{"id":8988,"date":"2026-08-06T11:17:23","date_gmt":"2026-08-06T04:17:23","guid":{"rendered":"https:\/\/useful.vn\/?p=8988"},"modified":"2026-08-06T11:17:23","modified_gmt":"2026-08-06T04:17:23","slug":"chuyen-gia-viet-nam-la-tam-diem-thuong-mai-ai-o-chau-a","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=8988","title":{"rendered":"Chuy\u00ean gia: Vi\u1ec7t Nam l\u00e0 t\u00e2m \u0111i\u1ec3m th\u01b0\u01a1ng m\u1ea1i AI \u1edf ch\u00e2u \u00c1"},"content":{"rendered":"
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\nChuy\u00ean gia: Vi\u1ec7t Nam l\u00e0 t\u00e2m \u0111i\u1ec3m th\u01b0\u01a1ng m\u1ea1i AI \u1edf ch\u00e2u \u00c1 <\/h1>\n

Th\u1ecb ph\u1ea7n th\u01b0\u01a1ng m\u1ea1i c\u1ee7a Vi\u1ec7t Nam m\u1ea3ng thi\u1ebft b\u1ecb li\u00ean quan AI t\u0103ng v\u1ecdt th\u1eadp k\u1ef7 qua, th\u00e0nh t\u00e2m \u0111i\u1ec3m ch\u00e2u \u00c1, theo T\u1ed5ng gi\u00e1m \u0111\u1ed1c HSBC Vi\u1ec7t Nam.<\/p>\n

Trong ph\u00e2n t\u00edch m\u1edbi ph\u00e1t h\u00e0nh, T\u1ed5ng gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh HSBC Vi\u1ec7t Nam Tim Evans \u0111\u00e1nh gi\u00e1 “Vi\u1ec7t Nam \u0111\u00e3 ti\u1ebfn nhanh h\u01a1n v\u00e0 xa h\u01a1n b\u1ea5t k\u1ef3 n\u1ec1n kinh t\u1ebf n\u00e0o kh\u00e1c” trong th\u01b0\u01a1ng m\u1ea1i h\u00e0ng h\u00f3a li\u00ean quan \u0111\u1ebfn tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) nh\u01b0 chip b\u00e1n d\u1eabn, linh ki\u1ec7n v\u00e0 thi\u1ebft b\u1ecb \u0111\u1ec3 c\u00f4ng ngh\u1ec7 AI v\u1eadn h\u00e0nh.<\/p>\n

Theo b\u00e1o c\u00e1o c\u1ee7a Kh\u1ed1i Nghi\u00ean c\u1ee9u \u0110\u1ea7u t\u01b0 HSBC, th\u1ecb ph\u1ea7n th\u01b0\u01a1ng m\u1ea1i to\u00e0n c\u1ea7u c\u1ee7a Vi\u1ec7t Nam trong m\u1ea3ng thi\u1ebft b\u1ecb li\u00ean quan \u0111\u1ebfn AI \u0111\u00e3 t\u0103ng t\u1eeb 1,2% v\u00e0o 2015 l\u00ean 12,4% n\u0103m 2025, cao nh\u1ea5t th\u1ebf gi\u1edbi (t\u00ednh ri\u00eang m\u1ed9t n\u1ec1n kinh t\u1ebf giai \u0111o\u1ea1n n\u00e0y).<\/p>\n

\u0110\u1ea7u 2026, xu\u1ea5t kh\u1ea9u H\u00e0n Qu\u1ed1c sang Vi\u1ec7t Nam t\u0103ng m\u1ea1nh nh\u1ea5t \u0110\u00f4ng Nam \u00c1, cho th\u1ea5y m\u1ed1i li\u00ean k\u1ebft s\u1ea3n xu\u1ea5t s\u00e2u r\u1ed9ng v\u00e0 vai tr\u00f2 ng\u00e0y c\u00e0ng l\u1edbn c\u1ee7a Vi\u1ec7t Nam trong l\u1eafp r\u00e1p ph\u1ea7n c\u1ee9ng m\u00e1y t\u00ednh, g\u1ed3m thi\u1ebft b\u1ecb li\u00ean quan \u0111\u1ebfn m\u00e1y ch\u1ee7 AI, theo \u00f4ng Tim.<\/p>\n

