{"id":99,"date":"2023-08-25T09:50:27","date_gmt":"2023-08-25T09:50:27","guid":{"rendered":"https:\/\/tastycounter.net\/index.php\/2023\/08\/25\/nvidia-tao-tien-de-cho-ipo-cua-arm-de-thuc-day-lan-song-ai\/"},"modified":"2023-08-25T09:50:27","modified_gmt":"2023-08-25T09:50:27","slug":"nvidia-tao-tien-de-cho-ipo-cua-arm-de-thuc-day-lan-song-ai","status":"publish","type":"post","link":"https:\/\/tastycounter.net\/index.php\/2023\/08\/25\/nvidia-tao-tien-de-cho-ipo-cua-arm-de-thuc-day-lan-song-ai\/","title":{"rendered":"Nvidia t\u1ea1o ti\u1ec1n \u0111\u1ec1 cho IPO c\u1ee7a ARM \u0111\u1ec3 th\u00fac \u0111\u1ea9y l\u00e0n s\u00f3ng AI"},"content":{"rendered":"<\/p>\n
\n

Ph\u1ed1 Wall cho\u00e1ng ng\u1ee3p tr\u01b0\u1edbc k\u1ebft qu\u1ea3 h\u00e0ng qu\u00fd “bom t\u1ea5n” c\u1ee7a Nvidia Corp, nh\u1eefng nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u1ed5 x\u00f4 v\u00e0o b\u1ea5t c\u1ee9 th\u1ee9 g\u00ec li\u00ean quan \u0111\u1ebfn tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o<\/a>, c\u00f2n c\u00e1c nh\u00e0 qu\u1ea3n l\u00fd ti\u1ec1n t\u1ec7 th\u00ec c\u1ed1 g\u1eafng ki\u1ebfm l\u1ee3i nhu\u1eadn sau h\u01a1n 18 th\u00e1ng m\u00f2n m\u1ecfi tr\u00ean th\u1ecb tr\u01b0\u1eddng IPO.<\/p>\n

\u0110i\u1ec1u quan tr\u1ecdng l\u00e0 c\u00f4ng ty \u0111\u01b0\u1ee3c SoftBank Group h\u1eadu thu\u1eabn ph\u1ea3i thuy\u1ebft ph\u1ee5c c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 r\u1eb1ng t\u1ea7m nh\u00ecn tr\u1edf th\u00e0nh ng\u01b0\u1eddi ch\u01a1i trong l\u0129nh v\u1ef1c AI c\u00f3 th\u1ec3 th\u00fac \u0111\u1ea9y t\u0103ng tr\u01b0\u1edfng, sau khi doanh s\u1ed1 b\u00e1n h\u00e0ng tr\u00ec tr\u1ec7 trong ng\u00e0nh b\u00e1n d\u1eabn do d\u01b0 th\u1eeba chip.<\/p>\n

Nh\u00e0 thi\u1ebft k\u1ebf chip \u0111\u00e3 \u0111\u1ec1 c\u1eadp \u0111\u1ebfn AI g\u1ea7n 50 l\u1ea7n trong m\u1ed9t h\u1ed3 s\u01a1 n\u00eau chi ti\u1ebft tham v\u1ecdng tr\u1edf th\u00e0nh trung t\u00e2m c\u1ee7a qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i sang m\u1ed9t th\u1ebf gi\u1edbi ng\u00e0y c\u00e0ng ph\u1ee5 thu\u1ed9c v\u00e0o AI v\u00e0 Machine Learning<\/a>. \u0110i\u1ec1u n\u00e0y di\u1ec5n ra tr\u01b0\u1edbc \u0111\u1ee3t ch\u00e0o b\u00e1n c\u1ed5 phi\u1ebfu l\u1ea7n \u0111\u1ea7u ra c\u00f4ng ch\u00fang \u0111\u01b0\u1ee3c \u0111\u1ec1 xu\u1ea5t v\u00e0o th\u00e1ng t\u1edbi, v\u1edbi k\u1ebf ho\u1ea1ch g\u1eb7p g\u1ee1 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 t\u1ea1i m\u1ed9t bu\u1ed5i roadshow sau Ng\u00e0y l\u1ec5 Lao \u0111\u1ed9ng.<\/p>\n

