{"id":3058,"date":"2026-04-19T02:24:29","date_gmt":"2026-04-18T19:24:29","guid":{"rendered":"https:\/\/taichinhphowall.com\/index.php\/2026\/04\/19\/ray-dalio-lac-quan-ve-quan-he-my-trung-co-hoi-dau-tu-trong-boi-canh-dia-chinh-tri-thay-doi-2\/"},"modified":"2026-04-19T02:24:29","modified_gmt":"2026-04-18T19:24:29","slug":"ray-dalio-lac-quan-ve-quan-he-my-trung-co-hoi-dau-tu-trong-boi-canh-dia-chinh-tri-thay-doi-2","status":"publish","type":"post","link":"https:\/\/taichinhphowall.com\/index.php\/2026\/04\/19\/ray-dalio-lac-quan-ve-quan-he-my-trung-co-hoi-dau-tu-trong-boi-canh-dia-chinh-tri-thay-doi-2\/","title":{"rendered":"Ray Dalio L\u1ea1c Quan V\u1ec1 Quan H\u1ec7 M\u1ef9-Trung: C\u01a1 H\u1ed9i \u0110\u1ea7u T\u01b0 Trong B\u1ed1i C\u1ea3nh \u0110\u1ecba Ch\u00ednh Tr\u1ecb Thay \u0110\u1ed5i"},"content":{"rendered":"
\n

Th\u01b0\u1ee3ng H\u1ea3i\/B\u1eafc Kinh \u2014 T\u1ef7 ph\u00fa qu\u1ef9 ph\u00f2ng h\u1ed9 Ray Dalio, ng\u01b0\u1eddi s\u00e1ng l\u1eadp Bridgewater Associates, \u0111\u00e3 chia s\u1ebb c\u00e1i nh\u00ecn l\u1ea1c quan v\u1ec1 cu\u1ed9c g\u1eb7p th\u01b0\u1ee3ng \u0111\u1ec9nh s\u1eafp t\u1edbi gi\u1eefa T\u1ed5ng th\u1ed1ng M\u1ef9 Donald Trump v\u00e0 Ch\u1ee7 t\u1ecbch Trung Qu\u1ed1c T\u1eadp C\u1eadn B\u00ecnh. Theo \u00f4ng Dalio, s\u1ef1 ki\u1ec7n quan tr\u1ecdng n\u00e0y, d\u1ef1 ki\u1ebfn di\u1ec5n ra v\u00e0o ng\u00e0y 14-15 th\u00e1ng 5 t\u1ea1i B\u1eafc Kinh, c\u00f3 th\u1ec3 \u0111\u00f3ng vai tr\u00f2 then ch\u1ed1t trong vi\u1ec7c xoa d\u1ecbu nh\u1eefng c\u0103ng th\u1eb3ng song ph\u01b0\u01a1ng, m\u1edf ra tri\u1ec3n v\u1ecdng t\u00edch c\u1ef1c cho d\u00f2ng v\u1ed1n v\u00e0 th\u1ecb tr\u01b0\u1eddng t\u00e0i ch\u00ednh to\u00e0n c\u1ea7u.<\/p>\n

Ray Dalio v\u00e0 K\u1ef3 V\u1ecdng V\u00e0o H\u1ed9i Ngh\u1ecb Th\u01b0\u1ee3ng \u0110\u1ec9nh M\u1ef9-Trung<\/h2>\n