Trong khi, \u0110\u00e0i Loan (Trung Qu\u1ed1c) l\u1ea7n \u0111\u1ea7u th\u00e2m h\u1ee5t th\u01b0\u01a1ng m\u1ea1i v\u1edbi Vi\u1ec7t Nam h\u1ed3i qu\u00fd I. Ba th\u00e1ng t\u00ednh \u0111\u1ebfn th\u00e1ng 5, nh\u1eadp kh\u1ea9u c\u1ee7a h\u00f2n \u0111\u1ea3o n\u00e0y t\u1eeb Vi\u1ec7t Nam t\u0103ng v\u1ecdt 173% so v\u1edbi c\u00f9ng k\u1ef3 2025, ch\u1ee7 y\u1ebfu l\u00e0 m\u00e1y m\u00f3c, thi\u1ebft b\u1ecb \u0111i\u1ec7n v\u00e0 \u0111\u1ed3 \u0111i\u1ec7n gia d\u1ee5ng.<\/p>\n

\u00d4ng Tim cho r\u1eb1ng di\u1ec5n bi\u1ebfn n\u00e0y cho th\u1ea5y s\u1ef1 “d\u1ecbch chuy\u1ec3n l\u1edbn”. Vi\u1ec7t Nam kh\u00f4ng c\u00f2n l\u00e0 c\u1ee9 \u0111i\u1ec3m l\u1eafp r\u00e1p chi ph\u00ed th\u1ea5p \u1edf cu\u1ed1i chu\u1ed7i cung \u1ee9ng, m\u00e0 \u0111\u00e3 tr\u1edf th\u00e0nh m\u1eaft x\u00edch trong m\u1ea1ng l\u01b0\u1edbi \u0111a ph\u01b0\u01a1ng, t\u1ee9c nh\u1eadp kh\u1ea9u \u0111\u1ea7u v\u00e0o gi\u00e1 tr\u1ecb cao t\u1eeb \u0110\u00e0i Loan v\u00e0 H\u00e0n Qu\u1ed1c, sau \u0111\u00f3 s\u1ea3n xu\u1ea5t tinh vi r\u1ed3i xu\u1ea5t kh\u1ea9u tr\u1edf l\u1ea1i ch\u00e2u \u00c1 v\u00e0 th\u1ebf gi\u1edbi.<\/p>\n

“C\u00e1c d\u00f2ng ch\u1ea3y hai chi\u1ec1u \u0111ang ng\u00e0y c\u00e0ng s\u00e2u s\u1eafc h\u01a1n v\u00e0 v\u1ecb th\u1ebf c\u1ee7a Vi\u1ec7t Nam trong c\u00e1c d\u00f2ng ch\u1ea3y \u0111\u00f3 c\u0169ng \u0111ang \u0111\u01b0\u1ee3c c\u1ee7ng c\u1ed1”, \u00f4ng nh\u1eadn \u0111\u1ecbnh.<\/p>\n

Theo d\u1eef li\u1ec7u c\u1ee7a HSBC, th\u01b0\u01a1ng m\u1ea1i n\u1ed9i v\u00f9ng ch\u00e2u \u00c1 v\u1edbi h\u00e0ng h\u00f3a li\u00ean quan \u0111\u1ebfn AI \u0111\u1ea1t g\u1ea7n 2.000 t\u1ef7 USD n\u0103m ngo\u00e1i, g\u1ea5p \u0111\u00f4i tr\u01b0\u1edbc Covid-19. H\u00e0ng h\u00f3a li\u00ean quan AI chi\u1ebfm 35% t\u1ed5ng kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u c\u1ee7a ch\u00e2u \u00c1, so v\u1edbi m\u1ee9c 19% th\u1eadp k\u1ef7 tr\u01b0\u1edbc.<\/p>\n

