\u01b0\u1edbc. <\/p>\n

Trong th\u00e1ng 8, kh\u1ed1i ngo\u1ea1i th\u1ef1c hi\u1ec7n 18 phi\u00ean b\u00e1n r\u00f2ng, trong \u0111\u00f3 c\u00f3 chu\u1ed7i b\u00e1n r\u00f2ng 13 phi\u00ean li\u00ean ti\u1ebfp (ng\u00e0y 07 – 25\/08), \u00a0khi ch\u1ec9 mua r\u00f2ng v\u1ecfn v\u1eb9n 3 phi\u00ean v\u1edbi quy m\u00f4 kh\u00f4ng \u0111\u00e1ng k\u1ec3.<\/p>\n

HOSE<\/span> ghi nh\u1eadn \u0111\u1ebfn 8 tr\u01b0\u1eddng h\u1ee3p b\u1ecb b\u00e1n r\u00f2ng h\u00e0ng ng\u00e0n t\u1ef7, v\u1edbi hai v\u1ecb tr\u00ed d\u1eabn \u0111\u1ea7u thu\u1ed9c v\u1ec1 FPT<\/a> g\u1ea7n 5 ng\u00e0n t\u1ef7 \u0111\u1ed3ng v\u00e0 HPG<\/a> h\u01a1n 4.8 ng\u00e0n t\u1ef7 \u0111\u1ed3ng, ti\u1ebfp theo l\u00e0 VPB<\/a>, SSI<\/a>, VHM<\/a>, CTG<\/a>, MBB<\/a> v\u00e0 VCB<\/a>. V\u1edbi vi\u1ec7c ti\u1ebfp t\u1ee5c ch\u1ecbu l\u1ef1c b\u00e1n m\u1ea1nh trong th\u00e1ng 8, FPT<\/span> c\u00f2n d\u1eabn \u0111\u1ea7u v\u1ec1 quy m\u00f4 b\u00e1n r\u00f2ng t\u00ednh t\u1eeb \u0111\u1ea7u n\u0103m, \u0111\u1ea1t g\u1ea7n 14.8 ng\u00e0n t\u1ef7 \u0111\u1ed3ng.<\/p>\n

\u1ede chi\u1ec1u ng\u01b0\u1ee3c l\u1ea1i, c\u1ed5 phi\u1ebfu \u0111\u01b0\u1ee3c mua r\u00f2ng m\u1ea1nh nh\u1ea5t th\u00e1ng 8 l\u00e0 GMD<\/a>, tuy nhi\u00ean quy m\u00f4 ch\u1ec9 g\u1ea7n 720 t\u1ef7 \u0111\u1ed3ng. <\/p>\n

<\/p>\n

Ngu\u1ed3n: VietstockFinance<\/span><\/p>\n<\/p><\/div>\n

Tr\u00ean HNX<\/a>, t\u00ecnh h\u00ecnh tr\u00e1i ng\u01b0\u1ee3c khi kh\u1ed1i ngo\u1ea1i mua r\u00f2ng h\u01a1n 505 t\u1ef7 \u0111\u1ed3ng trong th\u00e1ng 8, \u0111\u00e1nh d\u1ea5u th\u00e1ng mua r\u00f2ng th\u1ee9 hai li\u00ean ti\u1ebfp, qua \u0111\u00f3 thu h\u1eb9p m\u1ee9c b\u00e1n r\u00f2ng l\u0169y k\u1ebf c\u00f2n g\u1ea7n 257 t\u1ef7 \u0111\u1ed3ng. <\/p>\n

SHS<\/a> \u0111\u01b0\u1ee3c mua r\u00f2ng \u0111\u00e1ng ch\u00fa \u00fd nh\u1ea5t th\u00e1ng v\u1edbi h\u01a1n 1.2 ng\u00e0n t\u1ef7 \u0111\u1ed3ng, b\u1ecf xa c\u00e1c c\u1ed5 phi\u1ebfu x\u1ebfp sau. Tr\u00e1i l\u1ea1i, 3 c\u00e1i t\u00ean b\u1ecb b\u00e1n r\u00f2ng m\u1ea1nh nh\u1ea5t l\u00e0 PVS<\/a> g\u1ea7n 147 t\u1ef7 \u0111\u1ed3ng, IDC<\/a> h\u01a1n 217 t\u1ef7 \u0111\u1ed3ng v\u00e0 MBS<\/a> h\u01a1n 118 t\u1ef7 \u0111\u1ed3ng.<\/p>\n

