[ihc-hide-content ihc_mb_type="show" ihc_mb_who="reg,2,4,5" ihc_mb_template="1" ] <p class="pHead"><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx" target="_blank" rel="noopener noreferrer"><span>午後越南指數</span></a><span>如過山車般震盪，收盤回落12點，重回1,036.28點，結束了前5個交易日的連漲。</span></p> <p class="pBody"><span>與此同時，今天的</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>HOSE</span></a><span>交易量也達到了超過13億單位，相當於超過218,000億盾，是近7個多月以來的最高水平。如果單從成交量來看，今天胡志明市場內的成交量達到了1年多以來的最高水平。</span></p> <p class="pBody"><span>由於大盤代碼反轉，該指數完全下跌。負面影響最大的是</span><a href="https://finance.vietstock.vn/VIC-tap-doan-vingroup-ctcp.htm" target="_blank" rel="noopener noreferrer"><span>VIC</span></a><span>，下降5.17%，其次是</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>下降5.11%，</span><a href="https://finance.vietstock.vn/GAS-tong-cong-ty-khi-viet-nam-ctcp.htm" target="_blank" rel="noopener noreferrer"><span>GAS</span></a><span>下降3.36%，</span><a href="https://finance.vietstock.vn/CTG-ngan-hang-tmcp-cong-thuong-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>CTG</span></a><span>下降超過4%，然後是</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>、</span><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>SAB</span></a><span>、</span><a href="https://finance.vietstock.vn/MSN-ctcp-tap-doan-masan.htm" target="_blank" rel="noopener noreferrer"><span>MSN</span></a><span>、</span><a href="https://finance.vietstock.vn/VHM-ctcp-vinhomes.htm" target="_blank" rel="noopener noreferrer"><span>VHM</span></a><span>等。</span></p> <p class="pBody"><span>證券板塊成為大盤逆轉時跌幅最大的行業。</span><a href="https://finance.vietstock.vn/SSI-ctcp-chung-khoan-ssi.htm" target="_blank" rel="noopener noreferrer"><span>SSI</span></a><span>、</span><a href="https://finance.vietstock.vn/VND-ctcp-chung-khoan-vndirect.htm" target="_blank" rel="noopener noreferrer"><span>VND</span></a><span>、</span><a href="https://finance.vietstock.vn/HCM-ctcp-chung-khoan-thanh-pho-ho-chi-minh.htm" target="_blank" rel="noopener noreferrer"><span>HCM</span></a><span>、</span><a href="https://finance.vietstock.vn/VCI-ctcp-chung-khoan-ban-viet.htm" target="_blank" rel="noopener noreferrer"><span>VCI</span></a><span>從 4% 下降到 5% 以上。銀行業也有所下跌，但</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>和</span><a href="https://finance.vietstock.vn/SHB-ngan-hang-tmcp-sai-gon-ha-noi.htm" target="_blank" rel="noopener noreferrer"><span>SHB</span></a><span>是兩個最好的上游贏家，分別達到 5.79% 和 5.45%。</span></p> <p class="pBody"><span>大部分早盤觸及天花板的地產股一直維持到尾盤，除了</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>回落至參考。</span></p> <p class="pBody"><span>此外，鋼鐵股也震盪走強，</span><a href="https://finance.vietstock.vn/HPG-ctcp-tap-doan-hoa-phat.htm" target="_blank" rel="noopener noreferrer"><span>HPG</span></a><span>從漲幅超過5%突然掉頭，收市時跌幅超過1%。