{"id":2825,"date":"2026-04-07T00:22:08","date_gmt":"2026-04-06T17:22:08","guid":{"rendered":"https:\/\/taichinhphowall.com\/index.php\/2026\/04\/07\/thi-truong-chung-khoan-viet-nam-2026-vuot-song-dieu-chinh-huong-toi-moc-1-920-diem-nho-nen-tang-vi-mo-vung-chac\/"},"modified":"2026-04-07T00:22:08","modified_gmt":"2026-04-06T17:22:08","slug":"thi-truong-chung-khoan-viet-nam-2026-vuot-song-dieu-chinh-huong-toi-moc-1-920-diem-nho-nen-tang-vi-mo-vung-chac","status":"publish","type":"post","link":"https:\/\/taichinhphowall.com\/index.php\/2026\/04\/07\/thi-truong-chung-khoan-viet-nam-2026-vuot-song-dieu-chinh-huong-toi-moc-1-920-diem-nho-nen-tang-vi-mo-vung-chac\/","title":{"rendered":"Th\u1ecb Tr\u01b0\u1eddng Ch\u1ee9ng Kho\u00e1n Vi\u1ec7t Nam 2026: V\u01b0\u1ee3t S\u00f3ng \u0110i\u1ec1u Ch\u1ec9nh, H\u01b0\u1edbng T\u1edbi M\u1ed1c 1.920 \u0110i\u1ec3m Nh\u1edd N\u1ec1n T\u1ea3ng V\u0129 M\u00f4 V\u1eefng Ch\u1eafc"},"content":{"rendered":"
\n

Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam b\u01b0\u1edbc v\u00e0o n\u0103m 2026 v\u1edbi m\u1ed9t \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd, nhanh ch\u00f3ng \u0111\u01b0a VN-Index ti\u1ec7m c\u1eadn m\u1ee5c ti\u00eau c\u01a1 s\u1edf 1.920 \u0111i\u1ec3m ngay trong nh\u1eefng th\u00e1ng \u0111\u1ea7u n\u0103m. Tuy nhi\u00ean, theo ph\u00e2n t\u00edch c\u1ee7a SSI Research, th\u00e1ng 3 ch\u1ee9ng ki\u1ebfn m\u1ed9t nh\u1ecbp \u0111i\u1ec1u ch\u1ec9nh \u0111\u00e1ng k\u1ec3, xu\u1ea5t ph\u00e1t t\u1eeb ho\u1ea1t \u0111\u1ed9ng ch\u1ed1t l\u1eddi sau giai \u0111o\u1ea1n t\u0103ng n\u00f3ng, c\u00f9ng v\u1edbi nh\u1eefng lo ng\u1ea1i v\u1ec1 xu h\u01b0\u1edbng t\u0103ng l\u00e3i su\u1ea5t trong n\u01b0\u1edbc v\u00e0 c\u00e1c b\u1ea5t \u1ed5n \u0111\u1ecba ch\u00ednh tr\u1ecb gia t\u0103ng. \u0110i\u1ec1u \u0111\u00e1ng ch\u00fa \u00fd l\u00e0 nh\u1ecbp \u0111i\u1ec1u ch\u1ec9nh n\u00e0y \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 mang t\u00ednh ch\u1ea5t chi\u1ebfn thu\u1eadt h\u01a1n l\u00e0 c\u1ea5u tr\u00fac, khi tri\u1ec3n v\u1ecdng trung h\u1ea1n c\u1ee7a th\u1ecb tr\u01b0\u1eddng v\u1eabn \u0111\u01b0\u1ee3c c\u1ee7ng c\u1ed1 b\u1edfi m\u1ed9t lo\u1ea1t c\u00e1c y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 m\u1ea1nh m\u1ebd.<\/p>\n

