{"id":542,"date":"2023-10-23T02:03:16","date_gmt":"2023-10-23T02:03:16","guid":{"rendered":"https:\/\/tastycounter.net\/index.php\/2023\/10\/23\/nvidia-se-bi-anh-huong-lon-boi-cuoc-chien-chip-giua-my-va-trung-quoc\/"},"modified":"2023-10-23T02:03:16","modified_gmt":"2023-10-23T02:03:16","slug":"nvidia-se-bi-anh-huong-lon-boi-cuoc-chien-chip-giua-my-va-trung-quoc","status":"publish","type":"post","link":"https:\/\/tastycounter.net\/index.php\/2023\/10\/23\/nvidia-se-bi-anh-huong-lon-boi-cuoc-chien-chip-giua-my-va-trung-quoc\/","title":{"rendered":"Nvidia s\u1ebd b\u1ecb \u1ea3nh h\u01b0\u1edfng l\u1edbn b\u1edfi cu\u1ed9c chi\u1ebfn chip gi\u1eefa M\u1ef9 v\u00e0 Trung Qu\u1ed1c"},"content":{"rendered":"<\/p>\n
\n

C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 mua l\u1ea1i c\u1ed5 phi\u1ebfu c\u1ee7a Nvidia Corp. v\u00e0o th\u1eddi \u0111i\u1ec3m cu\u1ed1i th\u00e1ng tr\u01b0\u1edbc \u0111\u00e3 nh\u1eadn \u0111\u01b0\u1ee3c l\u1eddi nh\u1eafc nh\u1edf nghi\u00eam t\u00fac v\u1ec1 vi\u1ec7c nhi\u1ec1u th\u1ebf l\u1ef1c \u0111ang th\u00fac \u0111\u1ea9y tri\u1ec3n v\u1ecdng kinh doanh c\u1ee7a nh\u00e0 s\u1ea3n xu\u1ea5t chip n\u00e0y.<\/p>\n

Nh\u01b0 \u0111\u01b0\u1ee3c b\u00e1o tr\u01b0\u1edbc v\u00e0o gi\u1eefa th\u00e1ng 9 \u2013 l\u01b0\u1ee3ng c\u1ed5 phi\u1ebfu t\u0103ng 14% trong 15 ng\u00e0y giao d\u1ecbch \u2013 \u0111\u00e3 r\u01a1i v\u00e0o t\u00ecnh tr\u1ea1ng t\u1ed3i t\u1ec7 trong tu\u1ea7n n\u00e0y, gi\u1ea3m g\u1ea7n 9% trong kho\u1ea3ng th\u1eddi gian 5 ng\u00e0y. L\u1ed9 tr\u00ecnh n\u00e0y l\u00e0 do c\u00e1c quy \u0111\u1ecbnh m\u1edbi c\u1ee7a Hoa K\u1ef3 nh\u1eb1m h\u1ea1n ch\u1ebf c\u00f4ng ngh\u1ec7 ti\u00ean ti\u1ebfn t\u1eeb Trung Qu\u1ed1c, m\u1ed9t \u0111\u1ed9ng th\u00e1i \u0111e d\u1ecda 1\/5 doanh thu c\u1ee7a Nvidia trong qu\u00fd tr\u01b0\u1edbc.<\/p>\n

\u0110\u00f3 c\u0169ng l\u00e0 m\u1ed9t l\u1eddi nh\u1eafc nh\u1edf d\u00e0nh cho nh\u1eefng ng\u01b0\u1eddi h\u00e2m m\u1ed9 Nvidia r\u1eb1ng b\u1ea5t ch\u1ea5p t\u1ea5t c\u1ea3 s\u1ef1 c\u01b0\u1eddng \u0111i\u1ec7u xung quanh v\u1ecb tr\u00ed l\u00e0 ng\u01b0\u1eddi h\u01b0\u1edfng l\u1ee3i ch\u00ednh t\u1eeb c\u01a1n s\u1ed1t v\u00e0ng tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o<\/a>, tri\u1ec3n v\u1ecdng tr\u01b0\u1edbc m\u1eaft c\u1ee7a c\u00f4ng ty \u0111ang ph\u1ee5 thu\u1ed9c v\u00e0o cu\u1ed9c \u0111\u1ea5u tranh \u0111\u1ecba ch\u00ednh tr\u1ecb \u0111\u1ed1i v\u1edbi c\u00e1c con chip cung c\u1ea5p n\u0103ng l\u01b0\u1ee3ng cho h\u1ea7u h\u1ebft m\u1ecdi kh\u00eda c\u1ea1nh c\u1ee7a th\u1ebf gi\u1edbi hi\u1ec7n \u0111\u1ea1i. N\u00f3 c\u0169ng kh\u00f4ng tr\u00e1nh kh\u1ecfi vi\u1ec7c l\u00e3i su\u1ea5t t\u0103ng v\u00e0 nh\u1eefng lo ng\u1ea1i v\u1ec1 kinh t\u1ebf \u0111ang \u0111\u00e8 n\u1eb7ng l\u00ean th\u1ecb tr\u01b0\u1eddng.<\/p>\n

