{"id":7624,"date":"2026-04-27T09:01:58","date_gmt":"2026-04-27T02:01:58","guid":{"rendered":"https:\/\/dangngocduy.vn\/?p=7624"},"modified":"2026-04-27T09:01:58","modified_gmt":"2026-04-27T02:01:58","slug":"bao-cao-tai-chinh-q1-2026-nhung-ngoi-sao-sang-tren-thi-truong-chung-khoan-viet-nam","status":"publish","type":"post","link":"https:\/\/dangngocduy.vn\/vi\/bao-cao-tai-chinh-q1-2026-nhung-ngoi-sao-sang-tren-thi-truong-chung-khoan-viet-nam\/","title":{"rendered":"B\u00e1o c\u00e1o T\u00e0i ch\u00ednh Q1\/2026: Nh\u1eefng ng\u00f4i sao s\u00e1ng tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam"},"content":{"rendered":"<h2 class=\"wp-block-heading\">Gi\u1edbi thi\u1ec7u<\/h2><p>M\u00f9a b\u00e1o c\u00e1o t\u00e0i ch\u00ednh Qu\u00fd 1 n\u0103m 2026 \u0111ang t\u1ea1o n\u00ean nh\u1eefng c\u01a1n s\u00f3ng l\u1edbn tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam. B\u1ea5t ch\u1ea5p nh\u1eefng bi\u1ebfn \u0111\u1ed9ng kinh t\u1ebf to\u00e0n c\u1ea7u, nhi\u1ec1u doanh nghi\u1ec7p n\u1ed9i \u0111\u1ecba \u0111\u00e3 c\u00f4ng b\u1ed1 nh\u1eefng con s\u1ed1 l\u1ee3i nhu\u1eadn \u1ea5n t\u01b0\u1ee3ng, c\u00f3 \u0111\u01a1n v\u1ecb t\u0103ng tr\u01b0\u1edfng g\u1ea5p h\u00e0ng ch\u1ee5c l\u1ea7n so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. B\u00e0i vi\u1ebft n\u00e0y s\u1ebd ph\u00e2n t\u00edch c\u00e1c nh\u00f3m ng\u00e0nh d\u1eabn d\u1eaft v\u00e0 nh\u1eefng c\u00e1i t\u00ean ti\u00eau bi\u1ec3u \u0111ang thu h\u00fat d\u00f2ng ti\u1ec1n m\u1ea1nh m\u1ebd nh\u1ea5t.<\/p><h2 class=\"wp-block-heading\">1. To\u00e0n c\u1ea3nh th\u1ecb tr\u01b0\u1eddng: S\u1ef1 ph\u1ee5c h\u1ed3i ngo\u1ea1n m\u1ee5c<\/h2><p>T\u00ednh \u0111\u1ebfn cu\u1ed1i th\u00e1ng 4\/2026, b\u1ee9c tranh kinh t\u1ebf Vi\u1ec7t Nam \u0111ang s\u00e1ng d\u1ea7n l\u00ean v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng GDP \u1ed5n \u0111\u1ecbnh. K\u1ebft qu\u1ea3 kinh doanh Q1\/2026 cho th\u1ea5y s\u1ee9c ch\u1ed1ng ch\u1ecbu tuy\u1ec7t v\u1eddi c\u1ee7a c\u00e1c doanh nghi\u1ec7p Vi\u1ec7t tr\u01b0\u1edbc c\u00e1c th\u00e1ch th\u1ee9c v\u1ec1 l\u1ea1m ph\u00e1t v\u00e0 chu\u1ed7i cung \u1ee9ng.<\/p><h2 class=\"wp-block-heading\">2. Nh\u1eefng nh\u00f3m ng\u00e0nh &#8220;l\u00e0m m\u01b0a l\u00e0m gi\u00f3&#8221; Q1\/2026<\/h2><h3 class=\"wp-block-heading\">2.1. Ng\u00e0nh Ng\u00e2n h\u00e0ng: Duy tr\u00ec phong \u0111\u1ed9 \u0111\u1ec9nh cao<\/h3><p>C\u00e1c ng\u00e2n h\u00e0ng th\u01b0\u01a1ng m\u1ea1i ti\u1ebfp t\u1ee5c l\u00e0 tr\u1ee5 c\u1ed9t c\u1ee7a th\u1ecb tr\u01b0\u1eddng. \u0110i\u1ec3n h\u00ecnh nh\u01b0 Techcombank, ng\u00e2n h\u00e0ng n\u00e0y v\u1eeba c\u00f4ng b\u1ed1 ki\u1ec3m so\u00e1t n\u1ee3 x\u1ea5u b\u1ea5t \u0111\u1ed9ng s\u1ea3n d\u01b0\u1edbi 1% v\u00e0 h\u1ed3i ph\u1ee5c ho\u00e0n to\u00e0n n\u1ee3 g\u1ed1c. L\u1ee3i nhu\u1eadn t\u1eeb m\u1ea3ng d\u1ecbch v\u1ee5 v\u00e0 chuy\u1ec3n \u0111\u1ed5i s\u1ed1 (Digital Banking) l\u00e0 \u0111\u1ed9ng l\u1ef1c ch\u00ednh gi\u00fap c\u00e1c nh\u00e0 b\u0103ng duy tr\u00ec t\u0103ng tr\u01b0\u1edfng hai ch\u1eef s\u1ed1.