Ph\u00e1t bi\u1ec3u v\u1edbi CNBC t\u1ea1i Th\u01b0\u1ee3ng H\u1ea3i, \u00f4ng Dalio nh\u1ea5n m\u1ea1nh r\u1eb1ng cu\u1ed9c g\u1eb7p t\u1edbi s\u1ebd t\u1eadp trung \u0111\u1eb7c bi\u1ec7t v\u00e0o th\u01b0\u01a1ng m\u1ea1i v\u00e0 d\u00f2ng ch\u1ea3y v\u1ed1n. \u00d4ng k\u1ef3 v\u1ecdng hai nh\u00e0 l\u00e3nh \u0111\u1ea1o s\u1ebd th\u1ec3 hi\u1ec7n “s\u1ef1 \u0111\u1ed3ng c\u1ea3m” v\u00e0 c\u00f9ng nhau v\u01b0\u1ee3t qua nh\u1eefng th\u00e1ch th\u1ee9c. “C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean \u0111\u01b0\u1ee3c khuy\u1ebfn kh\u00edch b\u1edfi nh\u1eefng \u0111i\u1ec1u n\u00e0y,” \u00f4ng Dalio nh\u1eadn \u0111\u1ecbnh, cho r\u1eb1ng s\u1ef1 c\u1ea3i thi\u1ec7n trong quan h\u1ec7 s\u1ebd “th\u1ea5m nhu\u1ea7n” v\u00e0o c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 v\u00e0 th\u1ecb tr\u01b0\u1eddng.<\/p>\n

S\u1ef1 l\u1ea1c quan c\u1ee7a Dalio xu\u1ea5t hi\u1ec7n trong b\u1ed1i c\u1ea3nh ch\u1ec9 s\u1ed1 S&P 500 \u0111\u00e3 ph\u1ee5c h\u1ed3i sau nh\u1eefng t\u1ed5n th\u1ea5t t\u1eeb c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i kho\u1ea3ng m\u1ed9t n\u0103m tr\u01b0\u1edbc, d\u00f9 v\u1eabn gi\u1ea3m h\u01a1n 3% t\u1eeb \u0111\u1ea7u n\u0103m \u0111\u1ebfn nay, m\u1ed9t ph\u1ea7n do nh\u1eefng lo ng\u1ea1i t\u1eeb cu\u1ed9c xung \u0111\u1ed9t Iran. T\u1ed5ng th\u1ed1ng Trump \u0111\u00e3 ph\u1ea3i ho\u00e3n chuy\u1ebfn th\u0103m Trung Qu\u1ed1c t\u1eeb cu\u1ed1i th\u00e1ng 3 do t\u00ecnh h\u00ecnh Iran, v\u00e0 vi\u1ec7c thi\u1ebfu li\u00ean l\u1ea1c gi\u1eefa hai c\u01b0\u1eddng qu\u1ed1c \u0111\u01b0\u1ee3c Dalio xem l\u00e0 “ngu\u1ed3n g\u1ed1c l\u1edbn nh\u1ea5t” c\u1ee7a c\u0103ng th\u1eb3ng song ph\u01b0\u01a1ng.<\/p>\n

Dalio c\u0169ng chia s\u1ebb v\u1ec1 ho\u1ea1t \u0111\u1ed9ng phi l\u1ee3i nhu\u1eadn OceanX c\u1ee7a m\u00ecnh, m\u1ed9t d\u1ef1 \u00e1n th\u00e1m hi\u1ec3m \u0111\u1ea1i d\u01b0\u01a1ng nh\u1eb1m th\u00fac \u0111\u1ea9y quan h\u1ec7 song ph\u01b0\u01a1ng, v\u1edbi s\u1ef1 tham gia c\u1ee7a c\u00e1c nh\u00f3m M\u1ef9 v\u00e0 Trung Qu\u1ed1c. \u00d4ng tin r\u1eb1ng “m\u1ed1i quan h\u1ec7 Trung-M\u1ef9 v\u00e0 \u0111\u1ea1i d\u01b0\u01a1ng l\u00e0 hai \u0111i\u1ec1u quan tr\u1ecdng nh\u1ea5t \u0111\u1ed1i v\u1edbi s\u1ef1 th\u1ecbnh v\u01b0\u1ee3ng c\u1ee7a nh\u00e2n lo\u1ea1i.”<\/p>\n

