{"id":2139,"date":"2026-07-01T04:01:04","date_gmt":"2026-06-30T21:01:04","guid":{"rendered":"https:\/\/useful.vn\/?p=2139"},"modified":"2026-07-01T04:01:04","modified_gmt":"2026-06-30T21:01:04","slug":"vi-sao-co-phieu-cong-nghe-toan-cau-lao-doc","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=2139","title":{"rendered":"V\u00ec sao c\u1ed5 phi\u1ebfu c\u00f4ng ngh\u1ec7 to\u00e0n c\u1ea7u lao d\u1ed1c?"},"content":{"rendered":"
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\nV\u00ec sao c\u1ed5 phi\u1ebfu c\u00f4ng ngh\u1ec7 to\u00e0n c\u1ea7u lao d\u1ed1c? <\/h1>\n

Vi\u1ec7c khan hi\u1ebfm ngu\u1ed3n cung chip c\u00f9ng kh\u1ea3 n\u0103ng C\u1ee5c D\u1ef1 tr\u1eef Li\u00ean bang M\u1ef9 (Fed) ti\u1ebfp t\u1ee5c n\u00e2ng l\u00e3i su\u1ea5t khi\u1ebfn c\u1ed5 phi\u1ebfu c\u00f4ng ngh\u1ec7 lao d\u1ed1c.<\/p>\n

Nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu c\u00f4ng ngh\u1ec7 v\u1ed1n n\u1ed5i ti\u1ebfng thi\u1ebfu ki\u00ean nh\u1eabn. Nh\u01b0ng g\u1ea7n \u0111\u00e2y, s\u1ef1 s\u1ed1t ru\u1ed9t c\u1ee7a h\u1ecd \u0111\u00e3 chuy\u1ec3n th\u00e0nh th\u1ea5t v\u1ecdng khi kho\u1ea3n ti\u1ec1n l\u1edbn \u0111\u1ed5 v\u00e0o cu\u1ed9c \u0111ua tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) v\u1eabn ch\u01b0a mang l\u1ea1i m\u1ee9c t\u0103ng l\u1ee3i nhu\u1eadn nh\u01b0 k\u1ef3 v\u1ecdng.<\/p>\n

Nasdaq Composite, ch\u1ec9 s\u1ed1 \u0111\u1ea1i di\u1ec7n cho s\u00e0n ch\u1ee9ng kho\u00e1n quy t\u1ee5 h\u00e0ng tr\u0103m c\u00f4ng ty c\u00f4ng ngh\u1ec7 t\u1ea1i M\u1ef9, \u0111\u00e3 gi\u1ea3m 1,2% trong phi\u00ean giao d\u1ecbch 26\/6. Ch\u1ec9 s\u1ed1 n\u00e0y \u0111\u00e3 gi\u1ea3m \u0111i\u1ec3m trong to\u00e0n b\u1ed9 c\u00e1c phi\u00ean giao d\u1ecbch c\u1ee7a tu\u1ea7n n\u00e0y v\u00e0 hi\u1ec7n th\u1ea5p h\u01a1n 6% so v\u1edbi m\u1ee9c \u0111\u1ec9nh l\u1ecbch s\u1eed thi\u1ebft l\u1eadp ng\u00e0y 2\/6.<\/p>\n

Microsoft v\u00e0 Meta \u0111\u00e3 r\u01a1i v\u00e0o th\u1ecb tr\u01b0\u1eddng gi\u00e1 xu\u1ed1ng (bear market) khi m\u1ea5t kho\u1ea3ng 20% gi\u00e1 tr\u1ecb so v\u1edbi m\u1ee9c \u0111\u1ec9nh. C\u00e1c th\u00e0nh vi\u00ean c\u00f2n l\u1ea1i trong nh\u00f3m “Magnificent 7” g\u1ed3m Amazon, Apple, Google, Nvidia v\u00e0 Tesla c\u0169ng \u0111\u1ec1u b\u01b0\u1edbc v\u00e0o v\u00f9ng \u0111i\u1ec1u ch\u1ec9nh, gi\u1ea3m \u00edt nh\u1ea5t 10% so v\u1edbi c\u00e1c m\u1ee9c \u0111\u1ec9nh g\u1ea7n \u0111\u00e2y.<\/p>\n