\"tin<\/p>\n

\u0110\u1ed9ng l\u1ef1c quan tr\u1ecdng nh\u1ea5t ch\u00ednh l\u00e0 n\u1ec1n t\u1ea3ng t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf v\u0129 m\u00f4 v\u1eefng ch\u1eafc c\u1ee7a Vi\u1ec7t Nam. V\u1edbi m\u1ee5c ti\u00eau GDP 10% cho n\u0103m 2026, Ch\u00ednh ph\u1ee7 \u0111ang th\u1ec3 hi\u1ec7n \u0111\u1ecbnh h\u01b0\u1edbng r\u00f5 r\u00e0ng trong vi\u1ec7c chuy\u1ec3n sang m\u00f4 h\u00ecnh t\u0103ng tr\u01b0\u1edfng cao h\u01a1n. Tr\u1ecdng t\u00e2m \u0111\u01b0\u1ee3c \u0111\u1eb7t v\u00e0o \u0111\u1ea9y m\u1ea1nh \u0111\u1ea7u t\u01b0 h\u1ea1 t\u1ea7ng \u1edf c\u00e1c l\u0129nh v\u1ef1c giao th\u00f4ng, n\u0103ng l\u01b0\u1ee3ng v\u00e0 ph\u00e1t tri\u1ec3n \u0111\u00f4 th\u1ecb. \u0110i\u1ec1u n\u00e0y kh\u00f4ng ch\u1ec9 k\u00edch th\u00edch t\u1ed5ng c\u1ea7u trong ng\u1eafn h\u1ea1n m\u00e0 c\u00f2n h\u1ee9a h\u1eb9n c\u1ea3i thi\u1ec7n n\u0103ng su\u1ea5t d\u00e0i h\u1ea1n, t\u1ea1o n\u1ec1n t\u1ea3ng v\u1eefng ch\u1eafc cho t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn c\u1ee7a c\u00e1c doanh nghi\u1ec7p ni\u00eam y\u1ebft.<\/p>\n

S\u1ed1 li\u1ec7u qu\u00fd I\/2026 cho th\u1ea5y GDP \u01b0\u1edbc t\u0103ng 7,83% so v\u1edbi c\u00f9ng k\u1ef3, cao h\u01a1n m\u1ee9c 7,07% c\u1ee7a n\u0103m tr\u01b0\u1edbc. M\u1eb7c d\u00f9 l\u00e0 m\u1ed9t con s\u1ed1 \u1ea5n t\u01b0\u1ee3ng, \u0111\u1ec3 \u0111\u1ea1t \u0111\u01b0\u1ee3c m\u1ee5c ti\u00eau c\u1ea3 n\u0103m, n\u1ec1n kinh t\u1ebf c\u1ea7n t\u0103ng t\u1ed1c m\u1ea1nh m\u1ebd h\u01a1n n\u1eefa t\u1eeb qu\u00fd II. S\u1ef1 ph\u1ed1i h\u1ee3p ch\u00ednh s\u00e1ch ti\u1ec1n t\u1ec7 v\u00e0 t\u00e0i kh\u00f3a linh ho\u1ea1t s\u1ebd \u0111\u00f3ng vai tr\u00f2 then ch\u1ed1t trong vi\u1ec7c duy tr\u00ec \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng n\u00e0y.<\/p>\n

