{"id":2751,"date":"2026-04-07T00:04:27","date_gmt":"2026-04-06T17:04:27","guid":{"rendered":"https:\/\/taichinhphowall.com\/index.php\/2026\/04\/07\/doanh-nghiep-toan-cau-do-ve-bac-kinh-tim-kiem-co-hoi-giua-cang-thang-my-trung-dinh-hinh-thi-truong-chung\/"},"modified":"2026-04-07T00:04:27","modified_gmt":"2026-04-06T17:04:27","slug":"doanh-nghiep-toan-cau-do-ve-bac-kinh-tim-kiem-co-hoi-giua-cang-thang-my-trung-dinh-hinh-thi-truong-chung","status":"publish","type":"post","link":"https:\/\/taichinhphowall.com\/index.php\/2026\/04\/07\/doanh-nghiep-toan-cau-do-ve-bac-kinh-tim-kiem-co-hoi-giua-cang-thang-my-trung-dinh-hinh-thi-truong-chung\/","title":{"rendered":"Doanh nghi\u1ec7p To\u00e0n c\u1ea7u \u0110\u1ed5 v\u1ec1 B\u1eafc Kinh: T\u00ecm Ki\u1ebfm C\u01a1 H\u1ed9i Gi\u1eefa C\u0103ng Th\u1eb3ng M\u1ef9-Trung, \u0110\u1ecbnh H\u00ecnh Th\u1ecb Tr\u01b0\u1eddng Chung"},"content":{"rendered":"
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B\u1eafc Kinh, Trung Qu\u1ed1c<\/b> \u2013 H\u01a1n 80 gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh h\u00e0ng \u0111\u1ea7u th\u1ebf gi\u1edbi, t\u1eeb Apple \u0111\u1ebfn Eli Lilly, \u0111\u00e3 h\u1ed9i t\u1ee5 t\u1ea1i Di\u1ec5n \u0111\u00e0n Ph\u00e1t tri\u1ec3n Trung Qu\u1ed1c (China Development Forum) th\u01b0\u1eddng ni\u00ean cu\u1ed1i tu\u1ea7n qua \u1edf B\u1eafc Kinh. S\u1ef1 ki\u1ec7n n\u00e0y kh\u00f4ng ch\u1ec9 l\u00e0 m\u1ed9t cu\u1ed9c g\u1eb7p g\u1ee1 c\u1ea5p cao m\u00e0 c\u00f2n l\u00e0 ph\u00e9p th\u1eed nhi\u1ec7t k\u1ebf cho th\u1ecb tr\u01b0\u1eddng chung<\/a>, ph\u1ea3n \u00e1nh s\u1ef1 c\u00e2n b\u1eb1ng mong manh gi\u1eefa kh\u00e1t v\u1ecdng t\u0103ng tr\u01b0\u1edfng v\u00e0 nh\u1eefng r\u1ee7i ro \u0111\u1ecba ch\u00ednh tr\u1ecb \u0111ang bao tr\u00f9m.<\/p>\n

\"tin<\/p>\n

C\u00e1c ph\u00e1t bi\u1ec3u c\u1ee7a nh\u1eefng nh\u00e0 l\u00e3nh \u0111\u1ea1o doanh nghi\u1ec7p t\u1ea1i B\u1eafc Kinh, \u0111\u1eb7c bi\u1ec7t l\u00e0 sau cu\u1ed9c g\u1eb7p v\u1edbi Th\u1ee7 t\u01b0\u1edbng Trung Qu\u1ed1c L\u00fd C\u01b0\u1eddng, cho th\u1ea5y s\u1ef1 quan t\u00e2m tr\u1edf l\u1ea1i \u0111\u00e1ng k\u1ec3 v\u00e0o vi\u1ec7c n\u1eafm b\u1eaft ng\u01b0\u1eddi ti\u00eau d\u00f9ng Trung Qu\u1ed1c. \u0110i\u1ec1u n\u00e0y di\u1ec5n ra sau nhi\u1ec1u n\u0103m b\u1ea5t \u1ed5n do \u0111\u1ea1i d\u1ecbch Covid-19, t\u0103ng tr\u01b0\u1edfng ch\u1eadm l\u1ea1i v\u00e0 c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i M\u1ef9-Trung.<\/p>\n

Apple v\u00e0 S\u1ee9c B\u1eadt Th\u1ecb Tr\u01b0\u1eddng \u0110i\u1ec7n Tho\u1ea1i:<\/h3>\n