D\u00f2ng Ch\u1ea3y V\u1ed1n v\u00e0 Th\u1ecb Tr\u01b0\u1eddng Trung Qu\u1ed1c H\u1ea5p D\u1eabn<\/h2>\n

Bridgewater Associates, qu\u1ef9 ph\u00f2ng h\u1ed9 l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi v\u1edbi h\u01a1n 150 t\u1ef7 USD t\u00e0i s\u1ea3n qu\u1ea3n l\u00fd, \u0111\u00e3 m\u1edf m\u1ed9t \u0111\u01a1n v\u1ecb qu\u1ea3n l\u00fd \u0111\u1ea7u t\u01b0 t\u1ea1i Th\u01b0\u1ee3ng H\u1ea3i v\u00e0o n\u0103m 2016. B\u1ea3n th\u00e2n Ray Dalio \u0111\u00e3 c\u00f3 m\u1ed1i quan h\u1ec7 l\u00e2u d\u00e0i v\u1edbi Trung Qu\u1ed1c, b\u1eaft \u0111\u1ea7u t\u1eeb chuy\u1ebfn th\u0103m \u0111\u1ea7u ti\u00ean v\u00e0o n\u0103m 1984 \u0111\u1ec3 cung c\u1ea5p d\u1ecbch v\u1ee5 t\u01b0 v\u1ea5n t\u00e0i ch\u00ednh.<\/p>\n

M\u1edbi \u0111\u00e2y, Dalio b\u00e0y t\u1ecf r\u1eb1ng \u00f4ng nh\u1eadn th\u1ea5y th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c “r\u1ea5t h\u1ea5p d\u1eabn” nh\u01b0ng kh\u00f4ng \u0111i s\u00e2u v\u00e0o chi ti\u1ebft. \u0110i\u1ec1u n\u00e0y kh\u00e1 th\u00fa v\u1ecb khi xem x\u00e9t c\u00e1c h\u1ed3 s\u01a1 t\u00e0i ch\u00ednh cho th\u1ea5y Bridgewater \u0111\u00e3 b\u00e1n c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c c\u00f4ng ty l\u1edbn c\u1ee7a Trung Qu\u1ed1c nh\u01b0 Alibaba v\u00e0 Baidu v\u00e0o qu\u00fd 2 n\u0103m 2025 (theo th\u00f4ng tin tham chi\u1ebfu, c\u1ea7n l\u01b0u \u00fd \u0111\u00e2y c\u00f3 th\u1ec3 l\u00e0 l\u1ed7i ch\u00ednh t\u1ea3 trong d\u1eef li\u1ec7u ho\u1eb7c th\u1eddi \u0111i\u1ec3m b\u00e1o c\u00e1o so v\u1edbi th\u1eddi \u0111i\u1ec3m tin t\u1ee9c g\u1ed1c, v\u00e0 \u0111\u01b0\u1ee3c hi\u1ec3u l\u00e0 c\u00e1c giao d\u1ecbch trong qu\u00e1 kh\u1ee9) v\u00e0 ch\u01b0a mua l\u1ea1i c\u1ed5 phi\u1ebfu c\u1ee7a c\u00e1c c\u00f4ng ty l\u1edbn c\u1ee7a Trung Qu\u1ed1c t\u00ednh \u0111\u1ebfn qu\u00fd 4 n\u0103m 2025. S\u1ef1 m\u00e2u thu\u1eabn gi\u1eefa tuy\u00ean b\u1ed1 “h\u1ea5p d\u1eabn” v\u00e0 h\u00e0nh \u0111\u1ed9ng r\u00fat v\u1ed1n trong qu\u00e1 kh\u1ee9 \u0111\u1eb7t ra m\u1ed9t c\u00e2u h\u1ecfi v\u1ec1 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 th\u1ef1c t\u1ebf c\u1ee7a Bridgewater trong b\u1ed1i c\u1ea3nh hi\u1ec7n t\u1ea1i.<\/p>\n