\"S\u1ef1
S\u1ef1 s\u1ee5t gi\u1ea3m di\u1ec5n ra m\u1ea1ng k\u1ec3 t\u1eeb cu\u1ed1i n\u0103m ngo\u00e1i<\/figcaption><\/figure>\n
<\/ins><\/div>\n

M\u1eb7c d\u00f9 \u0111\u1ee3t ph\u1ee5c h\u1ed3i nh\u1edd s\u1ef1 h\u1ed7 tr\u1ee3 c\u1ee7a Nvidia h\u00f4m th\u1ee9 N\u0103m ch\u1ec9 di\u1ec5n ra trong th\u1eddi gian ng\u1eafn nh\u01b0ng c\u00f4ng ty \u0111\u00e3 t\u0103ng tr\u01b0\u1edfng h\u01a1n 230% trong n\u0103m nay v\u00e0 t\u0103ng th\u00eam h\u01a1n 820 t\u1ef7 USD gi\u00e1 tr\u1ecb th\u1ecb tr\u01b0\u1eddng. \u0110i\u1ec1u n\u00e0y m\u1ed9t ph\u1ea7n l\u00e0 do Nvidia l\u00e0 c\u00f4ng ty c\u00f3 v\u1ecb tr\u00ed t\u1ed1t nh\u1ea5t \u0111\u1ec3 h\u01b0\u1edfng l\u1ee3i t\u1eeb qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i AI, \u0111i\u1ec1u m\u00e0 ARM \u0111ang c\u1ed1 g\u1eafng th\u1ef1c hi\u1ec7n, v\u00ec nh\u00e0 s\u1ea3n xu\u1ea5t chip c\u00f3 tr\u1ee5 s\u1edf t\u1ea1i California n\u00e0y ch\u1ec9 l\u00e0 m\u1ed9t trong h\u00e0ng tr\u0103m kh\u00e1ch h\u00e0ng c\u1ee7a h\u1ecd.<\/p>\n

Chris Smith, gi\u00e1m \u0111\u1ed1c danh m\u1ee5c \u0111\u1ea7u t\u01b0 t\u1ea1i Antero Peak Group c\u1ee7a Artisan Partners, c\u00f4ng ty \u0111\u00e3 th\u1ef1c hi\u1ec7n gi\u00e1m s\u00e1t h\u01a1n 3 n\u0103m qua, cho bi\u1ebft: \u201cT\u00f4i ch\u1eafc ch\u1eafn r\u1eb1ng s\u00e1ng nay ARM \u0111ang vui m\u1eebng v\u00ec Nvidia \u0111\u00e3 tr\u1ea3i qua m\u1ed9t qu\u00fd tuy\u1ec7t v\u1eddi. T\u00f4i ch\u1eafc ch\u1eafn r\u1eb1ng \u0111i\u1ec1u \u0111\u00f3 gi\u00fap h\u1ecd d\u1ec5 d\u00e0ng h\u01a1n r\u1ea5t nhi\u1ec1u\u201d.<\/em> \u00d4ng cho bi\u1ebft qua \u0111i\u1ec7n tho\u1ea1i: \u201cM\u1ee9c \u0111\u1ed9 ti\u1ebfp x\u00fac th\u1ef1c t\u1ebf v\u1edbi AI t\u1ea1i ARM l\u00e0 r\u1ea5t th\u1ea5p\u201d<\/em> so v\u1edbi Nvidia v\u00e0 c\u00e1c c\u00f4ng ty c\u00f9ng ng\u00e0nh.<\/p>\n

