{"id":31665,"date":"2026-05-25T14:00:03","date_gmt":"2026-05-25T07:00:03","guid":{"rendered":"https:\/\/edutrade.vn\/?p=31665"},"modified":"2026-05-25T08:40:17","modified_gmt":"2026-05-25T01:40:17","slug":"gioi-dau-co-do-xo-vao-kim-loai-dong-giua-con-sot-ai","status":"publish","type":"post","link":"https:\/\/edutrade.vn\/en\/gioi-dau-co-do-xo-vao-kim-loai-dong-giua-con-sot-ai\/","title":{"rendered":"Gi\u1edbi \u0111\u1ea7u c\u01a1 \u0111\u1ed5 x\u00f4 v\u00e0o kim lo\u1ea1i \u0111\u1ed3ng gi\u1eefa c\u01a1n s\u1ed1t AI"},"content":{"rendered":"

Tr\u00ean S\u00e0n giao d\u1ecbch kim lo\u1ea1i London (LME), h\u1ee3p \u0111\u1ed3ng \u0111\u1ed3ng k\u1ef3 h\u1ea1n ba th\u00e1ng ti\u00eau chu\u1ea9n \u0111\u00e3 \u0111\u00f3ng c\u1eeda \u1edf m\u1ee9c 13.655 USD\/t\u1ea5n v\u00e0o th\u1ee9 T\u01b0 (20\/5). Con s\u1ed1 n\u00e0y \u0111\u00e1nh d\u1ea5u m\u1ee9c ph\u1ee5c h\u1ed3i kho\u1ea3ng 20% t\u1eeb m\u1ee9c th\u1ea5p nh\u1ea5t k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m \u0111\u01b0\u1ee3c ghi nh\u1eadn v\u00e0o cu\u1ed1i th\u00e1ng 3, th\u1eddi \u0111i\u1ec3m t\u00e2m l\u00fd n\u00e9 tr\u00e1nh r\u1ee7i ro gia t\u0103ng trong b\u1ed1i c\u1ea3nh cu\u1ed9c chi\u1ebfn tranh Iran di\u1ec5n ra.<\/p>\n

Gi\u00e1 \u0111\u1ed3ng \u0111\u00e3 ch\u1ea1m m\u1ee9c 14.196 USD v\u00e0o ng\u00e0y 13\/5, ti\u1ebfn s\u00e1t m\u1ee9c k\u1ef7 l\u1ee5c trong ng\u00e0y l\u00e0 14.527 USD thi\u1ebft l\u1eadp h\u00f4m 29\/1.<\/p>\n

\u0110\u00e0 t\u0103ng gi\u00e1 g\u1ea7n \u0111\u00e2y c\u1ee7a \u0111\u1ed3ng \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y m\u1ed9t ph\u1ea7n b\u1edfi s\u1ef1 l\u1ea1c quan xung quanh tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI), y\u1ebfu t\u1ed1 c\u0169ng th\u00fac \u0111\u1ea9y \u0111\u00e0 t\u0103ng tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n. \u0110\u1ed3ng l\u00e0 v\u1eadt li\u1ec7u then ch\u1ed1t cho h\u1ec7 th\u1ed1ng d\u00e2y d\u1eabn \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng trong c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u, v\u1ed1n \u0111ang gia t\u0103ng v\u1ec1 s\u1ed1 l\u01b0\u1ee3ng c\u00f9ng v\u1edbi s\u1ef1 ph\u1ed5 bi\u1ebfn c\u1ee7a AI.<\/p>\n

Ng\u00e2n h\u00e0ng Morgan Stanley \u01b0\u1edbc t\u00ednh nhu c\u1ea7u \u0111\u1ed3ng cho c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u s\u1ebd t\u0103ng l\u00ean kho\u1ea3ng 1,3 tri\u1ec7u t\u1ea5n v\u00e0o n\u0103m 2028 t\u1eeb m\u1ee9c kho\u1ea3ng 760.000 t\u1ea5n v\u00e0o n\u0103m 2026.<\/p>\n