<\/p><h3 class=\"wp-block-heading\">2.2. Ng\u00e0nh B\u1ea5t \u0111\u1ed9ng s\u1ea3n C\u00f4ng nghi\u1ec7p: H\u01b0\u1edfng l\u1ee3i t\u1eeb FDI<\/h3><p>V\u1edbi c\u00e1c d\u1ef1 \u00e1n l\u1edbn nh\u01b0 d\u1ef1 \u00e1n nguy\u00ean li\u1ec7u pin 282 tri\u1ec7u USD c\u1ee7a Posco t\u1ea1i Th\u00e1i Nguy\u00ean, c\u00e1c doanh nghi\u1ec7p s\u1edf h\u1eefu qu\u1ef9 \u0111\u1ea5t s\u1ea1ch l\u1edbn nh\u01b0 Viglacera (VGC) \u0111ang tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m. D\u00f9 k\u1ebf ho\u1ea1ch tho\u00e1i v\u1ed1n nh\u00e0 n\u01b0\u1edbc t\u1ea1i Viglacera c\u00f3 th\u1ec3 b\u1ecb tr\u00ec ho\u00e3n, nh\u01b0ng gi\u00e1 tr\u1ecb t\u00e0i s\u1ea3n v\u00e0 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng c\u1ee7a doanh nghi\u1ec7p n\u00e0y v\u1eabn c\u1ef1c k\u1ef3 h\u1ea5p d\u1eabn trong m\u1eaft c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n.<\/p><h3 class=\"wp-block-heading\">2.3. Ng\u00e0nh C\u00f4ng ngh\u1ec7 v\u00e0 AI: L\u00e0n gi\u00f3 m\u1edbi<\/h3><p>C\u00e1c doanh nghi\u1ec7p c\u00f4ng ngh\u1ec7 ti\u00ean phong trong \u1ee9ng d\u1ee5ng AI v\u00e0 chuy\u1ec3n \u0111\u1ed5i s\u1ed1 \u0111ang b\u1eaft \u0111\u1ea7u g\u1eb7t h\u00e1i &#8220;qu\u1ea3 ng\u1ecdt&#8221;. L\u1ee3i nhu\u1eadn t\u1eeb vi\u1ec7c cung c\u1ea5p gi\u1ea3i ph\u00e1p c\u00f4ng ngh\u1ec7 cho th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf \u0111\u00e3 \u0111\u00f3ng g\u00f3p \u0111\u00e1ng k\u1ec3 v\u00e0o t\u1ed5ng doanh thu c\u1ee7a nh\u00f3m n\u00e0y.<\/p><h2 class=\"wp-block-heading\">3. Top nh\u1eefng doanh nghi\u1ec7p c\u00f3 l\u1ee3i nhu\u1eadn t\u0103ng \u0111\u1ed9t bi\u1ebfn<\/h2><p>D\u1eef li\u1ec7u cho th\u1ea5y nhi\u1ec1u doanh nghi\u1ec7p ghi nh\u1eadn m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn &#8220;kh\u1ee7ng&#8221;, g\u1ea5p 10, th\u1eadm ch\u00ed 20 l\u1ea7n so v\u1edbi c\u00f9ng k\u1ef3 2025. Ph\u1ea7n l\u1edbn c\u00e1c doanh nghi\u1ec7p n\u00e0y thu\u1ed9c nh\u00f3m xu\u1ea5t kh\u1ea9u, n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o v\u00e0 b\u00e1n l\u1ebb ti\u00eau d\u00f9ng. \u0110\u00e2y l\u00e0 k\u1ebft qu\u1ea3 c\u1ee7a vi\u1ec7c t\u00e1i c\u1ea5u tr\u00fac quy\u1ebft li\u1ec7t v\u00e0 t\u1eadn d\u1ee5ng t\u1ed1t c\u00e1c hi\u1ec7p \u0111\u1ecbnh th\u01b0\u01a1ng m\u1ea1i t\u1ef1 do (FTA).<\/p><h2 class=\"wp-block-heading\">4. L\u1eddi khuy\u00ean cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 trong giai \u0111o\u1ea1n hi\u1ec7n t\u1ea1i<\/h2><p>M\u1eb7c d\u00f9 th\u1ecb tr\u01b0\u1eddng \u0111ang c\u00f3 nhi\u1ec1u tin t\u1ee9c t\u00edch c\u1ef1c, nh\u00e0 \u0111\u1ea7u t\u01b0 v\u1eabn c\u1ea7n c\u1ea9n tr\u1ecdng:<\/p><ul class=\"wp-block-list\"><li><strong>Ph\u00e2n t\u00edch k\u1ef9 ch\u1ea5t l\u01b0\u1ee3ng l\u1ee3i nhu\u1eadn:<\/strong> L\u1ee3i nhu\u1eadn \u0111\u1ebfn t\u1eeb ho\u1ea1t \u0111\u1ed9ng kinh doanh c\u1ed1t l\u00f5i hay t\u1eeb c\u00e1c kho\u1ea3n thu nh\u1eadp b\u1ea5t th\u01b0\u1eddng?