[ihc-hide-content ihc_mb_type="show" ihc_mb_who="reg,2,4,5" ihc_mb_template="1" ] <p class="pHead"><span>兩個市場指數在 2023 年 1 月 3 日至 6 日這一周均錄得正漲幅。具體而言,越南</span><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx" target="_blank" rel="noopener noreferrer"><span>指數</span></a><span>在突破 1,050 點後保持良好的上漲勢頭,本週收於 1,051.44 點(與上個交易週相比上漲 4.4%)。至於</span><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx" target="_blank" rel="noopener noreferrer"><span>HNX-Index</span></a><span>,該指數本週收於210.65點,上漲2.6%。</span></p> <p class="pBody"><span>伴隨著點數的增加,兩家交易所的流動性較前一周均有積極改善。</span><a href="https://finance.vietstock.vn/HOSE-so-giao-dich-chung-khoan-thanh-pho-ho-chi-minh.htm" target="_blank" rel="noopener noreferrer"><span>具體而言, HOSE</span></a><span>平均撮合量增幅超過25.82%,達到5.49億股/日。在</span><a href="https://finance.vietstock.vn/HNX-so-giao-dich-chung-khoan-ha-noi.htm" target="_blank" rel="noopener noreferrer"><span>HNX</span></a><span>上,平均流動性增加了 17.25%,達到超過 6100 萬股/交易日。</span></p> <p class="pBody"><span>過去一周支持</span><span>VN-Index</span><span>最多的股票主要來自</span><a href="https://finance.vietstock.vn/VCB-ngan-hang-tmcp-ngoai-thuong-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>VCB</span></a><span>,當時該股票上漲超過 4.7 點。</span><span>VCB</span><span>股票的上漲趨勢發生在公司宣布將 1 個月在線存款利率上調 0.8%/年至 6%/年的背景下。3 個月期限的利率增加 0.3%/年至 6%/年。</span></p> <p class="pBody"><span>同時,Vietcombank 將存款利率維持在 6 個月或更長時間。具體而言,6 個月和 9 個月的期限相同,均為 6.5%/年。1 年期和 2 年期利率也保持在 7.4%/年不變。</span></p> <p class="pBody"><span>因此,除了已達到上限的短期利率外,Vietcombank的長期利率仍處於市場最低水平。</span></p> <p class="pBody"><span>除</span><span>VCB</span><span>外,其他一些銀行代碼如</span><a href="https://finance.vietstock.vn/BID-ngan-hang-tmcp-dau-tu-va-phat-trien-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>BID</span></a><span>、</span><a href="https://finance.vietstock.vn/VPB-ngan-hang-tmcp-viet-nam-thinh-vuong.htm" target="_blank" rel="noopener noreferrer"><span>VPB</span></a><span>和</span><a href="https://finance.vietstock.vn/TCB-ngan-hang-tmcp-ky-thuong-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>TCB</span></a><span>也記錄了積極信號。具體來看,上述3只個股幫助指數上漲超過7.4個點。</span></p> <p class="pBody"><span>不僅是銀行集團,“Vingroup”股票在該指數上也表現出色,</span><a href="https://finance.vietstock.vn/VIC-tap-doan-vingroup-ctcp.htm" target="_blank" rel="noopener noreferrer"><span>VIC</span></a><span>、</span><a href="https://finance.vietstock.vn/VHM-ctcp-vinhomes.htm" target="_blank" rel="noopener noreferrer"><span>VHM</span></a><span>和</span><a href="https://finance.vietstock.vn/VRE-ctcp-vincom-retail.htm" target="_blank" rel="noopener noreferrer"><span>VRE</span></a><span>都位列前 10 名最積極的股票之列。相應地,這3隻股票幫助該指數上漲了6個多點。