</span><a href="https://finance.vietstock.vn/HSG-ctcp-tap-doan-hoa-sen.htm" target="_blank" rel="noopener noreferrer"><span>HSG</span></a><span>也結束了天花板，</span><a href="https://finance.vietstock.vn/VCA-ctcp-thep-vicasa-vnsteel.htm" target="_blank" rel="noopener noreferrer"><span>VCA</span></a><span>下跌。只有</span><a href="https://finance.vietstock.vn/NKG-ctcp-thep-nam-kim.htm" target="_blank" rel="noopener noreferrer"><span>NKG</span></a><span>保持紫色。</span></p> <p class="pBody"><span>今天的積極點是外國投資者保持強勁的淨買入勢頭，收盤接近10000億越南盾，主要集中在</span><a href="https://finance.vietstock.vn/STB-ngan-hang-tmcp-sai-gon-thuong-tin.htm" target="_blank" rel="noopener noreferrer"><span>STB</span></a><span>、</span><span>HPG</span><span>、</span><span>VHM</span><span>、</span><span>SSI</span><span>、</span><a href="https://finance.vietstock.vn/KDH-ctcp-dau-tu-va-kinh-doanh-nha-khang-dien.htm" target="_blank" rel="noopener noreferrer"><span>KDH</span></a><span>等。</span></p> <p class="pSubTitle"><span>14h20：大盤股逆轉</span></p> <p class="pBody"><em><span>由於許多大盤股的下行壓力，</span><span>VN-Index</span><span>在下午 2 點 20 分下跌 4 點，市場漲勢突然逆轉。</span></em></p> <p class="pBody"><span>此時交易所市值最大的10隻股票全部下跌。</span></p> <p class="pBody"><img src="https://image.vietstock.vn/2022/12/01/top-10-cp.png" alt="" align="center" /></p> <p class="pSubTitle"><span>早盤：地產股接連觸頂</span></p> <p class="pBody"><em><span>今早僅7只上市地產股下跌，63只上漲，其中27只觸及天花板。</span></em></p> <p class="pBody"><span>房地產行業“獲救”後，儘管行業內企業的困難依然存在，但房地產行業的股票卻在不停地上漲。連續觸頂個股有</span><span>KDH</span><span>、</span><a href="https://finance.vietstock.vn/ITA-ctcp-dau-tu-va-cong-nghiep-tan-tao.htm" target="_blank" rel="noopener noreferrer"><span>ITA</span></a><span>、</span><a href="https://finance.vietstock.vn/DIG-tong-cong-ty-co-phan-dau-tu-phat-trien-xay-dung.htm" target="_blank" rel="noopener noreferrer"><span>DIG</span></a><span>、</span><a href="https://finance.vietstock.vn/CEO-ctcp-tap-doan-c-e-o.htm" target="_blank" rel="noopener noreferrer"><span>CEO</span></a><span>、</span><span>NVL</span><span>、</span><a href="https://finance.vietstock.vn/DRH-ctcp-drh-holdings.htm" target="_blank" rel="noopener noreferrer"><span>DRH</span></a><span>、GXD、</span><a href="https://finance.vietstock.vn/HQC-ctcp-tu-van-thuong-mai-dich-vu-dia-oc-hoang-quan.htm" target="_blank" rel="noopener noreferrer"><span>HQC</span></a><span>等。</span></p> <table class="img-content" align="center"> <tbody> <tr> <td> <div class="pImgAuthor"><span>今早地產股走勢</span></div> <img src="https://image.vietstock.vn/2022/12/01/nganh-bds.png" alt="" align="center" /> <div class="pCaption"><span>資料來源：</span><a href="https://finance.vietstock.vn/" target="_blank" rel="noopener noreferrer"><span>VietstockFinance</span></a></div></td> </tr> </tbody> </table> <p class="pBody"><span>今天上午，政府召開了11月的例行會議，在形勢出現新的發展之前，總理成立了流動性和貨幣工作組，由副總理黎明凱領導；</span><a href="https://finance.vietstock.vn/lanh-dao-doanh-nghiep/nguyen-thanh-nghi/287.htm" target="_blank" rel="noopener noreferrer"><span>由建設部長Nguyen Thanh Nghi</span></a><span>領導的房地產市場工作組；公司債券工作組由財政部長Ho Duc Phuc領導。