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Bi\u1ebfn \u0111\u1ed9ng c\u1ee7a ch\u1ec9 s\u1ed1 Nasdaq trong m\u1ed9t n\u0103m. \u0110\u1ed3 th\u1ecb: Google Finance<\/em><\/p>\n<\/figcaption><\/figure>\n

S\u1ef1 ph\u00e2n h\u00f3a n\u00e0y \u0111\u01b0\u1ee3c th\u1ec3 hi\u1ec7n r\u00f5 qua di\u1ec5n bi\u1ebfn c\u1ee7a Apple v\u00e0 Micron. Ng\u00e0y 25\/6, Apple th\u00f4ng b\u00e1o s\u1ebd t\u0103ng gi\u00e1 MacBook v\u00e0 iPad do t\u00ecnh tr\u1ea1ng khan hi\u1ebfm chip nh\u1edb, khi\u1ebfn c\u1ed5 phi\u1ebfu h\u00e3ng gi\u1ea3m h\u01a1n 6%. Tr\u00e1i l\u1ea1i, Micron – nh\u00e0 s\u1ea3n xu\u1ea5t chip nh\u1edb v\u00e0 chip l\u01b0u tr\u1eef – t\u0103ng g\u1ea7n 16% trong c\u00f9ng phi\u00ean, sau khi c\u00f4ng b\u1ed1 k\u1ebft qu\u1ea3 kinh doanh v\u01b0\u1ee3t k\u1ef3 v\u1ecdng nh\u1edd nhu c\u1ea7u ch\u1ea5t b\u00e1n d\u1eabn t\u0103ng m\u1ea1nh.<\/p>\n

Nh\u1eefng di\u1ec5n bi\u1ebfn tr\u00ean \u0111ang khi\u1ebfn to\u00e0n ng\u00e0nh ph\u1ea3i th\u1eadn tr\u1ecdng h\u01a1n. OpenAI \u0111ang c\u00e2n nh\u1eafc ho\u00e3n k\u1ebf ho\u1ea1ch ch\u00e0o b\u00e1n c\u1ed5 phi\u1ebfu l\u1ea7n \u0111\u1ea7u ra c\u00f4ng ch\u00fang (IPO) do bi\u1ebfn \u0111\u1ed9ng g\u1ea7n \u0111\u00e2y c\u1ee7a th\u1ecb tr\u01b0\u1eddng c\u00f3 th\u1ec3 khi\u1ebfn c\u00f4ng ty kh\u00f3 \u0111\u1ea1t \u0111\u01b0\u1ee3c m\u1ee9c \u0111\u1ecbnh gi\u00e1 m\u1ee5c ti\u00eau 1.000 t\u1ef7 USD.<\/p>\n

Kh\u00f4ng ch\u1ec9 t\u1ea1i M\u1ef9, Kospi, ch\u1ec9 s\u1ed1 \u0111\u1ea1i di\u1ec7n cho th\u1ecb tr\u01b0\u1eddng H\u00e0n Qu\u1ed1c, c\u0169ng r\u01a1i v\u00e0o t\u00ecnh tr\u1ea1ng t\u01b0\u01a1ng t\u1ef1. Th\u1ecb tr\u01b0\u1eddng n\u00e0y \u0111\u00e3 ph\u1ea3i k\u00edch ho\u1ea1t c\u01a1 ch\u1ebf ng\u1eaft m\u1ea1ch (circuit breaker) trong phi\u00ean giao d\u1ecbch 26\/6 v\u00e0 t\u1ea1m d\u1eebng giao d\u1ecbch trong 20 ph\u00fat. Ch\u1ed1t phi\u00ean, Kospi \u0111\u00e3 gi\u1ea3m t\u1ed5ng c\u1ed9ng 5,8%.<\/p>\n

