[ihc-hide-content ihc_mb_type="show" ihc_mb_who="2,4,5" ihc_mb_template="1" ] <div class="row"> <div class="col-lg-10 col-sm-12 col-md-12"> <div class="single_post_heading width_medium source__is-publictime"> <div id="vst_detail"> <p class="pHead"><span>讓我們回顧一下今日交易時間前24小時內發生的值得關注的國內外經濟金融新聞。</span></p> <p class="pBody"><span>*</span><strong><span>胡德福副總理：修改個人所得稅法需慎重評估影響</span></strong><span>。胡德福副總理強調，個人所得稅法涉及面廣，對居民生活、企業生產經營活動影響深遠，因此在設計和提出新的法規政策時，必須認真研究、評估其影響。</span><a href="https://vietstock.vn/2025/07/pho-thu-tuong-ho-duc-phoc-can-danh-gia-ky-luongtac-dong-khi-sua-luat-thue-thu-nhap-ca-nhan-758-1336537.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>聯準會收到壞消息：聯準會最青睞的通膨指標6月加速上漲</span></strong><span>。聯準會最青睞的通膨指標顯示，在關稅不確定性的影響下，6月物價上漲速度加快。</span><a href="https://vietstock.vn/2025/07/fed-don-tin-buon-thuoc-do-lam-phat-yeu-thich-tang-toc-trong-thang-6-775-1336524.htm"><span>>>></span></a></p> <p class="pBody"><span>* </span><strong><span>2025年投資者關係大獎投票門戶即將開放—投資者已準備好爭奪大獎！</span></strong><span>再過幾個小時，2025年投資者關係大獎投票門戶將於2025年8月1日0:00正式開放，這將標誌著該獎項最激動人心的最後一輪投票，旨在表彰越南傑出的投資者關係（IR）活動。</span><a href="https://vietstock.vn/2025/07/sap-mo-cong-binh-chon-ir-awards-2025-8211-nha-dau-tu-san-sang-san-qua-lon-830-1335628.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>繼7月31日鯊魚資金流動後：外國投資者淨拋售超過2.245兆越南盾，大幅拋售銀行集團股票</span></strong><span>。在淨拋售近1.3兆越南盾後，7月31日，自營交易將拋售壓力降至1,640億越南盾。同時，外國投資者淨拋售超過2.245兆越南盾，創下2025年4月以來的最高水準。</span><a href="https://vietstock.vn/2025/07/theo-dau-dong-tien-ca-map-3107-khoi-ngoai-ban-rong-hon-2245-ty-xa-manh-nhom-ngan-hang-830-1336505.htm"><span>>>></span></a></p> <p class="pBody"><span>* </span><strong><span>01/08展望：跌至1,460點？</span></strong><span>元大證券認為，01/08市場可能會持續下跌，</span><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx?languageid=1" target="_blank" rel="noopener noreferrer"><span>VN指數</span></a><span>可能會重新測試1,460點的支撐區域。</span><a href="https://vietstock.vn/2025/07/goc-nhin-0108-giam-ve-1460-diem-145-1336434.htm"><span>>>></span></a></p> <p class="pBody"><span>*國家銀行（ </span><strong><span>SBV）調整信貸機構的信貸成長目標</span></strong><span>。 7月31日，國家銀行（SBV）宣布調整信貸機構（CI）2025年的信貸成長目標（TTTD），並根據具體原則提高目標，以確保公開透明。此限制的增加由國家銀行（SBV）主動提出，無需信貸機構提出申請。</span><a href="https://vietstock.vn/2025/07/nhnn-dieu-chinh-tang-them-chi-tieu-tang-truong-tin-dung-voi-cac-to-chuc-tin-dung-757-1336069.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>聯準會主席記者會要點</span></strong><span>。 7月30日，儘管美國總統川普施加了巨大壓力，Fed（Fed）仍決定連續第六次維持利率不變。</span><a href="https://vietstock.vn/2025/07/nhung-diem-nhan-tu-cuoc-hop-bao-cua-chu-tich-fed-775-1335839.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>美國與泰國、柬埔寨達成貿易協定 </span></strong><span>。近日，美國商務部長霍華‧盧特尼克表示，美國已與泰國、柬埔寨達成貿易協定。</span><a href="https://vietstock.vn/2025/07/my-dat-thoa-thuan-thuong-mai-voi-thai-lan-va-campuchia-775-1335752.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>證券稅改革：需要的是路線圖，而不是飛躍</span></strong><span>。財政部近期公佈的個人所得稅法（草案）對如何徵收證券轉讓所得稅提出了一項引人注目的建議。該建議迅速引起廣泛關注，並在投資者和金融專家中引發了激烈爭論。