[ihc-hide-content ihc_mb_type="show" ihc_mb_who="2,4,5" ihc_mb_template="1" ] <section id="page-content" class="min-height"> <div class="row pt5"> <div id="post-1340285" class="col-lg-8 col-sm-12 col-md-12 article-content"> <div class="row scroll-content"> <div id="article-1340285" class="col-lg-12 col-sm-12 col-md-12"> <div class="row"> <div class="col-lg-10 col-sm-12 col-md-12"> <div class="row"> <div class="col-md-12 col-sm-12 col-lg-12"> <div class="blog-single-head text-left mb10"> <div class="meta"> <div class="article-sharing custom_2"> <ul class="article-fbs-sharing"> <li class="article-like">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。 <div class="pull-left"></div></li> </ul> </div> </div> </div> </div> </div> </div> </div> <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="pBody"><span>*</span><strong><span>越南出口價值鏈中的低碳農產品乾燥</span></strong><span>。在全球ESG標準日益增長的壓力下，越南面臨在整個農業價值鏈中測量和減少排放的要求。然而，收穫後乾燥這一關鍵環節在綠色轉型策略中仍然被忽略。如果不及時採取行動，這個碳缺口可能會成為越南農產品出口到歐盟、日本和韓國等高端市場的重大障礙。</span><a href="https://vietstock.vn/2025/08/say-nong-san-carbon-thap-trong-chuoi-gia-tri-xuat-khau-viet-nam-118-1331757.htm"><span>>>></span></a></p> <p class="pBody"><span>* </span><strong><span>20% 證券利息稅：值得關注和澄清的問題</span></strong><span>。許多投資者和專家認為，20% 的證券利息稅提案過高，可能會導致個人投資者失去參與市場的動機。</span><a href="https://vietstock.vn/2025/08/danh-thue-20-tren-lai-chung-khoan-nhung-lo-ngai-va-cac-van-de-can-lam-ro-143-1339852.htm"><span>>>></span></a></p> <p class="pBody"><span>* <strong><a href="https://finance.vietstock.vn/VPB-ngan-hang-tmcp-viet-nam-thinh-vuong.htm?languageid=1" target="_blank" rel="noopener noreferrer">VPBank</a></strong></span><strong><span> S專家：市場仍有上漲空間，但我們需要保持警惕，避免「暈船」</span></strong><span>。在極度活躍的現金流支撐下，越南股市短期內仍然非常強勁。然而，投資人在8月需要關註一些風險預警訊號。</span><a href="https://vietstock.vn/2025/08/chuyen-gia-vpbanks-thi-truong-van-con-du-dia-tang-nhung-can-tinh-tao-de-khong-say-song-145-1340278.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>持有</span><a href="https://finance.vietstock.vn/VNM-ctcp-sua-viet-nam.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>VNM</span></a><span>、</span><a href="https://finance.vietstock.vn/GVR-tap-doan-cong-nghiep-cao-su-viet-nam-ctcp.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>GVR</span></a><span>和FMC？</span></strong><span>券商建議買入</span><span>VNM</span><span>，因其股息收益率高且公司正在「轉型」；持有</span><span>GVR</span><span>，因其在全球橡膠供應短缺且工業園區土地轉化空間較大的情況下，中期潛力看好；持有</span><a href="https://finance.vietstock.vn/FMC-ctcp-thuc-pham-sao-ta.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>FMC</span></a><span>，因其平均出口價格預計將小幅上漲3%。</span><a href="https://vietstock.vn/2025/08/nam-giu-vnm-gvr-va-fmc-145-1339853.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>董事長</span><a href="https://finance.vietstock.vn/lanh-dao-doanh-nghiep/nguyen-nhu-so/1263.htm" target="_blank" rel="noopener noreferrer"><span>阮如肅</span></a><span>：Dabaco 已準備好進軍國際市場</span></strong><span>。在農業產業面臨許多波動的背景下，Dabaco（</span><a href="https://finance.vietstock.vn/HOSE-so-giao-dich-chung-khoan-thanh-pho-ho-chi-minh.