</span></p> <p class="pBody"><a href="https://finance.vietstock.vn/SAB-tong-cong-ty-co-phan-bia-ruou-nuoc-giai-khat-sai-gon.htm" target="_blank" rel="noopener noreferrer"><span>同樣, SAB</span></a><span>、</span><a href="https://finance.vietstock.vn/HPG-ctcp-tap-doan-hoa-phat.htm" target="_blank" rel="noopener noreferrer"><span>HPG</span></a><span>、</span><a href="https://finance.vietstock.vn/VNM-ctcp-sua-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>VNM</span></a><span>等部分大盤代碼也錄得利好,</span><span>SAB</span><span>拉高2.2多點,</span><span>HPG</span><span>支撐2.1多點,</span><span>VNM</span><span>也漲近2點。</span></p> <p class="pBody"><span>對於</span><span>VNM</span><span>來說,過去一周最引人注目的消息是外國基金 F&N Dairy Investment Pte. Ltd 註冊在 2023 年 1 月 9 日至 2 月 7 日期間購買近 2100 萬股</span><span>VNM股票用於投資目的。</span><span>但是,該組織是否執行交易的可能性仍然存在。</span><span>F&N Dairy Investment以註冊購買VNM</span><span>而聞名,但由於市場條件不合適而沒有這樣做。</span></p> <p class="pBody"><a href="https://vietstock.vn/2023/01/fn-dairy-investment-lai-dang-ky-mua-gan-21-trieu-cp-vnm-739-1028854.htm" target="_blank" rel="noopener"><span>* F&N Dairy Investment 註冊再次購買近 2100 萬股 VNM 股票</span></a></p> <p class="pBody"><span>同時,在</span><span>HPG</span><span>,當鋼材價格和鋼材銷量在連續3 個月下降後再次上升時,公司開始收到積極信號。值得注意的是,根據諮詢公司 Kallanish Commodities 的消息,Hoa Phat 還重啟了海陽的一座高爐,並將其鋼筋產能提高了 70 萬噸/年。</span></p> <p class="pBody"><a href="https://vietstock.vn/2023/01/hoa-phat-don-tin-hieu-tich-cuc-ve-san-luong-trong-thang-122022-khoi-dong-lai-1-lo-cao-737-1029169.htm" target="_blank" rel="noopener"><span>* Hoa Phat 收到關於 2022 年 12 月產量的積極信號,重啟 1 座高爐</span></a></p> <p class="pBody"><span>當只有 2 隻股票下跌時,籃子</span><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx" target="_blank" rel="noopener noreferrer"><span>VN30</span></a><span>錄得正綠色。領先的是</span><span>HPG</span><span>和</span><span>VPB</span><span>,這兩個代碼都帶來了大約 4.8 點的指數。相反,唯一對指數產生負面影響的兩個代碼是</span><a href="https://finance.vietstock.vn/VJC-ctcp-hang-khong-vietjet.htm" target="_blank" rel="noopener noreferrer"><span>VJC</span></a><span>和</span><a href="https://finance.vietstock.vn/NVL-ctcp-tap-doan-dau-tu-dia-oc-no-va.htm" target="_blank" rel="noopener noreferrer"><span>NVL</span></a><span>,分別拉低了 0.5 點和 0.3 點。</span></p> <p class="pBody"><span>上週的市場不僅在</span><span>HOSE</span><span>上很熱鬧,而且在</span><span>HNX</span><span>上也很熱鬧。</span><span>HNX-Index</span><span>上漲 2.6% 至 210.65 點。當該股票上漲超過 0.8 點時,該指數的主要推動者是</span><a href="https://finance.vietstock.vn/IDC-tong-cong-ty-idico-%E2%80%93-ctcp.htm" target="_blank" rel="noopener noreferrer"><span>IDC 。</span></a><span>另一方面,</span><a href="https://finance.vietstock.vn/KSF-ctcp-tap-doan-ksfinance.htm" target="_blank" rel="noopener noreferrer"><span>KSF</span></a><span>在移除近 0.4 點時“停止”該指數。</span></p> <table class="img-content" align="center"> <tbody> <tr> <td><img class="img-scaled" src="https://image.vietstock.vn/2023/01/07/cp-anh-huong.png" alt="" align="center" /></td> </tr> </tbody> </table> [/ihc-hide-content]