{"id":50398,"date":"2025-10-03T09:51:07","date_gmt":"2025-10-03T02:51:07","guid":{"rendered":"https:\/\/hbbgroup.net\/tieu-dung-khoi-sac-ai-se-tan-dung-loi-the-he-sinh-thai-tich-hop\/"},"modified":"2025-10-03T09:51:07","modified_gmt":"2025-10-03T02:51:07","slug":"tieu-dung-khoi-sac-ai-se-tan-dung-loi-the-he-sinh-thai-tich-hop","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/zh\/tieu-dung-khoi-sac-ai-se-tan-dung-loi-the-he-sinh-thai-tich-hop\/","title":{"rendered":"Ti\u00eau d\u00f9ng kh\u1edfi s\u1eafc: Ai s\u1ebd t\u1eadn d\u1ee5ng l\u1ee3i th\u1ebf h\u1ec7 sinh th\u00e1i t\u00edch h\u1ee3p?"},"content":{"rendered":"
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Xu h\u01b0\u1edbng n\u00e0y kh\u00f4ng ch\u1ec9 ph\u1ea3n \u00e1nh s\u1ee9c mua n\u1ed9i \u0111\u1ecba ng\u00e0y c\u00e0ng c\u1ea3i thi\u1ec7n, m\u00e0 c\u00f2n t\u1ea1o n\u1ec1n t\u1ea3ng \u0111\u1ec3 c\u00e1c doanh nghi\u1ec7p \u0111\u1ea7u ng\u00e0nh nh\u01b0 Masan (HOSE: MSN) \u0111\u1ea9y nhanh chi\u1ebfn l\u01b0\u1ee3c m\u1edf r\u1ed9ng, gia t\u0103ng hi\u1ec7u qu\u1ea3 kinh doanh trong nh\u1eefng th\u00e1ng c\u00f2n l\u1ea1i c\u1ee7a n\u0103m.<\/p>\n

Th\u1ecb tr\u01b0\u1eddng ti\u00eau d\u00f9ng kh\u1edfi s\u1eafc, c\u1ea7u n\u1ed9i \u0111\u1ecba duy tr\u00ec \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng<\/b><\/p>\n

B\u1ee9c tranh kinh t\u1ebf Vi\u1ec7t Nam trong qu\u00fd III m\u1edf ra v\u1edbi nh\u1eefng t\u00edn hi\u1ec7u l\u1ea1c quan t\u1eeb s\u1ee9c c\u1ea7u n\u1ed9i \u0111\u1ecba. Sau giai \u0111o\u1ea1n ch\u1eefng l\u1ea1i c\u1ee7a nh\u1eefng n\u0103m tr\u01b0\u1edbc, ti\u00eau d\u00f9ng \u0111\u00e3 b\u1eadt d\u1eady r\u00f5 r\u1ec7t, tr\u1edf th\u00e0nh \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng then ch\u1ed1t. Theo T\u1ed5ng c\u1ee5c Th\u1ed1ng k\u00ea (GSO), t\u1ed5ng m\u1ee9c b\u00e1n l\u1ebb h\u00e0ng h\u00f3a v\u00e0 doanh thu d\u1ecbch v\u1ee5 ti\u00eau d\u00f9ng th\u00e1ng 8\/2025 \u01b0\u1edbc \u0111\u1ea1t 588,2 ngh\u00ecn t\u1ef7 \u0111\u1ed3ng, t\u0103ng 10,6% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i. L\u0169y k\u1ebf 8 th\u00e1ng \u0111\u1ea7u n\u0103m, con s\u1ed1 n\u00e0y \u0111\u1ea1t 4.579,0 ngh\u00ecn t\u1ef7 \u0111\u1ed3ng, t\u0103ng 9,4%, cao h\u01a1n m\u1ee9c t\u0103ng 8,9% c\u00f9ng k\u1ef3 n\u0103m 2024.<\/p>\n

