{"id":9488,"date":"2024-06-03T15:25:49","date_gmt":"2024-06-03T08:25:49","guid":{"rendered":"https:\/\/edutrade.vn\/?p=9488"},"modified":"2024-06-11T08:48:15","modified_gmt":"2024-06-11T01:48:15","slug":"9488-2","status":"publish","type":"post","link":"https:\/\/edutrade.vn\/en\/9488-2\/","title":{"rendered":"K\u1ef7 L\u1ee5c C\u1ee7a \u0110\u1ed3ng C\u00f3 Nguy C\u01a1 B\u1ecb \u0110e D\u1ecda Khi C\u00e1c L\u00f4 H\u00e0ng C\u1ee7a M\u1ef9 Xoa D\u1ecbu Nh\u00e0 \u0110\u1ea7u C\u01a1"},"content":{"rendered":"

S\u1ef1 ph\u1ee5c h\u1ed3i nhanh ch\u00f3ng c\u1ee7a \u0111\u1ed3ng l\u00ean m\u1ee9c cao k\u1ef7 l\u1ee5c c\u00f3 th\u1ec3 kh\u00f4ng b\u1ec1n v\u1eefng trong nh\u1eefng tu\u1ea7n t\u1edbi, v\u1edbi h\u00e0nh \u0111\u1ed9ng t\u1eadp trung v\u00e0o vi\u1ec7c v\u1eadn chuy\u1ec3n nguy\u00ean li\u1ec7u \u0111\u1ec3 trang tr\u1ea3i c\u00e1c v\u1ecb th\u1ebf b\u00e1n kh\u1ed1ng tr\u00ean th\u1ecb tr\u01b0\u1eddng t\u01b0\u01a1ng lai Comex c\u1ee7a M\u1ef9 thay v\u00ec nhu c\u1ea7u \u1ea3m \u0111\u1ea1m \u1edf n\u01b0\u1edbc ti\u00eau d\u00f9ng h\u00e0ng \u0111\u1ea7u Trung Qu\u1ed1c.<\/span><\/p>\n

\"K\u1ef7
K\u1ef7 L\u1ee5c C\u1ee7a \u0110\u1ed3ng C\u00f3 Nguy C\u01a1 B\u1ecb \u0110e D\u1ecda Khi C\u00e1c L\u00f4 H\u00e0ng C\u1ee7a M\u1ef9 Xoa D\u1ecbu Nh\u00e0 \u0110\u1ea7u C\u01a1<\/figcaption><\/figure>\n

Gi\u00e1 tr\u00ean s\u00e0n Comex c\u1ee7a CME Group \u0111\u00e3 \u0111\u1ea1t k\u1ef7 l\u1ee5c v\u00e0o tu\u1ea7n tr\u01b0\u1edbc, trong khi gi\u00e1 \u0111\u1ed3ng chu\u1ea9n tr\u00ean S\u00e0n giao d\u1ecbch kim lo\u1ea1i Lu\u00e2n \u0110\u00f4n (LME) \u0111\u00e3 t\u0103ng v\u1ecdt v\u00e0o th\u1ee9 Hai l\u00ean m\u1ee9c cao nh\u1ea5t m\u1ecdi th\u1eddi \u0111\u1ea1i l\u00e0 11.104,50 USD\/t\u1ea5n, t\u0103ng 28% t\u1eeb \u0111\u1ea7u n\u0103m \u0111\u1ebfn nay.<\/span><\/p>\n

C\u00e1c nh\u00e0 ph\u00e2n t\u00edch cho r\u1eb1ng c\u00e1c y\u1ebfu t\u1ed1 c\u01a1 b\u1ea3n d\u00e0i h\u1ea1n c\u1ee7a \u0111\u1ed3ng r\u1ea5t m\u1ea1nh, v\u1edbi tri\u1ec3n v\u1ecdng t\u0103ng gi\u00e1 g\u1eafn li\u1ec1n v\u1edbi nhu c\u1ea7u v\u1eefng ch\u1eafc trong nh\u1eefng n\u0103m t\u1edbi \u0111\u1ed1i v\u1edbi c\u00e1c \u1ee9ng d\u1ee5ng bao g\u1ed3m chuy\u1ec3n \u0111\u1ed5i n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch to\u00e0n c\u1ea7u v\u00e0 s\u1eed d\u1ee5ng tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) nhi\u1ec1u h\u01a1n.<\/span><\/p>\n

