{"id":31353,"date":"2026-05-12T17:22:59","date_gmt":"2026-05-12T10:22:59","guid":{"rendered":"https:\/\/edutrade.vn\/?p=31353"},"modified":"2026-05-12T17:22:59","modified_gmt":"2026-05-12T10:22:59","slug":"morgan-stanley-luong-du-tru-dau-co-the-can-kiet-truoc-khi-eo-bien-hormuz-mo-cua-tro-lai","status":"publish","type":"post","link":"https:\/\/edutrade.vn\/en\/morgan-stanley-luong-du-tru-dau-co-the-can-kiet-truoc-khi-eo-bien-hormuz-mo-cua-tro-lai\/","title":{"rendered":"Morgan Stanley: L\u01b0\u1ee3ng d\u1ef1 tr\u1eef d\u1ea7u c\u00f3 th\u1ec3 c\u1ea1n ki\u1ec7t tr\u01b0\u1edbc khi eo bi\u1ec3n Hormuz m\u1edf c\u1eeda tr\u1edf l\u1ea1i"},"content":{"rendered":"

H\u1ea7u h\u1ebft c\u00e1c y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 th\u1ecb tr\u01b0\u1eddng \u0111\u00e3 ng\u0103n gi\u00e1 d\u1ea7u t\u01b0\u01a1ng lai t\u0103ng v\u1ecdt l\u00ean m\u1ee9c cao k\u1ef7 l\u1ee5c c\u00f3 th\u1ec3 bi\u1ebfn m\u1ea5t tr\u01b0\u1edbc khi eo bi\u1ec3n Hormuz m\u1edf c\u1eeda tr\u1edf l\u1ea1i, \u0111i\u1ec1u n\u00e0y khi\u1ebfn th\u1ecb tr\u01b0\u1eddng r\u01a1i v\u00e0o “cu\u1ed9c ch\u1ea1y \u0111ua v\u1edbi th\u1eddi gian”, theo nh\u1eadn \u0111\u1ecbnh c\u1ee7a Morgan Stanley.<\/span><\/p>\n

Vi\u1ec7c gi\u1ea3m t\u1ed5ng l\u01b0\u1ee3ng nh\u1eadp kh\u1ea9u d\u1ea7u th\u00f4 v\u00e0o Trung Qu\u1ed1c v\u00e0 s\u1ef1 t\u0103ng v\u1ecdt xu\u1ea5t kh\u1ea9u t\u1eeb Hoa K\u1ef3 cho \u0111\u1ebfn nay \u0111\u00e3 ph\u1ea7n n\u00e0o b\u00f9 \u0111\u1eafp \u0111\u01b0\u1ee3c s\u1ef1 gi\u00e1n \u0111o\u1ea1n ngu\u1ed3n cung l\u1edbn do vi\u1ec7c \u0111\u00f3ng c\u1eeda eo bi\u1ec3n Hormuz g\u00e2y ra.<\/span><\/p>\n

Tuy nhi\u00ean, n\u1ebfu \u0111i\u1ec3m ngh\u1ebdn n\u00e0y v\u1eabn b\u1ecb \u0111\u00f3ng c\u1eeda \u0111\u1ebfn h\u1ebft th\u00e1ng 6, c\u00e1c ngu\u1ed3n d\u1ef1 tr\u1eef n\u00e0y s\u1ebd c\u1ea1n ki\u1ec7t v\u00e0 d\u1eabn \u0111\u1ebfn gi\u00e1 d\u1ea7u Brent t\u0103ng v\u1ecdt, c\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a Morgan Stanley vi\u1ebft trong m\u1ed9t b\u1ea3n ghi ch\u00fa \u0111\u01b0\u1ee3c\u00a0<\/span>Bloomberg<\/span>\u00a0\u0111\u0103ng t\u1ea3i .<\/span><\/p>\n