Nvidia \u0111\u00e3 v\u01b0\u01a1n l\u00ean d\u1eabn \u0111\u1ea7u b\u1ea3ng x\u1ebfp h\u1ea1ng hi\u1ec7u su\u1ea5t v\u00e0o th\u00e1ng 5 sau khi \u0111\u01b0a ra d\u1ef1 b\u00e1o doanh s\u1ed1 v\u01b0\u1ee3t xa k\u1ef3 v\u1ecdng c\u1ee7a c\u00e1c nh\u00e0 ph\u00e2n t\u00edch v\u00e0 c\u1ee7ng c\u1ed1 v\u1ecb th\u1ebf c\u1ee7a nh\u00e0 s\u1ea3n xu\u1ea5t chip n\u00e0y v\u1edbi vai tr\u00f2 l\u00e0 ng\u01b0\u1eddi h\u01b0\u1edfng l\u1ee3i ch\u00ednh t\u1eeb xu h\u01b0\u1edbng AI. M\u1ee9c t\u0103ng k\u1ef7 l\u1ee5c c\u1ee7a c\u1ed5 phi\u1ebfu \u0111\u00e3 \u0111\u01b0a v\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng c\u1ee7a Nvidia \u0111\u1ea1t 1 ngh\u00ecn t\u1ef7 USD, m\u1ee9c m\u00e0 n\u00f3 \u0111\u00e3 v\u01b0\u1ee3t qua v\u00e0o th\u00e1ng 6. T\u1ea1i l\u1ea7n c\u00f4ng b\u1ed1 thu nh\u1eadp ti\u1ebfp theo v\u00e0o th\u00e1ng 8, m\u1ed9t b\u00e1o c\u00e1o b\u00f9ng n\u1ed5 kh\u00e1c \u0111\u00e3 \u0111\u01b0a c\u1ed5 phi\u1ebfu l\u00ean m\u1ee9c cao nh\u1ea5t m\u1ecdi th\u1eddi \u0111\u1ea1i.<\/p>\n

Tuy nhi\u00ean, gi\u00e1 c\u1ed5 phi\u1ebfu \u0111\u00e3 gi\u1ea3m 12% trong th\u00e1ng 9, th\u00e1ng c\u00f3 k\u1ebft qu\u1ea3 t\u1ed3i t\u1ec7 nh\u1ea5t trong n\u0103m 2023, do lo ng\u1ea1i v\u1ec1 t\u00ednh b\u1ec1n v\u1eefng c\u1ee7a nhu c\u1ea7u.<\/p>\n

<\/ins><\/div>\n

M\u1eb7c d\u00f9 c\u1ed5 phi\u1ebfu v\u1eabn t\u0103ng h\u01a1n 180% trong n\u0103m nay v\u00e0 l\u00e0 c\u1ed5 phi\u1ebfu c\u00f3 di\u1ec5n bi\u1ebfn t\u1ed1t nh\u1ea5t tr\u00ean c\u1ea3 ch\u1ec9 s\u1ed1 S&P 500 v\u00e0 Nasdaq 100, g\u1ea7n 200 t\u1ef7 USD gi\u00e1 tr\u1ecb th\u1ecb tr\u01b0\u1eddng \u0111\u00e3 m\u1ea5t t\u1eeb cu\u1ed1i th\u00e1ng 8 cho \u0111\u1ebfn h\u1ebft ng\u00e0y th\u1ee9 S\u00e1u v\u1eeba qua. Nvidia d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd b\u00e1o c\u00e1o thu nh\u1eadp l\u1ea7n ti\u1ebfp theo v\u00e0o ng\u00e0y 21 th\u00e1ng 11.<\/p>\n

Card \u0111\u1ed3 h\u1ecda d\u00e0nh cho game th\u1ee7 h\u00e0ng \u0111\u1ea7u c\u1ee7a Nvidia v\u01b0\u1edbng v\u00e0o cu\u1ed9c chi\u1ebfn th\u01b0\u01a1ng m\u1ea1i M\u1ef9-Trung<\/h2>\n

