{"id":2479,"date":"2026-04-04T18:50:52","date_gmt":"2026-04-04T18:50:52","guid":{"rendered":"https:\/\/taichinhphowall.com\/index.php\/2026\/04\/04\/blue-owl-doi-mat-lan-song-yeu-cau-rut-von-ky-luc-cong-gioi-han-5-duoc-kich-hoat\/"},"modified":"2026-05-03T14:52:54","modified_gmt":"2026-05-03T07:52:54","slug":"blue-owl-doi-mat-lan-song-yeu-cau-rut-von-ky-luc-cong-gioi-han-5-duoc-kich-hoat","status":"publish","type":"post","link":"https:\/\/taichinhphowall.com\/index.php\/2026\/04\/04\/blue-owl-doi-mat-lan-song-yeu-cau-rut-von-ky-luc-cong-gioi-han-5-duoc-kich-hoat\/","title":{"rendered":"Blue Owl \u0110\u1ed1i M\u1eb7t L\u00e0n S\u00f3ng Y\u00eau C\u1ea7u R\u00fat V\u1ed1n K\u1ef7 L\u1ee5c, &#8220;C\u1ed5ng&#8221; Gi\u1edbi H\u1ea1n 5% \u0110\u01b0\u1ee3c K\u00edch Ho\u1ea1t"},"content":{"rendered":"<div>\n<p>G\u00e3 kh\u1ed5ng l\u1ed3 \u0111\u1ea7u t\u01b0 Blue Owl \u0111ang ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi m\u1ed9t l\u00e0n s\u00f3ng y\u00eau c\u1ea7u r\u00fat v\u1ed1n t\u0103ng v\u1ecdt t\u1ea1i hai qu\u1ef9 t\u00edn d\u1ee5ng t\u01b0 nh\u00e2n c\u1ee7a m\u00ecnh, theo th\u00f4ng b\u00e1o g\u1eedi t\u1edbi c\u00e1c c\u1ed5 \u0111\u00f4ng h\u00f4m th\u1ee9 N\u0103m. \u0110\u1ed9ng th\u00e1i n\u00e0y cho th\u1ea5y nh\u1eefng lo ng\u1ea1i ng\u00e0y c\u00e0ng gia t\u0103ng tr\u00ean th\u1ecb tr\u01b0\u1eddng v\u1ec1 t\u00e1c \u0111\u1ed9ng c\u1ee7a Tr\u00ed tu\u1ec7 Nh\u00e2n t\u1ea1o (AI) \u0111\u1ed1i v\u1edbi ng\u00e0nh c\u00f4ng nghi\u1ec7p ph\u1ea7n m\u1ec1m, m\u1ed9t l\u0129nh v\u1ef1c \u0111\u1ea7u t\u01b0 tr\u1ecdng y\u1ebfu c\u1ee7a c\u00e1c qu\u1ef9 n\u00e0y.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/taichinhphowall.com\/wp-content\/uploads\/2026\/04\/image-SW4gdGhpcyBhcnRpY2xlQmx1ZSBPd2wg.jpg\" alt=\"tin t\u1ee9c t\u00e0i ch\u00ednh\" style=\"width:100%; border-radius:8px;\" \/><\/p>\n<p>C\u1ee5 th\u1ec3, qu\u1ef9 ch\u1ee7 l\u1ef1c OCIC v\u1edbi t\u00e0i s\u1ea3n qu\u1ea3n l\u00fd kho\u1ea3ng 36 t\u1ef7 USD, \u0111\u00e3 nh\u1eadn \u0111\u01b0\u1ee3c y\u00eau c\u1ea7u r\u00fat v\u1ed1n t\u01b0\u01a1ng \u0111\u01b0\u01a1ng <strong>21.9% s\u1ed1 c\u1ed5 phi\u1ebfu \u0111ang l\u01b0u h\u00e0nh<\/strong> trong qu\u00fd \u0111\u1ea7u ti\u00ean. Con s\u1ed1 n\u00e0y c\u00f2n \u0111\u00e1ng b\u00e1o \u0111\u1ed9ng h\u01a1n t\u1ea1i qu\u1ef9 OTIC t\u1eadp trung v\u00e0o c\u00f4ng ngh\u1ec7, khi y\u00eau c\u1ea7u r\u00fat v\u1ed1n l\u00ean t\u1edbi <strong>40.7%<\/strong> trong c\u00f9ng k\u1ef3. \u0110\u1ed1i m\u1eb7t v\u1edbi \u00e1p l\u1ef1c b\u00e1n th\u00e1o, Blue Owl \u0111\u00e3 quy\u1ebft \u0111\u1ecbnh k\u00edch ho\u1ea1t &#8220;c\u1ed5ng&#8221; (gate), gi\u1edbi h\u1ea1n t\u1ef7 l\u1ec7 r\u00fat v\u1ed1n \u1edf m\u1ee9c 5% cho c\u1ea3 hai qu\u1ef9.