B\u00ean c\u1ea1nh y\u1ebfu t\u1ed1 v\u0129 m\u00f4, th\u1ecb tr\u01b0\u1eddng c\u1ed5 phi\u1ebfu \u0111ang tr\u1edf n\u00ean h\u1ea5p d\u1eabn h\u01a1n t\u01b0\u01a1ng \u0111\u1ed1i so v\u1edbi c\u00e1c k\u00eanh \u0111\u1ea7u t\u01b0 kh\u00e1c. Trong b\u1ed1i c\u1ea3nh b\u1ea5t \u0111\u1ed9ng s\u1ea3n v\u00e0 v\u00e0ng c\u00f3 d\u1ea5u hi\u1ec7u h\u1ea1 nhi\u1ec7t sau giai \u0111o\u1ea1n t\u0103ng n\u00f3ng, c\u00f9ng v\u1edbi vi\u1ec7c th\u1ecb tr\u01b0\u1eddng ti\u1ec1n m\u00e3 h\u00f3a ch\u1ecbu s\u1ef1 si\u1ebft ch\u1eb7t qu\u1ea3n l\u00fd, SSI Research k\u1ef3 v\u1ecdng d\u00f2ng ti\u1ec1n trong n\u01b0\u1edbc<\/a> s\u1ebd quay tr\u1edf l\u1ea1i ch\u1ee9ng kho\u00e1n. Th\u00eam v\u00e0o \u0111\u00f3, ngu\u1ed3n cung IPO d\u1ed3i d\u00e0o t\u1eeb c\u00e1c doanh nghi\u1ec7p l\u1edbn nh\u01b0 Highlands Coffee, CP Vi\u1ec7t Nam hay \u0110i\u1ec7n M\u00e1y Xanh \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd g\u00f3p ph\u1ea7n m\u1edf r\u1ed9ng \u0111\u1ed9 s\u00e2u th\u1ecb tr\u01b0\u1eddng v\u00e0 c\u1ea3i thi\u1ec7n \u0111\u00e1ng k\u1ec3 thanh kho\u1ea3n.<\/p>\n

Ph\u00e2n T\u00edch S\u1eafc B\u00e9n C\u00e1c Ng\u00e0nh Tr\u1ee5 C\u1ed9t V\u00e0 C\u01a1 H\u1ed9i \u0110\u1ea7u T\u01b0 2026<\/h2>\n

SSI Research \u0111\u00e3 ch\u1ec9 ra c\u00e1c ng\u00e0nh \u0111\u1ea7u t\u01b0 tr\u1ecdng t\u00e2m v\u1edbi tri\u1ec3n v\u1ecdng t\u00edch c\u1ef1c trong n\u0103m 2026:<\/p>\n

