Fialda là Kênh thông tin chuyên sâu về các lĩnh vực kinh tế, tài chính & chứng khoán được cập nhật liên tục, chính xác và đầy đủ nhất Việt Nam áp dụng công nghệ 4.0 AI & Big Data. Tin tức và sự kiện doanh nghiệp được cập nhật liên tục. Thông tin về các giao diện cổ đông nội bộ, nhận định thị trường, phân tích chứng khoán qua lăng kính kỹ thuật, thông tin nhịp đập thị trường được cập nhật đầy đủ, liên tục và chính xác.
Theo nhận định của chuyên gia MBS, thị trường chứng khoán tháng 11/2026 có thể phục hồi sau hai tháng điều chỉnh, trong bối cảnh nhiều yếu tố hỗ trợ đang hình thành.
Các ý chính:
- Chuyên gia MBS kỳ vọng yếu tố mùa vụ tích cực và mặt bằng định giá trở nên hấp dẫn hơn sẽ giúp thị trường hồi phục trong tháng 11/2026.
- NHNN triển khai hoán đổi USD/VND kỳ hạn 6 tháng, quy mô tối đa 2 tỷ USD, nhằm hỗ trợ thanh khoản hệ thống ngân hàng.
- Kết quả bầu cử giữa nhiệm kỳ tại Mỹ có thể tạo thêm cơ chế kiểm soát chính sách thuế quan và giảm bớt bất định thương mại.
- Đà phục hồi của thị trường nhiều khả năng sẽ phân hóa, nên các doanh nghiệp có câu chuyện riêng và triển vọng lợi nhuận vững chắc được chú ý hơn.
- Các cổ phiếu được nêu đáng chú ý trong tháng 11 gồm TCB, VCB, STB, HPG, MWG, VHM, GVR và TCX.
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