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\"Ti\u00eau<\/p>\n<\/div>\n

Trong c\u01a1 c\u1ea5u chi ti\u00eau, h\u00e0ng ti\u00eau d\u00f9ng thi\u1ebft y\u1ebfu nh\u01b0 l\u01b0\u01a1ng th\u1ef1c, th\u1ef1c ph\u1ea9m, \u0111\u1ed3 u\u1ed1ng v\u1eabn chi\u1ebfm t\u1ef7 tr\u1ecdng l\u1edbn v\u00e0 gi\u1eef vai tr\u00f2 d\u1eabn d\u1eaft. B\u00ean c\u1ea1nh \u0111\u00f3, s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a ng\u00e0nh du l\u1ecbch c\u0169ng g\u00f3p ph\u1ea7n th\u00fac \u0111\u1ea9y ti\u00eau d\u00f9ng. V\u1edbi ch\u00ednh s\u00e1ch th\u1ecb th\u1ef1c thu\u1eadn l\u1ee3i, c\u00e1c ch\u01b0\u01a1ng tr\u00ecnh qu\u1ea3ng b\u00e1, x\u00fac ti\u1ebfn du l\u1ecbch c\u00f9ng nhi\u1ec1u ho\u1ea1t \u0111\u1ed9ng ch\u00e0o m\u1eebng ng\u00e0y l\u1ec5 l\u1edbn \u0111\u00e3 thu h\u00fat l\u01b0\u1ee3ng kh\u00e1ch qu\u1ed1c t\u1ebf, trong th\u00e1ng 8, Vi\u1ec7t Nam \u0111\u00f3n 1,68 tri\u1ec7u l\u01b0\u1ee3t kh\u00e1ch qu\u1ed1c t\u1ebf, t\u0103ng 16,5% so v\u1edbi c\u00f9ng k\u1ef3; l\u0169y k\u1ebf 8 th\u00e1ng \u0111\u1ea1t 13,9 tri\u1ec7u l\u01b0\u1ee3t, t\u0103ng 21,7% so v\u1edbi n\u0103m ngo\u00e1i. L\u01b0\u1ee3ng kh\u00e1ch gia t\u0103ng \u0111\u00e3 k\u00e9o theo chi ti\u00eau cho d\u1ecbch v\u1ee5 \u0103n u\u1ed1ng v\u00e0 mua s\u1eafm h\u00e0ng ti\u00eau d\u00f9ng, t\u1ea1o th\u00eam \u0111\u1ed9ng l\u1ef1c cho ng\u00e0nh h\u00e0ng b\u00e1n l\u1ebb trong d\u1ecbp cu\u1ed1i n\u0103m.<\/p>\n