<\/li><li><strong>Theo s\u00e1t d\u00f2ng ti\u1ec1n FDI:<\/strong> Nh\u1eefng khu v\u1ef1c c\u00f3 v\u1ed1n \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i m\u1ea1nh s\u1ebd k\u00e9o theo s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a h\u1ea1 t\u1ea7ng v\u00e0 b\u1ea5t \u0111\u1ed9ng s\u1ea3n ph\u1ee5 tr\u1ee3.<\/li><li><strong>\u0110a d\u1ea1ng h\u00f3a danh m\u1ee5c:<\/strong> Kh\u00f4ng n\u00ean &#8220;b\u1ecf t\u1ea5t c\u1ea3 tr\u1ee9ng v\u00e0o m\u1ed9t gi\u1ecf&#8221;, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong b\u1ed1i c\u1ea3nh \u0111\u1ecba ch\u00ednh tr\u1ecb th\u1ebf gi\u1edbi v\u1eabn c\u00f2n nhi\u1ec1u \u1ea9n s\u1ed1.<\/li><\/ul><h2 class=\"wp-block-heading\">K\u1ebft lu\u1eadn<\/h2><p>B\u00e1o c\u00e1o t\u00e0i ch\u00ednh Q1\/2026 kh\u00f4ng ch\u1ec9 l\u00e0 nh\u1eefng con s\u1ed1 kh\u00f4 khan, m\u00e0 l\u00e0 b\u1eb1ng ch\u1ee9ng s\u1ed1ng \u0111\u1ed9ng cho s\u1ee9c s\u1ed1ng m\u00e3nh li\u1ec7t c\u1ee7a n\u1ec1n kinh t\u1ebf Vi\u1ec7t Nam. Nh\u1eefng doanh nghi\u1ec7p bi\u1ebft t\u1eadn d\u1ee5ng c\u00f4ng ngh\u1ec7, t\u1ed1i \u01b0u h\u00f3a qu\u1ea3n tr\u1ecb v\u00e0 nh\u1ea1y b\u00e9n v\u1edbi xu h\u01b0\u1edbng th\u1ecb tr\u01b0\u1eddng s\u1ebd l\u00e0 nh\u1eefng &#8220;ng\u00f4i sao&#8221; d\u1eabn d\u1eaft VN-Index chinh ph\u1ee5c nh\u1eefng \u0111\u1ec9nh cao m\u1edbi trong n\u0103m 2026.<\/p>","protected":false},"excerpt":{"rendered":"<p>Ph\u00e2n t\u00edch chi ti\u1ebft b\u00e1o c\u00e1o t\u00e0i ch\u00ednh Q1\/2026 c\u1ee7a c\u00e1c doanh nghi\u1ec7p Vi\u1ec7t Nam. \u0110i\u1ec3m danh nh\u1eefng ng\u00e0nh h\u00e0ng t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn \u0111\u1ed9t bi\u1ebfn v\u00e0 ti\u1ec1m n\u0103ng th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n 2026.<\/p>","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[19],"tags":[],"class_list":["post-7624","post","type-post","status-publish","format-standard","hentry","category-business"],"_links":{"self":[{"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/posts\/7624","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/comments?post=7624"}],"version-history":[{"count":1,"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/posts\/7624\/revisions"}],"predecessor-version":[{"id":7626,"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/posts\/7624\/revisions\/7626"}],"wp:attachment":[{"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/media?parent=7624"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/categories?post=7624"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/tags?post=7624"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}