Kospi lao d\u1ed1c sau \u0111\u00e0 \u0111i xu\u1ed1ng c\u1ee7a c\u1ed5 phi\u1ebfu hai “\u00f4ng l\u1edbn” c\u00f4ng ngh\u1ec7 SK Hynix v\u00e0 Samsung. Hi\u1ec7n hai doanh nghi\u1ec7p n\u00e0y \u0111\u00e3 chi\u1ebfm kho\u1ea3ng m\u1ed9t n\u1eeda gi\u00e1 tr\u1ecb v\u1ed1n h\u00f3a ch\u1ee9ng kho\u00e1n H\u00e0n Qu\u1ed1c.<\/p>\n

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Bi\u1ebfn \u0111\u1ed9ng c\u1ee7a ch\u1ec9 s\u1ed1 Kospi t\u1eeb \u0111\u1ea7u n\u0103m. \u0110\u1ed3 th\u1ecb: Google Finance<\/em><\/p>\n<\/figcaption><\/figure>\n

S\u1ef1 th\u1eadn tr\u1ecdng c\u1ee7a gi\u1edbi \u0111\u1ea7u t\u01b0 l\u00e0 c\u00f3 c\u01a1 s\u1edf. Trong nhi\u1ec1u n\u0103m qua, \u0111\u1ecbnh gi\u00e1 c\u1ee7a nh\u00f3m c\u1ed5 phi\u1ebfu AI li\u00ean t\u1ee5c \u0111\u01b0\u1ee3c \u0111\u1ea9y l\u00ean cao, ch\u1ee7 y\u1ebfu d\u1ef1a tr\u00ean k\u1ef3 v\u1ecdng v\u1ec1 ti\u1ec1m n\u0103ng c\u1ee7a c\u00f4ng ngh\u1ec7 n\u00e0y, thay v\u00ec m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn th\u1ef1c t\u1ebf – y\u1ebfu t\u1ed1 v\u1ed1n l\u00e0 \u0111\u1ed9ng l\u1ef1c ch\u00ednh th\u00fac \u0111\u1ea9y gi\u00e1 c\u1ed5 phi\u1ebfu.<\/p>\n

Nhu c\u1ea7u v\u1edbi AI tr\u00ean to\u00e0n c\u1ea7u v\u1eabn \u0111ang t\u0103ng, nh\u01b0ng t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng c\u1ee7a ng\u00e0nh bu\u1ed9c c\u00e1c doanh nghi\u1ec7p ph\u1ea3i chi ti\u00eau v\u00e0 vay m\u01b0\u1ee3n h\u00e0ng ch\u1ee5c t\u1ef7 USD \u0111\u1ec3 x\u00e2y d\u1ef1ng h\u1ea1 t\u1ea7ng v\u00e0 ph\u00e1t tri\u1ec3n c\u00f4ng ngh\u1ec7. Tuy nhi\u00ean, k\u1ebft qu\u1ea3 t\u00e0i ch\u00ednh ch\u01b0a th\u1ec3 c\u1ea3i thi\u1ec7n ngay l\u1eadp t\u1ee9c.<\/p>\n

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Nh\u00e2n vi\u00ean giao d\u1ecbch t\u1ea1i th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n M\u1ef9. \u1ea2nh: Reuters<\/em>.<\/p>\n<\/figcaption><\/figure>\n

Ngo\u00e0i ra, vi\u1ec7c c\u00e1c doanh nghi\u1ec7p \u0111\u1ea9y m\u1ea1nh \u0111\u1ea7u t\u01b0 v\u00e0o AI \u0111\u00e3 ch\u00e2m ng\u00f2i cho l\u00e0n s\u00f3ng x\u00e2y d\u1ef1ng trung t\u00e2m d\u1eef li\u1ec7u. Vi\u1ec7c n\u00e0y k\u00e9o theo nhu c\u1ea7u r\u1ea5t l\u1edbn v\u1ec1 c\u00e1c d\u00f2ng chip hi\u1ec7u n\u0103ng cao m\u00e0 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t b\u00e1n d\u1eabn ch\u01b0a th\u1ec3 t\u0103ng s\u1ea3n l\u01b0\u1ee3ng \u0111\u1ee7 nhanh \u0111\u1ec3 \u0111\u00e1p \u1ee9ng.<\/p>\n