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>越南證券交易所代碼</span></a><span>：</span><a href="https://finance.vietstock.vn/DBC-ctcp-tap-doan-dabaco-viet-nam.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>DBC</span></a><span>）不僅堅定地堅持其3F（飼料-農場-食品）的封閉式價值鏈模式，而且擁有憑藉高科技、可持續的農業生態系統崛起的基礎，並已準備好征服國際市場。 Dabaco董事長</span><span>阮如肅先生就如何將挑戰轉化為機會、進軍國際市場的不同策略進行了深入闡述。 </span><a href="https://vietstock.vn/2025/08/chu-tich-nguyen-nhu-so-dabaco-san-sang-ra-bien-lon-737-1339727.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>總經理</span><a href="https://finance.vietstock.vn/lanh-dao-doanh-nghiep/le-hoang-khanh-nhut/1668.htm" target="_blank" rel="noopener noreferrer"><span>黎黃慶一</span></a><span>：挑戰接踵而至，但</span><a href="https://finance.vietstock.vn/DRC-ctcp-cao-su-da-nang.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>剛果民主共和國</span></a><span>已做好準備迎接</span></strong><span>。為了更了解峴港橡膠公司（</span><span>HOSE</span><span>：</span><span>DRC</span><span>）未來將如何應對重大挑戰，我們採訪了DRC總經理</span><span>黎黃慶一</span><span>先生。<a href="https://vietstock.vn/2025/08/tong-giam-doc-le-hoang-khanh-nhut-thu-thach-don-dap-nhung-drc-san-sang-duong-dau-737-1339124.htm">>>></a></span></p> <p class="pBody"><span>*</span><strong><span>高匯率並不代表貨幣疲軟</span></strong><span>。許多人看到超過25,000越南盾/美元的匯率，就草率地得出結論，認為越南盾相對於美元「極其疲軟」。然而，在這種情況下，匯率數據並不能說明一種貨幣的「強勢」或「弱勢」。</span><a href="https://vietstock.vn/2025/08/ty-gia-cao-khong-dong-nghia-voi-dong-tien-yeu-757-1338484.htm"><span>>>></span></a></p> <p class="pBody"><span>* </span><strong><span>8月初存款利率維持穩定</span></strong><span>。 8月初，銀行存款利率維持穩定，與上月相比變動不大。</span><a href="https://vietstock.vn/2025/08/lai-suat-tien-gui-dau-thang-8-on-dinh-757-1339354.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>房地產和證券業正在吸引大量銀行資金，這令人擔憂嗎？</span></strong><span>分析師表示，信貸強勁流入證券業只是暫時現象。但信貸強勁流入房地產行業，則值得關注。</span><a href="https://vietstock.vn/2025/08/bat-dong-san-chung-khoan-hut-von-8216khung8217-tu-ngan-hang-co-dang-lo-ngai-757-1339804.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>從口紅到拉布布再到音樂會，「獎勵經濟學」趨勢在充滿不確定性的時期蓬勃發展</span></strong><span>。在長期的經濟不確定性中，許多人希望透過獎勵自己來振奮精神，從而催生了一種名為「獎勵經濟學」的消費趨勢。這種趨勢涵蓋了從「日常奢侈品」到積極向上的大型體驗，以此來在艱難時期提升情緒。</span><a href="https://vietstock.vn/2025/08/tu-son-moi-labubu-den-cac-buoi-hoa-nhac-xu-huong-8216kinh-te-hoc-tu-thuong8217-bung-no-trong-thoi-ky-bat-on-775-1340015.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>美國財政部長提出互惠關稅削減條件</span></strong><span>。美國財政部長斯科特貝森特在接受《日經亞洲》獨家採訪時暗示，如果美國貿易平衡改善，互惠關稅可能會被削減。</span><a href="https://vietstock.vn/2025/08/bo-truong-tai-chinh-my-goi-y-dieu-kien-de-duoc-giam-thue-doi-ung-775-1340000.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>人工智慧熱潮催生數十位新的億萬富翁，其影響力遠超網路泡沫時期</span></strong><span>。今年，人工智慧 (AI) 新創公司催生了數十位新的億萬富翁，推動了人工智慧熱潮，並迅速成為近代史上最大的財富創造浪潮。</span><a href="https://vietstock.vn/2025/08/con-sot-ai-san-sinh-hang-chuc-ty-phu-moi-vuot-xa-thoi-bong-bong-dot-com-775-1339923.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>中國為與美國達成貿易協議設定條件</span></strong><span>。 《金融時報》8月10日報道，中國已要求美國放寬對人工智慧（AI）晶片出口的限制，作為達成貿易協議的條件。