{"id":75776,"date":"2026-04-24T09:06:45","date_gmt":"2026-04-24T02:06:45","guid":{"rendered":"https:\/\/hbbgroup.net\/south-korea-growth-surge-and-bok-hike-risks-ing-2\/"},"modified":"2026-04-24T09:11:15","modified_gmt":"2026-04-24T02:11:15","slug":"han-quoc-tang-truong-but-pha-va-rui-ro-ngan-hang-trung-uong-han-quoc-bok-tang-lai-suat-ing","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/zh\/han-quoc-tang-truong-but-pha-va-rui-ro-ngan-hang-trung-uong-han-quoc-bok-tang-lai-suat-ing\/","title":{"rendered":"H\u00e0n Qu\u1ed1c: T\u0103ng tr\u01b0\u1edfng b\u1ee9t ph\u00e1 v\u00e0 r\u1ee7i ro Ng\u00e2n h\u00e0ng Trung \u01b0\u01a1ng H\u00e0n Qu\u1ed1c (BoK) t\u0103ng l\u00e3i su\u1ea5t \u2013 ING"},"content":{"rendered":"
\n

Chuy\u00ean gia kinh t\u1ebf cao c\u1ea5p Min Joo Kang c\u1ee7a ING cho bi\u1ebft T\u1ed5ng s\u1ea3n ph\u1ea9m qu\u1ed1c n\u1ed9i (GDP) c\u1ee7a H\u00e0n Qu\u1ed1c \u0111\u00e3 t\u0103ng 1.7% theo qu\u00fd trong qu\u00fd 1\/2026 nh\u1edd xu\u1ea5t kh\u1ea9u chip m\u1ea1nh v\u00e0 \u0111\u1ea7u t\u01b0 li\u00ean quan \u0111\u1ebfn AI, qua \u0111\u00f3 n\u00e2ng d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng GDP n\u0103m 2026 l\u00ean 2.8% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. Tuy nhi\u00ean, ING d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng s\u1ebd ch\u1eadm l\u1ea1i trong qu\u00fd 2\/2026 khi gi\u00e1n \u0111o\u1ea1n n\u0103ng l\u01b0\u1ee3ng b\u1eaft \u0111\u1ea7u t\u00e1c \u0111\u1ed9ng, trong khi k\u1ef3 v\u1ecdng l\u1ea1m ph\u00e1t gia t\u0103ng v\u00e0 hi\u1ec7n t\u01b0\u1ee3ng \u201cchipflation\u201d l\u00e0m t\u0103ng \u00e1p l\u1ef1c bu\u1ed9c Ng\u00e2n h\u00e0ng Trung \u01b0\u01a1ng H\u00e0n Qu\u1ed1c (BoK) ph\u1ea3i n\u00e2ng l\u00e3i su\u1ea5t trong n\u1eeda cu\u1ed1i n\u0103m 2026.<\/p>\n

Ph\u1ee5c h\u1ed3i h\u00ecnh ch\u1eef K khi\u1ebfn ch\u00ednh s\u00e1ch th\u00eam ph\u1ee9c t\u1ea1p<\/strong><\/h3>\n

\u201cCh\u00fang t\u00f4i k\u1ef3 v\u1ecdng \u0111\u1ed9ng l\u1ef1c t\u1eeb ng\u00e0nh chip s\u1ebd ti\u1ebfp t\u1ee5c m\u1ea1nh, nh\u01b0ng t\u0103ng tr\u01b0\u1edfng s\u1ebd ch\u1eadm l\u1ea1i trong qu\u00fd 2\/2026 do gi\u00e1n \u0111o\u1ea1n n\u0103ng l\u01b0\u1ee3ng \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn ho\u1ea1t \u0111\u1ed9ng trong ng\u00e0nh h\u00f3a d\u1ea7u v\u00e0 c\u00e1c l\u0129nh v\u1ef1c s\u1ea3n xu\u1ea5t kh\u00e1c. Ch\u00ednh ph\u1ee7 H\u00e0n Qu\u1ed1c \u0111\u00e3 \u00e1p d\u1ee5ng l\u1ec7nh c\u1ea5m xu\u1ea5t kh\u1ea9u t\u1ea1m th\u1eddi \u0111\u1ed1i v\u1edbi Naphtha, \u0111\u1ed3ng th\u1eddi c\u00e1c doanh nghi\u1ec7p t\u0103ng nh\u1eadp kh\u1ea9u d\u1ea7u kh\u00ed t\u1eeb ngo\u00e0i Trung \u0110\u00f4ng. D\u00f9 v\u1eady, ho\u1ea1t \u0111\u1ed9ng s\u1ea3n xu\u1ea5t v\u1eabn ch\u01b0a th\u1ec3 duy tr\u00ec \u1edf m\u1ee9c c\u00f4ng su\u1ea5t t\u1ed1i \u0111a.\u201d<\/p>\n