Ngu\u1ed3n cung khan hi\u1ebfm \u0111\u00e3 \u0111\u1ea9y gi\u00e1 chip t\u0103ng v\u1ecdt, t\u1ea1o ra s\u1ef1 ph\u00e2n h\u00f3a r\u00f5 r\u1ec7t trong ng\u00e0nh AI. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip tr\u1edf th\u00e0nh b\u00ean h\u01b0\u1edfng l\u1ee3i l\u1edbn khi c\u1ed5 phi\u1ebfu li\u00ean t\u1ee5c b\u1ee9t ph\u00e1. Trong khi \u0111\u00f3, c\u00e1c t\u1eadp \u0111o\u00e0n c\u00f4ng ngh\u1ec7 \u0111\u1ea7u t\u01b0 m\u1ea1nh \u0111\u1ec3 ph\u00e1t tri\u1ec3n v\u00e0 v\u1eadn h\u00e0nh c\u00e1c m\u00f4 h\u00ecnh AI l\u1ea1i ch\u1ecbu \u00e1p l\u1ef1c gi\u1ea3m gi\u00e1 do chi ph\u00ed t\u0103ng cao v\u00e0 l\u1ee3i nhu\u1eadn ch\u01b0a theo k\u1ecbp k\u1ef3 v\u1ecdng.<\/p>\n

Ngo\u00e0i vi\u1ec7c ngu\u1ed3n cung chip khan hi\u1ebfm, l\u1ee3i su\u1ea5t tr\u00e1i phi\u1ebfu t\u0103ng v\u00e0 kh\u1ea3 n\u0103ng C\u1ee5c D\u1ef1 tr\u1eef Li\u00ean bang M\u1ef9 (Fed) ti\u1ebfp t\u1ee5c n\u00e2ng l\u00e3i su\u1ea5t trong nh\u1eefng th\u00e1ng t\u1edbi c\u00f3 th\u1ec3 t\u1ea1o th\u00eam \u00e1p l\u1ef1c l\u00ean nh\u00f3m c\u00f4ng ngh\u1ec7. Nh\u00f3m n\u00e0y th\u01b0\u1eddng nh\u1ea1y c\u1ea3m v\u1edbi chi ph\u00ed vay v\u1ed1n cao.<\/p>\n

Tr\u1ecdng Hi\u1ebfu<\/strong>(theo CNN)<\/em><\/p>\n<\/article>\n

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https:\/\/vnexpress.net\/vi-sao-co-phieu-cong-nghe-toan-cau-lao-doc-5090680.html<\/p>\n","protected":false},"excerpt":{"rendered":"

V\u00ec sao c\u1ed5 phi\u1ebfu c\u00f4ng ngh\u1ec7 to\u00e0n c\u1ea7u lao d\u1ed1c? Vi\u1ec7c khan hi\u1ebfm ngu\u1ed3n cung chip c\u00f9ng kh\u1ea3 n\u0103ng C\u1ee5c D\u1ef1 tr\u1eef Li\u00ean bang M\u1ef9 (Fed) ti\u1ebfp t\u1ee5c n\u00e2ng l\u00e3i su\u1ea5t khi\u1ebfn c\u1ed5 phi\u1ebfu c\u00f4ng ngh\u1ec7 lao d\u1ed1c. Nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu c\u00f4ng ngh\u1ec7 v\u1ed1n n\u1ed5i ti\u1ebfng thi\u1ebfu ki\u00ean nh\u1eabn. Nh\u01b0ng g\u1ea7n \u0111\u00e2y, s\u1ef1<\/p>\n","protected":false},"author":1,"featured_media":2140,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[],"class_list":["post-2139","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thi-truong"],"_links":{"self":[{"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/2139","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2139"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/2139\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/2140"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2139"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2139"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2139"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}