Cho \u0111\u1ebfn nay, c\u00e1c nh\u00e0 ph\u00e2n t\u00edch Ph\u1ed1 Wall v\u1eabn ch\u01b0a thay \u0111\u1ed5i quan \u0111i\u1ec3m t\u00edch c\u1ef1c v\u1ec1 c\u1ed5 phi\u1ebfu n\u00e0y. Trong khi m\u1ed9t s\u1ed1 ng\u01b0\u1eddi \u0111\u00e3 gi\u1ea3m m\u1ee5c ti\u00eau gi\u00e1, th\u00ec 95% c\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u00f3 x\u1ebfp h\u1ea1ng t\u01b0\u01a1ng \u0111\u01b0\u01a1ng h\u00e0nh \u0111\u1ed9ng mua \u0111\u1ed1i v\u1edbi Nvidia, theo d\u1eef li\u1ec7u do Bloomberg t\u1ed5ng h\u1ee3p.<\/p>\n

Citi \u0111\u00e3 h\u1ea1 m\u1ee5c ti\u00eau gi\u00e1 t\u1eeb 630 USD xu\u1ed1ng c\u00f2n 575 USD trong khi v\u1eabn gi\u1eef nguy\u00ean x\u1ebfp h\u1ea1ng mua. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a Morgan Stanley do Joseph Moore d\u1eabn \u0111\u1ea7u – ng\u01b0\u1eddi \u0111\u00e3 khuy\u1ebfn ngh\u1ecb mua c\u1ed5 phi\u1ebfu trong \u0111\u1ee3t gi\u1ea3m gi\u00e1 th\u00e1ng 9 – v\u1eabn duy tr\u00ec m\u1ee9c x\u1ebfp h\u1ea1ng cao nh\u01b0ng \u0111\u00e3 c\u1eaft gi\u1ea3m m\u1ee5c ti\u00eau gi\u00e1 t\u1eeb 630 USD xu\u1ed1ng c\u00f2n 600 USD.<\/p>\n

\u201c\u0110\u00e2y l\u00e0 m\u1ed9t b\u01b0\u1edbc th\u1ee5t l\u00f9i \u0111\u00e1ng k\u1ec3, nh\u01b0ng ho\u1ea1t \u0111\u1ed9ng kinh doanh c\u00f3 th\u1ec3 s\u1ebd ti\u1ebfp t\u1ee5c v\u01b0\u1ee3t tr\u00ean mong \u0111\u1ee3i b\u1ea5t ch\u1ea5p \u0111i\u1ec1u \u0111\u00f3\u201d, \u00f4ng <\/em>Moore vi\u1ebft trong m\u1ed9t ghi ch\u00fa v\u00e0o th\u1ee9 T\u01b0 v\u1eeba qua, \u0111\u1ed3ng th\u1eddi n\u00f3i th\u00eam r\u1eb1ng Nvidia v\u1eabn l\u00e0 l\u1ef1a ch\u1ecdn h\u00e0ng \u0111\u1ea7u c\u1ee7a h\u1ecd trong l\u0129nh v\u1ef1c b\u00e1n d\u1eabn.<\/p>\n

\u0110\u1ed1i v\u1edbi Michael Sansoterra, gi\u00e1m \u0111\u1ed1c \u0111\u1ea7u t\u01b0 t\u1ea1i Silvant Capital Management, c\u00e1c h\u1ea1n ch\u1ebf xu\u1ea5t kh\u1ea9u b\u1ed5 sung \u0111\u1ed1i v\u1edbi nh\u1eefng l\u00f4 h\u00e0ng t\u1eeb Trung Qu\u1ed1c h\u1ea7u nh\u01b0 kh\u00f4ng l\u00e0m gi\u1ea3m s\u1ee9c h\u1ea5p d\u1eabn l\u00e2u d\u00e0i c\u1ee7a Nvidia.<\/p>\n

\u00d4ng n\u00f3i: \u201cB\u1ea1n s\u1ebd th\u1ea5y m\u1ed9t s\u1ed1 bi\u1ebfn \u0111\u1ed9ng trong c\u1ed5 phi\u1ebfu kh\u00f4ng h\u1ec1 d\u1ec5 ch\u1ecbu ch\u00fat n\u00e0o nh\u01b0ng c\u0169ng kh\u00f4ng c\u00f3 g\u00ec b\u1ea5t ng\u1edd\u201d.\u00a0<\/em><\/p>\n

