[ihc-hide-content ihc_mb_type="show" ihc_mb_who="reg,2,4,5" ihc_mb_template="1" ] <p class="pHead"><span>收盤時</span><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx" target="_blank" rel="noopener noreferrer"><span>，VN-Index</span></a><span>下跌 5.06 點（0.48%）至 1,038 點，</span><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx" target="_blank" rel="noopener noreferrer"><span>HNX-Index</span></a><span>上漲 0.37 點（0.18%），UPCoM 上漲 0.74 點（0.96%）。</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>今天的交易價值很低， HOSE</span></a><span>流入 67,220 億， </span><span>HNX-Index</span><span>流入 5,640 億。資金顯然正在離開市場。</span></p> <p class="pBody"><span>今天是HOSE</span><span>自 2020 年 11 月 12 日以來交易價值最低的一天</span></p> <p class="pBody"><span>今天房地產和銀行股有國家因素拉動市場。特別是</span><a href="https://finance.vietstock.vn/VHM-ctcp-vinhomes.htm" target="_blank" rel="noopener noreferrer"><span>VHM</span></a><span>、</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/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/CTG-ngan-hang-tmcp-cong-thuong-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>CTG</span></a><span>下降了 4.5 點。</span></p> <p class="pBody"><span>外資在配對交易時段連續第二日出現淨拋售，但淨拋售金額僅為 7.7 億元，非常低。</span></p> <p class="pSubTitle"><span>14:15：</span><span>越南指數</span><span>進一步下跌</span></p> <p class="pBody"><span>VN-Index</span><span>進一步下跌，在 14:15 </span><span>VN-Index</span><span>下跌 7.54 點 (0.72%)，與 1,036.16 點持平。主要是房地產進一步下跌2.67%，銀行業進一步下跌0.69%。房地產行業將面臨一年的資金荒。最重要的是抓緊研究、補充、解綁、完善房地產債市場解綁的法律文件。102、今年到期5700億。為了使房地產市場復甦，至少需要比這更多的供應。</span></p> <p class="pBody"><span>要打開這個市場，就需要對債券板塊進行解綁。放開信用貸款流向等其他措施並沒有解決房地產市場的根本問題。</span></p> <p class="pBody"><a href="https://finance.vietstock.vn/VHC-ctcp-vinh-hoan.htm" target="_blank" rel="noopener noreferrer"><span>VHC</span></a><span>今天上漲了 2.9%，與每股 63,800 越南盾相匹配，僅包含海鮮加工業指數。儘管</span><a href="https://finance.vietstock.vn/ACL-ctcp-xuat-nhap-khau-thuy-san-cuu-long-an-giang.htm" target="_blank" rel="noopener noreferrer"><span>ACL</span></a><span>下跌 4.5%，</span><a href="https://finance.vietstock.vn/SJ1-ctcp-nong-nghiep-hung-hau.htm" target="_blank" rel="noopener noreferrer"><span>SJ1</span></a><span>觸底，海鮮加工指數仍上漲 0.84%。</span></p> <p class="pSubTitle"><span>早盤：證券、鋼鐵股強勢上漲</span></p> <p class="pBody"><em><span>房地產行業下跌1.95%。銀行小幅下跌0.13%，但個股和鋼鐵業正在救市。</span></em></p> <p class="pBody"><span>部分小股漲勢強勁，</span><a href="https://finance.vietstock.vn/WSS-ctcp-chung-khoan-pho-wall.htm" target="_blank" rel="noopener noreferrer"><span>WSS</span></a><span>上漲6.67%至4,800盾/股，</span><a href="https://finance.vietstock.vn/VIG-ctcp-chung-khoan-thuong-mai-va-cong-nghiep-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>VIG</span></a><span>上漲4.08%至5,100盾/股，</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>上漲3.61%至8,600盾/股，</span><a href="https://finance.vietstock.vn/APG-ctcp-chung-khoan-apg.htm" target="_blank" rel="noopener noreferrer"><span>APG</span></a><span>上漲4.94%至6,160盾/股越南盾/股。該行業的兩大參與者略有上漲，</span><a href="https://finance.vietstock.vn/VND-ctcp-chung-khoan-vndirect.htm" target="_blank" rel="noopener noreferrer"><span>越南盾</span></a><span>上漲 1.86%，與 13,700 越南盾相匹配，</span><a href="https://finance.vietstock.vn/SSI-ctcp-chung-khoan-ssi.htm" target="_blank" rel="noopener noreferrer"><span>SSI</span></a><span>上漲 1.08%，與 18,700 越南盾/股相匹配。</span></p> <p class="pBody"><span>鋼鐵股漲勢良好，</span><a href="https://finance.vietstock.vn/HPG-ctcp-tap-doan-hoa-phat.htm" target="_blank" rel="noopener noreferrer"><span>HPG</span></a><span>上漲1.98%至20,600盾/股，</span><a href="https://finance.vietstock.vn/HSG-ctcp-tap-doan-hoa-sen.htm" target="_blank" rel="noopener noreferrer"><span>HSG</span></a><span>上漲3.47%至14,900盾，</span><a href="https://finance.vietstock.vn/NKG-ctcp-thep-nam-kim.htm" target="_blank" rel="noopener noreferrer"><span>NKG</span></a><span>上漲2.59%至13,850盾，</span><a href="https://finance.vietstock.vn/POM-ctcp-thep-pomina.htm" target="_blank" rel="noopener noreferrer"><span>POM</span></a><span>上漲0.57%至5,300盾/股。