    \n
  • \n Ng\u00e2n h\u00e0ng:<\/strong> Ti\u1ebfp t\u1ee5c l\u00e0 tr\u1ee5 c\u1ed9t t\u0103ng tr\u01b0\u1edfng v\u1edbi l\u1ee3i nhu\u1eadn \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng duy tr\u00ec \u1edf m\u1ee9c hai ch\u1eef s\u1ed1. \u0110\u1ed9ng l\u1ef1c ch\u00ednh \u0111\u1ebfn t\u1eeb nhu c\u1ea7u t\u00edn d\u1ee5ng \u1ed5n \u0111\u1ecbnh v\u00e0 bi\u00ean l\u00e3i r\u00f2ng (NIM) d\u1ea7n ph\u1ee5c h\u1ed3i sau khi suy gi\u1ea3m trong n\u0103m 2025. \u00c1p l\u1ef1c ch\u1ea5t l\u01b0\u1ee3ng t\u00e0i s\u1ea3n v\u1eabn trong t\u1ea7m ki\u1ec3m so\u00e1t. SSI \u01b0u ti\u00ean c\u00e1c c\u1ed5 phi\u1ebfu nh\u01b0 CTG, MBB nh\u1edd d\u01b0 \u0111\u1ecba t\u0103ng tr\u01b0\u1edfng, trong khi VCB ph\u00f9 h\u1ee3p v\u1edbi vai tr\u00f2 ph\u00f2ng th\u1ee7 nh\u1edd m\u00f4 h\u00ecnh kinh doanh th\u1eadn tr\u1ecdng v\u00e0 ch\u1ea5t l\u01b0\u1ee3ng t\u00e0i s\u1ea3n v\u01b0\u1ee3t tr\u1ed9i.\n <\/li>\n
  • \n Ti\u00eau d\u00f9ng:<\/strong> Tri\u1ec3n v\u1ecdng v\u1eabn t\u00edch c\u1ef1c nh\u1edd chi\u1ebfn l\u01b0\u1ee3c m\u1edf r\u1ed9ng h\u1ec7 th\u1ed1ng b\u00e1n l\u1ebb gi\u00fap gia t\u0103ng th\u1ecb ph\u1ea7n, c\u00f9ng v\u1edbi c\u00e1c ch\u00ednh s\u00e1ch h\u1ed7 tr\u1ee3 nh\u01b0 n\u00e2ng ng\u01b0\u1ee1ng thu nh\u1eadp ch\u1ecbu thu\u1ebf t\u1eeb \u0111\u1ea7u n\u0103m 2026. Tuy nhi\u00ean, \u0111\u00e0 t\u0103ng c\u1ee7a gi\u00e1 d\u1ea7u g\u1ea7n \u0111\u00e2y c\u00f3 th\u1ec3 ph\u1ea7n n\u00e0o \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn t\u00e2m l\u00fd chi ti\u00eau c\u1ee7a ng\u01b0\u1eddi d\u00e2n, c\u1ea7n theo d\u00f5i s\u00e1t sao.\n <\/li>\n
  • \n V\u1eadt li\u1ec7u x\u00e2y d\u1ef1ng:<\/strong> \u0110ang \u1edf v\u1ecb th\u1ebf thu\u1eadn l\u1ee3i khi h\u01b0\u1edfng l\u1ee3i tr\u1ef1c ti\u1ebfp t\u1eeb l\u00e0n s\u00f3ng \u0111\u1ea7u t\u01b0 h\u1ea1 t\u1ea7ng v\u00e0 x\u00e2y d\u1ef1ng. Nhu c\u1ea7u gia t\u0103ng cho ph\u00e9p c\u00e1c doanh nghi\u1ec7p chuy\u1ec3n ph\u1ea7n chi ph\u00ed \u0111\u1ea7u v\u00e0o t\u0103ng l\u00ean gi\u00e1 b\u00e1n. \u0110\u00e1ng ch\u00fa \u00fd, T\u1eadp \u0111o\u00e0n H\u00f2a Ph\u00e1t (HPG) \u0111\u01b0\u1ee3c h\u01b0\u1edfng l\u1ee3i t\u1eeb vi\u1ec7c \u00e1p thu\u1ebf ch\u1ed1ng b\u00e1n ph\u00e1 gi\u00e1 \u0111\u1ed1i v\u1edbi th\u00e9p c\u00e1n n\u00f3ng (HRC) nh\u1eadp kh\u1ea9u t\u1eeb Trung Qu\u1ed1c, c\u00f9ng v\u1edbi xu h\u01b0\u1edbng ph\u1ee5c h\u1ed3i c\u1ee7a gi\u00e1 th\u00e9p th\u1ebf gi\u1edbi.\n <\/li>\n
  • \n C\u00f4ng ngh\u1ec7 th\u00f4ng tin:<\/strong> \u0110\u01b0\u1ee3c k\u1ef3 v\u1ecdng h\u1ed3i ph\u1ee5c sau m\u1ed9t n\u0103m 2025 t\u01b0\u01a1ng \u0111\u1ed1i tr\u1ea7m l\u1eafng, khi \u0111\u1ecbnh gi\u00e1 \u0111\u00e3 tr\u1edf n\u00ean h\u1ea5p d\u1eabn h\u01a1n. C\u00e1c doanh nghi\u1ec7p nh\u01b0 FPT c\u00f3 th\u1ec3 ghi nh\u1eadn s\u1ef1 c\u1ea3i thi\u1ec7n v\u1ec1 t\u0103ng tr\u01b0\u1edfng trong n\u0103m nay nh\u1edd c\u00e1c h\u1ee3p \u0111\u1ed3ng m\u1edbi v\u00e0 m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng.\n <\/li>\n<\/ul>\n