Nh\u1eefng con s\u1ed1 n\u00e0y cho th\u1ea5y ti\u00eau d\u00f9ng \u0111\u00e3 v\u00e0 \u0111ang tr\u1edf th\u00e0nh “\u0111i\u1ec3m s\u00e1ng” c\u1ee7a n\u1ec1n kinh t\u1ebf trong b\u1ed1i c\u1ea3nh c\u00e1c \u0111\u1ed9ng l\u1ef1c kh\u00e1c nh\u01b0 xu\u1ea5t kh\u1ea9u v\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i c\u00f2n ti\u1ec1m \u1ea9n nhi\u1ec1u th\u00e1ch th\u1ee9c. \u0110\u00e1ng ch\u00fa \u00fd, nhu c\u1ea7u chi ti\u00eau kh\u00f4ng ch\u1ec9 gi\u1edbi h\u1ea1n trong c\u00e1c th\u00e0nh ph\u1ed1 l\u1edbn m\u00e0 lan t\u1ecfa sang c\u1ea3 c\u00e1c \u0111\u1ecba ph\u01b0\u01a1ng, \u0111\u1eb7c bi\u1ec7t khi h\u1ea1 t\u1ea7ng th\u01b0\u01a1ng m\u1ea1i hi\u1ec7n \u0111\u1ea1i ng\u00e0y c\u00e0ng \u0111\u01b0\u1ee3c m\u1edf r\u1ed9ng. Kh\u00f4ng ch\u1ec9 gi\u1edbi h\u1ea1n trong si\u00eau th\u1ecb \u1edf \u0111\u00f4 th\u1ecb, k\u00eanh b\u00e1n l\u1ebb hi\u1ec7n \u0111\u1ea1i \u0111ang m\u1edf r\u1ed9ng sang c\u00e1c v\u00f9ng n\u00f4ng th\u00f4n v\u00e0 th\u00e0nh ph\u1ed1 v\u1ec7 tinh. Ng\u01b0\u1eddi ti\u00eau d\u00f9ng ng\u00e0y c\u00e0ng \u01b0u ti\u00ean s\u1ef1 an to\u00e0n, ti\u1ec7n l\u1ee3i v\u00e0 kh\u1ea3 n\u0103ng ki\u1ec3m so\u00e1t ch\u1ea5t l\u01b0\u1ee3ng, y\u1ebfu t\u1ed1 khi\u1ebfn m\u00f4 h\u00ecnh b\u00e1n l\u1ebb hi\u1ec7n \u0111\u1ea1i tr\u1edf th\u00e0nh l\u1ef1a ch\u1ecdn t\u1ea5t y\u1ebfu. \u0110i\u1ec1u n\u00e0y \u0111\u1ed3ng th\u1eddi m\u1edf ra d\u01b0 \u0111\u1ecba l\u1edbn cho c\u00e1c doanh nghi\u1ec7p n\u1ed9i \u0111\u1ecba, v\u1ed1n hi\u1ec3u r\u00f5 nhu c\u1ea7u v\u00e0 c\u00f3 kh\u1ea3 n\u0103ng tri\u1ec3n khai nhanh ch\u00f3ng tr\u00ean quy m\u00f4 r\u1ed9ng.<\/p>\n

L\u1ee3i th\u1ebf cho doanh nghi\u1ec7p n\u1ed9i \u0111\u1ecba b\u1ee9t ph\u00e1<\/b><\/p>\n

Trong b\u1ee9c tranh ti\u00eau d\u00f9ng b\u00e1n l\u1ebb Vi\u1ec7t Nam, doanh nghi\u1ec7p n\u1ed9i \u0111\u1ecba \u0111ang c\u00f3 l\u1ee3i th\u1ebf r\u00f5 r\u1ec7t nh\u1edd s\u1ef1 am hi\u1ec3u th\u1ecb tr\u01b0\u1eddng v\u00e0 kh\u1ea3 n\u0103ng tri\u1ec3n khai linh ho\u1ea1t. T\u1eadp \u0111o\u00e0n Masan (HOSE: MSN) l\u00e0 m\u1ed9t trong nh\u1eefng \u0111\u1ea1i di\u1ec7n ti\u00eau bi\u1ec3u cho xu h\u01b0\u1edbng n\u00e0y. V\u1edbi h\u1ec7 sinh th\u00e1i ti\u00eau d\u00f9ng \u2013 b\u00e1n l\u1ebb t\u00edch h\u1ee3p, Masan v\u1eeba n\u1eafm vai tr\u00f2 s\u1ea3n xu\u1ea5t, v\u1eeba s\u1edf h\u1eefu k\u00eanh ph\u00e2n ph\u1ed1i r\u1ed9ng kh\u1eafp, t\u1ea1o ra m\u1ed9t “v\u00f2ng tr\u00f2n t\u0103ng tr\u01b0\u1edfng” kh\u00e9p k\u00edn t\u1eeb s\u1ea3n xu\u1ea5t \u0111\u1ebfn ti\u00eau d\u00f9ng.<\/p>\n

