\n Gi\u00e1 th\u1ecbt l\u1ee3n t\u0103ng v\u1ecdt do d\u1ecbch t\u1ea3 l\u1ee3n ch\u00e2u Phi l\u00e0m gi\u1ea3m ngu\u1ed3n cung, trong khi chi\u1ebfn tranh th\u01b0\u01a1ng m\u1ea1i c\u0169ng th\u00fac \u0111\u1ea9y nhu c\u1ea7u \u0111\u1ed1i v\u1edbi c\u1ed5 phi\u1ebfu ti\u00eau d\u00f9ng trong n\u01b0\u1edbc khi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 t\u00ecm ki\u1ebfm nh\u1eefng c\u1ed5 phi\u1ebfu kh\u00f4ng b\u1ecb \u1ea3nh h\u01b0\u1edfng b\u1edfi thu\u1ebf quan trong chi\u1ebfn tranh th\u01b0\u01a1ng m\u1ea1i M\u1ef9 – Trung. Kh\u00f4ng bao g\u1ed3m c\u00e1c c\u00f4ng ty kh\u00f4ng c\u00f3 l\u1ee3i nhu\u1eadn v\u00e0 nh\u1eefng c\u00f4ng ty c\u00f3 gi\u00e1 tr\u1ecb th\u1ecb tr\u01b0\u1eddng d\u01b0\u1edbi 1 t\u1ef7 USD, k\u1ec3 t\u1eeb th\u1ee9 S\u00e1u tu\u1ea7n tr\u01b0\u1edbc, 6 trong s\u1ed1 10 c\u1ed5 phi\u1ebfu th\u1ef1c ph\u1ea9m v\u00e0 \u0111\u1ed3 u\u1ed1ng (F&B) c\u00f3 h\u1ec7 s\u1ed1 gi\u00e1 tr\u00ean l\u1ee3i nhu\u1eadn (h\u1ec7 s\u1ed1 PE) cao nh\u1ea5t tr\u00ean to\u00e0n c\u1ea7u l\u00e0 c\u1ee7a Trung Qu\u1ed1c, theo d\u1eef li\u1ec7u c\u1ee7a Bloomberg.Vi\u1ec7c \u0111\u1ecbnh gi\u00e1 cao – ch\u1eb3ng h\u1ea1n, nh\u00e0 ch\u0103n nu\u00f4i l\u1ee3n Luoniushan Co., c\u00f3 h\u1ec7 s\u1ed1 PE hi\u1ec7n t\u1ea1i l\u00e0 kho\u1ea3ng 1.900 l\u1ea7n – c\u00f3 th\u1ec3 g\u00e2y lo ng\u1ea1i v\u1ec1 bong b\u00f3ng kinh t\u1ebf, th\u00e1ch th\u1ee9c n\u1ec1n kinh t\u1ebf Trung Qu\u1ed1c \u0111ang ch\u1eefng l\u1ea1i v\u00e0 \u0111i l\u1ec7ch kh\u1ecfi ch\u1ec9 s\u1ed1 chu\u1ea9n gi\u00e1. Ch\u1ec9 s\u1ed1 Shanghai Composite c\u00f3 h\u1ec7 s\u1ed1 PE l\u00e0 14,5 l\u1ea7n.Tr\u00ean thang PE cho c\u00e1c c\u00f4ng ty th\u1ef1c ph\u1ea9m v\u00e0 \u0111\u1ed3 u\u1ed1ng, nh\u1eefng v\u1ecb tr\u00ed \u0111\u1ea7u \u0111\u1ec1u l\u00e0 c\u00e1c c\u00f4ng ty Trung Qu\u1ed1c. Cao nh\u1ea5t trong s\u1ed1 c\u00e1c c\u00f4ng ty tr\u00ean to\u00e0n c\u1ea7u v\u1edbi gi\u00e1 tr\u1ecb th\u1ecb tr\u01b0\u1eddng tr\u00ean 1 t\u1ef7 USD l\u00e0 nh\u00e0 ph\u00e1t tri\u1ec3n ph\u1ea7n m\u1ec1m ServiceNow c\u00f3 tr\u1ee5 s\u1edf t\u1ea1i California, giao d\u1ecbch \u1edf m\u1ee9c h\u01a1n 20.000 l\u1ea7n l\u1ee3i nhu\u1eadn.Theo \u00f4ng Shen Zhengyang, chi\u1ebfn l\u01b0\u1ee3c gia c\u1ee7a Northeast Securities, nh\u00f3m c\u1ed5 phi\u1ebfu th\u1ef1c ph\u1ea9m v\u00e0 \u0111\u1ed3 u\u1ed1ng Trung Qu\u1ed1c n\u00e0y kh\u00f3 c\u00f3 th\u1ec3 duy tr\u00ec m\u1ee9c \u0111\u1ecbnh gi\u00e1 cao nh\u01b0 v\u1eady, giai \u0111o\u1ea1n \u0111i\u00ean r\u1ed3 nh\u1ea5t \u0111\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 mua c\u1ed5 phi\u1ebfu ng\u00e0nh ch\u0103n nu\u00f4i l\u1ee3n \u0111\u00e3 d\u1ea7n qua r\u1ed3i.Ch\u1ec9 s\u1ed1 g\u1ed3m 49 c\u1ed5 phi\u1ebfu th\u1ef1c ph\u1ea9m v\u00e0 \u0111\u1ed3 u\u1ed1ng Trung Qu\u1ed1c \u0111\u00e3 t\u0103ng 68% trong n\u0103m nay, \u0111\u1ea1t m\u1ee9c cao k\u1ef7 l\u1ee5c trong tu\u1ea7n tr\u01b0\u1edbc, trong \u0111\u00f3 Shanghai Composite \u0111\u00e3 t\u0103ng 21%. Ch\u1ec9 s\u1ed1 Hang Seng c\u1ee7a H\u1ed3ng K\u00f4ng ch\u1ec9 t\u0103ng 3,3%. Gi\u00e1 th\u1ecbt l\u1ee3n b\u00e1n bu\u00f4n Trung Qu\u1ed1c nh\u1ea3y v\u1ecdt l\u00ean m\u1ee9c cao k\u1ef7 l\u1ee5c trong th\u00e1ng tr\u01b0\u1edbc. C\u00e1c bi\u1ec7n ph\u00e1p ph\u1ee5c h\u1ed3i ng\u00e0nh ch\u0103n nu\u00f4i l\u1ee3n v\u00e0 t\u0103ng ngu\u1ed3n cung th\u1ecbt l\u1ee3n \u0111ang \u0111\u01b0\u1ee3c tri\u1ec3n khai th\u1ef1c hi\u1ec7n.D\u01b0\u1edbi \u0111\u00e2y l\u00e0 di\u1ec5n bi\u1ebfn c\u1ee7a nh\u1eefng c\u1ed5 phi\u1ebfu \u0111\u1eaft nh\u1ea5t trong ng\u00e0nh:- Muyuan, \u0111\u00e3 t\u0103ng 164% trong n\u0103m nay t\u1ea1i Th\u00e2m Quy\u1ebfn v\u00e0o th\u1ee9 S\u00e1u tu\u1ea7n tr\u01b0\u1edbc, \u0111\u01b0\u1ee3c \u0111\u1ecbnh gi\u00e1 b\u1eb1ng 561 l\u1ea7n l\u1ee3i nhu\u1eadn 12 th\u00e1ng g\u1ea7n \u0111\u00e2y nh\u1ea5t. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch d\u1ef1 b\u00e1o nh\u00e0 ch\u0103n nu\u00f4i l\u1ee3n c\u00f3 tr\u1ee5 s\u1edf t\u1ea1i H\u00e0 Nam n\u00e0y s\u1ebd mang l\u1ea1i s\u1ef1 t\u0103ng tr\u01b0\u1edfng b\u00f9ng n\u1ed5 trong l\u1ee3i nhu\u1eadn r\u00f2ng n\u0103m 2019. C\u1ed5 phi\u1ebfu H\u1ed3 Nam New Wellful, \u0111\u00e3 t\u0103ng 221%, \u0111\u1ecbnh gi\u00e1 g\u1ea5p 301 l\u1ea7n l\u1ee3i nhu\u1eadn.- Luoniushan \u0111\u00e3 ch\u1ec9 t\u0103ng 2,2% trong n\u0103m 2019 cho \u0111\u1ebfn tu\u1ea7n tr\u01b0\u1edbc. C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111ang d\u1ef1 \u0111o\u00e1n c\u00f4ng ty c\u00f3 tr\u1ee5 s\u1edf \u1edf H\u1ea3i Nam n\u00e0y s\u1ebd \u0111\u01b0\u1ee3c h\u01b0\u1edfng l\u1ee3i t\u1eeb k\u1ebf ho\u1ea1ch c\u1ee7a Trung Qu\u1ed1c \u0111\u1ec3 ph\u00e1t tri\u1ec3n t\u1ec9nh \u0111\u1ea3o ph\u00eda Nam th\u00e0nh m\u1ed9t trung t\u00e2m du l\u1ecbch qu\u1ed1c t\u1ebf. D\u1ef1 \u00e1n \u0111ua ng\u1ef1a Luoniushan c\u0169ng thu h\u00fat ti\u1ec1n \u0111\u1ea7u c\u01a1.
\n Kh\u00e1nh An
\n Theo Nh\u1ecbp S\u1ed1ng Vi\u1ec7t\/Bloomberg<\/p>\n