{"id":74682,"date":"2026-04-22T08:57:52","date_gmt":"2026-04-22T01:57:52","guid":{"rendered":"https:\/\/hbbgroup.net\/south-korea-exports-surge-but-equities-still-lag-bny\/"},"modified":"2026-04-22T09:30:12","modified_gmt":"2026-04-22T02:30:12","slug":"han-quoc-xuat-khau-tang-manh-nhung-co-phieu-van-tut-lai-bny-mellon","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/zh\/han-quoc-xuat-khau-tang-manh-nhung-co-phieu-van-tut-lai-bny-mellon\/","title":{"rendered":"H\u00e0n Qu\u1ed1c: Xu\u1ea5t kh\u1ea9u t\u0103ng m\u1ea1nh nh\u01b0ng c\u1ed5 phi\u1ebfu v\u1eabn t\u1ee5t l\u1ea1i \u2013 BNY Mellon"},"content":{"rendered":"<div id=\"post-content-section\">\n<p>Bob Savage c\u1ee7a BNY Mellon nh\u1ea5n m\u1ea1nh s\u1ef1 ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd c\u1ee7a xu\u1ea5t kh\u1ea9u H\u00e0n Qu\u1ed1c, d\u1eabn d\u1eaft b\u1edfi l\u0129nh v\u1ef1c b\u00e1n d\u1eabn v\u00e0 nhu c\u1ea7u l\u1edbn t\u1eeb Trung Qu\u1ed1c v\u00e0 M\u1ef9, t\u1ea1o ra th\u1eb7ng d\u01b0 th\u01b0\u01a1ng m\u1ea1i \u0111\u00e1ng k\u1ec3. Tuy nhi\u00ean, th\u1ecb tr\u01b0\u1eddng c\u1ed5 phi\u1ebfu H\u00e0n Qu\u1ed1c v\u1eabn \u1edf m\u1ee9c th\u1ea5p h\u01a1n nhi\u1ec1u so v\u1edbi c\u00e1c \u0111\u1ec9nh n\u1eafm gi\u1eef tr\u01b0\u1edbc \u0111\u00f3, l\u00e0m th\u1eaft ch\u1eb7t \u0111i\u1ec1u ki\u1ec7n t\u00e0i ch\u00ednh trong b\u1ed1i c\u1ea3nh Th\u1ed1ng \u0111\u1ed1c m\u1edbi c\u1ee7a Bank of Korea \u00e1p d\u1ee5ng l\u1eadp tr\u01b0\u1eddng th\u1eadn tr\u1ecdng tr\u01b0\u1edbc r\u1ee7i ro d\u1ea7u m\u1ecf v\u00e0 l\u1ea1m ph\u00e1t do c\u0103ng th\u1eb3ng Trung \u0110\u00f4ng.<\/p>\n<h4><strong>B\u00f9ng n\u1ed5 th\u01b0\u01a1ng m\u1ea1i nh\u1edd c\u00f4ng ngh\u1ec7 \u0111\u1ed1i m\u1eb7t \u0111i\u1ec1u ki\u1ec7n th\u1eaft ch\u1eb7t<\/strong><\/h4>\n<p>\u201cXu\u1ea5t kh\u1ea9u c\u1ee7a H\u00e0n Qu\u1ed1c trong 20 ng\u00e0y \u0111\u1ea7u th\u00e1ng 4 t\u0103ng 49,4% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, c\u1ea3 theo \u0111i\u1ec1u ch\u1ec9nh s\u1ed1 ng\u00e0y l\u00e0m vi\u1ec7c v\u00e0 ch\u01b0a \u0111i\u1ec1u ch\u1ec9nh. \u0110\u00e2y l\u00e0 m\u1ee9c t\u0103ng t\u1ed1c so v\u1edbi 40,4% c\u1ee7a c\u00f9ng k\u1ef3 th\u00e1ng 3, trong khi nh\u1eadp kh\u1ea9u t\u0103ng 17,7%, t\u1ea1o ra th\u1eb7ng d\u01b0 th\u01b0\u01a1ng m\u1ea1i 10,4 t\u1ef7 USD.\u201d<\/p>\n<p>\u201cT\u0103ng tr\u01b0\u1edfng xu\u1ea5t kh\u1ea9u \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi b\u00e1n d\u1eabn (+182,5% YoY), thi\u1ebft b\u1ecb m\u00e1y t\u00ednh (+399% YoY) v\u00e0 s\u1ea3n ph\u1ea9m d\u1ea7u (+48,4% YoY), d\u00f9 \u00f4 t\u00f4 v\u00e0 linh ki\u1ec7n \u00f4 t\u00f4 ghi nh\u1eadn gi\u1ea3m. Theo th\u1ecb tr\u01b0\u1eddng, xu\u1ea5t kh\u1ea9u t\u0103ng m\u1ea1nh sang Trung Qu\u1ed1c (+70,9%), M\u1ef9 (+51,7%), EU (+10,5%) v\u00e0 \u0110\u00e0i Loan (+77,1%).