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\u00d4ng Tim Evans, T\u1ed5ng gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh HSBC Vi\u1ec7t Nam. \u1ea2nh ng\u00e2n h\u00e0ng cung c\u1ea5p<\/em><\/p>\n<\/figcaption><\/figure>\n

Vi\u1ec7t Nam v\u01b0\u01a1n l\u00ean nh\u1edd y\u1ebfu t\u1ed1 ch\u00ednh s\u00e1ch l\u1eabn \u0111\u1ecba l\u00fd. <\/strong><\/span>Ch\u00ednh ph\u1ee7 \u0111\u00e3 \u0111\u1ec1 ra chi\u1ebfn l\u01b0\u1ee3c qu\u1ed1c gia v\u1ec1 ph\u00e1t tri\u1ec3n c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn v\u00e0 x\u00e1c \u0111\u1ecbnh khoa h\u1ecdc, c\u00f4ng ngh\u1ec7, chuy\u1ec3n \u0111\u1ed5i s\u1ed1 l\u00e0 \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng.<\/p>\n

C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t to\u00e0n c\u1ea7u h\u01b0\u1edfng \u1ee9ng b\u1eb1ng nh\u1eefng kho\u1ea3n \u0111\u1ea7u t\u01b0 l\u1edbn v\u00e0o \u0111\u00f3ng g\u00f3i, ki\u1ec3m th\u1eed v\u00e0 s\u1ea3n xu\u1ea5t h\u00e0ng \u0111i\u1ec7n t\u1eed. Vi\u1ec7t Nam \u0111\u1ed3ng th\u1eddi h\u1ee3p t\u00e1c c\u00e1c t\u1eadp \u0111o\u00e0n c\u00f4ng ngh\u1ec7 h\u00e0ng \u0111\u1ea7u nh\u1eb1m ti\u1ebfp nh\u1eadn n\u0103ng l\u1ef1c nghi\u00ean c\u1ee9u v\u00e0 thi\u1ebft k\u1ebf.<\/p>\n

N\u1eeda \u0111\u1ea7u n\u0103m, c\u00f4ng nghi\u1ec7p ch\u1ebf bi\u1ebfn, ch\u1ebf t\u1ea1o thu h\u00fat 17,91 t\u1ef7 USD v\u1ed1n FDI, chi\u1ebfm 63% t\u1ed5ng v\u1ed1n \u0111\u0103ng k\u00fd m\u1edbi v\u00e0 t\u0103ng th\u00eam, theo C\u1ee5c Th\u1ed1ng k\u00ea. Nhi\u1ec1u \u0111\u1ecba ph\u01b0\u01a1ng ghi nh\u1eadn c\u00e1c d\u1ef1 \u00e1n l\u1edbn li\u00ean quan \u0111\u1ebfn \u0111i\u1ec7n t\u1eed, b\u00e1n d\u1eabn.<\/p>\n

V\u00ed d\u1ee5, Th\u00e1i Nguy\u00ean d\u1eabn \u0111\u1ea7u thu h\u00fat FDI v\u1edbi quy m\u00f4 h\u01a1n 8 t\u1ef7 USD trong 6 th\u00e1ng \u0111\u1ea7u, ph\u1ea7n l\u1edbn \u0111\u1ed5 v\u00e0o c\u00e1c t\u1ed5 h\u1ee3p c\u00f4ng ngh\u1ec7 cao, c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn v\u00e0 s\u1ea3n xu\u1ea5t linh ki\u1ec7n \u0111i\u1ec7n t\u1eed. H\u1ea3i Ph\u00f2ng \u0111\u00f3n 1,83 t\u1ef7 USD nh\u1edd g\u1ee1 v\u01b0\u1edbng th\u1ee7 t\u1ee5c cho c\u00e1c d\u1ef1 \u00e1n ph\u1ee5 tr\u1ee3 ng\u00e0nh b\u00e1n d\u1eabn v\u00e0 \u0111i\u1ec7n t\u1eed nh\u01b0 LG Innotek.<\/p>\n

