[ihc-hide-content ihc_mb_type="show" ihc_mb_who="reg,2,4,5" ihc_mb_template="1" ] <p class="pHead"><span>股市不跌就是漲，不綠就是紅。很少看到</span><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx" target="_blank" rel="noopener noreferrer"><span>VN-Index</span></a><span>停滯不前。然而，今天密切關注市場的投資者將看到一個充滿</span><span>VN-Index</span><span>努力沒有進一步下跌的交易日。</span></p> <p class="pBody"><span>收盤時</span><span>，VN-Index</span><span>上漲 6.46 點 (0.66%) 至 981.65 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 1.21 點 (0.61%) 至 199.77 點。UPCoM 上漲 0.03 點 (0.04%) 至 72.28 點。</span></p> <p class="pBody"><span>最大的驚喜是，盤中地產股指數在盤中一度跌逾5%後，僅下跌1.52%。雖然場內仍有 15 隻股票，包括</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/NVL-ctcp-tap-doan-dau-tu-dia-oc-no-va.htm" target="_blank" rel="noopener noreferrer"><span>NVL</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/LDG-ctcp-dau-tu-ldg.htm" target="_blank" rel="noopener noreferrer"><span>LDG</span></a><span>、</span><a href="https://finance.vietstock.vn/ITC-ctcp-dau-tu-va-kinh-doanh-nha.htm" target="_blank" rel="noopener noreferrer"><span>ITC</span></a><span>、</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>、</span><a href="https://finance.vietstock.vn/DXG-ctcp-tap-doan-dat-xanh.htm" target="_blank" rel="noopener noreferrer"><span>DXG</span></a><span>、</span><a href="https://finance.vietstock.vn/DRH-ctcp-drh-holdings.htm" target="_blank" rel="noopener noreferrer"><span>DRH</span></a><span>等大牌，但巨頭</span><a href="https://finance.vietstock.vn/VIC-tap-doan-vingroup-ctcp.htm" target="_blank" rel="noopener noreferrer"><span>VIC</span></a><span>和</span><a href="https://finance.vietstock.vn/VHM-ctcp-vinhomes.htm" target="_blank" rel="noopener noreferrer"><span>VHM</span></a><span>在下跌 7% 和盤中下跌6%，幫助行業大幅收窄跌幅。然而，這些也是在盤中大幅下跌後，往往在盤尾出現拉跌跡象的股票。 </span></p> <p class="pBody"><span>今天國有銀行股對</span><span>VN-Index</span><span>的影響最大。</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>上漲 2.09 點，</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>上漲 0.94 點。而對</span><span>VN-Index</span><span>影響最嚴重的3隻股票屬於房地產和建材行業的</span><span>NVL</span><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>和</span><span>PDR ，分別下跌1.75點、0.75點和0.37點。</span></p> <p class="pBody"><span>三大交易所成交額115000億盾，易手7.38億股。請注意，繼昨天買入 5400 億美元後，外國投資者的淨買入量為 4010 億美元。</span></p> <p class="pSubTitle"><span>14h：試圖突破底部</span></p> <p class="pBody"><em><span>VN-Index</span><span>正在努力克服困難，</span><span>VN-Index</span><span>僅下跌4.79點。銀行業飆升1.43%。股票也是綠色的。密切關注股市是一個相當準確的整個市場的圖表。</span></em></p> <p class="pBody"><span>特別是，</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>仍處於連續下跌的日子裡，沒有停止，下跌了1.91%，匹配10,250越南盾/股。</span><a href="https://finance.vietstock.vn/FTS-ctcp-chung-khoan-fpt.htm" target="_blank" rel="noopener noreferrer"><span>FTS</span></a><span>和</span><a href="https://finance.vietstock.vn/WSS-ctcp-chung-khoan-pho-wall.htm" target="_blank" rel="noopener noreferrer"><span>WSS</span></a><span>正在交易。然而，</span><a href="https://finance.vietstock.vn/SSI-ctcp-chung-khoan-ssi.htm" target="_blank" rel="noopener noreferrer"><span>SSI</span></a><span>的綠色指數為 2.45%，其他一些股票也為正面，如</span><a href="https://finance.vietstock.vn/BVS-ctcp-chung-khoan-bao-viet.htm" target="_blank" rel="noopener noreferrer"><span>BVS</span></a><span> (4.17%)、</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> (2.59%)。全行業增長0.82%。