C\u1ed5 phi\u1ebfu c\u1ee7a Tesla Inc. \u0111\u00e3 gi\u1ea3m 16% trong tu\u1ea7n n\u00e0y, m\u1ee9c gi\u1ea3m h\u00e0ng tu\u1ea7n l\u1edbn nh\u1ea5t trong n\u0103m nay. Vi\u1ec7c Tesla gi\u1ea3m gi\u00e1 trong n\u0103m nay cho th\u1ea5y kh\u00e1ch h\u00e0ng kh\u00f4ng c\u00f2n s\u1eb5n s\u00e0ng tr\u1ea3 ph\u00ed b\u1ea3o hi\u1ec3m cho xe c\u1ee7a h\u00e3ng n\u1eefa. C\u1ed5 phi\u1ebfu c\u1ee7a c\u00f4ng ty \u0111\u00e3 gi\u1ea3m 9,3% v\u00e0o th\u1ee9 N\u0103m sau khi c\u00f4ng b\u1ed1 b\u00e1o c\u00e1o c\u1eadp nh\u1eadt thu nh\u1eadp h\u00e0ng qu\u00fd v\u00e0 \u0111\u1ee3t s\u1ee5t gi\u1ea3m k\u00e9o d\u00e0i v\u00e0o th\u1ee9 S\u00e1u.<\/p>\n

C\u00e1c game th\u1ee7 Trung Qu\u1ed1c hi\u1ec7n ph\u1ea3i tr\u1ea3 h\u01a1n g\u1ea5p \u0111\u00f4i gi\u00e1 ni\u00eam y\u1ebft c\u1ee7a card \u0111\u1ed3 h\u1ecda ti\u00eau d\u00f9ng h\u00e0ng \u0111\u1ea7u c\u1ee7a Nvidia Corp. sau khi h\u00e3ng n\u00e0y v\u01b0\u1edbng v\u00e0o l\u1ec7nh c\u1ea5m xu\u1ea5t kh\u1ea9u c\u00f4ng ngh\u1ec7 c\u1ee7a M\u1ef9 d\u00e0nh cho Trung Qu\u1ed1c.<\/p>\n

<\/ins><\/div>\n

Alibaba Group Holding Ltd. v\u00e0 Tencent Holdings Ltd. n\u1eb1m trong s\u1ed1 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 \u1ea3nh h\u01b0\u1edfng c\u1ee7a Trung Qu\u1ed1c \u0111\u00e3 \u0111\u1ea7u t\u01b0 2,5 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 (342 tri\u1ec7u USD) v\u00e0o c\u00f4ng ty start-up AI Zhipu trong n\u0103m nay, m\u1ed9t ph\u1ea7n trong l\u00e0n s\u00f3ng v\u1ed1n ch\u1ea3y v\u00e0o \u0111\u1ea5u tr\u01b0\u1eddng hi\u1ec7n \u0111ang hot n\u00e0y.<\/p>\n

\u00c1p l\u1ef1c ng\u00e0y c\u00e0ng t\u0103ng c\u1ee7a Trung Qu\u1ed1c \u0111\u1ed1i v\u1edbi \u0110\u00e0i Loan \u0111ang khi\u1ebfn m\u1ed9t s\u1ed1 nh\u00e0 \u0111\u1ea7u t\u01b0 ch\u1ee9ng kho\u00e1n \u0111i ng\u01b0\u1ee3c l\u1ea1i xu h\u01b0\u1edbng v\u00e0 r\u1eddi kh\u1ecfi C\u00f4ng ty S\u1ea3n xu\u1ea5t Ch\u1ea5t b\u00e1n d\u1eabn \u0110\u00e0i Loan.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 mua l\u1ea1i c\u1ed5 phi\u1ebfu c\u1ee7a Nvidia Corp. v\u00e0o th\u1eddi \u0111i\u1ec3m cu\u1ed1i th\u00e1ng tr\u01b0\u1edbc \u0111\u00e3 nh\u1eadn \u0111\u01b0\u1ee3c l\u1eddi nh\u1eafc nh\u1edf nghi\u00eam t\u00fac v\u1ec1 vi\u1ec7c nhi\u1ec1u th\u1ebf l\u1ef1c \u0111ang th\u00fac \u0111\u1ea9y tri\u1ec3n v\u1ecdng kinh doanh c\u1ee7a nh\u00e0 s\u1ea3n xu\u1ea5t chip n\u00e0y. Nh\u01b0 \u0111\u01b0\u1ee3c b\u00e1o tr\u01b0\u1edbc v\u00e0o gi\u1eefa th\u00e1ng 9 \u2013 l\u01b0\u1ee3ng c\u1ed5 phi\u1ebfu […]<\/p>\n","protected":false},"author":1,"featured_media":543,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-542","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-khong-phan-loai"],"_links":{"self":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/542","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/comments?post=542"}],"version-history":[{"count":0,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/542\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/media\/543"}],"wp:attachment":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/media?parent=542"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/categories?post=542"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/tags?post=542"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}