Song song, Vi\u1ec7t Nam c\u0169ng \u0111ang b\u1eaft \u0111\u1ea7u c\u00f3 nhu c\u1ea7u AI cao. V\u1edbi d\u00e2n s\u1ed1 tr\u1ebb, am hi\u1ec3u c\u00f4ng ngh\u1ec7 v\u00e0 c\u1ed9ng \u0111\u1ed3ng doanh nghi\u1ec7p n\u0103ng \u0111\u1ed9ng, Vi\u1ec7t Nam c\u00f3 v\u1ecb th\u1ebf thu\u1eadn l\u1ee3i \u0111\u1ec3 tr\u1edf th\u00e0nh th\u1ecb tr\u01b0\u1eddng ti\u00eau th\u1ee5 d\u1ecbch v\u1ee5 AI quan tr\u1ecdng, theo \u00f4ng Tim.<\/p>\n

H\u1ed3i th\u00e1ng 4, TP HCM trao ch\u1ee9ng nh\u1eadn \u0111\u0103ng k\u00fd \u0111\u1ea7u t\u01b0 cho 4 d\u1ef1 \u00e1n c\u00f4ng ngh\u1ec7 cao chi\u1ebfn l\u01b0\u1ee3c v\u1edbi t\u1ed5ng v\u1ed1n h\u01a1n 1,23 t\u1ef7 USD. Trong \u0111\u00f3, hai d\u1ef1 \u00e1n ch\u00ednh g\u1ed3m Trung t\u00e2m d\u1eef li\u1ec7u Evolution DC VN HCMC c\u1ee7a li\u00ean danh 3 nh\u00e0 \u0111\u1ea7u t\u01b0 Singapore, gi\u00e1 tr\u1ecb h\u01a1n 508 tri\u1ec7u USD v\u00e0 T\u1ed5 h\u1ee3p trung t\u00e2m d\u1eef li\u1ec7u si\u00eau l\u1edbn STARMASON v\u1ed1n \u0111\u1ea7u t\u01b0 kho\u1ea3ng 480 tri\u1ec7u USD do Starmason \u0111\u1ea7u t\u01b0.<\/p>\n

H\u01b0\u1edfng l\u1ee3i t\u1eeb l\u00e0n s\u00f3ng th\u01b0\u01a1ng m\u1ea1i li\u00ean quan \u0111\u1ebfn AI nh\u01b0ng c\u0169ng \u0111i k\u00e8m r\u1ee7i ro. Theo \u00f4ng Tim, chuy\u00ean m\u00f4n h\u00f3a s\u00e2u h\u01a1n \u0111\u1ed3ng ngh\u0129a Vi\u1ec7t Nam d\u1ec5 b\u1ecb \u1ea3nh h\u01b0\u1edfng tr\u01b0\u1edbc c\u00e1c c\u00fa s\u1ed1c chung, nh\u01b0 chi ti\u00eau v\u1ed1n cho AI h\u1ea1 nhi\u1ec7t, si\u1ebft ch\u1eb7t ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u hay bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh v\u1ec1 gi\u00e1 b\u00e1n d\u1eabn. Ngo\u00e0i ra, gi\u00e1 chip c\u00f9ng h\u00e0ng \u0111i\u1ec7n t\u1eed t\u0103ng c\u0169ng c\u00f3 th\u1ec3 gia t\u0103ng \u00e1p l\u1ef1c l\u1ea1m ph\u00e1t trong to\u00e0n khu v\u1ef1c.<\/p>\n

Tuy v\u1eady, c\u00e1c \u0111\u1ed9ng l\u1ef1c mang t\u00ednh c\u1ea5u tr\u00fac v\u1eabn t\u1ed1t. Chu\u1ed7i cung \u1ee9ng \u0111ang \u0111a d\u1ea1ng h\u00f3a kh\u1eafp ch\u00e2u \u00c1, c\u00e1c hi\u1ec7p \u0111\u1ecbnh nh\u01b0 RCEP v\u00e0 CPTPP gi\u00fap gi\u1ea3m r\u00e0o c\u1ea3n th\u01b0\u01a1ng m\u1ea1i. Vi\u1ec7t Nam c\u0169ng \u0111\u00e3 ch\u1ee9ng minh kh\u1ea3 n\u0103ng h\u1ea5p th\u1ee5 \u0111\u01b0\u1ee3c v\u1ed1n quy m\u00f4 l\u1edbn.<\/p>\n

