{"id":15593,"date":"2026-05-20T10:10:56","date_gmt":"2026-05-20T03:10:56","guid":{"rendered":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/20\/co-phieu-chip-lao-doc-va-ap-luc-tu-loi-suat-trai-phieu-chinh-phu\/"},"modified":"2026-05-20T10:10:56","modified_gmt":"2026-05-20T03:10:56","slug":"co-phieu-chip-lao-doc-va-ap-luc-tu-loi-suat-trai-phieu-chinh-phu","status":"publish","type":"post","link":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/20\/co-phieu-chip-lao-doc-va-ap-luc-tu-loi-suat-trai-phieu-chinh-phu\/","title":{"rendered":"C\u1ed5 phi\u1ebfu chip lao d\u1ed1c v\u00e0 \u00e1p l\u1ef1c t\u1eeb l\u1ee3i su\u1ea5t tr\u00e1i phi\u1ebfu ch\u00ednh ph\u1ee7"},"content":{"rendered":"
\n

C\u1ed5 phi\u1ebfu chip lao d\u1ed1c tr\u00ean di\u1ec7n r\u1ed9ng \u0111\u00e3 k\u00e9o theo \u0111\u00e0 suy y\u1ebfu c\u1ee7a c\u00e1c ch\u1ec9 s\u1ed1 c\u00f4ng ngh\u1ec7, d\u1eabn \u0111\u1ebfn vi\u1ec7c Nasdaq Composite ghi nh\u1eadn phi\u00ean gi\u1ea3m \u0111i\u1ec3m th\u1ee9 hai li\u00ean ti\u1ebfp. S\u1ef1 th\u1eadn tr\u1ecdng bao tr\u00f9m th\u1ecb tr\u01b0\u1eddng khi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 b\u1eaft \u0111\u1ea7u \u0111\u00e1nh gi\u00e1 l\u1ea1i v\u1ecb th\u1ebf c\u1ee7a m\u00ecnh tr\u01b0\u1edbc \u00e1p l\u1ef1c t\u1eeb l\u1ee3i su\u1ea5t tr\u00e1i phi\u1ebfu ch\u00ednh ph\u1ee7 t\u0103ng v\u1ecdt v\u00e0 nh\u1eefng th\u00e1ch th\u1ee9c v\u1ec1 n\u0103ng l\u1ef1c cung \u1ee9ng trong ng\u00e0nh b\u00e1n d\u1eabn. Di\u1ec5n bi\u1ebfn n\u00e0y \u0111\u1eb7t ra nh\u1eefng c\u00e2u h\u1ecfi v\u1ec1 kh\u1ea3 n\u0103ng duy tr\u00ec \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng c\u1ee7a c\u00e1c tr\u1ee5 c\u1ed9t c\u00f4ng ngh\u1ec7 trong b\u1ed1i c\u1ea3nh v\u0129 m\u00f4 tr\u1edf n\u00ean ph\u1ee9c t\u1ea1p h\u01a1n.<\/p>\n

\n \"C\u1ed5
\u1ea2nh t\u1eeb ngu\u1ed3n: vietstock.vn<\/em><\/figcaption><\/figure>\n

C\u1ed5 phi\u1ebfu chip lao d\u1ed1c t\u1eeb nh\u1eefng lo ng\u1ea1i v\u1ec1 n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t<\/h2>\n

T\u00e2m \u0111i\u1ec3m c\u1ee7a \u0111\u00e0 b\u00e1n th\u00e1o n\u1eb1m \u1edf nh\u00f3m c\u1ed5 phi\u1ebfu chip nh\u1edb, v\u1edbi Seagate \u0111\u00f3ng vai tr\u00f2 l\u00e0 “ng\u00f2i n\u1ed5” sau nh\u1eefng ph\u00e1t bi\u1ec3u \u0111\u00e1ng ch\u00fa \u00fd c\u1ee7a v\u1ecb CEO t\u1ea1i h\u1ed9i ngh\u1ecb c\u1ee7a JPMorgan. Vi\u1ec7c th\u1eeba nh\u1eadn r\u1eb1ng qu\u00e1 tr\u00ecnh m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t th\u00f4ng qua c\u00e1c nh\u00e0 m\u00e1y m\u1edbi s\u1ebd k\u00e9o d\u00e0i h\u01a1n d\u1ef1 ki\u1ebfn \u0111\u00e3 ngay l\u1eadp t\u1ee9c t\u1ea1o ra l\u00e0n s\u00f3ng lo ng\u1ea1i v\u1ec1 kh\u1ea3 n\u0103ng \u0111\u00e1p \u1ee9ng nhu c\u1ea7u th\u1ecb tr\u01b0\u1eddng \u0111ang b\u00f9ng n\u1ed5. H\u1ec7 qu\u1ea3 l\u00e0 c\u1ed5 phi\u1ebfu Seagate lao d\u1ed1c g\u1ea7n 7%, k\u00e9o theo s\u1ef1 s\u1ee5t gi\u1ea3m \u0111\u00e1ng k\u1ec3 c\u1ee7a h\u00e0ng lo\u1ea1t t\u00ean tu\u1ed5i kh\u00e1c nh\u01b0 Micron Technology, Western Digital v\u00e0 Sandisk.<\/p>\n