    Ngo\u00e0i ra, m\u00f4i tr\u01b0\u1eddng l\u00e3i su\u1ea5t t\u0103ng cao c\u0169ng m\u1edf ra c\u01a1 h\u1ed9i cho m\u1ed9t s\u1ed1 nh\u00f3m ng\u00e0nh \u0111\u1eb7c th\u00f9. C\u00e1c doanh nghi\u1ec7p b\u1ea3o hi\u1ec3m v\u00e0 doanh nghi\u1ec7p nh\u00e0 n\u01b0\u1edbc s\u1edf h\u1eefu l\u01b0\u1ee3ng ti\u1ec1n m\u1eb7t l\u1edbn s\u1ebd \u0111\u01b0\u1ee3c h\u01b0\u1edfng l\u1ee3i \u0111\u00e1ng k\u1ec3 t\u1eeb l\u1ee3i su\u1ea5t ti\u1ec1n g\u1eedi cao h\u01a1n. \u0110i\u1ec1u n\u00e0y \u0111\u1eb7c bi\u1ec7t r\u00f5 n\u00e9t \u1edf c\u00e1c ng\u00e0nh nh\u01b0 d\u1ea7u kh\u00ed, ph\u00e2n b\u00f3n v\u00e0 m\u1ed9t s\u1ed1 doanh nghi\u1ec7p h\u00e0ng ti\u00eau d\u00f9ng, n\u01a1i c\u00e1c c\u00f4ng ty c\u00f3 b\u1ea3ng c\u00e2n \u0111\u1ed1i t\u00e0i ch\u00ednh v\u1eefng m\u1ea1nh v\u00e0 ngu\u1ed3n ti\u1ec1n d\u1ed3i d\u00e0o \u0111\u00f3ng vai tr\u00f2 quan tr\u1ecdng trong c\u01a1 c\u1ea5u l\u1ee3i nhu\u1eadn.<\/p>\n

    T\u00f3m l\u1ea1i, m\u1eb7c d\u00f9 th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam \u0111\u00e3 tr\u1ea3i qua m\u1ed9t nh\u1ecbp \u0111i\u1ec1u ch\u1ec9nh mang t\u00ednh chi\u1ebfn thu\u1eadt trong th\u00e1ng 3\/2026, n\u1ec1n t\u1ea3ng t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf m\u1ea1nh m\u1ebd, s\u1ef1 h\u1ea5p d\u1eabn t\u01b0\u01a1ng \u0111\u1ed1i so v\u1edbi c\u00e1c k\u00eanh \u0111\u1ea7u t\u01b0 kh\u00e1c v\u00e0 ngu\u1ed3n cung IPO d\u1ed3i d\u00e0o ti\u1ebfp t\u1ee5c c\u1ee7ng c\u1ed1 tri\u1ec3n v\u1ecdng trung h\u1ea1n. C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean t\u1eadp trung v\u00e0o c\u00e1c ng\u00e0nh tr\u1ee5 c\u1ed9t v\u00e0 nh\u1eefng nh\u00f3m ng\u00e0nh h\u01b0\u1edfng l\u1ee3i t\u1eeb ch\u00ednh s\u00e1ch v\u0129 m\u00f4 \u0111\u1ec3 t\u1ed1i \u01b0u h\u00f3a danh m\u1ee5c \u0111\u1ea7u t\u01b0 trong n\u0103m 2026 \u0111\u1ea7y h\u1ee9a h\u1eb9n n\u00e0y.<\/p>\n

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

    Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam b\u01b0\u1edbc v\u00e0o n\u0103m 2026 v\u1edbi m\u1ed9t \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd, nhanh ch\u00f3ng \u0111\u01b0a VN-Index ti\u1ec7m c\u1eadn m\u1ee5c ti\u00eau c\u01a1 s\u1edf 1.920 \u0111i\u1ec3m ngay trong nh\u1eefng th\u00e1ng \u0111\u1ea7u n\u0103m. Tuy nhi\u00ean, theo ph\u00e2n t\u00edch c\u1ee7a SSI Research, th\u00e1ng 3 ch\u1ee9ng ki\u1ebfn m\u1ed9t nh\u1ecbp \u0111i\u1ec1u ch\u1ec9nh \u0111\u00e1ng k\u1ec3, xu\u1ea5t ph\u00e1t […]<\/p>\n","protected":false},"author":1,"featured_media":2822,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[43],"tags":[],"class_list":["post-2825","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\/2825","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=2825"}],"version-history":[{"count":0,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/2825\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media\/2822"}],"wp:attachment":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media?parent=2825"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/categories?post=2825"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/tags?post=2825"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}