這是利好消息，給市場投資者帶來信心。</span></p> <p class="pBody"><span>擁有VCB</span><span>的銀行保持了1%以上的下跌趨勢，</span><span>BID</span><span>也再次變綠。</span><span>SHB</span><span>甚至觸頂，</span><span>STB</span><span>上漲5%，</span><a href="https://finance.vietstock.vn/HDB-ngan-hang-tmcp-phat-trien-tp-hcm.htm" target="_blank" rel="noopener noreferrer"><span>HDB</span></a><span>上漲近3%。證券股也交投積極，無跌幅，</span><a href="https://finance.vietstock.vn/CTS-ctcp-chung-khoan-ngan-hang-cong-thuong-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>CTS</span></a><span>、</span><a href="https://finance.vietstock.vn/APS-ctcp-chung-khoan-chau-a-thai-binh-duong.htm" target="_blank" rel="noopener noreferrer"><span>APS</span></a><span>、</span><a href="https://finance.vietstock.vn/APG-ctcp-chung-khoan-apg.htm" target="_blank" rel="noopener noreferrer"><span>APG</span></a><span>、</span><a href="https://finance.vietstock.vn/TVB-ctcp-chung-khoan-tri-viet.htm" target="_blank" rel="noopener noreferrer"><span>TVB</span></a><span>漲幅居前。</span></p> <p class="pBody"><a href="https://finance.vietstock.vn/VNM-ctcp-sua-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>在VNM</span></a><span>、</span><span>MSN</span><span>、</span><span>SAB</span><span>三巨頭的衝擊下，食品飲料是跌幅最大的行業組別。</span></p> <p class="pBody"><span>早盤結束時，</span><span>越南指數</span><span>上漲超過 11 點，漲幅超過 1%，接近 1,060 點大關。今天上午總成交額超過10萬億越盾，外資繼續淨買入超過7200億越盾。</span></p> <p class="pSubTitle"><span>上午10:30：鋼鐵股加速</span></p> <p class="pBody"><em><span>建材行業，特別是鋼鐵股正在加速上漲，</span><span>HSG</span><span>、</span><a href="https://finance.vietstock.vn/SMC-ctcp-dau-tu-thuong-mai-smc.htm" target="_blank" rel="noopener noreferrer"><span>SMC</span></a><span>和</span><span>NKG</span><span>觸及天花板。所有三個代碼都記錄了連續 6 個交易日的一系列強勁收益。</span></em></p> <p class="pBody"><span>與此同時，行業龍頭</span><span>HPG</span><span>上漲超過 5%，配股超過 2900 萬股。</span><span>HPG</span><span>也是該行業中外國投資者最強勁的淨買入，不僅是今天上午，而且是前 3 個交易日。</span></p> <p class="pBody"><a href="https://finance.vietstock.vn/POM-ctcp-thep-pomina.htm" target="_blank" rel="noopener noreferrer"><span>POM</span></a><span>、</span><a href="https://finance.vietstock.vn/TIS-ctcp-gang-thep-thai-nguyen.htm" target="_blank" rel="noopener noreferrer"><span>TIS</span></a><span>、</span><a href="https://finance.vietstock.vn/TVN-tong-cong-ty-thep-viet-nam-ctcp.htm" target="_blank" rel="noopener noreferrer"><span>TVN</span></a><span>、</span><a href="https://finance.vietstock.vn/VGS-ctcp-ong-thep-viet-duc-vg-pipe.htm" target="_blank" rel="noopener noreferrer"><span>VGS</span></a><span>、</span><span>VCA</span><span>等鋼鐵行業剩餘庫存也呈現積極面。</span></p> <p class="pBody"><span>截至上午10點15分，滬指主力指數</span><span>已</span><span>上漲10點，</span><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx" target="_blank" rel="noopener noreferrer"><span>恆指</span></a><span>更是上漲近2.5%。3家交易所總成交量近4.29億股，折合6.5萬億盾。