<\/p>\n

Ngu\u1ed3n: VietstockFinance<\/span><\/p>\n<\/p><\/div>\n

D\u00f2ng v\u1ed1n ETF li\u00ean t\u1ee5c r\u00fat r\u00f2ng, \u0111i\u1ec3m nh\u1ea5n Fubon<\/p>\n

X\u00e9t tr\u00ean d\u00f2ng v\u1ed1n ETF ngo\u1ea1i v\u00e0o Vi\u1ec7t Nam giai \u0111o\u1ea1n 4 tu\u1ea7n (28\/07 – 22\/08), d\u1ec5 th\u1ea5y xu h\u01b0\u1edbng r\u00fat r\u00f2ng \u0111\u01b0\u1ee3c duy tr\u00ec xuy\u00ean su\u1ed1t. Trong \u0111\u00f3, l\u1ef1c b\u00e1n ch\u1ee7 \u0111\u1ea1o \u0111\u1ebfn t\u1eeb Fubon FTSE l\u0169y k\u1ebf 83.6 tri\u1ec7u USD<\/span>, ti\u1ebfp \u0111\u1ebfn l\u00e0 CGS FullGoal v\u00e0 DB FTSE. Ri\u00eang VanEck l\u00e0 ETF h\u00fat r\u00f2ng duy nh\u1ea5t, nh\u01b0ng quy m\u00f4 kh\u00f4ng \u0111\u00e1ng k\u1ec3. Nh\u00ecn r\u1ed9ng h\u01a1n, th\u1ecb tr\u01b0\u1eddng c\u1ed5 phi\u1ebfu Vi\u1ec7t Nam c\u0169ng b\u1ecb r\u00fat r\u00f2ng n\u1ed5i b\u1eadt t\u1ea1i ch\u00e2u \u00c1 trong th\u00e1ng 8. Hay x\u00e9t ri\u00eang d\u00f2ng v\u1ed1n ETF t\u1ea1i \u0110\u00f4ng Nam \u00c1, Vi\u1ec7t Nam duy tr\u00ec xu h\u01b0\u1edbng b\u1ecb r\u00fat r\u00f2ng, b\u1ea5t ch\u1ea5p s\u1ef1 t\u00edch c\u1ef1c hi\u1ec7n di\u1ec7n \u1edf c\u00e1c qu\u1ed1c gia kh\u00e1c nh\u01b0 Indonesia, Singapore, Philippines. <\/p>\n

<\/p>\n

Ngu\u1ed3n: Bloomberg, ng\u01b0\u1eddi vi\u1ebft t\u1ed5ng h\u1ee3p<\/p>\n<\/p><\/div>\n

Li\u1ec7u c\u00f3 \u0111\u00e1ng lo? <\/p>\n

Tr\u01b0\u1edbc \u0111\u1ed9ng th\u00e1i b\u00e1n r\u00f2ng c\u1ee7a kh\u1ed1i ngo\u1ea1i, \u00f4ng Tr\u1ea7n \u0110\u1ee9c Anh – Gi\u00e1m \u0111\u1ed1c V\u0129 m\u00f4 v\u00e0 Chi\u1ebfn l\u01b0\u1ee3c th\u1ecb tr\u01b0\u1eddng Ch\u1ee9ng kho\u00e1n KB Vi\u1ec7t Nam (KBSV<\/a>)<\/strong> cho r\u1eb1ng, kh\u1ed1i ngo\u1ea1i c\u00f2n lo ng\u1ea1i nhi\u1ec1u y\u1ebfu t\u1ed1 nh\u01b0 t\u1ef7 gi\u00e1, thu\u1ebf su\u1ea5t cho h\u00e0ng chuy\u1ec3n ti\u1ebfp\u2026 d\u1eabn \u0111\u1ebfn ch\u01b0a m\u1ea1nh d\u1ea1n mua r\u00f2ng. \u0110\u00e2y c\u0169ng l\u00e0 c\u00e1c y\u1ebfu t\u1ed1 c\u1ea7n theo d\u00f5i v\u00e0 \u0111\u00e1nh gi\u00e1 t\u1eebng k\u1ecbch b\u1ea3n trong giai \u0111o\u1ea1n cu\u1ed1i n\u0103m.<\/p>\n