\u201cV\u1edbi GDP qu\u00fd 1 t\u00edch c\u1ef1c v\u00e0 t\u00e1c \u0111\u1ed9ng ti\u00eau c\u1ef1c t\u1eeb gi\u00e1n \u0111o\u1ea1n d\u1ea7u m\u1ecf c\u00f2n h\u1ea1n ch\u1ebf, ch\u00fang t\u00f4i \u0111\u00e3 n\u00e2ng d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng GDP n\u0103m 2026 t\u1eeb 2.0% l\u00ean 2.8%. Tuy nhi\u00ean, ch\u00fang t\u00f4i lo ng\u1ea1i r\u1eb1ng n\u1ebfu gi\u00e1n \u0111o\u1ea1n ngu\u1ed3n cung k\u00e9o d\u00e0i, s\u1ea3n xu\u1ea5t chip s\u1ebd b\u1ecb \u1ea3nh h\u01b0\u1edfng v\u00e0 l\u00e0m suy y\u1ebfu \u0111\u1ea7u t\u01b0 v\u00e0o AI. Khi \u0111\u00f3, n\u1ec1n kinh t\u1ebf c\u00f3 th\u1ec3 ch\u1ecbu t\u00e1c \u0111\u1ed9ng n\u1eb7ng n\u1ec1 h\u01a1n so v\u1edbi c\u00e1c n\u1ec1n kinh t\u1ebf l\u1edbn kh\u00e1c do ph\u1ee5 thu\u1ed9c nhi\u1ec1u v\u00e0o ng\u00e0nh chip.\u201d<\/p>\n

\u201cNh\u1edd c\u00e1c bi\u1ec7n ph\u00e1p c\u1ee7a ch\u00ednh ph\u1ee7, l\u1ea1m ph\u00e1t h\u00e0ng th\u00e1ng \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd th\u1ea5p h\u01a1n so v\u1edbi c\u00e1c qu\u1ed1c gia ch\u00e2u \u00c1 kh\u00e1c nh\u1eadp kh\u1ea9u n\u0103ng l\u01b0\u1ee3ng. Ch\u00fang t\u00f4i d\u1ef1 b\u00e1o ch\u1ec9 s\u1ed1 gi\u00e1 ti\u00eau d\u00f9ng s\u1ebd t\u0103ng \u00edt nh\u1ea5t 0.7% so v\u1edbi th\u00e1ng tr\u01b0\u1edbc trong th\u00e1ng 4. C\u1ea7n l\u01b0u \u00fd r\u1eb1ng m\u1ee9c t\u0103ng n\u00e0y kh\u00f4ng ch\u1ec9 \u0111\u1ebfn t\u1eeb gi\u00e1 n\u0103ng l\u01b0\u1ee3ng cao m\u00e0 c\u00f2n t\u1eeb \u2018chipflation\u2019.\u201d<\/p>\n

\u201cV\u1ec1 ch\u00ednh s\u00e1ch ti\u1ec1n t\u1ec7, s\u1ef1 ph\u1ee5c h\u1ed3i h\u00ecnh ch\u1eef K s\u1ebd \u0111\u1eb7t BoK v\u00e0o th\u1ebf kh\u00f3 v\u00e0 h\u1ea1n ch\u1ebf kh\u1ea3 n\u0103ng ph\u1ea3n \u1ee9ng ch\u00ednh s\u00e1ch. Tuy nhi\u00ean, n\u1ebfu t\u0103ng tr\u01b0\u1edfng GDP v\u01b0\u1ee3t xa ti\u1ec1m n\u0103ng nh\u01b0 k\u1ef3 v\u1ecdng v\u00e0 k\u1ef3 v\u1ecdng l\u1ea1m ph\u00e1t ti\u1ebfp t\u1ee5c t\u0103ng, BoK c\u00f3 kh\u1ea3 n\u0103ng s\u1ebd t\u1eadp trung v\u00e0o m\u1ee5c ti\u00eau ki\u1ec3m so\u00e1t l\u1ea1m ph\u00e1t. Do \u0111\u00f3, ch\u00fang t\u00f4i ti\u1ebfp t\u1ee5c k\u1ef3 v\u1ecdng BoK s\u1ebd t\u0103ng l\u00e3i su\u1ea5t trong n\u1eeda cu\u1ed1i n\u0103m 2026.\u201d<\/p>\n

(B\u00e0i vi\u1ebft \u0111\u01b0\u1ee3c t\u1ea1o v\u1edbi s\u1ef1 h\u1ed7 tr\u1ee3 c\u1ee7a c\u00f4ng c\u1ee5 AI v\u00e0 \u0111\u01b0\u1ee3c bi\u00ean t\u1eadp l\u1ea1i.)<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

Chuy\u00ean gia kinh t\u1ebf cao c\u1ea5p Min Joo Kang c\u1ee7a ING cho bi\u1ebft T\u1ed5ng s\u1ea3n ph\u1ea9m qu\u1ed1c n\u1ed9i (GDP) c\u1ee7a […]<\/p>","protected":false},"author":5,"featured_media":75777,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[222],"tags":[],"class_list":["post-75776","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\/75776","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=75776"}],"version-history":[{"count":1,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/75776\/revisions"}],"predecessor-version":[{"id":75853,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/75776\/revisions\/75853"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media\/75777"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media?parent=75776"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/categories?post=75776"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/tags?post=75776"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}