M\u1ed9t trong nh\u1eefng \u0111i\u1ec3m nh\u1ea5n \u0111\u00e1ng ch\u00fa \u00fd l\u00e0 s\u1ef1 xu\u1ea5t hi\u1ec7n c\u1ee7a Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh Apple, Tim Cook. Ch\u1ec9 v\u00e0i tu\u1ea7n sau khi doanh s\u1ed1 iPhone t\u1ea1i Trung Qu\u1ed1c ph\u1ee5c h\u1ed3i \u1ea5n t\u01b0\u1ee3ng, \u00f4ng Cook \u0111\u00e3 ca ng\u1ee3i t\u1ed1c \u0111\u1ed9 ti\u1ebfn b\u1ed9 c\u00f4ng ngh\u1ec7 “phi th\u01b0\u1eddng” c\u1ee7a \u0111\u1ea5t n\u01b0\u1edbc n\u00e0y, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong l\u0129nh v\u1ef1c t\u1ef1 \u0111\u1ed9ng h\u00f3a nh\u00e0 m\u00e1y. \u00d4ng nh\u1ea5n m\u1ea1nh cam k\u1ebft c\u1ee7a Apple trong vi\u1ec7c h\u1ee3p t\u00e1c v\u1edbi c\u00e1c \u0111\u1ed1i t\u00e1c cung \u1ee9ng \u0111\u1ec3 th\u00fac \u0111\u1ea9y h\u01a1n n\u1eefa s\u1ef1 ti\u1ebfn b\u1ed9 \u0111\u00f3, \u0111\u1ed3ng th\u1eddi ti\u1ebft l\u1ed9 h\u01a1n 90%<\/b> s\u1ea3n l\u01b0\u1ee3ng c\u1ee7a Apple t\u1ea1i Trung Qu\u1ed1c \u0111\u01b0\u1ee3c cung c\u1ea5p b\u1edfi n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch.<\/p>\n

Trung Qu\u1ed1c chi\u1ebfm g\u1ea7n 18%<\/b> doanh thu c\u1ee7a Apple trong qu\u00fd th\u00e1ng 12. D\u1eef li\u1ec7u t\u1eeb Counterpoint Research cho th\u1ea5y doanh s\u1ed1 smartphone c\u1ee7a Apple trong 9 tu\u1ea7n \u0111\u1ea7u n\u0103m \u0111\u00e3 t\u0103ng 23%<\/b> so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, \u0111i ng\u01b0\u1ee3c l\u1ea1i v\u1edbi m\u1ee9c gi\u1ea3m 4%<\/b> c\u1ee7a to\u00e0n b\u1ed9 th\u1ecb tr\u01b0\u1eddng smartphone Trung Qu\u1ed1c. \u0110\u00e2y l\u00e0 m\u1ed9t t\u00edn hi\u1ec7u m\u1ea1nh m\u1ebd v\u1ec1 kh\u1ea3 n\u0103ng ph\u1ee5c h\u1ed3i v\u00e0 s\u1ee9c h\u00fat c\u1ee7a th\u01b0\u01a1ng hi\u1ec7u Apple, ngay c\u1ea3 trong b\u1ed1i c\u1ea3nh th\u1ecb tr\u01b0\u1eddng chung suy y\u1ebfu.<\/p>\n

D\u01b0\u1ee3c ph\u1ea9m v\u00e0 Cam k\u1ebft \u0110\u1ea7u t\u01b0 D\u00e0i h\u1ea1n:<\/h3>\n

