{"id":18457,"date":"2023-04-03T10:50:06","date_gmt":"2023-04-03T03:50:06","guid":{"rendered":"https:\/\/gtjai.com.vn\/?post_type=research&p=18457"},"modified":"2023-04-03T10:50:06","modified_gmt":"2023-04-03T03:50:06","slug":"gtjavn%e6%97%a5%e6%8a%a5%e8%a6%81%e9%97%bb_2023%e5%b9%b44%e6%9c%883%e6%97%a5","status":"publish","type":"research","link":"https:\/\/gtjai.com.vn\/zh-hans\/research\/gtjavn%e6%97%a5%e6%8a%a5%e8%a6%81%e9%97%bb_2023%e5%b9%b44%e6%9c%883%e6%97%a5\/","title":{"rendered":"GTJAVN\u65e5\u62a5\u8981\u95fb_2023\u5e744\u67083\u65e5"},"content":{"rendered":"

\u56fd\u6cf0\u541b\u5b89\u8bc1\u5238\uff08\u8d8a\u5357\uff09<\/em>2023\u5e744\u6708\u4efd\u4e2a\u80a1\u63a8\u8350\u8f833\u6708\u4efd\u66f4\u65b0\u3002\u5176\u4e2d\uff0c\u6301\u80a1\u540d\u5355\u65b0\u589eCTR\u80a1\u7968\u4ee3\u7801\uff0c\u7531\u4e8e\u5bf9NKG\u80a1\u7968\u4ee3\u7801\u7684\u6700\u65b0\u98ce\u9669\u62c5\u5fe7\uff0c\u4ea4\u6613\u540d\u5355\u51cf\u5c11\u4e86NKG\u5e76\u65b0\u589e\u4e86HPG\u3002<\/em><\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n
\n