<\/p>\n<p>Blue Owl l\u00fd gi\u1ea3i nguy\u00ean nh\u00e2n c\u1ee7a l\u00e0n s\u00f3ng n\u00e0y l\u00e0 do &#8220;nh\u1eefng lo ng\u1ea1i gia t\u0103ng tr\u00ean th\u1ecb tr\u01b0\u1eddng v\u1ec1 s\u1ef1 gi\u00e1n \u0111o\u1ea1n li\u00ean quan \u0111\u1ebfn AI \u0111\u1ed1i v\u1edbi c\u00e1c c\u00f4ng ty ph\u1ea7n m\u1ec1m.&#8221; H\u00e3ng cho bi\u1ebft: &#8220;Ch\u00fang t\u00f4i ti\u1ebfp t\u1ee5c nh\u1eadn th\u1ea5y m\u1ed9t s\u1ef1 m\u1ea5t k\u1ebft n\u1ed1i \u0111\u00e1ng k\u1ec3 gi\u1eefa lu\u1eadn \u0111i\u1ec7u c\u1ee7a c\u00f4ng ch\u00fang v\u1ec1 t\u00edn d\u1ee5ng t\u01b0 nh\u00e2n v\u00e0 c\u00e1c xu h\u01b0\u1edbng c\u01a1 b\u1ea3n trong danh m\u1ee5c \u0111\u1ea7u t\u01b0 c\u1ee7a ch\u00fang t\u00f4i.&#8221;<\/p>\n<p>Ng\u00e0nh t\u00edn d\u1ee5ng t\u01b0 nh\u00e2n trong nh\u1eefng th\u00e1ng g\u1ea7n \u0111\u00e2y \u0111\u00e3 b\u1ecb \u1ea3nh h\u01b0\u1edfng b\u1edfi lo ng\u1ea1i r\u1eb1ng h\u1ecd \u0111ang c\u00f3 t\u1ef7 tr\u1ecdng qu\u00e1 l\u1edbn trong ng\u00e0nh ph\u1ea7n m\u1ec1m \u2013 m\u1ed9t l\u0129nh v\u1ef1c ch\u1ecbu \u00e1p l\u1ef1c do lo s\u1ee3 b\u1ecb AI thay th\u1ebf. Theo Jefferies, ph\u1ea7n m\u1ec1m chi\u1ebfm kho\u1ea3ng 20% danh m\u1ee5c \u0111\u1ea7u t\u01b0 c\u1ee7a c\u00e1c c\u00f4ng ty ph\u00e1t tri\u1ec3n kinh doanh (BDC), m\u1ed9t lo\u1ea1i h\u00ecnh \u0111\u1ea1i di\u1ec7n cho t\u00edn d\u1ee5ng t\u01b0 nh\u00e2n tr\u00ean th\u1ecb tr\u01b0\u1eddng \u0111\u1ea1i ch\u00fang. N\u1ed7i lo v\u1ec1 r\u1ee7i ro v\u1ee1 n\u1ee3 trong l\u0129nh v\u1ef1c n\u00e0y \u0111\u00e3 th\u00fac \u0111\u1ea9y m\u1ed9t nh\u00f3m nh\u1ecf nh\u01b0ng gi\u00e0u c\u00f3 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 t\u1ed5 ch\u1ee9c t\u00ecm \u0111\u01b0\u1eddng tho\u00e1t kh\u1ecfi nhi\u1ec1u qu\u1ef9.<\/p>\n<p>Tuy nhi\u00ean, Blue Owl c\u0169ng nh\u00ecn th\u1ea5y c\u01a1 h\u1ed9i trong kh\u1ee7ng ho\u1ea3ng. &#8220;Khi nh\u1eefng bi\u1ebfn \u0111\u1ed9ng tr\u00ean th\u1ecb tr\u01b0\u1eddng \u0111\u1ea1i ch\u00fang v\u00e0 s\u1ef1 kh\u00f4ng ch\u1eafc ch\u1eafn li\u00ean quan \u0111\u1ebfn AI \u0111\u1ecbnh h\u00ecnh l\u1ea1i t\u00e2m l\u00fd, s\u1ef1 ph\u00e2n h\u00f3a trong ng\u00e0nh \u0111ang gia t\u0103ng, t\u1ea1o c\u01a1 h\u1ed9i cho c\u00e1c b\u00ean cho vay c\u00f3 kinh nghi\u1ec7m tri\u1ec3n khai v\u1ed1n m\u1ed9t c\u00e1ch ch\u1ecdn l\u1ecdc v\u1edbi c\u00e1c \u0111i\u1ec1u kho\u1ea3n t\u1ed1t h\u01a1n,&#8221; l\u00e1 th\u01b0 c\u1ee7a qu\u1ef9 t\u1eadp trung c\u00f4ng ngh\u1ec7 n\u00eau r\u00f5.<\/p>\n<p>\u0110\u00e1ng ch\u00fa \u00fd, t\u1ef7 l\u1ec7 y\u00eau c\u1ea7u r\u00fat v\u1ed1n c\u1ee7a Blue Owl cao h\u01a1n nhi\u1ec1u l\u1ea7n so v\u1edbi c\u00e1c \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh. H\u1ea7u h\u1ebft c\u00e1c c\u00f4ng ty kh\u00e1c c\u0169ng \u0111\u00e3 s\u1eed d\u1ee5ng gi\u1edbi h\u1ea1n 5%, nh\u01b0ng m\u1ed9t s\u1ed1, bao g\u1ed3m Cliffwater v\u00e0 Blackstone, \u0111\u00e3 cho ph\u00e9p r\u00fat v\u1ed1n \u1edf t\u1ef7 l\u1ec7 cao h\u01a1n