\u201d<\/p>\n<p>\u201cGi\u00e1 d\u1ea7u t\u0103ng do c\u0103ng th\u1eb3ng Trung \u0110\u00f4ng \u0111\u00e3 \u0111\u1ea9y chi ph\u00ed nh\u1eadp kh\u1ea9u t\u0103ng, v\u1edbi gi\u00e1 nh\u1eadp kh\u1ea9u cao h\u01a1n kho\u1ea3ng 16% v\u00e0 gi\u00e1 xu\u1ea5t kh\u1ea9u c\u0169ng t\u0103ng h\u01a1n 16% theo th\u00e1ng, l\u00e0m gia t\u0103ng \u00e1p l\u1ef1c l\u1ea1m ph\u00e1t. KOSPI +2,72% l\u00ean 6388, USD\/KRW +0,14% l\u00ean 1470,45, l\u1ee3i su\u1ea5t tr\u00e1i phi\u1ebfu ch\u00ednh ph\u1ee7 H\u00e0n Qu\u1ed1c k\u1ef3 h\u1ea1n 10 n\u0103m gi\u1ea3m 3 \u0111i\u1ec3m c\u01a1 b\u1ea3n xu\u1ed1ng 3,685%.\u201d<\/p>\n<p>\u201cTh\u1ed1ng \u0111\u1ed1c m\u1edbi c\u1ee7a BoK, Shin Hyun-song, \u0111\u00e3 ph\u00e1t t\u00edn hi\u1ec7u l\u1eadp tr\u01b0\u1eddng ch\u00ednh s\u00e1ch ti\u1ec1n t\u1ec7 th\u1eadn tr\u1ecdng v\u00e0 linh ho\u1ea1t ngay t\u1eeb \u0111\u1ea7u nhi\u1ec7m k\u1ef3. \u00d4ng cho bi\u1ebft s\u1ef1 b\u1ea5t \u0111\u1ecbnh gia t\u0103ng t\u1eeb kh\u1ee7ng ho\u1ea3ng Trung \u0110\u00f4ng, v\u1edbi gi\u00e1 d\u1ea7u t\u0103ng g\u00e2y \u00e1p l\u1ef1c l\u00ean l\u1ea1m ph\u00e1t \u0111\u1ed3ng th\u1eddi \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn t\u0103ng tr\u01b0\u1edfng v\u00e0 l\u00e0m gia t\u0103ng bi\u1ebfn \u0111\u1ed9ng th\u1ecb tr\u01b0\u1eddng t\u00e0i ch\u00ednh.\u201d<\/p>\n<p>\u201cBoK tr\u01b0\u1edbc \u0111\u00f3 \u0111\u00e3 gi\u1eef nguy\u00ean l\u00e3i su\u1ea5t chu\u1ea9n \u1edf m\u1ee9c 2,5%, \u0111\u00e1nh d\u1ea5u l\u1ea7n gi\u1eef nguy\u00ean th\u1ee9 b\u1ea3y li\u00ean ti\u1ebfp d\u00f9 \u0111ang trong chu k\u1ef3 n\u1edbi l\u1ecfng, v\u1edbi \u00f4ng Shin m\u00f4 t\u1ea3 ch\u00ednh s\u00e1ch c\u1ea7n \u2018ki\u00ean nh\u1eabn chi\u1ebfn l\u01b0\u1ee3c\u2019 do tri\u1ec3n v\u1ecdng l\u1ea1m ph\u00e1t v\u00e0 t\u0103ng tr\u01b0\u1edfng c\u00f2n ch\u01b0a r\u00f5 r\u00e0ng.\u201d<\/p>\n<p>(B\u00e0i vi\u1ebft n\u00e0y \u0111\u01b0\u1ee3c t\u1ea1o v\u1edbi s\u1ef1 h\u1ed7 tr\u1ee3 c\u1ee7a c\u00f4ng c\u1ee5 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o v\u00e0 \u0111\u01b0\u1ee3c bi\u00ean t\u1eadp vi\u00ean ki\u1ec3m duy\u1ec7t.)<\/p>\n<\/div>\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>Bob Savage c\u1ee7a BNY Mellon nh\u1ea5n m\u1ea1nh s\u1ef1 ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd c\u1ee7a xu\u1ea5t kh\u1ea9u H\u00e0n Qu\u1ed1c, d\u1eabn d\u1eaft b\u1edfi [&hellip;]<\/p>","protected":false},"author":5,"featured_media":74683,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[222],"tags":[],"class_list":["post-74682","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ngoai-hoi"],"acf":[],"_links":{"self":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/74682","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=74682"}],"version-history":[{"count":1,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/74682\/revisions"}],"predecessor-version":[{"id":74808,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/74682\/revisions\/74808"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media\/74683"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media?parent=74682"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/categories?post=74682"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/tags?post=74682"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}