V\u1edbi k\u1ef3 v\u1ecdng r\u1eb1ng th\u1ecb tr\u01b0\u1eddng AI s\u1ebd ti\u1ebfp t\u1ee5c t\u0103ng tr\u01b0\u1edfng, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u00e3 v\u00e0 \u0111ang chuy\u1ec3n d\u00f2ng v\u1ed1n v\u00e0o h\u1ee3p \u0111\u1ed3ng \u0111\u1ed3ng k\u1ef3 h\u1ea1n trong b\u1ed1i c\u1ea3nh c\u00e1c c\u1ed5 phi\u1ebfu li\u00ean quan \u0111\u1ebfn AI gia t\u0103ng.<\/p>\n

Tuy nhi\u00ean, g\u1ea7n \u0111\u00e2y h\u01a1n, nh\u1eefng r\u1ee7i ro ngu\u1ed3n cung m\u1edbi li\u00ean quan \u0111\u1ebfn cu\u1ed9c xung \u0111\u1ed9t Iran \u0111\u00e3 tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m ch\u00fa \u00fd. Lo ng\u1ea1i \u0111ang gia t\u0103ng v\u1ec1 t\u00ecnh tr\u1ea1ng gi\u00e1n \u0111o\u1ea1n ngu\u1ed3n cung axit sulfuric, lo\u1ea1i h\u00f3a ch\u1ea5t \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng v\u1edbi s\u1ed1 l\u01b0\u1ee3ng l\u1edbn trong quy tr\u00ecnh luy\u1ec7n \u0111\u1ed3ng t\u1ea1i nh\u1eefng n\u01a1i nh\u01b0 C\u1ed9ng h\u00f2a D\u00e2n ch\u1ee7 Congo v\u00e0 Chile.<\/p>\n

C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t Trung \u0110\u00f4ng cung c\u1ea5p ph\u1ea7n l\u1edbn l\u01b0\u1ee3ng\u00a0l\u01b0u hu\u1ef3nh\u00a0<\/span><\/span>\u00a0d\u00f9ng \u0111\u1ec3 s\u1ea3n xu\u1ea5t axit sulfuric. Theo c\u00f4ng ty nghi\u00ean c\u1ee9u Argus Media c\u1ee7a Anh, khu v\u1ef1c n\u00e0y chi\u1ebfm kho\u1ea3ng m\u1ed9t n\u1eeda l\u01b0\u1ee3ng\u00a0xu\u1ea5t kh\u1ea9u\u00a0<\/span><\/span>\u00a0l\u01b0u hu\u1ef3nh to\u00e0n c\u1ea7u. Vi\u1ec7c \u0111\u00f3ng c\u1eeda Eo bi\u1ec3n Hormuz tr\u00ean th\u1ef1c t\u1ebf c\u00f3 v\u1ebb s\u1ebd ti\u1ebfp di\u1ec5n, trong khi Trung Qu\u1ed1c \u2014 m\u1ed9t nh\u00e0 xu\u1ea5t kh\u1ea9u l\u01b0u hu\u1ef3nh l\u1edbn kh\u00e1c \u2014 \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 ng\u1eebng xu\u1ea5t kh\u1ea9u t\u1eeb th\u00e1ng 5 \u0111\u1ec3 \u01b0u ti\u00ean cho ngu\u1ed3n cung n\u1ed9i \u0111\u1ecba.<\/p>\n

“M\u1ed1i lo ng\u1ea1i v\u1ec1 ngu\u1ed3n cung axit sulfuric s\u1ebd \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn s\u1ea3n l\u01b0\u1ee3ng \u0111\u1ed3ng ng\u00e0y c\u00e0ng gia t\u0103ng,” \u00f4ng Kanji Tajima, Gi\u00e1m \u0111\u1ed1c t\u00e0i kho\u1ea3n c\u1ea5p cao t\u1ea1i Toyota Tsusho Metals Nh\u1eadt B\u1ea3n cho bi\u1ebft.<\/p>\n