Nh\u00ecn r\u1ed9ng h\u01a1n, s\u1ef1 nh\u1ea1y c\u1ea3m c\u1ee7a th\u1ecb tr\u01b0\u1eddng \u0111\u1ed1i v\u1edbi c\u00e1c th\u00f4ng tin v\u1ec1 n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t cho th\u1ea5y ni\u1ec1m tin c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0o d\u00f2ng chip AI \u0111\u00e3 tr\u1edf n\u00ean m\u1ecfng manh h\u01a1n. Nh\u1eefng c\u1ed5 phi\u1ebfu v\u1ed1n l\u00e0 \u0111\u1ed9ng l\u1ef1c k\u00e9o th\u1ecb tr\u01b0\u1eddng l\u00ean \u0111\u1ec9nh l\u1ecbch s\u1eed tr\u01b0\u1edbc \u0111\u00f3 nh\u01b0 Nvidia v\u00e0 Broadcom c\u0169ng kh\u00f4ng tho\u00e1t kh\u1ecfi \u00e1p l\u1ef1c \u0111i\u1ec1u ch\u1ec9nh. \u0110\u00e2y kh\u00f4ng \u0111\u01a1n thu\u1ea7n l\u00e0 m\u1ed9t \u0111\u1ee3t ch\u1ed1t l\u1eddi ng\u1eafn h\u1ea1n, m\u00e0 l\u00e0 s\u1ef1 ph\u1ea3n \u1ee9ng v\u1edbi th\u1ef1c t\u1ebf r\u1eb1ng chu\u1ed7i cung \u1ee9ng c\u00f4ng ngh\u1ec7 cao \u0111ang \u0111\u1ed1i m\u1eb7t v\u1edbi nh\u1eefng r\u00e0o c\u1ea3n th\u1eddi gian v\u00e0 chi ph\u00ed \u0111\u1ea7u t\u01b0 kh\u1ed5ng l\u1ed3.<\/p>\n

L\u1ee3i su\u1ea5t tr\u00e1i phi\u1ebfu t\u0103ng v\u1ecdt l\u00e0m thay \u0111\u1ed5i cu\u1ed9c ch\u01a1i<\/h2>\n

S\u1ef1 s\u1ee5t gi\u1ea3m c\u1ee7a c\u1ed5 phi\u1ebfu chip lao d\u1ed1c di\u1ec5n ra trong m\u1ed9t giai \u0111o\u1ea1n m\u00e0 th\u1ecb tr\u01b0\u1eddng \u0111ang ph\u1ea3i g\u1ed3ng m\u00ecnh ch\u1ed1ng \u0111\u1ee1 v\u1edbi \u0111\u00e0 t\u0103ng c\u1ee7a l\u1ee3i su\u1ea5t tr\u00e1i phi\u1ebfu. Th\u1ef1c t\u1ebf cho th\u1ea5y m\u1ed9t ngh\u1ecbch l\u00fd l\u00e0 khi c\u00e1c ch\u1ec9 s\u1ed1 ch\u00ednh v\u1eeba ch\u1ea1m t\u1edbi nh\u1eefng \u0111\u1ec9nh cao m\u1edbi, s\u1ef1 gia t\u0103ng c\u1ee7a l\u1ee3i su\u1ea5t tr\u00e1i phi\u1ebfu ch\u00ednh ph\u1ee7 k\u1ef3 h\u1ea1n 30 n\u0103m t\u1ea1i M\u1ef9, c\u00f9ng v\u1edbi xu h\u01b0\u1edbng t\u01b0\u01a1ng t\u1ef1 t\u1ea1i Anh v\u00e0 Nh\u1eadt B\u1ea3n, \u0111\u00e3 tr\u1edf th\u00e0nh l\u1ef1c c\u1ea3n v\u00f4 h\u00ecnh nh\u01b0ng \u0111\u1ea7y quy\u1ec1n n\u0103ng. Khi chi ph\u00ed v\u1ed1n \u0111i l\u00ean, d\u00f2ng ti\u1ec1n b\u1eaft \u0111\u1ea7u c\u00f3 s\u1ef1 chuy\u1ec3n d\u1ecbch, t\u1ea1o s\u1ee9c \u00e9p tr\u1ef1c ti\u1ebfp l\u00ean \u0111\u1ecbnh gi\u00e1 c\u1ee7a nh\u00f3m c\u1ed5 phi\u1ebfu c\u00f4ng ngh\u1ec7 v\u1ed1n nh\u1ea1y c\u1ea3m v\u1edbi l\u00e3i su\u1ea5t.<\/p>\n