</span></p> <p class="pSubTitle"><span>上午10:30：大型房地產股拉回市場</span></p> <p class="pBody"><em><span>儘管有 227 隻股票上漲，只有 120 隻股票下跌，但</span><span>越南指數</span><span>仍下跌 2.6 點。這是由於權重較大的房地產行業拉動了市場。</span></em></p> <p class="pBody"><span>在一些利空消息傳出後，特別是行業內某大型企業要求客戶自行支付房屋貸款利息的消息傳出後，大型地產股昨日和今早大幅下挫。</span><a href="https://finance.vietstock.vn/VRE-ctcp-vincom-retail.htm" target="_blank" rel="noopener noreferrer"><span>VRE</span></a><span> (-2.28%)、</span><a href="https://finance.vietstock.vn/VIC-tap-doan-vingroup-ctcp.htm" target="_blank" rel="noopener noreferrer"><span>VIC</span></a><span> (-2.25%)、</span><span>VHM</span><span> (-2.59%)、</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> (-4.44%)、</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> (-6.64%)、</span><a href="https://finance.vietstock.vn/DXS-ctcp-dich-vu-bat-dong-san-dat-xanh.htm" target="_blank" rel="noopener noreferrer"><span>DXS</span></a><span> (-2.38%)等大型房地產股是拉動股票房地產指數和市場指數。 </span></p> <p class="pBody"><span>大盤和行業的亮點是，雖然下跌1.5%，但仍有40只地產股上漲/20只下跌。</span></p> <p class="pBody"><span>今天是大盤壓盤的日子，雖然有13隻股票上漲/4隻股票下跌，但行業指數僅小幅上漲0.07%。4隻股票下跌的原因是，</span><span>VCB</span><span>下跌1.28%，拉動</span><span>VN-Index</span><span>下跌1.6點。</span></p> <p class="pSubTitle"><span>開盤：繼續掉分</span></p> <p class="pBody"><em><span>昨日美股表現強勁，納斯達克綜合指數上漲1.48%至11,891.79點。標準普爾 500 指數上漲 1.14% 至 4,137.29 點，而道瓊斯指數上漲 1.11% 至 34,245.93 點。</span></em></p> <p class="pBody"><span>上午9點35分，除中國外的主要亞洲市場小幅上漲。KOSPI 指數上漲 0.7%，IDX 綜合指數下跌 0.04%，台灣加權指數上漲 0.67%，日經 225 指數上漲 0.52%，深證成指上漲 0.09%，S&P/ASX200 上漲 0.24%。恆生跌0.32%，滬指跌0.12%。</span></p> <p class="pBody"><span>衍生品指數</span><a href="https://finance.vietstock.vn/chung-khoan-phai-sinh/VN30F2302/hop-dong-tuong-lai.htm" target="_blank" rel="noopener noreferrer"><span>VN30F2302</span></a><span>在 ATO 交易時段</span><span>開盤上漲 2.4 點，從 1,038 點上漲至 1,141 點。9點35分，</span><span>VN30F2302</span><span>匹配到1036.3點。請注意，本週四是衍生品合約的到期日。</span></p> <p class="pBody"><span>越南指數</span><span>小幅下跌 2.95 點 (0.28%) 至 1,040.75 點。</span><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx" target="_blank" rel="noopener noreferrer"><span>VN30</span></a><span>下跌 3.9 點 (0.37%) 至 1,036.5 點。</span><span>HNX-Index</span><span>上漲 0.24 點 (0.12%) 至 214.73 點，UPCoM 上漲 0.89 點 (1.15%) 至 78 點。在</span><span>HOSE</span><span>上，增加股與減少股的比率為 180（2 個裸股）/119（4 個場內股）。</span></p> <p class="pBody"><span>VN30</span><span>籃子中有 11 隻股票上漲，16 隻股票下跌。一籃子漲幅最大的三個股票分別是</span><a href="https://finance.vietstock.vn/TPB-ngan-hang-tmcp-tien-phong.htm" target="_blank" rel="noopener noreferrer"><span>TPB</span></a><span>、</span><a href="https://finance.vietstock.vn/VIB-ngan-hang-tmcp-quoc-te-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>VIB</span></a><span>和</span><a href="https://finance.vietstock.vn/POW-tong-cong-ty-dien-luc-dau-khi-viet-nam-ctcp.htm" target="_blank" rel="noopener noreferrer"><span>POW</span></a><span>，漲幅分別為 2%、1.2% 和 1.2%。</span></p> <p class="pBody"><span>跌幅最大的三隻個股分別是</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><span>PDR</span><span>、</span><span>NVL</span><span>，跌幅分別為2.5%、5.8%和6.6%。</span><span>昨天， NVL</span><span>的子公司NovaReal要求客戶自行支付房屋貸款利息。公告稱，目前，公司流動資金和現金流均出現困難和失控。</span></p> <p class="pBody"><span>因此，本公司根據與客戶的初步約定，暫緩支付款項。NovaReal 還提供其他與房地產相關的支付方式，代碼為 NWP.2.2-02.24”。</span></p> [/ihc-hide-content]