T\u01b0\u01a1ng t\u1ef1, g\u00e3 kh\u1ed5ng l\u1ed3 d\u01b0\u1ee3c ph\u1ea9m Eli Lilly c\u0169ng cho th\u1ea5y cam k\u1ebft \u0111\u1ea7u t\u01b0 m\u1ea1nh m\u1ebd. C\u00f4ng ty \u0111\u00e3 c\u00f4ng b\u1ed1 k\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0 3 t\u1ef7 USD<\/b> v\u00e0o Trung Qu\u1ed1c trong th\u1eadp k\u1ef7 t\u1edbi, b\u1ea5t ch\u1ea5p vi\u1ec7c doanh thu t\u1eeb th\u1ecb tr\u01b0\u1eddng n\u00e0y ch\u1ec9 chi\u1ebfm d\u01b0\u1edbi 3%<\/b> t\u1ed5ng doanh thu n\u0103m ngo\u00e1i. Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh David A. Ricks nh\u1eadn th\u1ea5y ti\u1ec1m n\u0103ng “\u0111\u00e1ng k\u1ec3” cho thu\u1ed1c gi\u1ea3m c\u00e2n GLP-1 c\u1ee7a c\u00f4ng ty t\u1ea1i Trung Qu\u1ed1c, \u0111\u1eb7c bi\u1ec7t n\u1ebfu h\u1ec7 th\u1ed1ng ho\u00e0n tr\u1ea3 \u0111\u01b0\u1ee3c c\u1ea3i thi\u1ec7n. Vi\u1ec7c Mounjaro c\u1ee7a Eli Lilly \u0111\u01b0\u1ee3c th\u00eam v\u00e0o danh s\u00e1ch ho\u00e0n tr\u1ea3 b\u1ea3o hi\u1ec3m y t\u1ebf nh\u00e0 n\u01b0\u1edbc c\u1ee7a Trung Qu\u1ed1c n\u0103m nay l\u00e0 m\u1ed9t b\u01b0\u1edbc \u0111i quan tr\u1ecdng, m\u1edf ra c\u00e1nh c\u1eeda cho s\u1ef1 ti\u1ebfp c\u1eadn th\u1ecb tr\u01b0\u1eddng r\u1ed9ng l\u1edbn h\u01a1n.<\/p>\n

Volkswagen v\u00e0 \u00c1p l\u1ef1c C\u1ea1nh tranh:<\/h3>\n

Trong khi \u0111\u00f3, Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh Volkswagen, Oliver Blume, \u0111\u00e3 hai l\u1ea7n \u0111\u1ebfn B\u1eafc Kinh ch\u1ec9 trong b\u1ed1n tu\u1ea7n, ph\u1ea3n \u00e1nh t\u1ea7m quan tr\u1ecdng chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c \u0111\u1ed1i v\u1edbi nh\u00e0 s\u1ea3n xu\u1ea5t \u00f4 t\u00f4 \u0110\u1ee9c. \u00d4ng Blume b\u00e0y t\u1ecf s\u1ef1 hoan ngh\u00eanh c\u00e1c bi\u1ec7n ph\u00e1p nh\u1eb1m c\u1ea3i thi\u1ec7n b\u1ec1n v\u1eefng nhu c\u1ea7u trong n\u01b0\u1edbc v\u00e0 c\u1ea1nh tranh c\u00f4ng b\u1eb1ng, c\u0169ng nh\u01b0 \u1ed5n \u0111\u1ecbnh chu\u1ed7i cung \u1ee9ng. Volkswagen \u0111\u00e3 ch\u1ee9ng ki\u1ebfn doanh s\u1ed1 xe du l\u1ecbch t\u1ea1i Trung Qu\u1ed1c gi\u1ea3m 8%<\/b> v\u00e0o n\u0103m ngo\u00e1i nh\u01b0ng \u0111ang l\u00ean k\u1ebf ho\u1ea1ch tung ra 20 m\u1eabu xe m\u1edbi<\/b> trong n\u0103m nay, m\u1ed9t n\u1ed7 l\u1ef1c l\u1edbn nh\u1eb1m gi\u00e0nh l\u1ea1i th\u1ecb ph\u1ea7n v\u00e0 \u0111\u1ed1i ph\u00f3 v\u1edbi \u00e1p l\u1ef1c c\u1ea1nh tranh gia t\u0103ng.<\/p>\n

B\u1ed1i c\u1ea3nh V\u0129 m\u00f4 v\u00e0 \u0110\u1ecba ch\u00ednh tr\u1ecb:<\/h3>\n

