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.
Warren Buffett tiếp tục bán ròng danh mục và nắm giữ lượng tiền mặt kỷ lục, đồng thời chỉ trích tâm lý đầu cơ trên thị trường chứng khoán, khiến việc tìm kiếm cơ hội đầu tư giá trị trở nên khó khăn.
Các ý chính:
- Warren Buffett nắm giữ khoảng 370 tỷ USD tiền mặt và tương đương tiền khi chuẩn bị rời vị trí CEO Berkshire Hathaway vào cuối năm 2025.
- Ông ví thị trường chứng khoán như một sòng bạc, chỉ trích làn sóng giao dịch quyền chọn đáo hạn trong ngày là hình thức đánh bạc.
- Thị trường tăng nóng trong 10 năm qua chủ yếu nhờ làn sóng AI, với Nvidia tăng giá tới 15.610% và SpaceX được định giá 1.700 tỷ USD dù doanh thu chỉ 18,8 tỷ USD/năm.
- Chỉ báo Buffett Indicator (tổng vốn hóa/GDP) hiện ở mức 237%, cao nhất lịch sử, còn CAPE (Shiller P/E) ở mức 42,2 lần, chỉ thấp hơn thời kỳ bong bóng dot-com.
- Bài viết lưu ý rằng định giá cao không đồng nghĩa thị trường sẽ sớm đảo chiều, nhà đầu tư nên duy trì chiến lược dài hạn và danh mục đa dạng.
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RIHKBKCDTTONWBVB124020VCXMVNFDCTNHVSIEBSCBIBWEVHCALTCOMVPXNSGPFLHDPHC1CTPDTPBAB124026DPHDSTPVCUSCSHGMPYPMPTMXHU4PNJDHBAFXCLMBSDHPIISTVETPDVLECSTBDVNSZCCTSBDWPTNNAGPSBVGSKGMPREVREUDLCYCBFCEICADSBWATVWPITFSOC92HTIFUETCC50ILSFLCRBCDACHLDSTCTKGVGGUCTAVCNHPMTBTRCHTMKDMVIC124005BAF123020LO5TTDVDTKSFTNAJVCTA6LHCTARSVCPTLITSHQCPXTCCCMNDTSJNAUTNIBMIB82VNLHDB125012SBGCADCDNHBCTCHSDVFTITVPPGSAGXTVDTRASTSPVVGELDTDNBBCMMTGPTQWSNCPNTPPECH5DICHPXIDPLPB125028VFCTGGPSDONEPROHPDLCSTCMCLLBVBTVMMSRKTLPGNMCDTEGVCSLGCCLGNPM123023KMTUTTMDCNBWCLHRDPBMVCTGPVPBSGVINOCHVTOVND125033TLTDSVSTDVIHVGLTCXTSAJOSDL1ELCPNGCENHRBDPMAPTFRCTDTFUEKIVNDPRCLPB122013FHSSHB125017THDMCFKBCCNNVE1VCIHHSCSIVCEX77VE8QHWSCJVOSNBEFUEMAV30VLBAAVQTCBTUBSLPSPTXMPGVDHMCTG123018UPCOPCSSNCII124021TCLDCTDHTKHLPPPFT1FTMMGGGKMPCCLKWHAHTABPIAMDFLPB125006PVTHPTNASFUESSV30STKVAB125034VOCDDNLPB123016TLPDTLBTBHEPNOSVHFSKGNSTVTLTV3VIXSDGNTLBSRTTSACBD11FCSTBTINNTW3CTG125001SMNLBMCDGNBCTKUBMJKHWBCEVMAHPMSABSBMBGWPASBDTPMJV21CRVITCMHLQNTBLWHLSFCNPVBHDWGMDGICPATHKTF88TTESCDHIDSGSCANPDRISGTIDRGCSCRCTG126005BIDBIIVTHDLMTNPPNCVNPSCOSJCSAMQBSNasdaq 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