</span><a href="https://vietstock.vn/2025/08/trung-quoc-ra-dieu-kien-de-tien-toi-thoa-thuan-thuong-mai-voi-my-775-1339854.htm"><span>>>></span></a></p> <p class="pBody"><span>* <strong><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx?languageid=1" target="_blank" rel="noopener noreferrer">VN-Index</a></strong><strong>確立新一輪上漲趨勢的</strong></span><strong><span>當週，現金流量呈現分化</span></strong><span>。在經歷了7月28日至8月1日一週的波動調整後，越南股市在8月4日至8日當週進入了新的上漲趨勢。然而，即使在各個行業內部，現金流也呈現出明顯的分化。</span><a href="https://vietstock.vn/2025/08/dong-tien-phan-hoa-trong-tuan-vn-index-thiet-lap-nhip-tang-moi-830-1340076.htm"><span>>>></span></a></p> <p class="pBody"><span>* </span><strong><span>Legamex 從紡織業巔峰滑落，失去上市公司地位</span></strong><span>。累計虧損超過 1,660 億越南盾，負資產近 790 億越南盾，股東結構不合格，曾引領越南服飾業巔峰的出口服飾皮革鞋業股份公司（Legamex，UPCoM：</span><a href="https://finance.vietstock.vn/LGM-ctcp-giay-da-va-may-mac-xuat-khau.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>LGM</span></a><span>）被迫退出上市公司集團。</span><a href="https://vietstock.vn/2025/08/legamex-truot-dai-tu-dinh-cao-det-may-den-mat-tu-cach-cong-ty-dai-chung-830-1340092.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>黃金和股票的競相上漲</span></strong><span>。儘管這些個人投資管道的吸引力存在顯著差異，但黃金和股票價格在8月初均創下新高。</span><a href="https://vietstock.vn/2025/08/cuoc-dua-8216len-dinh8217-cua-vang-va-chung-khoan-830-1339800.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>建議企業自行申報並繳交土地使用費。</span></strong><span>胡志明市</span><span>自然資源與環境研究所建議企業自行申報並繳納土地使用費，以縮短流程、減少未償債務並促進投資活動。</span><a href="https://vietstock.vn/2025/08/de-xuat-cho-doanh-nghiep-tu-khai-tu-nop-tien-su-dung-dat-4266-1340123.htm"><span>>>></span></a></p> <p class="pSubTitle"><span>股市</span></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/08/siet-quy-dinh-nhap-khau-tam-nhap-o-to-theo-hinh-thuc-qua-bieu-qua-tang-tai-san-di-chuyen-143-1340283.htm"><span>加強對作為禮物、贈品和動產進口和臨時進口汽車的監管</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/08/goc-nhin-1208than-trong-khi-vn-index-lien-tiep-chinh-phuc-dinh-moi-145-1340243.htm"><span>12/08 觀點：VN 指數持續攀升，需謹慎</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/08/idp-thay-tong-giam-doc-giua-luc-lo-ky-luc-co-phieu-giam-sau-214-1339857.htm"><span>IDP 在創紀錄虧損、股價暴跌的情況下更換首席執行官</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/08/hai-con-mua-co-phieu-thanh-vien-hdqt-uic-khong-con-du-tieu-chuan-thanh-vien-doc-lap-214-1339809.htm"><span>兩個孩子入股，UIC董事會成員不再具備獨立會員資格</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/08/bot-ninh-thuan-cua-cii-lai-sau-thue-gan-173-ty-trong-nua-dau-nam-737-1340109.htm"><span>CII 旗下的 Ninh Thuan BOT 今年上半年的稅後利潤接近 1,730 億越南盾</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/08/trung-an-vay-190-ty-mua-gao-cung-ung-cho-du-tru-quoc-gia-737-1339965.htm"><span>中安借款1900億盧比購買大米作為國家儲備</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/08/pvv-lo-ban-nien-lon-nhat-lich-su-kiem-toan-tu-choi-ket-luan-bctc-737-1339898.htm"><span>PVV遭遇史上最大半年虧損，審計師拒絕完成財務報表</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/08/gia-von-va-lai-vay-giam-manh-pgv-lai-dam-quy-2-737-1339850.htm"><span>資金成本和利率大幅下降，PGV第二季實現巨額獲利</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/08/snz-sap-nhan-gan-50-ty-dong-co-tuc-tu-szl-738-1339941.htm"><span>SNZ 即將從 SZL 獲得近 500 