</span></p> <p class="pBody"><span>大多數銀行股上漲，但</span><span>VCB</span><span>和</span><span>BID</span><span>也下跌。最近，國家銀行正在起草一項法令，修訂和補充政府於 2014 年 1 月 3 日頒布的關於外國投資者購買越南信貸機構股份的第 01/2014/ND-CP 號法令的若干條款。</span></p> <p class="pBody"><span>在草案中，在實施強制轉讓計劃的特殊情況下，政府應決定外國投資者在接受強制轉讓的信貸機構中超過規定限額的總股權水平。在批准本條第5款時規定強制轉移計劃，但不超過接受強制轉移的信貸機構註冊資本的 49%。這可以看作是為外國投資者參與重組當前薄弱銀行鋪平道路的舉措。</span></p> <p class="pSubTitle"><span>打開：綠色蔓延</span></p> <p class="pBody"><em><span>早盤一開始，市場就出現了 500 多只上漲股的激動人心的進場，比下跌股數量（88 隻股票）高出近 6 倍。</span></em></p> <p class="pBody"><span>房地產是漲幅最大的行業板塊，如</span><span>NVL</span><span>、</span><a href="https://finance.vietstock.vn/PDR-ctcp-phat-trien-bat-dong-san-phat-dat.htm" target="_blank" rel="noopener noreferrer"><span>PDR</span></a><span>、</span><a href="https://finance.vietstock.vn/HPX-ctcp-dau-tu-hai-phat.htm" target="_blank" rel="noopener noreferrer"><span>HPX</span></a><span>、</span><span>DIG</span><span>、</span><span>CEO</span><span>、</span><a href="https://finance.vietstock.vn/L14-ctcp-licogi-14.htm" target="_blank" rel="noopener noreferrer"><span>L14</span></a><span>、</span><span>ITA</span><span>、</span><a href="https://finance.vietstock.vn/DXG-ctcp-tap-doan-dat-xanh.htm" target="_blank" rel="noopener noreferrer"><span>DXG</span></a><span>等，地產股的救市給房地產市場帶來了甜果。 - 風險投資者。</span></p> <p class="pBody"><span>大佬</span><span>VIC</span><span>今早獨跌1.72%，不過不用擔心，因為最近幾個交易日，</span><span>VIC</span><span>經常在尾盤反彈，以收綠收盤。</span></p> <p class="pBody"><span>VCB</span><span>、</span><span>MSN</span><span>、</span><span>SAB</span><span>、</span><span>VNM</span><span>、</span><span>BID</span><span>、</span><a href="https://finance.vietstock.vn/BCM-tong-cong-ty-dau-tu-va-phat-trien-cong-nghiep-%E2%80%93-ctcp.htm" target="_blank" rel="noopener noreferrer"><span>BCM</span></a><span> ... 是正在下跌的大公司，從而減緩了主要指數的漲幅。</span><span>截至上午 9 點 30 分，越南指數</span><span>上漲超過 6 點，暫時高於 1,054 點。</span></p> <p class="pBody"><span>從中型股到微型股的其餘股票組都上漲得很好。例如</span><a href="https://finance.vietstock.vn/BCG-ctcp-tap-doan-bamboo-capital.htm" target="_blank" rel="noopener noreferrer"><span>BCG</span></a><span> , </span><a href="https://finance.vietstock.vn/CII-ctcp-dau-tu-ha-tang-ky-thuat-thanh-pho-ho-chi-minh.htm" target="_blank" rel="noopener noreferrer"><span>CII</span></a><span> , </span><a href="https://finance.vietstock.vn/DGW-ctcp-the-gioi-so.htm" target="_blank" rel="noopener noreferrer"><span>DGW</span></a><span> , </span><a href="https://finance.vietstock.vn/CKG-ctcp-tap-doan-tu-van-dau-tu-xay-dung-kien-giang.htm" target="_blank" rel="noopener noreferrer"><span>CKG</span></a><span> , </span><a href="https://finance.vietstock.vn/LCG-ctcp-lizen.htm" target="_blank" rel="noopener noreferrer"><span>LCG</span></a><span> , </span><a href="https://finance.vietstock.vn/LGL-ctcp-dau-tu-va-phat-trien-do-thi-long-giang.htm" target="_blank" rel="noopener noreferrer"><span>LGL</span></a><span> ,...</span></p> [/ihc-hide-content]