\u0110i\u1ec1u \u0111\u00f3 x\u1ea3y ra trong b\u1ed1i c\u1ea3nh ngu\u1ed3n cung h\u1ea1n ch\u1ebf, th\u00fac \u0111\u1ea9y cu\u1ed9c ch\u1ea1y \u0111ua gi\u1eefa c\u00e1c th\u1ee3 m\u1ecf \u0111\u1ec3 gi\u00e0nh l\u1ea5y c\u00e1c d\u1ef1 \u00e1n ch\u1ea5t l\u01b0\u1ee3ng cao.<\/span><\/p>\n

M\u1ee9c t\u0103ng cao h\u01a1n hi\u1ec7n t\u1ea1i d\u01b0\u1eddng nh\u01b0 \u0111ang c\u00f3 n\u1ec1n t\u1ea3ng kh\u00f4ng \u1ed5n \u0111\u1ecbnh, \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi ho\u1ea1t \u0111\u1ed9ng \u0111\u1ea7u c\u01a1 m\u1ea1nh m\u1ebd v\u00e0 s\u1ef1 v\u1ed9i v\u00e0ng nh\u1eb1m \u0111\u1ea3m b\u1ea3o c\u00e1c v\u1ecb th\u1ebf b\u00e1n kh\u1ed1ng l\u1edbn – c\u00f3 th\u1ec3 l\u00e0 \u0111\u1eb7t c\u01b0\u1ee3c v\u00e0o gi\u00e1 th\u1ea5p h\u01a1n ho\u1eb7c c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ph\u00f2ng ng\u1eeba r\u1ee7i ro s\u1ea3n l\u01b0\u1ee3ng c\u1ee7a h\u1ecd – do c\u00e1c nh\u00e0 giao d\u1ecbch th\u1ef1c hi\u1ec7n.<\/span><\/p>\n

Hai ngu\u1ed3n tin c\u00f3 hi\u1ec3u bi\u1ebft tr\u1ef1c ti\u1ebfp n\u00f3i v\u1edbi Reuters h\u00f4m th\u1ee9 Hai r\u1eb1ng \u00edt nh\u1ea5t 100.000 t\u1ea5n \u0111\u1ed3ng \u0111ang tr\u00ean \u0111\u01b0\u1eddng \u0111\u1ebfn s\u00e0n giao d\u1ecbch CME c\u1ee7a Hoa K\u1ef3, \u0111\u00e2y s\u1ebd l\u00e0 m\u1ed9t c\u00e1ch t\u1ed1t \u0111\u1ec3 cho ph\u00e9p c\u00e1c b\u00ean giao d\u1ecbch ch\u1ed1ng l\u1ea1i c\u00e1c v\u1ecb th\u1ebf gi\u1ea3m gi\u00e1 v\u00e0 gi\u1ea3m b\u1edbt s\u1ee9c n\u00f3ng c\u1ee7a th\u1ecb tr\u01b0\u1eddng.<\/span><\/p>\n

Robert Montefusco t\u1ea1i c\u00f4ng ty m\u00f4i gi\u1edbi Sucden Financial cho bi\u1ebft: \u201cHi\u1ec7n t\u1ea1i, \u0111\u00f3 ch\u1ec9 l\u00e0 suy \u0111o\u00e1n thu\u1ea7n t\u00fay ch\u1ee9 kh\u00f4ng ph\u1ea3i l\u00e0 nhu c\u1ea7u th\u1ef1c s\u1ef1\u201d.<\/span><\/p>\n

\u201cT\u1ea5t c\u1ea3 ph\u1ee5 thu\u1ed9c v\u00e0o vi\u1ec7c li\u1ec7u nhu c\u1ea7u \u0111\u00f3 c\u00f3 tr\u1edf th\u00e0nh hi\u1ec7n th\u1ef1c hay kh\u00f4ng, b\u1edfi v\u00ec m\u1ed9t khi th\u00f4ng s\u1ed1 k\u1ef9 thu\u1eadt \u0111\u01b0\u1ee3c \u0111\u01b0a ra, n\u00f3 s\u1ebd bi\u1ebfn m\u1ea5t.\u201d<\/span><\/p>\n