Di\u1ec5n \u0111\u00e0n di\u1ec5n ra trong b\u1ed1i c\u1ea3nh M\u1ef9 v\u00e0 Trung Qu\u1ed1c \u0111\u1ea1t \u0111\u01b0\u1ee3c th\u1ecfa thu\u1eadn ng\u1eebng b\u1eafn th\u01b0\u01a1ng m\u1ea1i v\u00e0o th\u00e1ng 10, gi\u1ea3m t\u1ef7 l\u1ec7 thu\u1ebf quan th\u1ef1c t\u1ebf xu\u1ed1ng d\u01b0\u1edbi 50%<\/b> trong m\u1ed9t n\u0103m. Tuy nhi\u00ean, t\u01b0\u01a1ng lai c\u1ee7a th\u1ecfa thu\u1eadn n\u00e0y v\u00e0 c\u00e1c v\u1ea5n \u0111\u1ec1 nh\u1ea1y c\u1ea3m nh\u01b0 xu\u1ea5t kh\u1ea9u \u0111\u1ea5t hi\u1ebfm v\u1eabn c\u00f2n b\u1ecf ng\u1ecf. S\u1ef1 ki\u1ec7n T\u1ed5ng th\u1ed1ng M\u1ef9 Donald Trump ho\u00e3n chuy\u1ebfn th\u0103m B\u1eafc Kinh v\u00ec chi\u1ebfn tranh Iran c\u0169ng cho th\u1ea5y s\u1ef1 mong manh c\u1ee7a c\u00e1c cu\u1ed9c \u0111\u00e0m ph\u00e1n th\u01b0\u01a1ng m\u1ea1i v\u00e0 \u1ea3nh h\u01b0\u1edfng c\u1ee7a c\u00e1c s\u1ef1 ki\u1ec7n \u0111\u1ecba ch\u00ednh tr\u1ecb to\u00e0n c\u1ea7u \u0111\u1ebfn th\u1ecb tr\u01b0\u1eddng chung<\/a>.<\/p>\n

Th\u1ee7 t\u01b0\u1edbng Trung Qu\u1ed1c L\u00fd C\u01b0\u1eddng cam k\u1ebft t\u1ea1o \u0111i\u1ec1u ki\u1ec7n thu\u1eadn l\u1ee3i h\u01a1n cho doanh nghi\u1ec7p n\u01b0\u1edbc ngo\u00e0i ti\u1ebfp c\u1eadn l\u0129nh v\u1ef1c d\u1ecbch v\u1ee5 v\u00e0 t\u0103ng c\u01b0\u1eddng mua s\u1eafm c\u00e1c s\u1ea3n ph\u1ea9m ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe, c\u00f4ng ngh\u1ec7 k\u1ef9 thu\u1eadt s\u1ed1 t\u1eeb n\u01b0\u1edbc ngo\u00e0i. \u00d4ng c\u0169ng b\u00e1c b\u1ecf \u00fd ki\u1ebfn cho r\u1eb1ng tr\u1ee3 c\u1ea5p nh\u00e0 n\u01b0\u1edbc th\u00fac \u0111\u1ea9y s\u1ef1 ph\u00e1t tri\u1ec3n c\u00f4ng ngh\u1ec7 c\u1ee7a Trung Qu\u1ed1c v\u00e0 kh\u1eb3ng \u0111\u1ecbnh qu\u1ed1c gia n\u00e0y kh\u00f4ng theo \u0111u\u1ed5i th\u1eb7ng d\u01b0 th\u01b0\u01a1ng m\u1ea1i, d\u00f9 Trung Qu\u1ed1c \u0111\u00e3 b\u00e1o c\u00e1o m\u1ee9c th\u1eb7ng d\u01b0 th\u01b0\u01a1ng m\u1ea1i k\u1ef7 l\u1ee5c v\u00e0o n\u0103m 2025. K\u1ebf ho\u1ea1ch ph\u00e1t tri\u1ec3n 5 n\u0103m l\u1ea7n th\u1ee9 15 c\u1ee7a Trung Qu\u1ed1c t\u1eadp trung v\u00e0o th\u00fac \u0111\u1ea9y t\u1ef1 ch\u1ee7 c\u00f4ng ngh\u1ec7 v\u00e0 nhu c\u1ea7u n\u1ed9i \u0111\u1ecba, v\u1edbi c\u00e1c bi\u1ec7n ph\u00e1p h\u1ed7 tr\u1ee3 ti\u00eau d\u00f9ng nh\u01b0 tr\u1ee3 c\u1ea5p \u0111\u1ed5i h\u00e0ng v\u00e0 t\u0103ng ph\u00fac l\u1ee3i x\u00e3 h\u1ed9i.<\/p>\n