\u00d4ng Smith ch\u1ec9 ra r\u1eb1ng th\u1ecb tr\u01b0\u1eddng b\u00e1n d\u1eabn \u0111\u00e3 t\u0103ng tr\u01b0\u1edfng \u0111\u00e1ng k\u1ec3 k\u1ec3 t\u1eeb n\u0103m 2016 khi SoftBank mua l\u1ea1i c\u00f4ng ty v\u1edbi gi\u00e1 32 t\u1ef7 USD. C\u00f4ng ty x\u00e1c nh\u1eadn trong h\u1ed3 s\u01a1 tu\u1ea7n n\u00e0y r\u1eb1ng h\u1ecd \u0111\u00e3 mua l\u1ea1i 25% c\u1ed5 ph\u1ea7n c\u1ee7a ARM t\u1eeb Qu\u1ef9 Vision Fund v\u1edbi gi\u00e1 16,1 t\u1ef7 USD, \u0111\u1ecbnh gi\u00e1 c\u00f4ng ty \u1edf m\u1ee9c h\u01a1n 64 t\u1ef7 USD.<\/p>\n

\u0110i\u1ec1u n\u00e0y t\u1ea1o ti\u1ec1n \u0111\u1ec1 cho ARM ph\u00e1 v\u1ee1 l\u1ec7nh c\u1ea5m IPO \u1edf M\u1ef9, khi n\u00f3i v\u1ec1 tri\u1ec3n v\u1ecdng AI, \u0111\u1ed3ng th\u1eddi t\u00ecm c\u00e1ch h\u01b0\u1edfng l\u1ee3i t\u1eeb l\u1ee3i nhu\u1eadn trong n\u0103m cho nhi\u1ec1u kh\u00e1ch h\u00e0ng c\u1ee7a m\u00ecnh. K\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m, ch\u1ec9 s\u1ed1 SOX c\u1ee7a S\u1edf giao d\u1ecbch ch\u1ee9ng kho\u00e1n Philadelphia \u0111\u00e3 t\u0103ng g\u1ea7n 40%, cao h\u01a1n g\u1ea5p \u0111\u00f4i so v\u1edbi ch\u1ec9 s\u1ed1 chung c\u1ee7a th\u1ecb tr\u01b0\u1eddng S&P 500.<\/p>\n

K\u1ec3 t\u1eeb khi ChatGPT<\/a> g\u00e2y b\u00e3o tr\u00ean to\u00e0n th\u1ebf gi\u1edbi v\u00e0o cu\u1ed1i n\u0103m ngo\u00e1i, th\u1ecb tr\u01b0\u1eddng \u0111\u00e3 s\u00f4i \u0111\u1ed9ng khi c\u00e1c c\u00f4ng ty ti\u1ebfp x\u00fac v\u1edbi AI. V\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng c\u1ee7a c\u00e1c c\u00f4ng ty nh\u1ecf h\u01a1n \u0111\u00e3 t\u0103ng h\u01a1n g\u1ea5p \u0111\u00f4i trong n\u0103m nay.<\/p>\n

Theo d\u1eef li\u1ec7u do Bloomberg t\u1ed5ng h\u1ee3p, ch\u1ec9 c\u00f3 14,4 t\u1ef7 USD \u0111\u01b0\u1ee3c huy \u0111\u1ed9ng th\u00f4ng qua IPO tr\u00ean c\u00e1c s\u00e0n giao d\u1ecbch c\u1ee7a M\u1ef9 trong n\u0103m nay, k\u00e9m h\u01a1n so v\u1edbi n\u0103m ngo\u00e1i v\u00e0 gi\u1ea3m 94% so v\u1edbi n\u0103m k\u1ef7 l\u1ee5c 2021. C\u00e1c kho\u1ea3n n\u00e0y d\u01b0\u1eddng nh\u01b0 \u0111\u01b0\u1ee3c thi\u1ebft l\u1eadp \u0111\u1ec3 gi\u00fap gi\u1ea3i quy\u1ebft t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t \u0111\u00e3 khi\u1ebfn c\u00e1c c\u00f4ng ty ho\u1ea1t \u0111\u1ed9ng c\u1ea7m ch\u1eebng khi ch\u1edd \u0111\u1ee3i m\u1ed9t m\u00f4i tr\u01b0\u1eddng h\u1ea5p d\u1eabn h\u01a1n.<\/p>\n