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\"Ti\u00eau<\/p>\n<\/div>\n

Theo b\u00e1o c\u00e1o c\u1eadp nh\u1eadt th\u00e1ng 9\/2025 c\u1ee7a BVSC, Masan \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 c\u00f3 tri\u1ec3n v\u1ecdng t\u00edch c\u1ef1c v\u1edbi d\u1ef1 b\u00e1o doanh thu n\u0103m 2025 \u0111\u1ea1t 85.042 t\u1ef7 \u0111\u1ed3ng (+2,2% so v\u1edbi c\u00f9ng k\u1ef3) v\u00e0 l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 3.501 t\u1ef7 \u0111\u1ed3ng (+75,1% so v\u1edbi c\u00f9ng k\u1ef3). BVSC khuy\u1ebfn ngh\u1ecb OUTPERFORM cho c\u1ed5 phi\u1ebfu MSN (Cao h\u01a1n 29% so v\u1edbi gi\u00e1 \u0111\u00f3ng c\u1eeda 81.800 \u0111\u1ed3ng t\u1ea1i ng\u00e0y 29\/9), nh\u1ea5n m\u1ea1nh \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng ch\u00ednh \u0111\u1ebfn t\u1eeb WinCommerce (Chu\u1ed7i b\u00e1n l\u1ebb WinMart\/WinMart\/WiN), Masan MEATLife (MML-M\u1ea3ng ch\u1ebf bi\u1ebfn th\u1ecbt), Masan High-Tech Materials (M\u1ea3ng kho\u00e1ng s\u1ea3n, UpCom: MSR) v\u00e0 Ph\u00fac Long, trong khi Masan Consumer (M\u1ea3ng FMCG, UpCom: MCH) \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng ph\u1ee5c h\u1ed3i m\u1ea1nh t\u1eeb 2026.<\/p>\n

\u1ede g\u00f3c \u0111\u1ed9 kh\u00e1c, VDSC \u0111\u00e1nh gi\u00e1 cao ti\u1ec1m n\u0103ng d\u00e0i h\u1ea1n c\u1ee7a MSN nh\u1edd m\u00f4 h\u00ecnh t\u00edch h\u1ee3p “s\u1ea3n xu\u1ea5t \u2013 ph\u00e2n ph\u1ed1i \u2013 ti\u00eau d\u00f9ng”. B\u00e1o c\u00e1o ch\u1ec9 ra r\u1eb1ng s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a s\u1ee9c mua n\u1ed9i \u0111\u1ecba, c\u00f9ng qu\u00e1 tr\u00ecnh n\u00e2ng h\u1ea1ng th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam v\u00e0 kh\u1ea3 n\u0103ng ni\u00eam y\u1ebft MCH tr\u00ean HOSE, s\u1ebd l\u00e0 nh\u1eefng y\u1ebfu t\u1ed1 quan tr\u1ecdng h\u1ed7 tr\u1ee3 \u0111\u1ecbnh gi\u00e1 MSN trong th\u1eddi gian t\u1edbi. \u0110\u00e2y l\u00e0 \u0111i\u1ec3m c\u1ed9ng gi\u00fap MSN tr\u1edf th\u00e0nh c\u1ed5 phi\u1ebfu chi\u1ebfn l\u01b0\u1ee3c cho nh\u00e0 \u0111\u1ea7u t\u01b0 quan t\u00e2m t\u1edbi c\u00e2u chuy\u1ec7n 100 tri\u1ec7u d\u00e2n v\u00e0 ti\u00eau d\u00f9ng b\u00f9ng n\u1ed5. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a VDSC d\u1ef1 b\u00e1o l\u1ee3i nhu\u1eadn sau thu\u1ebf c\u1ee7a Masan (HoSE: MSN) trong Qu\u00fd III\/2025 \u01b0\u1edbc \u0111\u1ea1t kho\u1ea3ng 1.272 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 81,4% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. <\/p>\n