\u201cDi\u1ec5n bi\u1ebfn r\u1ea5t quan tr\u1ecdng: vi\u1ec7c m\u1edf c\u1eeda tr\u1edf l\u1ea1i v\u00e0o th\u00e1ng 6 v\u1edbi c\u00e1c bi\u1ec7n ph\u00e1p h\u1ed7 tr\u1ee3 t\u1eeb M\u1ef9 v\u00e0 Trung Qu\u1ed1c v\u1eabn c\u00f2n nguy\u00ean v\u1eb9n m\u1ed9t ph\u1ea7n l\u00e0 k\u1ecbch b\u1ea3n c\u01a1 b\u1ea3n; vi\u1ec7c \u0111\u00f3ng c\u1eeda k\u00e9o d\u00e0i \u0111\u1ebfn cu\u1ed1i th\u00e1ng 6 ho\u1eb7c th\u1eadm ch\u00ed th\u00e1ng 7 l\u00e0 k\u1ecbch b\u1ea3n m\u00e0 gi\u00e1 d\u1ea7u Brent bu\u1ed9c ph\u1ea3i \u0111i\u1ec1u ch\u1ec9nh gi\u1ea3m, \u0111i\u1ec1u m\u00e0 cho \u0111\u1ebfn nay v\u1eabn ch\u01b0a x\u1ea3y ra\u201d, c\u00e1c chi\u1ebfn l\u01b0\u1ee3c gia v\u1ec1 h\u00e0ng h\u00f3a c\u1ee7a ng\u00e2n h\u00e0ng \u0111\u1ea7u t\u01b0 cho bi\u1ebft.<\/span><\/em><\/p>\n

B\u1ea5t ch\u1ea5p c\u1ea3nh b\u00e1o, Morgan Stanley v\u1eabn gi\u1eef nguy\u00ean d\u1ef1 b\u00e1o gi\u00e1 d\u1ea7u, v\u1eabn k\u1ef3 v\u1ecdng gi\u00e1 d\u1ea7u Brent giao ngay trung b\u00ecnh \u1edf m\u1ee9c 110 \u0111\u00f4 la\/th\u00f9ng trong qu\u00fd hi\u1ec7n t\u1ea1i, 100 \u0111\u00f4 la\/th\u00f9ng trong qu\u00fd th\u1ee9 ba v\u00e0 90 \u0111\u00f4 la trong qu\u00fd cu\u1ed1i c\u00f9ng c\u1ee7a n\u0103m 2026.<\/span><\/p>\n

Theo Morgan Stanley, n\u1ebfu eo bi\u1ec3n Hormuz v\u1eabn \u0111\u00f3ng c\u1eeda trong th\u1eddi gian d\u00e0i h\u01a1n m\u1ee9c m\u00e0 M\u1ef9 v\u00e0 Trung Qu\u1ed1c c\u00f3 th\u1ec3 duy tr\u00ec v\u1edbi m\u1ee9c xu\u1ea5t kh\u1ea9u v\u00e0 nh\u1eadp kh\u1ea9u d\u1ea7u th\u00f4 \u0111\u00e3 \u0111\u01b0\u1ee3c \u0111i\u1ec1u ch\u1ec9nh, gi\u00e1 d\u1ea7u Brent giao ngay c\u00f3 th\u1ec3 t\u0103ng v\u1ecdt l\u00ean t\u1edbi 150 \u0111\u00f4 la m\u1ed7i th\u00f9ng.<\/span><\/p>\n

Tu\u1ea7n tr\u01b0\u1edbc, Goldman Sachs c\u1ea3nh b\u00e1o r\u1eb1ng l\u01b0\u1ee3ng d\u1ef1 tr\u1eef d\u1ea7u to\u00e0n c\u1ea7u \u0111ang gi\u1ea3m m\u1ea1nh v\u00e0\u00a0<\/span>ti\u1ebfn g\u1ea7n \u0111\u1ebfn m\u1ee9c th\u1ea5p nh\u1ea5t trong t\u00e1m n\u0103m<\/span>\u00a0, v\u1edbi t\u1ed1c \u0111\u1ed9 c\u1ea1n ki\u1ec7t nhanh \u0111\u1ebfn m\u1ee9c khi\u1ebfn th\u1ecb tr\u01b0\u1eddng d\u1ec5 b\u1ecb t\u1ed5n th\u01b0\u01a1ng tr\u01b0\u1edbc nh\u1eefng c\u00fa s\u1ed1c ti\u1ebfp theo.<\/span><\/p>\n