</span><a href="https://vietstock.vn/2025/07/cai-cach-thue-chung-khoan-can-mot-lo-trinh-khong-phai-mot-cu-nhay-vot-143-1335753.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>聯準會不顧川普施壓，維持利率不變</span></strong><span>。儘管內部存在分歧，且美國總統川普提出了一系列批評，Fed（Fed）仍決定維持基準利率不變。</span><a href="https://vietstock.vn/2025/07/fed-giu-nguyen-lai-suat-bat-chap-ap-luc-tu-ong-trump-775-1335566.htm"><span>>>></span></a></p> <p class="pSubTitle"><span>股市</span></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/kido-hoan-tat-thuong-vu-mua-hon-40-co-phan-don-vi-van-hanh-van-hanh-mall-737-1336544.htm"><span>KIDO 完成收購 Van Hanh Mall 營運部門 40% 以上的股份</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/jvc-neu-phuong-an-khac-phuc-co-phieu-bi-canh-bao-830-1336509.htm"><span>JVC 提出修復警告庫存的計劃</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/khang-dien-len-ke-hoach-nang-von-dieu-le-cong-ty-con-len-gap-25-lan-737-1336448.htm"><span>Khang Dien 計劃將子公司的註冊資本增加 25 倍。</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/khang-dien-giam-lai-rong-nua-dau-nam-ton-kho-vuot-23-ngan-ty-737-1336357.htm"><span>康典上半年淨利下降，庫存突破23兆</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/ong-hoang-nam-tien-thanh-vien-hoi-dong-sang-lap-fpt-qua-doi-214-1336392.htm"><span>FPT創始董事會成員黃南進先生去世。</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/trum-thuong-mai-thep-smc-van-lo-nang-trong-quy-2-737-1336186.htm"><span>「鋼鐵貿易巨頭」SMC第二季依然虧損嚴重</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/hang-ban-bi-tra-lai-hqc-thoat-lo-quy-2-nho-khoan-thu-khac-737-1336118.htm"><span>退貨，HQC 因其他收入而在第二季度擺脫虧損</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/thu-nhap-lai-thuan-di-lui-nho-dau-bac-a-bank-tang-49-lai-truoc-thue-quy-2-737-1336106.htm"><span>淨利息收入下降，這是否導致 Bac A Bank 第二季稅前利潤成長 49%？</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/vietnam-airlines-mo-rong-ket-noi-toan-cau-cung-co-nen-tang-tai-chinh-trong-quy-22025-737-1336147.htm"><span>越南航空將於 2025 年第二季擴大全球連結性，並增強財務基礎</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/dat-xanh-lai-rong-nua-dau-nam-gap-doi-cung-ky-luong-tien-ngan-han-xap-xi-34-ngan-ty-737-1336058.htm"><span>Dat Xanh 上半年淨利較去年同期成長一倍，短期現金流約 3.4 兆越南盾。</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/may-viet-tien-lap-ky-luc-doanh-thu-ban-nien-hon-5-ngan-ty-737-1335759.htm"><span>越進服飾有限公司半年營收突破 5 兆，創歷史新高</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/mwg-lai-ky-luc-co-phieu-kin-room-ngoai-lan-dau-sau-2-nam-737-1336048.htm"><span>MWG 獲利，股價兩年來首次沒有海外市場空間</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/hag-cua-bau-duc-chinh-thuc-thoat-lo-luy-ke-737-1335947.htm"><span>“Mr. Duc”的HAG正式擺脫累積損失</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/phat-dat-lai-rong-gan-116-ty-nua-dau-nam-lo-dien-ben-nhan-chuyen-nhuong-du-an-q1-tower-737-1335875.htm"><span>Phat Dat上半年淨利近1160億，Q1 Tower專案受讓方曝光</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/ita-ky-duoc-kiem-toan-sau-hon-2-nam-chat-vat-lai-rong-quy-2-lao-doc-70-737-1335739.htm"><span>ITA苦苦掙扎兩年多後簽署審計，第二季淨利暴跌70%</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/them-show-an-khach-doanh-thu-yeah1-lap-dinh-sau-26-quy-737-1335760.htm"><span>隨著節目越來越受歡迎，YeaH1 