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\"Ti\u00eau<\/p>\n<\/div>\n

B\u00ean c\u1ea1nh tri\u1ec3n v\u1ecdng, c\u00e1c c\u00f4ng ty ch\u1ee9ng kho\u00e1n c\u0169ng ch\u1ec9 ra m\u1ed9t s\u1ed1 th\u00e1ch th\u1ee9c c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn MSN. Tr\u01b0\u1edbc h\u1ebft, c\u1ea1nh tranh trong m\u1ea3ng b\u00e1n l\u1ebb ng\u00e0y c\u00e0ng gay g\u1eaft khi nhi\u1ec1u chu\u1ed7i n\u1ed9i \u2013 ngo\u1ea1i \u0111\u1ed3ng lo\u1ea1t m\u1edf r\u1ed9ng m\u1ea1ng l\u01b0\u1edbi v\u00e0 \u0111\u1ea7u t\u01b0 c\u00f4ng ngh\u1ec7. \u0110i\u1ec1u n\u00e0y \u0111\u00f2i h\u1ecfi WCM ph\u1ea3i duy tr\u00ec t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng song song v\u1edbi ki\u1ec3m so\u00e1t ch\u1eb7t chi ph\u00ed. Th\u1ee9 hai, gi\u00e1 nguy\u00ean li\u1ec7u v\u00e0 chi ph\u00ed v\u1eadn h\u00e0nh bi\u1ebfn \u0111\u1ed9ng kh\u00f3 l\u01b0\u1eddng, c\u00f3 th\u1ec3 g\u00e2y \u00e1p l\u1ef1c l\u00ean bi\u00ean l\u1ee3i nhu\u1eadn c\u1ee7a MML v\u00e0 MCH. Ngo\u00e0i ra, ti\u1ebfn tr\u00ecnh t\u00e1i c\u01a1 c\u1ea5u k\u00eanh ph\u00e2n ph\u1ed1i, c\u0169ng nh\u01b0 y\u00eau c\u1ea7u tu\u00e2n th\u1ee7 h\u00f3a \u0111\u01a1n \u0111i\u1ec7n t\u1eed, c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng t\u1edbi k\u1ebft qu\u1ea3 ng\u1eafn h\u1ea1n.<\/p>\n

Nh\u00ecn t\u1ed5ng th\u1ec3, MSN \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 \u0111ang \u1edf v\u1ecb th\u1ebf thu\u1eadn l\u1ee3i \u0111\u1ec3 h\u01b0\u1edfng l\u1ee3i t\u1eeb s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a ti\u00eau d\u00f9ng Vi\u1ec7t Nam v\u00e0 xu h\u01b0\u1edbng hi\u1ec7n \u0111\u1ea1i h\u00f3a b\u00e1n l\u1ebb. H\u1ec7 sinh th\u00e1i t\u00edch h\u1ee3p gi\u00fap t\u1eadp \u0111o\u00e0n c\u00f3 l\u1ee3i th\u1ebf c\u1ea1nh tranh d\u00e0i h\u1ea1n, trong khi \u0111\u1ecbnh gi\u00e1 t\u1eeb BVSC v\u00e0 VDSC c\u0169ng nh\u01b0 nh\u1eefng k\u1ebft qu\u1ea3 g\u1ea7n \u0111\u00e2y cho th\u1ea5y ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng \u0111\u00e1ng k\u1ec3 c\u1ee7a MSN. <\/p>\n

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\"Ti\u00eau<\/p>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"

Xu h\u01b0\u1edbng n\u00e0y kh\u00f4ng ch\u1ec9 ph\u1ea3n \u00e1nh s\u1ee9c mua n\u1ed9i \u0111\u1ecba ng\u00e0y c\u00e0ng c\u1ea3i thi\u1ec7n, m\u00e0 c\u00f2n t\u1ea1o n\u1ec1n t\u1ea3ng […]<\/p>","protected":false},"author":5,"featured_media":50400,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[221],"tags":[],"class_list":["post-50398","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chung-khoan"],"acf":[],"_links":{"self":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/50398","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\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/comments?post=50398"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/50398\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media\/50400"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media?parent=50398"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/categories?post=50398"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/tags?post=50398"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}