“Trong b\u1ed1i c\u1ea3nh ch\u00e2u \u00c1 chuy\u1ec3n m\u00ecnh t\u1eeb b\u1ec7 ph\u00f3ng xu\u1ea5t kh\u1ea9u th\u00e0nh trung t\u00e2m nhu c\u1ea7u AI c\u1ee7a ch\u00ednh m\u00ecnh, Vi\u1ec7t Nam \u0111ang \u0111\u1ee9ng \u1edf v\u1ecb tr\u00ed trung t\u00e2m trong qu\u00e1 tr\u00ecnh chuy\u1ec3n d\u1ecbch \u0111\u00f3 x\u00e9t c\u1ea3 v\u1ec1 kinh t\u1ebf l\u1eabn \u0111\u1ecba l\u00fd”, T\u1ed5ng gi\u00e1m \u0111\u1ed1c HSBC Vi\u1ec7t Nam, n\u00f3i.<\/p>\n

Theo \u00f4ng, n\u1ebfu Vi\u1ec7t Nam chuy\u1ec3n h\u00f3a \u0111\u01b0\u1ee3c \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng s\u1ea3n xu\u1ea5t th\u00e0nh m\u1ed9t h\u1ec7 sinh th\u00e1i AI th\u1ef1c th\u1ee5, k\u1ebft h\u1ee3p quy m\u00f4 ph\u1ea7n c\u1ee9ng v\u1edbi k\u1ef9 n\u0103ng, h\u1ea1 t\u1ea7ng v\u00e0 m\u1ee9c \u0111\u1ed9 \u1ee9ng d\u1ee5ng trong doanh nghi\u1ec7p, l\u1ee3i \u00edch kh\u00f4ng ch\u1ec9 \u1edf kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u m\u00e0 c\u00f2n lan t\u1ecfa \u0111\u1ebfn n\u0103ng su\u1ea5t nh\u00e0 m\u00e1y, khu v\u1ef1c d\u1ecbch v\u1ee5 v\u00e0 trong v\u1eadn h\u00e0nh th\u01b0\u1eddng nh\u1eadt c\u1ee7a h\u00e0ng tr\u0103m ngh\u00ecn doanh nghi\u1ec7p.<\/p>\n

Vi\u1ec5n Th\u00f4ng<\/strong><\/p>\n<\/article>\n

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https:\/\/vnexpress.net\/chuyen-gia-viet-nam-la-tam-diem-thuong-mai-ai-o-chau-a-5097751.html<\/p>\n","protected":false},"excerpt":{"rendered":"

Chuy\u00ean gia: Vi\u1ec7t Nam l\u00e0 t\u00e2m \u0111i\u1ec3m th\u01b0\u01a1ng m\u1ea1i AI \u1edf ch\u00e2u \u00c1 Th\u1ecb ph\u1ea7n th\u01b0\u01a1ng m\u1ea1i c\u1ee7a Vi\u1ec7t Nam m\u1ea3ng thi\u1ebft b\u1ecb li\u00ean quan AI t\u0103ng v\u1ecdt th\u1eadp k\u1ef7 qua, th\u00e0nh t\u00e2m \u0111i\u1ec3m ch\u00e2u \u00c1, theo T\u1ed5ng gi\u00e1m \u0111\u1ed1c HSBC Vi\u1ec7t Nam. Trong ph\u00e2n t\u00edch m\u1edbi ph\u00e1t h\u00e0nh, T\u1ed5ng gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh HSBC<\/p>\n","protected":false},"author":1,"featured_media":8989,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[],"class_list":["post-8988","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\/8988","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=8988"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/8988\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/8989"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8988"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8988"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8988"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}