的收入在 26 個季度後達到頂峰</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/cach-hag-bien-hoa-khoan-no-trai-phieu-hon-4-ngan-ty-trong-nua-dau-nam-3118-1335748.htm"><span>HAG上半年如何「轉型」其逾4兆債券債務</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/may-song-hong-lap-dinh-loi-nhuan-quy-dau-tu-trai-phieu-gan-1500-ty-737-1335725.htm"><span>宋虹服飾季度獲利創歷史新高，債券投資額近1.5兆元</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/thuy-van-thuan-loi-ree-tang-lai-76-trong-quy-2-737-1335709.htm"><span>水文條件有利，REE第二季度獲利成長76%</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/vinpearl-moi-ngay-thu-gan-33-ty-737-1335728.htm"><span>Vinpearl 每天獲利近 330 億美元</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/chu-tich-pham-viet-anh-su-tin-cay-la-nen-tang-de-pvtrans-tiep-tuc-vuon-xa-737-1335003.htm"><span>董事長 Pham Viet Anh：“信任是 PVTrans 持續發展的基礎”</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/vingroup-lai-gan-64-ngan-ty-dong-nua-dau-nam-tang-truong-45-so-voi-cung-ky-737-1335665.htm"><span>今年上半年，Vingroup 集團利潤近 6.4 兆越南盾，較去年同期成長 45%。</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/anh-ca-nganh-det-may-ghi-nhan-lai-quy-2-tang-vot-2390-737-1335664.htm"><span>紡織業「老大哥」第二季獲利成長2390%</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/quy-22025-vng-duy-tri-da-tang-truong-voi-doanh-thu-2571-ty-dong-co-lai-tro-lai-737-1335722.htm"><span>2025年第二季度，VNG維持成長勢頭，營收達25710億越南盾，重回獲利。</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/casa-dat-2678-vi-sao-loi-nhuan-ban-nien-msb-sut-giam-737-1335685.htm"><span>CASA達到26.78%，MSB半年利潤為何下降？</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/cong-ty-lien-quan-pho-chu-tich-vietabank-muon-ban-them-12-trieu-cp-739-1335671.htm"><span>關聯公司 VietABank 副董事長希望再出售 120 萬股股票</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/f88-hop-tac-zalopay-thuc-day-tai-chinh-so-gia-tang-kha-nang-tiep-can-khoan-vay-qua-nen-tang-so-737-1335687.htm"><span>F88 與 Zalopay 合作推廣數位金融，增加透過數位平台獲得貸款的機會</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/hang-tau-container-hai-an-bao-lai-quy-2-cao-ky-luc-737-1335659.htm"><span>海安貨櫃航運第二季獲利創歷史新高</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/sonadezi-lai-ky-luc-quy-2-737-1334822.htm"><span>Sonadezi 第二季度獲利</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/sip-gui-ngan-hang-hon-7-ngan-ty-thuc-hien-89-ke-hoach-loi-nhuan-sau-6-thang-737-1335593.htm"><span>SIP在銀行存款超過7萬億，6個月後實現盈利計劃的89%</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/lai-rong-coteccons-lap-dinh-22-quy-backlog-hon-35-ngan-ty-737-1335647.htm"><span>Coteccons淨利創22季新高，未完成訂單超過35兆</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/loi-nhuan-nua-dau-nam-pc1-di-lui-20-737-1334795.htm"><span>PC1上半年利潤下降20%</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/nuoc-rut-ne-thue-trong-quy-2-giup-sowatco-khoi-sac-nua-dau-nam-737-1335616.htm"><span>第二季度「避稅衝刺」助力索瓦特科上半年蓬勃發展？