C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n theo d\u00f5i s\u00e1t sao k\u1ebft qu\u1ea3 c\u1ee7a cu\u1ed9c g\u1eb7p th\u01b0\u1ee3ng \u0111\u1ec9nh n\u00e0y, \u0111\u1eb7c bi\u1ec7t l\u00e0 nh\u1eefng t\u00edn hi\u1ec7u v\u1ec1 vi\u1ec7c gi\u1ea3m thu\u1ebf quan v\u00e0 qu\u1ea3n l\u00fd d\u00f2ng v\u1ed1n. M\u1ed9t th\u1ecfa thu\u1eadn th\u00e0nh c\u00f4ng c\u00f3 th\u1ec3 t\u1ea1o ra m\u1ed9t l\u00e0n s\u00f3ng l\u1ea1c quan, th\u00fac \u0111\u1ea9y c\u00e1c d\u00f2ng \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ea3 th\u1ecb tr\u01b0\u1eddng M\u1ef9 v\u00e0 Trung Qu\u1ed1c. Ng\u01b0\u1ee3c l\u1ea1i, n\u1ebfu c\u00e1c cu\u1ed9c \u0111\u00e0m ph\u00e1n kh\u00f4ng \u0111\u1ea1t \u0111\u01b0\u1ee3c k\u1ebft qu\u1ea3 nh\u01b0 mong \u0111\u1ee3i, s\u1ef1 b\u1ea5t \u1ed5n c\u00f3 th\u1ec3 ti\u1ebfp t\u1ee5c \u0111\u00e8 n\u1eb7ng l\u00ean t\u00e2m l\u00fd th\u1ecb tr\u01b0\u1eddng to\u00e0n c\u1ea7u.<\/p>\n

B\u1ed1i C\u1ea3nh \u0110\u1ecba Ch\u00ednh Tr\u1ecb R\u1ed9ng L\u1edbn v\u00e0 L\u1eddi Khuy\u00ean Cho Nh\u00e0 \u0110\u1ea7u T\u01b0<\/h2>\n

Ngo\u00e0i m\u1ed1i quan h\u1ec7 M\u1ef9-Trung, Dalio c\u0169ng \u0111\u1ec1 c\u1eadp \u0111\u1ebfn c\u00e1c c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb kh\u00e1c, nh\u1ea5n m\u1ea1nh r\u1eb1ng m\u1ed9t “cu\u1ed9c chi\u1ebfn tranh th\u1ebf gi\u1edbi ki\u1ec3u m\u1edbi \u0111ang di\u1ec5n ra.” Trong m\u1ed9t b\u00e0i \u0111\u0103ng tr\u00ean LinkedIn, \u00f4ng so s\u00e1nh s\u1ef1 k\u1ebft h\u1ee3p hi\u1ec7n t\u1ea1i c\u1ee7a c\u00e1c cu\u1ed9c \u0111\u1ed1i \u0111\u1ea7u qu\u00e2n s\u1ef1, c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb v\u00e0 kinh t\u1ebf v\u1edbi c\u00e1c cu\u1ed9c chi\u1ebfn tranh th\u1ebf gi\u1edbi trong qu\u00e1 kh\u1ee9. L\u1eddi khuy\u00ean c\u1ee7a \u00f4ng l\u00e0 nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean nh\u00ecn xa h\u01a1n “tin t\u1ee9c h\u00e0ng ng\u00e0y” v\u00e0 xem x\u00e9t b\u1ee9c tranh to\u00e0n c\u1ea3nh.<\/p>\n