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

Steve Sosnik, chi\u1ebfn l\u01b0\u1ee3c gia tr\u01b0\u1edfng t\u1ea1i Interactive Brokers, cho bi\u1ebft trong m\u1ed9t cu\u1ed9c ph\u1ecfng v\u1ea5n qua \u0111i\u1ec7n tho\u1ea1i: \u201cN\u1ebfu c\u00f3 b\u1ea5t k\u1ef3 c\u00f4ng ty n\u00e0o ti\u00ean phong m\u1edf c\u1eeda th\u1ecb tr\u01b0\u1eddng IPO, th\u00ec c\u00f3 l\u1ebd \u0111\u00f3 l\u00e0 ARM\u201d<\/em>. \u201cN\u1ebfu ch\u01b0a \u0111\u1ea1t \u0111\u1ebfn \u0111\u1ec9nh cao h\u1ee9ng th\u00fa v\u1edbi AI, th\u00ec c\u00f3 l\u1ebd ch\u00fang ta c\u0169ng \u0111\u00e3 ti\u1ebfn kh\u00e1 g\u1ea7n \u0111\u1ebfn m\u1ee9c \u0111\u00f3 v\u00e0 ch\u1eafc ch\u1eafn \u0111\u00e2y l\u00e0 th\u1eddi \u0111i\u1ec3m sinh l\u1eddi tuy\u1ec7t v\u1eddi”.<\/em><\/p>\n

Vi\u1ec7c v\u1eafng m\u1eb7t c\u00e1c IPO trong n\u0103m nay kh\u00f4ng ph\u00f9 h\u1ee3p v\u1edbi nh\u1eefng nguy\u00ean t\u1eafc c\u01a1 b\u1ea3n c\u1ee7a th\u1ecb tr\u01b0\u1eddng. C\u00e1c ch\u1ec9 s\u1ed1 c\u1ed5 phi\u1ebfu ch\u00ednh, b\u1ea5t ch\u1ea5p kho\u1ea3n l\u1ed7 trong th\u00e1ng n\u00e0y, \u0111\u00e3 quay tr\u1edf l\u1ea1i m\u1ee9c t\u01b0\u01a1ng \u0111\u01b0\u01a1ng v\u00e0o th\u00e1ng 4 n\u0103m 2022, trong khi th\u01b0\u1edbc \u0111o ch\u1ec9 s\u1ed1 VIX v\u1eabn d\u01b0\u1edbi 20 k\u1ec3 t\u1eeb \u0111\u00f3.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Ph\u1ed1 Wall cho\u00e1ng ng\u1ee3p tr\u01b0\u1edbc k\u1ebft qu\u1ea3 h\u00e0ng qu\u00fd “bom t\u1ea5n” c\u1ee7a Nvidia Corp, nh\u1eefng nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u1ed5 x\u00f4 v\u00e0o b\u1ea5t c\u1ee9 th\u1ee9 g\u00ec li\u00ean quan \u0111\u1ebfn tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o, c\u00f2n c\u00e1c nh\u00e0 qu\u1ea3n l\u00fd ti\u1ec1n t\u1ec7 th\u00ec c\u1ed1 g\u1eafng ki\u1ebfm l\u1ee3i nhu\u1eadn sau h\u01a1n 18 th\u00e1ng m\u00f2n m\u1ecfi tr\u00ean th\u1ecb tr\u01b0\u1eddng IPO. […]<\/p>\n","protected":false},"author":1,"featured_media":100,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-99","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\/99","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=99"}],"version-history":[{"count":0,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/99\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/media\/100"}],"wp:attachment":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/media?parent=99"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/categories?post=99"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/tags?post=99"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}