Tr\u00ean Comex, c\u00f3 t\u1ed5ng v\u1ecb th\u1ebf b\u00e1n r\u00f2ng l\u00e0 7.525 h\u1ee3p \u0111\u1ed3ng hay 85.334 t\u1ea5n, d\u1eef li\u1ec7u cho th\u1ea5y v\u00e0o th\u1ee9 S\u00e1u.<\/span><\/p>\n

Tuy nhi\u00ean, c\u00f3 s\u1ef1 kh\u00e1c bi\u1ec7t l\u1edbn gi\u1eefa v\u1ecb th\u1ebf mua r\u00f2ng c\u1ee7a c\u00e1c nh\u00e0 \u0111\u1ea7u c\u01a1 \u1edf m\u1ee9c 72.785 h\u1ee3p \u0111\u1ed3ng (825.382 t\u1ea5n) v\u00e0 v\u1ecb th\u1ebf b\u00e1n r\u00f2ng c\u1ee7a c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t l\u00e0 91.502 h\u1ee3p \u0111\u1ed3ng (1,04 tri\u1ec7u t\u1ea5n).<\/span><\/p>\n

L\u00f4 h\u00e0ng t\u1eeb Nam M\u1ef9<\/span>
\n<\/span>C\u00e1c ngu\u1ed3n tin n\u00f3i v\u1edbi Reuters r\u1eb1ng c\u00e1c nh\u00e0 giao d\u1ecbch h\u00e0ng h\u00f3a bao g\u1ed3m Trafigura v\u00e0 IXM, c\u0169ng nh\u01b0 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0111\u1ed3ng c\u1ee7a Trung Qu\u1ed1c, n\u1eb1m trong s\u1ed1 nh\u1eefng ng\u01b0\u1eddi b\u1ecb v\u01b0\u1edbng v\u00e0o t\u00ecnh tr\u1ea1ng si\u1ebft ch\u1eb7t ng\u1eafn h\u1ea1n tr\u00ean Comex.<\/span><\/p>\n

Nhi\u1ec1u ng\u01b0\u1eddi trong s\u1ed1 h\u1ecd \u0111\u00e3 s\u1eafp x\u1ebfp c\u00e1c chuy\u1ebfn h\u00e0ng \u0111\u1ed3ng \u0111\u1ebfn M\u1ef9, t\u1eeb c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u1edf Chile v\u00e0 Peru, chuy\u1ec3n h\u01b0\u1edbng c\u00e1c t\u00e0u \u0111\u00e3 \u0111\u1ebfn Trung Qu\u1ed1c theo h\u1ee3p \u0111\u1ed3ng d\u00e0i h\u1ea1n v\u00e0 m\u1ed9t s\u1ed1 \u0111\u1ed3ng \u0111\u00e3 r\u00fat kh\u1ecfi kho LME.<\/span><\/p>\n

Hai ngu\u1ed3n tin s\u1ea3n xu\u1ea5t cho bi\u1ebft, h\u01a1n 20.000 t\u1ea5n t\u1eeb Chile d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd \u0111\u1ebfn M\u1ef9 v\u00e0o cu\u1ed1i th\u00e1ng 5, v\u1edbi kh\u1ed1i l\u01b0\u1ee3ng l\u1edbn h\u01a1n s\u1ebd c\u1eadp b\u1ebfn v\u00e0o th\u00e1ng 6 v\u00e0 th\u00e1ng 7.<\/span><\/p>\n

Tuy nhi\u00ean, vi\u1ec7c chuy\u1ec3n \u0111\u1ed3ng t\u1eeb c\u00e1c kho \u0111\u00e3 \u0111\u0103ng k\u00fd LME sang Comex c\u00f3 th\u1ec3 b\u1ecb h\u1ea1n ch\u1ebf. \u0110\u1ed3ng Trung Qu\u1ed1c v\u00e0 Nga, chi\u1ebfm 67% t\u1ed3n kho LME, kh\u00f4ng \u0111\u1ee7 \u0111i\u1ec1u ki\u1ec7n \u0111\u1ec3 giao h\u00e0ng tr\u00ean Comex.<\/span><\/p>\n