\u00a0<\/strong><\/p>\n<\/td>\n

\n

\u80a1\u7968<\/strong><\/p>\n

\u4ee3\u7801<\/strong><\/p>\n<\/td>\n

\n

\u677f\u5757<\/strong><\/p>\n<\/td>\n

\n

\u5165\u4ed3\u533a<\/strong><\/p>\n<\/td>\n

\n

\u4f30\u4ef7<\/strong><\/p>\n<\/td>\n

\n

\u76ee\u6807\u4ef7<\/strong><\/p>\n<\/td>\n

\n

\u9884\u671f\u6536\u76ca\u7387<\/strong><\/p>\n<\/td>\n<\/tr>\n

\n

P\/E<\/p>\n<\/td>\n

\n

P\/B<\/p>\n<\/td>\n<\/tr>\n

\n

\u6301\u80a1<\/strong><\/p>\n

\u540d\u5355<\/strong><\/p>\n<\/td>\n

\n

STB<\/p>\n<\/td>\n

\n

\u94f6\u884c<\/p>\n<\/td>\n

\n

25,000<\/p>\n<\/td>\n

\n

9.3<\/p>\n<\/td>\n

\n

1.2<\/p>\n<\/td>\n

\n

40,000<\/p>\n<\/td>\n

\n

60.0%<\/p>\n<\/td>\n<\/tr>\n

\n

ACB<\/p>\n<\/td>\n

\n

\u94f6\u884c<\/p>\n<\/td>\n

\n

24,000<\/p>\n<\/td>\n

\n

5.9<\/p>\n<\/td>\n

\n

1.4<\/p>\n<\/td>\n

\n

29,500<\/p>\n<\/td>\n

\n

22.9%<\/p>\n<\/td>\n<\/tr>\n

\n

VEA<\/p>\n<\/td>\n

\n

\u4ea7\u4e1a\u673a\u68b0<\/p>\n<\/td>\n

\n

37,500<\/p>\n<\/td>\n

\n

7.4<\/p>\n<\/td>\n

\n

2.2<\/p>\n<\/td>\n

\n

42,000<\/p>\n<\/td>\n

\n

12.0%<\/p>\n<\/td>\n<\/tr>\n

\n

DMC<\/p>\n<\/td>\n

\n

\u836f\u54c1<\/p>\n<\/td>\n

\n

43,000<\/p>\n<\/td>\n

\n

7.6<\/p>\n<\/td>\n

\n

1.1<\/p>\n<\/td>\n

\n

49,000<\/p>\n<\/td>\n

\n

14.0%<\/p>\n<\/td>\n<\/tr>\n

\n

CTR<\/p>\n<\/td>\n

\n

\u5efa\u7b51<\/p>\n<\/td>\n

\n

58,000<\/p>\n<\/td>\n

\n

15.7<\/p>\n<\/td>\n

\n

4.3<\/p>\n<\/td>\n

\n

75,000<\/p>\n<\/td>\n

\n

29.3%<\/p>\n<\/td>\n<\/tr>\n

\n

\u4ea4\u6613<\/strong><\/p>\n

\u540d\u5355<\/strong><\/p>\n<\/td>\n

\n

PVD<\/p>\n<\/td>\n

\n

\u77f3\u6cb9<\/p>\n<\/td>\n

\n

20,000<\/p>\n<\/td>\n

\n

–<\/p>\n<\/td>\n

\n

0.8<\/p>\n<\/td>\n

\n

23,400<\/p>\n<\/td>\n

\n

17.0%<\/p>\n<\/td>\n<\/tr>\n

\n

HPG<\/p>\n<\/td>\n

\n

\u94a2<\/p>\n<\/td>\n

\n

20,500<\/p>\n<\/td>\n

\n

14.2<\/p>\n<\/td>\n

\n

1.3<\/p>\n<\/td>\n

\n

25,000<\/p>\n<\/td>\n

\n

21.9%<\/p>\n<\/td>\n<\/tr>\n

\n

HCM<\/p>\n<\/td>\n

\n

\u8bc1\u5238<\/p>\n<\/td>\n

\n

23,500<\/p>\n<\/td>\n

\n

13.1<\/p>\n<\/td>\n

\n

1.4<\/p>\n<\/td>\n

\n

27,500<\/p>\n<\/td>\n

\n

17.0%<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u00a0<\/strong><\/p>\n\n\n\n\n\n\n\n\n\n\n\n
\n

\u00a0<\/strong><\/p>\n<\/td>\n

\n

\u80a1\u7968<\/strong><\/p>\n

\u4ee3\u7801<\/strong><\/p>\n<\/td>\n

\n

\u4eae\u70b9<\/strong><\/p>\n<\/td>\n

\n

\u98ce\u9669<\/strong><\/p>\n<\/td>\n<\/tr>\n

\n

\u6301\u80a1<\/strong><\/p>\n

\u540d\u5355<\/strong>(Holding portfolio)<\/strong><\/p>\n<\/td>\n

\n

STB<\/p>\n<\/td>\n

\n

\u8be5\u884c\u6b63\u5904\u4e8e\u91cd\u7ec4\u4e4b\u65c5\u7684\u5c3e\u58f0\uff0c\u5f00\u542f\u4e86\u672a\u6765\u4e1a\u7ee9\u7a81\u7834\u7684\u671f\u5f85\u3002<\/p>\n<\/td>\n

\n

\u627f\u53d7\u6765\u81ea\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff08ETFs\uff09\u7684\u629b\u552e\u538b\u529b\u3002<\/p>\n<\/td>\n<\/tr>\n

\n

ACB<\/p>\n<\/td>\n

\n

\u7a33\u5065\u7684\u4e1a\u52a1\u6a21\u5f0f\uff0c\u5b89\u5168\u7684\u8d44\u4ea7\u8d28\u91cf\uff0c\u5728\u94f6\u884c\u4e1a\u8d44\u4ea7\u8d28\u91cf\u582a\u5fe7\u7684\u80cc\u666f\u4e0b\u5907\u53d7\u9752\u7750\u3002\u6211\u53f8\u5efa\u8bae\u201c\u6301\u6709\u201d\u3002<\/p>\n<\/td>\n