\u1ede kh\u00e2u khai th\u00e1c m\u1ecf c\u0169ng c\u00f3 nh\u1eefng y\u1ebfu t\u1ed1 kh\u00f4ng ch\u1eafc ch\u1eafn. V\u00e0o th\u00e1ng 9\/2025, m\u1ed9t s\u1ef1 c\u1ed1 l\u0169 b\u00f9n \u0111\u00e3 x\u1ea3y ra t\u1ea1i m\u1ecf Grasberg c\u1ee7a Indonesia, nh\u00e0 s\u1ea3n xu\u1ea5t \u0111\u1ed3ng l\u1edbn th\u1ee9 hai th\u1ebf gi\u1edbi. S\u1ea3n l\u01b0\u1ee3ng ban \u0111\u1ea7u \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd ph\u1ee5c h\u1ed3i l\u00ean kho\u1ea3ng 85% c\u00f4ng su\u1ea5t v\u00e0o n\u1eeda cu\u1ed1i n\u0103m 2026, nh\u01b0ng tri\u1ec3n v\u1ecdng n\u00e0y \u0111\u00e3 b\u1ecb h\u1ea1 xu\u1ed1ng c\u00f2n kho\u1ea3ng 65% v\u00e0o cu\u1ed1i th\u00e1ng 4.<\/p>\n

Lo ng\u1ea1i v\u1ec1 t\u00ecnh tr\u1ea1ng thi\u1ebfu qu\u1eb7ng \u0111\u1ed3ng v\u1eabn ti\u1ebfp di\u1ec5n. M\u1ecf Cobre Panama c\u1ee7a Panama, v\u1ed1n chi\u1ebfm h\u01a1n 1% s\u1ea3n l\u01b0\u1ee3ng to\u00e0n c\u1ea7u, \u0111\u00e3 t\u1ea1m d\u1eebng ho\u1ea1t \u0111\u1ed9ng k\u1ec3 t\u1eeb n\u0103m 2023. Trong khi \u0111\u00f3, vi\u1ec7c ph\u00e1t tri\u1ec3n c\u00e1c m\u1ecf m\u1edbi ng\u00e0y c\u00e0ng tr\u1edf n\u00ean kh\u00f3 kh\u0103n do c\u00e1c quy \u0111\u1ecbnh v\u1ec1 m\u00f4i tr\u01b0\u1eddng v\u00e0 \u0111i\u1ec1u ki\u1ec7n khai th\u00e1c m\u1ecf ng\u00e0y c\u00e0ng x\u1ea5u \u0111i.<\/p>\n

“S\u1ef1 ch\u1eadm tr\u1ec5 trong ho\u1ea1t \u0111\u1ed9ng c\u1ee7a m\u1ecf Grasberg m\u1ed9t l\u1ea7n n\u1eefa khi\u1ebfn t\u00ecnh tr\u1ea1ng thi\u1ebfu qu\u1eb7ng tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m ch\u00fa \u00fd,” \u00f4ng Kazutomo Nomura, Gi\u00e1m \u0111\u1ed1c t\u1ea1i Ng\u00e2n h\u00e0ng Mizuho nh\u1eadn \u0111\u1ecbnh.<\/p>\n

Khi nh\u1eefng lo ng\u1ea1i v\u1ec1 ngu\u1ed3n cung ch\u1ed3ng ch\u00e9o v\u1edbi k\u1ef3 v\u1ecdng nhu c\u1ea7u do AI th\u00fac \u0111\u1ea9y, d\u00f2ng v\u1ed1n \u0111\u1ea7u c\u01a1 \u0111\u00e3 ch\u1ea3y v\u00e0o th\u1ecb tr\u01b0\u1eddng. T\u00ednh \u0111\u1ebfn ng\u00e0y 15\/5, c\u00f3 kho\u1ea3ng 40.000 v\u1ecb th\u1ebf mua r\u00f2ng do c\u00e1c qu\u1ef9 n\u1eafm gi\u1eef tr\u00ean s\u00e0n LME \u2014 g\u1ea7n g\u1ea5p \u0111\u00f4i so v\u1edbi th\u1eddi \u0111i\u1ec3m m\u1ed9t th\u00e1ng r\u01b0\u1ee1i tr\u01b0\u1edbc \u0111\u00f3.<\/p>\n