D\u1eef li\u1ec7u trao \u0111\u1ed5i cho th\u1ea5y c\u00f3 17.250 t\u1ea5n \u0111\u1ed3ng \u0111\u01b0\u1ee3c s\u1ea3n xu\u1ea5t t\u1ea1i Chile, Peru v\u00e0 Australia \u0111\u01b0\u1ee3c M\u1ef9 mi\u1ec5n thu\u1ebf v\u00e0 n\u1eb1m trong h\u1ec7 th\u1ed1ng LME v\u00e0o cu\u1ed1i th\u00e1ng 4.<\/span><\/p>\n

Ng\u01b0\u1eddi ti\u00eau d\u00f9ng Trung Qu\u1ed1c, c\u00e1c nh\u00e0 luy\u1ec7n kim ng\u1ea7n ng\u1ea1i<\/span>
\n<\/span>Ti\u00eau th\u1ee5 \u1edf Trung Qu\u1ed1c, chi\u1ebfm kho\u1ea3ng m\u1ed9t n\u1eeda nhu c\u1ea7u \u0111\u1ed3ng to\u00e0n c\u1ea7u, \u0111ang m\u1edd nh\u1ea1t do l\u0129nh v\u1ef1c b\u1ea5t \u0111\u1ed9ng s\u1ea3n g\u1eb7p kh\u00f3 kh\u0103n v\u00e0 ng\u01b0\u1eddi ti\u00eau d\u00f9ng c\u00f4ng nghi\u1ec7p \u0111ang ch\u00f9n b\u01b0\u1edbc tr\u01b0\u1edbc m\u1ee9c gi\u00e1 k\u1ef7 l\u1ee5c.<\/span><\/p>\n

Trung Qu\u1ed1c h\u00f4m th\u1ee9 S\u00e1u \u0111\u00e3 c\u00f4ng b\u1ed1 c\u00e1c b\u01b0\u1edbc \u201cl\u1ecbch s\u1eed\u201d nh\u1eb1m \u1ed5n \u0111\u1ecbnh l\u0129nh v\u1ef1c b\u1ea5t \u0111\u1ed9ng s\u1ea3n \u0111ang b\u1ecb \u1ea3nh h\u01b0\u1edfng b\u1edfi kh\u1ee7ng ho\u1ea3ng, nh\u01b0ng s\u1ebd c\u1ea7n th\u1eddi gian \u0111\u1ec3 l\u0129nh v\u1ef1c th\u01b0\u1eddng ti\u00eau th\u1ee5 nhi\u1ec1u kim lo\u1ea1i c\u00f4ng nghi\u1ec7p n\u00e0y ph\u1ee5c h\u1ed3i.<\/span><\/p>\n

Hi\u1ec7n t\u1ea1i, c\u00e1c t\u00edn hi\u1ec7u \u0111ang \u1ea3m \u0111\u1ea1m, v\u1edbi gi\u00e1 \u0111\u1ed3ng Yangshan cao h\u01a1n, ph\u1ea3n \u00e1nh nhu c\u1ea7u \u0111\u1ed3ng nh\u1eadp kh\u1ea9u v\u00e0o Trung Qu\u1ed1c, dao \u0111\u1ed9ng \u1edf m\u1ee9c 0 sau khi gi\u1ea3m xu\u1ed1ng \u00e2m 5 USD\/t\u1ea5n v\u00e0o tu\u1ea7n tr\u01b0\u1edbc, so v\u1edbi m\u1ee9c 60 USD\/t\u1ea5n v\u00e0o th\u00e1ng 3.<\/span><\/p>\n

C\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a JPMorgan cho bi\u1ebft trong m\u1ed9t ghi ch\u00fa h\u00f4m th\u1ee9 Hai: \u201cV\u1edbi th\u1eddi gian t\u00e0i ch\u00ednh \u0111\u00e1ng k\u1ec3 c\u1ee7a \u0111\u1ed3ng v\u00e0 c\u00e1c y\u1ebfu t\u1ed1 c\u01a1 b\u1ea3n c\u1ee7a Trung Qu\u1ed1c v\u1eabn ti\u1ebfp t\u1ee5c tr\u00ec tr\u1ec7 trong th\u1eddi \u0111i\u1ec3m hi\u1ec7n t\u1ea1i, ch\u00fang t\u00f4i ngh\u0129 r\u1eb1ng v\u1eabn c\u00f3 nguy c\u01a1 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 m\u1ea5t ki\u00ean nh\u1eabn v\u1edbi c\u00e2u chuy\u1ec7n n\u00e0y\u201d.<\/span><\/p>\n