\n

\u603b\u4f53\u800c\u8a00\uff0c\u80a1\u5e02\u60c5\u7eea\u5bf9\u80a1\u4efd\u5236\u5546\u4e1a\u94f6\u884c\u76f8\u5f53\u4e0d\u5229\u3002<\/p>\n<\/td>\n<\/tr>\n

\n

VEA<\/p>\n<\/td>\n

\n

\u5408\u8d44\u516c\u53f8\u4e30\u7530Toyota\u548c\u672c\u7530Honda\u7684\u7a33\u5b9a\u6536\u5165\u8ba9\u8d8a\u5357\u80fd\u6e90\u534f\u4f1a\uff08VEA\uff09\u4fdd\u6301\u5927\u91cf\u73b0\u91d1\uff08\u5360\u603b\u8d44\u4ea7\u768440%-45%\uff09\uff0c\u4ece\u800c\u62e5\u6709\u7a33\u5b9a\u4e14\u6709\u5438\u5f15\u529b\u7684\u80a1\u606f\u653f\u7b56\uff08\u5728\u8d2d\u4e70\u4ef7\u683c\u8303\u56f4\u5185\u6536\u76ca\u7387\u8d85\u8fc7 10%\uff09\u3002<\/p>\n<\/td>\n

\n

\u7531\u4e8e\u652f\u51fa\u6536\u7d27\uff0c\u6c7d\u6469\u5e02\u573a\u7684\u964d\u5e45\u6bd4\u4eca\u5e74\u524d\u4e24\u4e2a\u6708\u7684\u964d\u5e45\u66f4\u5927\u3002<\/p>\n<\/td>\n<\/tr>\n

\n

DMC<\/p>\n<\/td>\n

\n

\u5e02\u76c8\u7387P\/E10\u500d\u5de6\u53f3\uff0c\u73b0\u91d1\u80a1\u606f2500\u8d8a\u5357\u76fe\/\u80a1\uff0c\u5728\u4e70\u5165\u4ef7\u533a\u95f4\u662f\u4e00\u4e2a\u5f88\u597d\u7684\u9632\u5fa1\u6027\u9009\u62e9\uff08\u533b\u836f\u884c\u4e1a\u7684\u7279\u70b9\uff09\u3002<\/p>\n<\/td>\n

\n

\u6d41\u52a8\u6027\u4f4e\uff0c\u56e0\u6b64\u9700\u8981\u8ba1\u7b97\u5408\u9002\u7684\u8ba2\u5355\u5927\u5c0f\u3002<\/p>\n<\/td>\n<\/tr>\n

\n

CTR<\/p>\n<\/td>\n

\n

\u4f01\u4e1a\u5728\u7535\u4fe1\u5efa\u8bbe\u9886\u57df\u5177\u6709\u7ade\u4e89\u4f18\u52bf\u3002\u671f\u671b\u4ece5G\u7f51\u7edc\u7684\u53d1\u5c55\u4e2d\u53d7\u76ca\u532a\u6d45\u3002<\/p>\n<\/td>\n

\n

4G \u548c 5G \u7684\u5e26\u5bbd\u62cd\u5356\u8def\u7ebf\u6bd4\u9884\u671f\u7684\u8981\u957f\u3002<\/p>\n<\/td>\n<\/tr>\n

\n

\u4ea4\u6613<\/strong><\/p>\n

\u540d\u5355<\/strong> (Trading portfolio)<\/strong><\/p>\n<\/td>\n

\n

PVD<\/p>\n<\/td>\n

\n

\u53d7\u76ca\u4e8e\u4e16\u754c\u6cb9\u6c14\u751f\u4ea7\u7684\u590d\u82cf\u8d8b\u52bf\uff0c2023\u5e741\u6708\u5f00\u59cb\u626d\u4e8f\u4e3a\u76c8\uff0c\u591a\u5e74\u4e8f\u635f\u6709\u671b\u5927\u6539\u89c2\u3002<\/p>\n<\/td>\n

\n

\u901a\u5e38\u53d7\u6cb9\u4ef7\u8d70\u52bf\u7684\u77ed\u671f\u8d1f\u9762\u6ce2\u52a8\u5f71\u54cd\u3002<\/p>\n<\/td>\n<\/tr>\n