Tuy nhi\u00ean, kh\u00f4ng ph\u1ea3i t\u1ea5t c\u1ea3 c\u00e1c quan \u0111i\u1ec3m \u0111\u1ec1u \u0111\u01b0\u1ee3c ph\u1ea3n \u00e1nh t\u1ea1i di\u1ec5n \u0111\u00e0n. Nh\u00e0 kinh t\u1ebf Stephen Roach t\u1eeb Tr\u01b0\u1eddng Lu\u1eadt Yale, ng\u01b0\u1eddi \u0111\u00e3 tham d\u1ef1 25 n\u0103m, cho bi\u1ebft \u00f4ng kh\u00f4ng \u0111\u01b0\u1ee3c m\u1eddi l\u1ea7n n\u00e0y. \u00d4ng Roach t\u1eebng t\u1eadp trung v\u00e0o vi\u1ec7c t\u00e1i c\u00e2n b\u1eb1ng kinh t\u1ebf d\u1ef1a tr\u00ean ti\u00eau d\u00f9ng, m\u1ed9t \u00fd t\u01b0\u1edfng m\u00e0 Trung Qu\u1ed1c \u0111\u00e3 “cu\u1ed1i c\u00f9ng ch\u1ea5p nh\u1eadn” trong k\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 15, nh\u01b0ng v\u1edbi “c\u00e1c ch\u00ednh s\u00e1ch ch\u01b0a \u0111\u1ee7 m\u1ea1nh”. \u0110i\u1ec1u n\u00e0y cho th\u1ea5y v\u1eabn c\u00f2n nh\u1eefng th\u00e1ch th\u1ee9c n\u1ed9i t\u1ea1i trong c\u00e1ch ti\u1ebfp c\u1eadn c\u1ee7a B\u1eafc Kinh \u0111\u1ed1i v\u1edbi ph\u00e1t tri\u1ec3n kinh t\u1ebf.<\/p>\n

Nh\u00ecn chung, s\u1ef1 hi\u1ec7n di\u1ec7n c\u1ee7a h\u00e0ng tr\u0103m CEO to\u00e0n c\u1ea7u t\u1ea1i B\u1eafc Kinh cho th\u1ea5y th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c v\u1eabn l\u00e0 m\u1ed9t m\u1ea3nh \u0111\u1ea5t m\u00e0u m\u1ee1 \u0111\u1ea7y ti\u1ec1m n\u0103ng, nh\u01b0ng c\u0169ng ti\u1ec1m \u1ea9n nhi\u1ec1u r\u1ee7i ro. C\u00e1c doanh nghi\u1ec7p \u0111ang ph\u1ea3i v\u1eadt l\u1ed9n t\u00ecm ki\u1ebfm chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ec3 v\u1eeba t\u1eadn d\u1ee5ng c\u01a1 h\u1ed9i t\u0103ng tr\u01b0\u1edfng, v\u1eeba \u0111i\u1ec1u h\u01b0\u1edbng qua nh\u1eefng c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb v\u00e0 \u00e1p l\u1ef1c c\u1ea1nh tranh gay g\u1eaft, t\u1ea1o ra nh\u1eefng bi\u1ebfn \u0111\u1ed9ng \u0111\u00e1ng k\u1ec3 tr\u00ean th\u1ecb tr\u01b0\u1eddng chung to\u00e0n c\u1ea7u.<\/p>\n

Bi\u00ean t\u1eadp: Ph\u1ed1 Wall (Theo ngu\u1ed3n g\u1ed1c)<\/i>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

B\u1eafc Kinh, Trung Qu\u1ed1c \u2013 H\u01a1n 80 gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh h\u00e0ng \u0111\u1ea7u th\u1ebf gi\u1edbi, t\u1eeb Apple \u0111\u1ebfn Eli Lilly, \u0111\u00e3 h\u1ed9i t\u1ee5 t\u1ea1i Di\u1ec5n \u0111\u00e0n Ph\u00e1t tri\u1ec3n Trung Qu\u1ed1c (China Development Forum) th\u01b0\u1eddng ni\u00ean cu\u1ed1i tu\u1ea7n qua \u1edf B\u1eafc Kinh. S\u1ef1 ki\u1ec7n n\u00e0y kh\u00f4ng ch\u1ec9 l\u00e0 m\u1ed9t cu\u1ed9c g\u1eb7p g\u1ee1 c\u1ea5p cao m\u00e0 c\u00f2n […]<\/p>\n","protected":false},"author":1,"featured_media":2748,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[43],"tags":[],"class_list":["post-2751","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thi-truong-chung-khoan"],"_links":{"self":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/2751","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=2751"}],"version-history":[{"count":0,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/2751\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media\/2748"}],"wp:attachment":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media?parent=2751"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/categories?post=2751"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/tags?post=2751"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}