\u0110\u00e2y l\u00e0 l\u1eddi nh\u1eafc nh\u1edf quan tr\u1ecdng r\u1eb1ng m\u1eb7c d\u00f9 m\u1ed9t s\u1ed1 khu v\u1ef1c nh\u01b0 bi\u1ebfn \u0111\u1ed5i kh\u00ed h\u1eadu v\u1eabn l\u00e0 \u0111i\u1ec3m s\u00e1ng h\u1ee3p t\u00e1c hi\u1ebfm hoi gi\u1eefa M\u1ef9 v\u00e0 Trung Qu\u1ed1c, nh\u01b0ng b\u1ee9c tranh to\u00e0n c\u1ea7u v\u1eabn c\u00f2n nhi\u1ec1u bi\u1ebfn \u0111\u1ed9ng. Dalio d\u1ef1 b\u00e1o hai nh\u00e0 l\u00e3nh \u0111\u1ea1o c\u00f3 th\u1ec3 g\u1eb7p nhau t\u1edbi b\u1ed1n l\u1ea7n trong n\u0103m nay \u0111\u1ec3 th\u1ea3o lu\u1eadn v\u1ec1 “tr\u1eadt t\u1ef1 th\u1ebf gi\u1edbi \u0111ang thay \u0111\u1ed5i v\u00e0 c\u00e1ch ti\u1ebfp c\u1eadn t\u1ed1t nh\u1ea5t.”<\/p>\n

Xem th\u00eam ph\u00e2n t\u00edch s\u00e2u h\u01a1n v\u1ec1 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 t\u1ea1i th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c.<\/a><\/strong><\/p>\n

\u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0, \u0111i\u1ec1u n\u00e0y c\u00f3 ngh\u0129a l\u00e0 c\u1ea7n duy tr\u00ec m\u1ed9t t\u1ea7m nh\u00ecn d\u00e0i h\u1ea1n v\u00e0 \u0111a d\u1ea1ng h\u00f3a danh m\u1ee5c \u0111\u1ea7u t\u01b0. Trong khi s\u1ef1 l\u1ea1c quan v\u1ec1 quan h\u1ec7 M\u1ef9-Trung c\u00f3 th\u1ec3 t\u1ea1o ra nh\u1eefng c\u01a1 h\u1ed9i ng\u1eafn h\u1ea1n, nh\u1eefng r\u1ee7i ro \u0111\u1ecba ch\u00ednh tr\u1ecb ti\u1ec1m \u1ea9n v\u00e0 s\u1ef1 thay \u0111\u1ed5i trong tr\u1eadt t\u1ef1 th\u1ebf gi\u1edbi \u0111\u00f2i h\u1ecfi m\u1ed9t c\u00e1ch ti\u1ebfp c\u1eadn th\u1eadn tr\u1ecdng v\u00e0 to\u00e0n di\u1ec7n.<\/p>\n

Ngu\u1ed3n tin: cnbc.com<\/i><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Th\u01b0\u1ee3ng H\u1ea3i\/B\u1eafc Kinh \u2014 T\u1ef7 ph\u00fa qu\u1ef9 ph\u00f2ng h\u1ed9 Ray Dalio, ng\u01b0\u1eddi s\u00e1ng l\u1eadp Bridgewater Associates, \u0111\u00e3 chia s\u1ebb c\u00e1i nh\u00ecn l\u1ea1c quan v\u1ec1 cu\u1ed9c g\u1eb7p th\u01b0\u1ee3ng \u0111\u1ec9nh s\u1eafp t\u1edbi gi\u1eefa T\u1ed5ng th\u1ed1ng M\u1ef9 Donald Trump v\u00e0 Ch\u1ee7 t\u1ecbch Trung Qu\u1ed1c T\u1eadp C\u1eadn B\u00ecnh. Theo \u00f4ng Dalio, s\u1ef1 ki\u1ec7n quan tr\u1ecdng n\u00e0y, d\u1ef1 ki\u1ebfn di\u1ec5n […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[53],"tags":[],"class_list":["post-3058","post","type-post","status-publish","format-standard","hentry","category-kinh-te-vi-mo-va-dia-chinh-tri"],"_links":{"self":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/3058","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=3058"}],"version-history":[{"count":0,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/3058\/revisions"}],"wp:attachment":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media?parent=3058"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/categories?post=3058"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/tags?post=3058"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}