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.
Chứng khoán MB cho rằng kinh tế 7 tháng đầu năm 2026 vẫn tích cực, còn thị trường chứng khoán có tín hiệu hồi phục nhờ vốn ngoại và yếu tố mùa vụ.
Các ý chính:
- MBS đánh giá kinh tế Việt Nam tiếp tục tăng trưởng nhờ chính sách tài khóa mở rộng và tiền tệ chủ động, nhưng vẫn còn áp lực thanh khoản ngân hàng và lãi suất cho vay tăng.
- Quyết định số 40/2026/QĐ-TTg về cơ cấu lại vốn Nhà nước được kỳ vọng giúp nhóm doanh nghiệp liên quan trở thành một trong những dòng cổ phiếu dẫn dắt thị trường.
- Khối ngoại chuyển sang mua ròng tuần qua sau chuỗi bán ròng kéo dài, với lực mua tập trung vào cổ phiếu vốn hóa lớn, khiến MBS đặt giả thuyết dòng vốn P-Notes có thể xuất hiện.
- MBS thống kê xác suất VN-Index tăng trong tháng 8 khoảng 80%, đồng thời ghi nhận 6 năm gần nhất thị trường đều tăng với mức bình quân 3,9%.
- MBS đặt mục tiêu VN-Index ở kịch bản cơ sở là 1.800 điểm, có thể hướng tới 1.850 điểm nếu thuận lợi, còn vùng hỗ trợ quanh 1.600-1.650 điểm.
- MBS ưu tiên nhóm cổ phiếu liên quan tái cơ cấu vốn Nhà nước cùng các ngành chứng khoán, bán lẻ và logistics.
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