\u201cTheo quan \u0111i\u1ec3m c\u1ee7a ch\u00fang t\u00f4i, \u0111\u00e2y cu\u1ed1i c\u00f9ng c\u00f3 th\u1ec3 l\u00e0 m\u1ed9t s\u1ef1 \u0111i\u1ec1u ch\u1ec9nh r\u1ea5t l\u00e0nh m\u1ea1nh nh\u1eb1m th\u00fac \u0111\u1ea9y nhu c\u1ea7u c\u1ee7a Trung Qu\u1ed1c tho\u00e1t kh\u1ecfi t\u00ecnh tr\u1ea1ng tr\u00ec tr\u1ec7.\u201d<\/span><\/p>\n

JPMorgan cho bi\u1ebft th\u00eam, nhi\u1ec1u nhu c\u1ea7u ti\u1ec1m n\u0103ng c\u1ee7a Trung Qu\u1ed1c \u0111ang b\u1ecb tr\u00ec ho\u00e3n v\u00e0 c\u00f3 th\u1ec3 t\u00e1c \u0111\u1ed9ng \u1edf m\u1ee9c gi\u00e1 th\u1ea5p h\u01a1n.<\/span><\/p>\n

C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0 nh\u00e0 ph\u00e2n t\u00edch v\u1eabn l\u1ea1c quan trong trung v\u00e0 d\u00e0i h\u1ea1n do nhu c\u1ea7u to\u00e0n c\u1ea7u ng\u00e0y c\u00e0ng t\u0103ng v\u00e0 s\u1ef1 gi\u00e1n \u0111o\u1ea1n ngu\u1ed3n cung c\u1ee7a c\u00e1c m\u1ecf khai th\u00e1c.<\/span><\/p>\n

Theo <\/span>Reuters<\/b><\/a> \u0111\u01b0\u1ee3c Edu Trade bi\u00ean so\u1ea1n.<\/span><\/p>","protected":false},"excerpt":{"rendered":"

S\u1ef1 ph\u1ee5c h\u1ed3i nhanh ch\u00f3ng c\u1ee7a \u0111\u1ed3ng l\u00ean m\u1ee9c cao k\u1ef7 l\u1ee5c c\u00f3 th\u1ec3 kh\u00f4ng b\u1ec1n v\u1eefng trong nh\u1eefng tu\u1ea7n t\u1edbi, v\u1edbi h\u00e0nh \u0111\u1ed9ng t\u1eadp trung v\u00e0o vi\u1ec7c v\u1eadn chuy\u1ec3n nguy\u00ean li\u1ec7u \u0111\u1ec3 trang tr\u1ea3i c\u00e1c v\u1ecb th\u1ebf b\u00e1n kh\u1ed1ng tr\u00ean th\u1ecb tr\u01b0\u1eddng t\u01b0\u01a1ng lai Comex c\u1ee7a M\u1ef9 thay v\u00ec nhu c\u1ea7u \u1ea3m \u0111\u1ea1m \u1edf […]<\/p>","protected":false},"author":1,"featured_media":12040,"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","video":"","gallery":"","source_name":"","source_url":"","via_name":"","via_url":"","override_template":"0","override":[{"template":"4","single_blog_custom":"","parallax":"1","fullscreen":"0","layout":"right-sidebar","sidebar":"single-left","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","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","number_popup_post":"1","show_author_box":"0","show_post_related":"0","show_inline_post_related":"0"}],"override_image_size":"0","image_override":[{"single_post_thumbnail_size":"no-crop","single_post_gallery_size":"crop-500"}],"trending_post":"0","trending_post_position":"meta","trending_post_label":"Trending","sponsored_post":"0","sponsored_post_label":"Sponsored by","sponsored_post_name":"","sponsored_post_url":"","sponsored_post_logo_enable":"0","sponsored_post_logo":"","sponsored_post_desc":"","disable_ad":"0"},"jnews_primary_category":{"id":"","hide":""},"footnotes":""},"categories":[149],"tags":[],"class_list":["post-9488","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\/9488","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/comments?post=9488"}],"version-history":[{"count":0,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/posts\/9488\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/media\/12040"}],"wp:attachment":[{"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/media?parent=9488"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/categories?post=9488"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/tags?post=9488"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}