億越南盾的股息</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/08/dragon-capital-co-ke-hoach-chia-hon-131-ty-dong-co-tuc-trong-thang-8-738-1339831.htm"><span>Dragon Capital 計劃在 8 月支付超過 1,310 億越南盾的股息</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/08/gap-kho-vi-phai-chuyen-nha-may-gach-men-thanh-thanh-muon-thoai-sach-von-tai-vta-739-1339979.htm"><span>因工廠搬遷面臨困難，Thanh Thanh Ceramic Tiles 希望剝離 VTA 的所有資本</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/08/lanh-dao-mua-ban-co-phieu-loat-co-dong-lon-rut-lui-xuat-hien-tan-chu-tai-vcr-va-gcf-739-1339971.htm"><span>股票交易領袖：一系列大股東退出，VCR 和 GCF 出現新東家</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/08/ke-toan-truong-afx-lien-tuc-gom-hang-trieu-co-phieu-sau-khi-nham-chuc-739-1339960.htm"><span>AFX首席會計師上任後持續吸金數百萬股</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/08/tan-co-dong-lon-xuat-hien-tai-vms-giua-bien-dong-gia-manh-739-1339949.htm"><span>股價劇烈波動，VMS 出現新大股東</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/08/noi-got-ban-ra-co-phieu-hax-mot-quy-ngoai-khong-con-la-co-dong-lon-739-1339939.htm"><span>出售 HAX 股份後，外國基金不再是主要股東</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/08/samland-chinh-thuc-len-upcom-tu-ngay-1508-741-1340054.htm"><span>Samland 於 8 月 15 日起正式在 UPCoM 上市</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/08/tng-phat-hanh-hon-6-trieu-cp-esop-gia-10000-dongcp-gia-dinh-chu-tich-du-kien-mua-gan-40-764-1340002.htm"><span>TNG 以每股 10,000 越南盾的價格發行超過 600 萬股 ESOP 股票，董事長家族計劃購買近 40%</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/08/hqc-muon-phat-hanh-50-trieu-cp-de-hoan-doi-500-ty-dong-no-764-1339501.htm"><span>HQC 希望發行 5,000 萬股股票，以轉換 5,000 億越南盾的債務</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/08/theo-dau-dong-tien-ca-map-1108-khoi-ngoai-van-xa-rong-fpt-830-1340212.htm"><span>追隨鯊魚資金流向 11/08：外國投資者仍在淨賣出 FPT</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/08/nhieu-yeu-to-tich-cuc-ho-tro-co-phieu-msn-tang-tran-830-1339972.htm"><span>諸多利好因素支撐，MSN 股價觸頂</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/08/top-co-phieu-dang-chu-y-dau-tuan-1108-830-1339516.htm"><span>11/08 週初最值得關注的股票</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/08/1108-doc-gi-truoc-gio-giao-dich-chung-khoan-830-1339443.htm"><span>11/08：股票交易前該閱讀什麼？</span></a></p> <p class="pSubTitle"><span>銀行金融</span></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/08/cuoc-chay-dua-tich-tru-dau-diesel-tren-toan-cau-34-1339801.htm"><span>全球競相囤積柴油</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/08/nho-dau-chuoi-viet-nam-lan-luot-chuoi-philippines-o-thi-truong-nhat-ban-118-1340138.htm"><span>越南香蕉如何在日本市場「壓倒」菲律賓香蕉？</span></a></p> <p class="pBody"><span>* </span><a href="https://vietstock.vn/2025/08/ty-gia-ngay-118-dong-usd-tai-cac-ngan-hang-thuong-mai-tang-nhe-757-1339832.htm"><span>8月11日匯率：商業銀行美元餘額小幅增加</span></a></p> <p class="pBody"><span>*</span><a href="https://vietstock.vn/2025/08/de-xuat-cho-vay-100-chi-phi-di-lam-viec-o-nuoc-ngoai-758-1339797.htm"><span>建議提供100%出國工作費用的貸款</span></a></p> <p class="pBody"><span>*</span><a 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