Nh\u1eefng di\u1ec5n bi\u1ebfn g\u1ea7n \u0111\u00e2y m\u1ed9t l\u1ea7n n\u1eefa kh\u1eb3ng \u0111\u1ecbnh m\u1ed1i li\u00ean h\u1ec7 ch\u1eb7t ch\u1ebd gi\u1eefa ch\u00ednh s\u00e1ch ti\u1ec1n t\u1ec7 v\u00e0 t\u00e2m l\u00fd th\u1ecb tr\u01b0\u1eddng. Vi\u1ec7c l\u1ee3i su\u1ea5t tr\u00e1i phi\u1ebfu d\u00e0i h\u1ea1n li\u00ean t\u1ee5c thi\u1ebft l\u1eadp c\u00e1c m\u1ee9c cao m\u1edbi \u0111ang \u0111\u1eb7t ra th\u00e1ch th\u1ee9c cho c\u00e1c nh\u00e0 qu\u1ea3n l\u00fd t\u00e0i s\u1ea3n, bu\u1ed9c h\u1ecd ph\u1ea3i \u0111i\u1ec1u ch\u1ec9nh chi\u1ebfn l\u01b0\u1ee3c tr\u01b0\u1edbc b\u1ed1i c\u1ea3nh t\u00e0i ch\u00ednh th\u1eaft ch\u1eb7t h\u01a1n. Nh\u1eefng ph\u00e2n t\u00edch chi ti\u1ebft v\u1ec1 t\u00e1c \u0111\u1ed9ng c\u1ee7a l\u1ee3i su\u1ea5t tr\u00e1i phi\u1ebfu t\u0103ng v\u1ecdt g\u00e2y \u00e1p l\u1ef1c l\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n<\/a> cho th\u1ea5y \u0111\u00e2y kh\u00f4ng ch\u1ec9 l\u00e0 bi\u1ebfn \u0111\u1ed9ng nh\u1ea5t th\u1eddi m\u00e0 c\u00f2n l\u00e0 d\u1ea5u hi\u1ec7u c\u1ee7a s\u1ef1 d\u1ecbch chuy\u1ec3n d\u00f2ng v\u1ed1n d\u01b0\u1edbi \u00e1p l\u1ef1c v\u0129 m\u00f4.<\/p>\n

C\u1ed5 phi\u1ebfu chip lao d\u1ed1c trong b\u1ed1i c\u1ea3nh l\u1ea1m ph\u00e1t v\u00e0 \u00e1p l\u1ef1c l\u00e3i su\u1ea5t<\/h2>\n

B\u00ean c\u1ea1nh nh\u1eefng kh\u00f3 kh\u0103n n\u1ed9i t\u1ea1i c\u1ee7a ng\u00e0nh chip, b\u1ee9c tranh v\u0129 m\u00f4 v\u1edbi b\u00f3ng ma l\u1ea1m ph\u00e1t c\u0169ng \u0111ang g\u00e2y kh\u00f3 d\u1ec5 cho th\u1ecb tr\u01b0\u1eddng. C\u00e1c s\u1ed1 li\u1ec7u c\u00f4ng b\u1ed1 g\u1ea7n \u0111\u00e2y \u0111\u00e3 l\u00e0m suy gi\u1ea3m k\u1ef3 v\u1ecdng v\u1ec1 vi\u1ec7c Fed s\u1ebd s\u1edbm th\u1ef1c hi\u1ec7n ch\u00ednh s\u00e1ch c\u1eaft gi\u1ea3m l\u00e3i su\u1ea5t. Nh\u1eefng lo ng\u1ea1i v\u1ec1 vi\u1ec7c t\u0103ng l\u00e3i su\u1ea5t Fed v\u00e0 \u00e1p l\u1ef1c t\u1eeb th\u1ecb tr\u01b0\u1eddng tr\u00e1i phi\u1ebfu<\/a> \u0111ang \u0111\u01b0\u1ee3c gi\u1edbi \u0111\u1ea7u t\u01b0 \u0111\u1eb7c bi\u1ec7t quan t\u00e2m, b\u1edfi n\u00f3 \u1ea3nh h\u01b0\u1edfng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn v\u1ed1n c\u1ee7a c\u00e1c doanh nghi\u1ec7p c\u00f4ng ngh\u1ec7.<\/p>\n