m\u1ed9t ch\u00fat. Blue Owl cho bi\u1ebft y\u00eau c\u1ea7u r\u00fat v\u1ed1n t\u1ea1i qu\u1ef9 c\u00f4ng ngh\u1ec7 OTIC c\u1ee7a h\u1ecd \u0111\u00e3 b\u1ecb khu\u1ebfch \u0111\u1ea1i b\u1edfi m\u1ed9t c\u01a1 s\u1edf c\u1ed5 \u0111\u00f4ng t\u1eadp trung h\u01a1n, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong m\u1ed9t s\u1ed1 k\u00eanh qu\u1ea3n l\u00fd t\u00e0i s\u1ea3n v\u00e0 khu v\u1ef1c \u0111\u1ecba l\u00fd nh\u1ea5t \u0111\u1ecbnh. \u0110\u1ed1i v\u1edbi qu\u1ef9 ch\u1ee7 l\u1ef1c OCIC, c\u00f4ng ty cho bi\u1ebft ho\u1ea1t \u0111\u1ed9ng n\u00e0y \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi m\u1ed9t &#8220;thi\u1ec3u s\u1ed1 nh\u1ecf trong c\u01a1 s\u1edf nh\u00e0 \u0111\u1ea7u t\u01b0,&#8221; v\u1edbi 90% c\u1ed5 \u0111\u00f4ng ch\u1ecdn kh\u00f4ng r\u00fat v\u1ed1n.<\/p>\n<p>M\u1eb7c d\u00f9 \u0111\u1ed1i m\u1eb7t v\u1edbi y\u00eau c\u1ea7u r\u00fat v\u1ed1n k\u1ef7 l\u1ee5c, c\u1ea3 hai qu\u1ef9 \u0111\u1ec1u ghi nh\u1eadn d\u00f2ng v\u1ed1n v\u00e0o g\u1ed9p. \u0110i\u1ec1u n\u00e0y, k\u1ebft h\u1ee3p v\u1edbi vi\u1ec7c \u00e1p d\u1ee5ng &#8220;c\u1ed5ng&#8221; 5%, \u0111\u00e3 d\u1eabn \u0111\u1ebfn d\u00f2ng v\u1ed1n r\u00fat r\u00f2ng ch\u1ec9 \u1edf m\u1ee9c khi\u00eam t\u1ed1n.<\/p>\n<p style=\"text-align:right; font-style:italic;\">Bi\u00ean t\u1eadp: Ph\u1ed1 Wall (Theo cnbc.com)<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>G\u00e3 kh\u1ed5ng l\u1ed3 \u0111\u1ea7u t\u01b0 Blue Owl \u0111ang ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi m\u1ed9t l\u00e0n s\u00f3ng y\u00eau c\u1ea7u r\u00fat v\u1ed1n t\u0103ng v\u1ecdt t\u1ea1i hai qu\u1ef9 t\u00edn d\u1ee5ng t\u01b0 nh\u00e2n c\u1ee7a m\u00ecnh, theo th\u00f4ng b\u00e1o g\u1eedi t\u1edbi c\u00e1c c\u1ed5 \u0111\u00f4ng h\u00f4m th\u1ee9 N\u0103m. \u0110\u1ed9ng th\u00e1i n\u00e0y cho th\u1ea5y nh\u1eefng lo ng\u1ea1i ng\u00e0y c\u00e0ng gia t\u0103ng tr\u00ean th\u1ecb [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2390,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[39],"tags":[],"class_list":["post-2479","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chung-khoang-my-va-pho-wall"],"_links":{"self":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/2479","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=2479"}],"version-history":[{"count":1,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/2479\/revisions"}],"predecessor-version":[{"id":12153,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/2479\/revisions\/12153"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media\/2390"}],"wp:attachment":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media?parent=2479"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/categories?post=2479"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/tags?post=2479"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}