“D\u00f2ng v\u1ed1n \u0111\u1ea7u c\u01a1 \u0111ang \u0111\u00f3ng vai tr\u00f2 d\u1eabn d\u1eaft trong vi\u1ec7c h\u00ecnh th\u00e0nh gi\u00e1,” \u00f4ng Naohiro Niimura, \u0111\u1ed3ng gi\u00e1m \u0111\u1ed1c c\u1ee7a Market Risk Advisory cho bi\u1ebft.<\/p>\n

Gi\u00e1 \u0111\u1ed3ng\u00a0<\/span><\/span>\u00a0t\u0103ng\u00a0l\u00e0 m\u1ed9t ngu\u1ed3n l\u1ee3i l\u1edbn cho c\u00e1c c\u00f4ng ty luy\u1ec7n kim quy m\u00f4 l\u1edbn. V\u00ed d\u1ee5, C\u00f4ng ty Sumitomo Metal Mining d\u1ef1 ki\u1ebfn l\u1ee3i nhu\u1eadn tr\u01b0\u1edbc thu\u1ebf c\u1ee7a m\u00ecnh s\u1ebd t\u0103ng th\u00eam 3,5 t\u1ef7 y\u00ean cho m\u1ed7i m\u1ee9c t\u0103ng 100 USD\/t\u1ea5n \u0111\u1ed3ng.<\/p>\n

Nh\u01b0ng c\u00e1c nh\u00e0 luy\u1ec7n kim v\u1eabn th\u1eadn tr\u1ecdng v\u1ec1 tri\u1ec3n v\u1ecdng. Sumitomo Metal Mining gi\u1ea3 \u0111\u1ecbnh m\u1ee9c gi\u00e1 \u0111\u1ed3ng l\u00e0 11.000 USD\/t\u1ea5n cho n\u0103m t\u00e0i ch\u00ednh 2026. “V\u1edbi s\u1ef1 b\u1ea5t \u1ed5n \u1edf Trung \u0110\u00f4ng, ch\u00fang t\u00f4i d\u1ef1 ki\u1ebfn gi\u00e1 c\u1ea3 s\u1ebd ch\u1ecbu \u00e1p l\u1ef1c gi\u1ea3m d\u1ea7n v\u00e0o cu\u1ed1i n\u0103m t\u00e0i ch\u00ednh,” m\u1ed9t \u0111\u1ea1i di\u1ec7n c\u00f4ng ty ph\u00e1t bi\u1ec3u trong bu\u1ed5i c\u00f4ng b\u1ed1 k\u1ebft qu\u1ea3 kinh doanh h\u00f4m 11\/5. Ngo\u00e0i ra c\u0169ng c\u00f3 lo ng\u1ea1i r\u1eb1ng\u00a0l\u1ea1m ph\u00e1t\u00a0<\/span><\/span>\u00a0do gi\u00e1 t\u00e0i nguy\u00ean t\u0103ng cao b\u1eaft ngu\u1ed3n t\u1eeb Trung \u0110\u00f4ng c\u00f3 th\u1ec3 gia t\u0103ng, l\u00e0m k\u00ecm h\u00e3m\u00a0t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf\u00a0<\/span><\/span>\u00a0to\u00e0n c\u1ea7u v\u00e0 l\u00e0m gi\u1ea3m nhu c\u1ea7u.<\/p>\n