\u201cM\u1eb7c d\u00f9 tr\u1eef l\u01b0\u1ee3ng d\u1ea7u to\u00e0n c\u1ea7u \u2018kh\u00f3 c\u00f3 th\u1ec3 \u0111\u1ea1t m\u1ee9c t\u1ed1i thi\u1ec3u \u0111\u1ec3 v\u1eadn h\u00e0nh trong m\u00f9a h\u00e8 n\u00e0y, nh\u01b0ng t\u1ed1c \u0111\u1ed9 c\u1ea1n ki\u1ec7t v\u00e0 t\u1ed5n th\u1ea5t ngu\u1ed3n cung \u1edf m\u1ed9t s\u1ed1 khu v\u1ef1c v\u00e0 s\u1ea3n ph\u1ea9m l\u00e0 \u0111i\u1ec1u \u0111\u00e1ng lo ng\u1ea1i\u2019\u201d, c\u00e1c nh\u00e0 ph\u00e2n t\u00edch vi\u1ebft trong m\u1ed9t b\u1ea3n ghi ch\u00fa.<\/span><\/p>\n

T\u00ednh \u0111\u1ebfn s\u00e1ng th\u1ee9 Hai, tri\u1ec3n v\u1ecdng eo bi\u1ec3n Hormuz s\u1edbm \u0111\u01b0\u1ee3c m\u1edf c\u1eeda tr\u1edf l\u1ea1i v\u1eabn c\u00f2n xa v\u1eddi, sau khi T\u1ed5ng th\u1ed1ng M\u1ef9 Donald Trump\u00a0<\/span>b\u00e1c b\u1ecf<\/span>\u00a0ph\u1ea3n h\u1ed3i c\u1ee7a Iran \u0111\u1ed1i v\u1edbi \u0111\u1ec1 xu\u1ea5t h\u00f2a b\u00ecnh do M\u1ef9 so\u1ea1n th\u1ea3o.<\/span><\/p>\n

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Theo oilprice, do Edu Trade bi\u00ean so\u1ea1n.<\/p>\n<\/div>\n<\/div>\n

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H\u1ea7u h\u1ebft c\u00e1c y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 th\u1ecb tr\u01b0\u1eddng \u0111\u00e3 ng\u0103n gi\u00e1 d\u1ea7u t\u01b0\u01a1ng lai t\u0103ng v\u1ecdt l\u00ean m\u1ee9c cao k\u1ef7 l\u1ee5c c\u00f3 th\u1ec3 bi\u1ebfn m\u1ea5t tr\u01b0\u1edbc khi eo bi\u1ec3n Hormuz m\u1edf c\u1eeda tr\u1edf l\u1ea1i, \u0111i\u1ec1u n\u00e0y khi\u1ebfn th\u1ecb tr\u01b0\u1eddng r\u01a1i v\u00e0o “cu\u1ed9c ch\u1ea1y \u0111ua v\u1edbi th\u1eddi gian”, theo nh\u1eadn \u0111\u1ecbnh c\u1ee7a Morgan Stanley. Vi\u1ec7c […]<\/p>","protected":false},"author":86,"featured_media":31339,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"jnews-multi-image_gallery":[],"jnews_single_post":{"subtitle":"","format":"standard","override":[{"template":"1","parallax":"1","layout":"right-sidebar-narrow","sidebar":"default-sidebar","second_sidebar":"default-sidebar","sticky_sidebar":"1","share_position":"top","share_float_style":"share-monocrhome","show_share_counter":"1","show_view_counter":"1","show_featured":"1","show_post_meta":"1","show_post_author":"1","show_post_author_image":"1","show_post_date":"1","post_date_format":"default","post_date_format_custom":"Y\/m\/d","show_post_category":"1","show_post_reading_time":"0","post_reading_time_wpm":"300","post_calculate_word_method":"str_word_count","show_zoom_button":"0","zoom_button_out_step":"2","zoom_button_in_step":"3","show_post_tag":"1","show_prev_next_post":"1","show_popup_post":"1","show_comment_section":"1","number_popup_post":"1","show_author_box":"0","show_post_related":"0"}],"image_override":[{"single_post_thumbnail_size":"no-crop","single_post_gallery_size":"crop-715"}],"trending_post_position":"meta","trending_post_label":"Trending","sponsored_post_label":"Sponsored by","disable_ad":"0"},"jnews_primary_category":[],"footnotes":""},"categories":[149],"tags":[],"class_list":["post-31353","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tuc"],"acf":[],"_links":{"self":[{"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/posts\/31353","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/users\/86"}],"replies":[{"embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/comments?post=31353"}],"version-history":[{"count":1,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/posts\/31353\/revisions"}],"predecessor-version":[{"id":31354,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/posts\/31353\/revisions\/31354"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/media\/31339"}],"wp:attachment":[{"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/media?parent=31353"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/categories?post=31353"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/tags?post=31353"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}