Tuy nhi\u00ean, chuy\u00ean gia KBSV<\/span> nh\u1ea5n m\u1ea1nh, y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh l\u00e0 nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00e1 nh\u00e2n trong n\u01b0\u1edbc, th\u1ec3 hi\u1ec7n qua vi\u1ec7c d\u00f9 kh\u1ed1i ngo\u1ea1i b\u00e1n r\u00f2ng nh\u01b0ng th\u1ecb tr\u01b0\u1eddng v\u1eeba qua v\u1eabn t\u0103ng t\u1ed1t. <\/p>\n

\u0110\u1ed3ng quan \u0111i\u1ec3m, t\u1ea1i ch\u01b0\u01a1ng tr\u00ecnh Vi\u1ec7t Nam v\u00e0 c\u00e1c ch\u1ec9 s\u1ed1 ng\u00e0y 18\/08, \u00f4ng Nguy\u1ec5n Vi\u1ec7t \u0110\u1ee9c – Gi\u00e1m \u0111\u1ed1c Kinh doanh S\u1ed1, C\u00f4ng ty Ch\u1ee9ng kho\u00e1n VPBank<\/a> (VPBank<\/span>S)<\/strong> cho r\u1eb1ng, \u0111\u1ed9ng th\u00e1i b\u00e1n r\u00f2ng c\u1ee7a kh\u1ed1i ngo\u1ea1i l\u00e0 kh\u00f4ng qu\u00e1 \u0111\u00e1ng lo.<\/p>\n

C\u1ee5 th\u1ec3, tr\u01b0\u1edbc \u0111\u00e2y quy m\u00f4 giao d\u1ecbch c\u1ee7a kh\u1ed1i ngo\u1ea1i chi\u1ebfm 16 – 20% th\u1ecb tr\u01b0\u1eddng, n\u00ean ch\u1ec9 c\u1ea7n m\u1ed9t \u0111\u1ed9ng th\u00e1i b\u00e1n ra c\u1ee7a h\u1ecd c\u0169ng c\u00f3 th\u1ec3 khi\u1ebfn c\u1ea3 th\u1ecb tr\u01b0\u1eddng \u201cn\u00e1o lo\u1ea1n\u201d. Nh\u01b0ng trong 1 – 2 n\u0103m g\u1ea7n \u0111\u00e2y, t\u1ef7 tr\u1ecdng giao d\u1ecbch c\u1ee7a kh\u1ed1i ngo\u1ea1i ch\u1ec9 c\u00f2n 6 – 8%. Do \u0111\u00f3, h\u00e0nh \u0111\u1ed9ng b\u00e1n c\u1ee7a h\u1ecd kh\u00f4ng \u1ea3nh h\u01b0\u1edfng \u00a0l\u1edbn \u0111\u1ebfn t\u00e2m l\u00fd th\u1ecb tr\u01b0\u1eddng. Thay v\u00e0o \u0111\u00f3, d\u00f2ng ti\u1ec1n n\u1ed9i m\u1edbi l\u00e0 y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh xu h\u01b0\u1edbng c\u1ee7a ch\u1ec9 s\u1ed1 VN-Index<\/span> hi\u1ec7n t\u1ea1i.<\/p>\n

Huy Kh\u1ea3i<\/a><\/p>\n

FILI<\/a><\/p>\n

– 08:03 03\/09\/2025<\/p>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"

Kh\u1ed1i ngo\u1ea1i l\u1eadp k\u1ef7 l\u1ee5c b\u00e1n r\u00f2ng, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 n\u00ean lo l\u1eafng? VN-Index ti\u1ebfp t\u1ee5c ti\u1ebfn l\u00ean trong […]<\/p>","protected":false},"author":1,"featured_media":46381,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[223],"tags":[],"class_list":["post-46380","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-co-phieu"],"acf":[],"_links":{"self":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/46380","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/comments?post=46380"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/46380\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media\/46381"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media?parent=46380"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/categories?post=46380"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/tags?post=46380"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}