</span></p> <p class="pBody"><span>零售業以2.37%的增幅領跑市場，主要貢獻為</span><a href="https://finance.vietstock.vn/MWG-ctcp-dau-tu-the-gioi-di-dong.htm" target="_blank" rel="noopener noreferrer"><span>MWG</span></a><span>（3.97%）、</span><a href="https://finance.vietstock.vn/FRT-ctcp-ban-le-ky-thuat-so-fpt.htm" target="_blank" rel="noopener noreferrer"><span>FRT</span></a><span>（2.67%）。</span></p> <p class="pSubTitle"><span>上午會議：未能逆轉</span></p> <p class="pBody"><em><span>VN-Index</span><span>一度接近參考，但從 10:50 開始，賣家佔了上風。早盤收盤，</span><span>VN 指數</span><span>下跌 13.17 點（1.35%），收於 962.02 點。在</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>上，增加股與減少股的比率為 118（1 股裸股）/294（35 股）。在</span><a href="https://finance.vietstock.vn/HNX-so-giao-dich-chung-khoan-ha-noi.htm" target="_blank" rel="noopener noreferrer"><span>HNX 上</span></a><span>，這個比率是 48（5 股裸股）/106（19 股）。</span></em></p> <p class="pBody"><span>雖然銀行只升0.6%，但仍是大市的主要支撐。如果沒有</span><a href="https://finance.vietstock.vn/EIB-ngan-hang-tmcp-xuat-nhap-khau-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>EIB</span></a><span>落地，這個行業的貢獻可能會更好。</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>在一度觸及天花板後上漲 3.2%。</span><a href="https://finance.vietstock.vn/LPB-ngan-hang-tmcp-buu-dien-lien-viet.htm" target="_blank" rel="noopener noreferrer"><span>LPB</span></a><span>也飆升 4.23%，而</span><span>STB</span><span>是行業中漲幅最大的兩個股票。</span></p> <p class="pBody"><span>昨天，政府辦公室向建設部、南方房地產企業和</span><span>胡志明市房地產協會發出了會議邀請。胡志明市</span><span>旨在消除房地產市場的困難。會議於今天上午（2022 年 11 月 8 日）舉行。尚未看到房地產股票價格的任何積極跡象。然而，政府的這項行動以及其他一系列的行動，顯示我們有一個反應迅速的政府。</span></p> <p class="pBody"><span>但是，房地產是一個週期性強、慣性大的行業，解決問題不是一兩天的事情，支持措施也不太可能很快見效。中國房地產市場的危機就是一個例子。</span></p> <p class="pBody"><span>今日油氣股表現不俗，</span><a href="https://finance.vietstock.vn/PVD-tong-cong-ty-co-phan-khoan-va-dich-vu-khoan-dau-khi.htm" target="_blank" rel="noopener noreferrer"><span>PVD</span></a><span>上漲 3.67%，</span><a href="https://finance.vietstock.vn/PVS-tong-cong-ty-co-phan-dich-vu-ky-thuat-dau-khi-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>PVS</span></a><span>上漲 4.63%，</span><a href="https://finance.vietstock.vn/PVC-tong-cong-ty-hoa-chat-va-dich-vu-dau-khi-ctcp.htm" target="_blank" rel="noopener noreferrer"><span>PVC</span></a><span>上漲 1.52%。Dragon Capital在近兩個月內收集了1530萬股</span><span>PVD</span><span>股票。龍資本旗下基金集團近日宣布，已於10月31日完成增購</span><span>PVD</span><span> 166萬股。</span></p> <p class="pBody"><span>交易完成後，龍資本對</span><span>PVD</span><span>的持股比例從7.79%提升至8.09%，相當於持有約4500萬股。於是，短短半個多月，龍資本淨買入了770萬股</span><span>PVD</span><span>股份。</span></p> <p class="pBody"><a href="https://finance.vietstock.vn/BVH-tap-doan-bao-viet.htm" target="_blank" rel="noopener noreferrer"><span>BVH</span></a><span>上漲1.53%，</span><a href="https://finance.vietstock.vn/BMI-tong-cong-ty-co-phan-bao-minh.htm" target="_blank" rel="noopener noreferrer"><span>BMI</span></a><span>上漲0.74%，</span><a href="https://finance.vietstock.vn/MIG-tong-cong-ty-co-phan-bao-hiem-quan-doi.htm" target="_blank" rel="noopener noreferrer"><span>MIG</span></a><span>上漲1.12%是保險行業的3個漲幅，幫助該行業上漲0.66%，成為僅次於礦業和零售的第三大市場漲幅。</span></p> <p class="pSubTitle"><span>10:30：房地產股過冬</span></p> <p class="pBody"><em><span>市場仍然對房地產市場感到不安。房地產行業面臨重重困難，隨之而來的是另一個風險，預計該行業主要龍頭企業的追繳保證金情況將相當大。 </span></em></p> <p class="pBody"><span>與房地產相關的部分板塊也大幅下跌，建築材料跌2.01%，其中</span><a href="https://finance.vietstock.vn/ACC-ctcp-dau-tu-va-xay-dung-binh-duong-acc.htm" target="_blank" rel="noopener noreferrer"><span>ACC</span></a><span>跌6.74%，</span><a href="https://finance.vietstock.vn/BCC-ctcp-xi-mang-bim-son.htm" target="_blank" rel="noopener noreferrer"><span>BCC</span></a><span>跌4.41%，</span><a href="https://finance.vietstock.vn/NKG-ctcp-thep-nam-kim.htm" target="_blank" rel="noopener noreferrer"><span>NKG</span></a><span>跌6.25%，</span><a href="https://finance.vietstock.vn/VCS-ctcp-vicostone.htm" target="_blank" rel="noopener noreferrer"><span>VCS</span></a><span>跌5.01%， </span><a href="https://finance.vietstock.vn/HSG-ctcp-tap-doan-hoa-sen.htm" target="_blank" rel="noopener noreferrer"><span>HSG</span></a><span>跌5.89%。</span></p> <p class="pBody"><span>然而，鋼鐵龍頭股</span><span>HPG</span><span>僅下跌1.46%。昨天，該企業宣布關閉4座高爐，以減少庫存。具有投資率低的封閉優勢，在原材料和運輸方面的部分主動權，</span><span>HPG</span><span>仍將是龍總所說的HPG，如果鋼鐵業垮了，</span><span>HPG</span><span>將</span><span>死而後已。</span></p> <p class="pBody"><span>建築股也下跌 2%，</span><a href="https://finance.vietstock.vn/CTD-ctcp-xay-dung-coteccons.htm" target="_blank" rel="noopener noreferrer"><span>CTD</span></a><span>下跌 5.32%，</span><a href="https://finance.vietstock.vn/HBC-ctcp-tap-doan-xay-dung-hoa-binh.htm" target="_blank" rel="noopener noreferrer"><span>HBC</span></a><span>下跌 5.66%。預計建築材料和建築行業將非常困難。當房地產冬天開始時。</span></p> <p class="pSubTitle"><span>公開：銀行支持，房地產繼續被“踐踏”</span></p> <p class="pBody"><em><span>房地產下跌 4.22%，有 14 只地板股票。銀行支持，房地產“破”是今早的大勢所趨。</span></em></p> <p class="pBody"><span>昨晚，美國股市表現相對看漲。道瓊斯指數上漲 1.31% 至 32,827 點，標準普爾 500 指數上漲 0.96% 至 3,806.8 點，納斯達克指數上漲 0.85% 至 10,564.52 點。</span></p> <p class="pBody"><span>到上午 9 點 27 分，亞洲股市（除中國和印度尼西亞下跌外）均呈現綠色。日經 225 指數上漲 1.29%，台灣加權指數上漲 1.08%，韓國綜合股價指數上漲 0.86%，S&P/ASX200 上漲 0.35%，IDX 綜合指數下跌 0.33%，上海指數下跌 0.63%，恆生指數下跌 0.66%。</span></p> <p class="pBody"><span>衍生品指數</span><a href="https://finance.vietstock.vn/chung-khoan-phai-sinh/VN30F2211/hop-dong-tuong-lai.htm" target="_blank" rel="noopener noreferrer"><span>VN30F2211</span></a><span>在ATO時段</span><span>開盤，從950點大跌4.9點至945.1點。9點31分，</span><span>VN30F2211</span><span>止於950.7點。</span></p> <p class="pBody"><span>VN 指數</span><span>大幅下跌 13.25 點 (1.36%) 至 961.94 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 13.77 點 (1.42%) 至 959.08 點。</span><span>HNX 指數</span><span>下跌 1.86 點 (0.94%) 至 196.7 點，UPCoM 反方向上漲 0.02 點 (0.03%) 至 72.27 點。在</span><span>HOSE</span><span>上，股票漲跌比例分別為 72（1 股裸股）和 271 股（30 股）。</span></p> <p class="pBody"><span>VN30一籃子</span><span>有14只漲價股票，15只跌價股票。今天早上似乎是銀行日，</span><span>VN30 漲幅</span><span>最大的 6 家是銀行：</span><span>STB</span><span> (2.6%)、</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> (2.1%)、</span><span>BID</span><span> (2%)、</span><a href="https://finance.vietstock.vn/TPB-ngan-hang-tmcp-tien-phong.htm" target="_blank" rel="noopener noreferrer"><span>TPB</span></a><span> (2%)、</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> (2.1%)、</span><a href="https://finance.vietstock.vn/MBB-ngan-hang-tmcp-quan-doi.htm" target="_blank" rel="noopener noreferrer"><span>MBB</span></a><span> (1.8 %)</span></p> <p class="pBody"><span>反之，在</span><span>VN30</span><span>跌幅最大的5隻股票中，有4只房地產股，</span><span>NVL</span><span>和</span><span>PDR</span><span>繼續堅守底價，雙方均以底價賣出超過2000萬股盈餘。接下來，</span><span>VIC</span><span>下跌 6.8%，</span><span>VHM</span><span>下跌 3.2%。房地產下跌 4.22%，有 14 只地板股票。銀行支持，房地產“破”是今早的大勢所趨</span></p> [/ihc-hide-content]
