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.
Thị trường chứng khoán Việt Nam duy trì đà phục hồi tuần thứ hai, nhưng thanh khoản chưa cải thiện khiến nhà đầu tư thận trọng trước mốc 1.800 điểm.
Các ý chính:
- VN-Index tiếp tục tăng tuần thứ hai liên tiếp, đóng cửa ở mức 1.768,06 điểm sau khi cộng thêm 1,85% trong tuần qua.
- Nhóm cổ phiếu doanh nghiệp nhà nước bứt phá cuối tuần nhờ thông tin về tiêu chí cơ cấu lại vốn nhà nước, góp phần tạo động lực cho thị trường.
- Khối ngoại quay lại mua ròng khoảng 2.250 tỷ đồng trên HoSE, tập trung chủ yếu vào nhóm cổ phiếu Vingroup.
- Thanh khoản giảm 10,3% so với tuần trước và thấp hơn gần 9% so với trung bình 20 tuần, cho thấy dòng tiền vẫn chưa lan tỏa rộng.
- Công ty Chứng khoán SHS nhận định VN-Index đang trong giai đoạn tích lũy, với vùng hỗ trợ 1.750 điểm và kháng cự 1.775-1.810 điểm.
- SSI Research chỉ ra lợi nhuận doanh nghiệp trên HoSE tăng 45,8% trong quý II và P/E dự phóng 2026 chỉ 12,2 lần, nhưng rủi ro lãi suất vẫn hiện hữu.
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