S\u1ef1 k\u1ebft h\u1ee3p gi\u1eefa gi\u00e1 d\u1ea7u neo \u1edf m\u1ee9c cao v\u00e0 nh\u1eefng bi\u1ebfn \u0111\u1ed9ng kh\u00f3 l\u01b0\u1eddng t\u1eeb c\u00e1c y\u1ebfu t\u1ed1 \u0111\u1ecba ch\u00ednh tr\u1ecb \u0111\u00e3 t\u1ea1o ra m\u1ed9t m\u00f4i tr\u01b0\u1eddng \u0111\u1ea7u t\u01b0 \u0111\u1ea7y r\u1ee7i ro. C\u00e1c chuy\u00ean gia nh\u1eadn \u0111\u1ecbnh r\u1eb1ng th\u1ecb tr\u01b0\u1eddng c\u00f3 kh\u1ea3 n\u0103ng s\u1ebd b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n dao \u0111\u1ed9ng m\u1ea1nh trong bi\u00ean \u0111\u1ed9 h\u1eb9p n\u1ebfu kh\u00f4ng c\u00f3 nh\u1eefng t\u00edn hi\u1ec7u t\u00edch c\u1ef1c h\u01a1n t\u1eeb c\u00e1c y\u1ebfu t\u1ed1 n\u1ec1n t\u1ea3ng. Khi \u00e1p l\u1ef1c l\u1ea1m ph\u00e1t v\u1eabn l\u00e0 m\u1ed9t b\u00e0i to\u00e1n h\u00f3c b\u00faa, vi\u1ec7c nh\u00e0 \u0111\u1ea7u t\u01b0 l\u1ef1a ch\u1ecdn ph\u01b0\u01a1ng \u00e1n b\u1ea3o v\u1ec7 th\u00e0nh qu\u1ea3 l\u1ee3i nhu\u1eadn thay v\u00ec m\u1ea1o hi\u1ec3m trong nh\u00f3m c\u00f4ng ngh\u1ec7 l\u00e0 m\u1ed9t ph\u1ea3n \u1ee9ng mang t\u00ednh ph\u00f2ng v\u1ec7 \u0111i\u1ec3n h\u00ecnh trong b\u1ed1i c\u1ea3nh hi\u1ec7n nay.<\/p>\n

B\u00e0i vi\u1ebft \u0111\u00e3 \u0111\u01b0\u1ee3c bi\u00ean t\u1eadp l\u1ea1i t\u1eeb ngu\u1ed3n: vietstock.vn<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

C\u1ed5 phi\u1ebfu chip lao d\u1ed1c tr\u00ean di\u1ec7n r\u1ed9ng \u0111\u00e3 k\u00e9o theo \u0111\u00e0 suy y\u1ebfu c\u1ee7a c\u00e1c ch\u1ec9 s\u1ed1 c\u00f4ng ngh\u1ec7, d\u1eabn \u0111\u1ebfn vi\u1ec7c Nasdaq Composite ghi nh\u1eadn phi\u00ean gi\u1ea3m \u0111i\u1ec3m th\u1ee9 hai li\u00ean ti\u1ebfp. S\u1ef1 th\u1eadn tr\u1ecdng bao tr\u00f9m th\u1ecb tr\u01b0\u1eddng khi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 b\u1eaft \u0111\u1ea7u \u0111\u00e1nh gi\u00e1 l\u1ea1i v\u1ecb th\u1ebf c\u1ee7a m\u00ecnh […]<\/p>\n","protected":false},"author":1,"featured_media":15592,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[41],"tags":[],"class_list":["post-15593","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tuc-fed"],"_links":{"self":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/15593","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/comments?post=15593"}],"version-history":[{"count":0,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/15593\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media\/15592"}],"wp:attachment":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media?parent=15593"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/categories?post=15593"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/tags?post=15593"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}