\n

HPG<\/p>\n<\/td>\n

\n

\u8d8a\u5357\u94a2\u94c1\u884c\u4e1a\u6392\u540d\u7b2c\u4e00\u7684\u4f01\u4e1a\u3002\u4e2d\u56fd\u5f00\u653e\u7684\u9884\u671f\u5c06\u5e26\u52a8\u5efa\u7b51\u94a2\u6750\u9700\u6c42\u56de\u6696\uff0c\u94a2\u6750\u4ef7\u683c\u6709\u671b\u518d\u6b21\u4e0a\u6da8\u3002<\/p>\n<\/td>\n

\n

\u5168\u7403\u7ecf\u6d4e\u4f4e\u8ff7\u524a\u5f31\u4e86\u4e2d\u56fd\u5f00\u653e\u7684\u5f71\u54cd\u3002<\/p>\n<\/td>\n<\/tr>\n

\n

HCM<\/p>\n<\/td>\n

\n

\u5f53\u6295\u8d44\u8005\u9884\u671f\u6709\u77ed\u671f\u4e0a\u5347\u8d8b\u52bf\u65f6\uff0c\u5177\u6709\u9ad8\u98ce\u9669\u6307\u6570\uff08Beta\uff09\u7279\u5f81\u7684\u80a1\u7968\u662f\u5408\u9002\u7684\u9009\u62e9\u3002<\/p>\n<\/td>\n

\n

\u77ed\u671f\u5e02\u573a\u8d8b\u52bf\u786e\u8ba4\u4fee\u6b63\u3002<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"author":12,"featured_media":0,"template":"","cate_research":[100,83],"specialized":[],"class_list":["post-18457","research","type-research","status-publish","hentry","cate_research-100","cate_research-bao-cao-chien-luoc-zh-hans"],"yoast_head":"GTJAVN\u65e5\u62a5\u8981\u95fb_2023\u5e744\u67083\u65e5 - GTJA<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gtjai.com.vn\/zh-hans\/research\/gtjavn\u65e5\u62a5\u8981\u95fb_2023\u5e744\u67083\u65e5\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GTJAVN\u65e5\u62a5\u8981\u95fb_2023\u5e744\u67083\u65e5 - GTJA\" \/>\n<meta property=\"og:description\" content=\"\u56fd\u6cf0\u541b\u5b89\u8bc1\u5238\uff08\u8d8a\u5357\uff092023\u5e744\u6708\u4efd\u4e2a\u80a1\u63a8\u8350\u8f833\u6708\u4efd\u66f4\u65b0\u3002\u5176\u4e2d\uff0c\u6301\u80a1\u540d\u5355\u65b0\u589eCTR\u80a1\u7968\u4ee3\u7801\uff0c\u7531\u4e8e\u5bf9NKG\u80a1\u7968\u4ee3 […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/gtjai.com.vn\/zh-hans\/research\/gtjavn\u65e5\u62a5\u8981\u95fb_2023\u5e744\u67083\u65e5\/\" \/>\n<meta property=\"og:site_name\" content=\"GTJA\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1\u5206\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/gtjai.com.vn\/#website\",\"url\":\"https:\/\/gtjai.com.vn\/\",\"name\":\"GTJA\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/gtjai.com.vn\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"zh-CN\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/gtjai.com.vn\/zh-hans\/research\/gtjavn%e6%97%a5%e6%8a%a5%e8%a6%81%e9%97%bb_2023%e5%b9%b44%e6%9c%883%e6%97%a5\/#webpage\",\"url\":\"https:\/\/gtjai.com.vn\/zh-hans\/research\/gtjavn%e6%97%a5%e6%8a%a5%e8%a6%81%e9%97%bb_2023%e5%b9%b44%e6%9c%883%e6%97%a5\/\",\"name\":\"GTJAVN\\u65e5\\u62a5\\u8981\\u95fb_2023\\u5e744\\u67083\\u65e5 - 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