Hi\u1ec7n t\u1ea1i, th\u1ecb tr\u01b0\u1eddng giao ngay kh\u00f4ng h\u1eb3n \u0111ang trong t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t v\u1eadt ch\u1ea5t th\u1ef1c t\u1ebf nghi\u00eam tr\u1ecdng. D\u1ef1 tr\u1eef tr\u00ean s\u00e0n LME \u0111\u1ee9ng \u1edf m\u1ee9c d\u01b0\u1edbi 400.000 t\u1ea5n t\u00ednh \u0111\u1ebfn th\u1ee9 Ba, m\u1ee9c cao nh\u1ea5t k\u1ec3 t\u1eeb n\u0103m 2013. V\u00ec \u0111\u1ed3ng th\u01b0\u1eddng \u0111\u01b0\u1ee3c coi l\u00e0 ch\u1ec9 b\u00e1o d\u1eabn d\u1eaft cho c\u00e1c xu h\u01b0\u1edbng kinh t\u1ebf to\u00e0n c\u1ea7u, m\u1ed9t s\u1ed1 nh\u00e0 quan s\u00e1t tin r\u1eb1ng th\u00f4ng th\u01b0\u1eddng gi\u00e1 c\u1ea3 s\u1ebd ph\u1ea3i gi\u1ea3m \u0111i.<\/p>\n

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

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Tr\u00ean S\u00e0n giao d\u1ecbch kim lo\u1ea1i London (LME), h\u1ee3p \u0111\u1ed3ng \u0111\u1ed3ng k\u1ef3 h\u1ea1n ba th\u00e1ng ti\u00eau chu\u1ea9n \u0111\u00e3 \u0111\u00f3ng c\u1eeda \u1edf m\u1ee9c 13.655 USD\/t\u1ea5n v\u00e0o th\u1ee9 T\u01b0 (20\/5). Con s\u1ed1 n\u00e0y \u0111\u00e1nh d\u1ea5u m\u1ee9c ph\u1ee5c h\u1ed3i kho\u1ea3ng 20% t\u1eeb m\u1ee9c th\u1ea5p nh\u1ea5t k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m \u0111\u01b0\u1ee3c ghi nh\u1eadn v\u00e0o cu\u1ed1i th\u00e1ng 3, th\u1eddi \u0111i\u1ec3m […]<\/p>","protected":false},"author":86,"featured_media":31662,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"jnews-multi-image_gallery":[],"jnews_single_post":{"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","subtitle":"D\u00f2ng v\u1ed1n \u0111\u1ea7u c\u01a1 \u0111ang \u0111\u1ed5 m\u1ea1nh v\u00e0o m\u1eb7t h\u00e0ng \u0111\u1ed3ng v\u00e0 \u0111\u1ea9y gi\u00e1 qu\u1ed1c t\u1ebf ti\u1ebfn s\u00e1t c\u00e1c m\u1ee9c cao k\u1ef7 l\u1ee5c, gi\u1eefa b\u1ed1i c\u1ea3nh gi\u1edbi quan s\u00e1t lo ng\u1ea1i v\u1ec1 m\u1ed9t r\u1ee7i ro ngu\u1ed3n cung m\u1edbi ph\u00e1t sinh t\u1eeb cu\u1ed9c xung \u0111\u1ed9t \u1edf Trung \u0110\u00f4ng: nguy c\u01a1 thi\u1ebfu h\u1ee5t l\u01b0u hu\u1ef3nh, nguy\u00ean li\u1ec7u then ch\u1ed1t cho qu\u00e1 tr\u00ecnh luy\u1ec7n \u0111\u1ed3ng, theo Nikkei Asia."},"jnews_primary_category":[],"footnotes":""},"categories":[149],"tags":[],"class_list":["post-31665","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\/31665","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=31665"}],"version-history":[{"count":1,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/posts\/31665\/revisions"}],"predecessor-version":[{"id":31666,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/posts\/31665\/revisions\/31666"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/media\/31662"}],"wp:attachment":[{"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/media?parent=31665"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/categories?post=31665"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/tags?post=31665"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}