</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/loi-nhuan-nua-dau-nam-idc-di-lui-hon-40-cua-de-danh-tren-64-ngan-ty-737-1335390.htm"><span>IDC上半年利潤下降逾四成，「節流」超6.4兆</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/tte-dua-lo-trinh-khac-phuc-chung-khoan-bi-kiem-soat-830-1335613.htm"><span>TTE提供克服受管制證券的路線圖</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/vietjet-vuot-ke-hoach-kinh-doanh-dat-hang-tau-bay-lon-tu-phuc-vu-mat-dat-trung-thau-du-an-long-thanh-737-1335609.htm"><span>越捷航空超額完成商業計劃，訂購大型飛機，自助地面服務，贏得隆城項目投標</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/nua-dau-nam-thuc-hien-duoc-92-muc-tieu-loi-nhuan-no-xau-abbank-cai-thien-737-1335600.htm"><span>上半年，ABBank獲利目標完成92%，壞帳狀況有所改善。</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/tap-doan-bao-viet-bvh-loi-nhuan-sau-thue-6-thang-dau-nam-tang-32dat-1392-ty-dong-737-1335604.htm"><span>Bao Viet Group（BVH）：今年前六個月稅後利潤成長32%，達到13920億越南盾</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/bcm-lai-quy-2-gan-15-ngan-ty-thuc-hien-74-ke-hoach-nam-737-1334982.htm"><span>BCM第二季獲利近1.5萬億，完成年度計畫的74%</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/nho-dau-vietinbank-tang-gan-80-lai-truoc-thue-quy-2-737-1335572.htm"><span>越南工商銀行第二季稅前獲利成長近80%得益於什麼？</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/cong-ty-con-cua-transimex-chia-co-tuc-tien-mat-cao-ky-luc-20-738-1335045.htm"><span>Transimex 子公司派發創紀錄的 20% 現金股息</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/top-co-phieu-dang-chu-y-dau-phien-3107-830-1335549.htm"><span>7 月 31 日開盤時最值得關注的股票</span></a></p> <p class="pSubTitle"><span>銀行金融</span></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/seabank-va-afs-da-lam-ro-cac-thong-tin-lien-quan-toi-hop-dong-chuyen-nhuong-ptf-757-1336517.htm"><span>SeABank 和 AFS 已澄清與 PTF 轉讓合約相關的資訊。</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/07/gia-xang-ron-95-iii-tang-len-sat-moc-20-ngan-donglit-34-1335932.htm"><span>RON 95-III 汽油價格上漲至每公升近 2 萬越南盾</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/cac-hang-bao-hiem-da-chi-tra-bao-nhieu-tien-cho-nguoi-nha-nan-nhan-vu-lat-tau-vinh-xanh-58-3113-1335796.htm"><span>保險公司向綠灣 58 號傾覆事故罹難者家屬賠償了多少錢？</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/cai-cach-thue-thu-nhap-ca-nhan-uu-tien-nguoi-lao-dong-dieu-tiet-dau-co-tai-san-758-1335754.htm"><span>個人所得稅改革：優先考慮工人，監管資產投機</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/gia-vang-the-gioi-lao-doc-vang-mieng-sjc-vang-nhan-se-the-nao-759-1335649.htm"><span>全球金價暴跌，SJC金條、金戒指將會何去何從？</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/cot-loi-cua-kinh-doanh-la-nang-cao-loi-ich-cua-khach-hang-va-co-dong-757-1334797.htm"><span>企業經營的核心是提高顧客和股東的利益。</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/dau-tang-1-khi-my-gia-tang-suc-ep-len-nga-34-1335570.htm"><span>由於美國加大對俄羅斯的壓力，油價上漲 1%</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/07/vang-the-gioi-lui-buoc-khi-fed-giu-nguyen-lai-suat-759-1335569.htm"><span>聯準會維持利率不變，全球金價回落</span></a></p> </div> </div> </div> </div> [/ihc-hide-content]
