Th\u1ecb tr\u01b0\u1eddng V\u00e0ng \u0111\u00e3 ch\u1ee9ng ki\u1ebfn m\u1ed9t \u0111\u1ee3t ph\u1ee5c h\u1ed3i \u1ea5n t\u01b0\u1ee3ng trong hai tu\u1ea7n qua, khi gi\u00e1 \u0111\u01b0\u1ee3c gi\u1eef g\u1ea7n m\u1ee9c cao nh\u1ea5t trong ba th\u00e1ng v\u00e0 c\u00f3 v\u1ebb \u0111ang s\u1eb5n s\u00e0ng \u0111\u1ec3 ki\u1ec3m tra l\u1ea1i m\u1ee9c kh\u00e1ng c\u1ef1 1.800 USD\/ounce.<\/p>\n
Nh\u01b0ng m\u1ed9t s\u1ed1 chuy\u00ean gia v\u1eabn duy tr\u00ec quan \u0111i\u1ec3m xu h\u01b0\u1edbng gi\u1ea3m gi\u00e1 m\u1ea1nh \u0111\u1ed1i v\u1edbi kim lo\u1ea1i qu\u00fd trong h\u1ea7u h\u1ebft n\u0103m 2023. Trong d\u1ef1 b\u00e1o tri\u1ec3n v\u1ecdng n\u0103m 2023 c\u1ee7a m\u00ecnh, Bart Melek, ng\u01b0\u1eddi \u0111\u1ee9ng \u0111\u1ea7u b\u1ed9 ph\u1eadn chi\u1ebfn l\u01b0\u1ee3c h\u00e0ng h\u00f3a t\u1ea1i TD Securities, cho bi\u1ebft \u00f4ng th\u1ea5y gi\u00e1 v\u00e0ng s\u1ebd gi\u1ea3m xu\u1ed1ng d\u01b0\u1edbi 1.600 USD\/ounce trong qu\u00fd \u0111\u1ea7u ti\u00ean c\u1ee7a n\u0103m t\u1edbi. \u00d4ng n\u00f3i th\u00eam r\u1eb1ng \u00f4ng kh\u00f4ng k\u1ef3 v\u1ecdng gi\u00e1 s\u1ebd t\u0103ng tr\u1edf l\u1ea1i tr\u00ean 1.800 USD\/ounce tr\u01b0\u1edbc qu\u00fd 4 n\u0103m 2023 v\u00e0 s\u1ebd ph\u1ea3i m\u1ea5t m\u1ed9t n\u0103m n\u1eefa kim lo\u1ea1i qu\u00fd m\u1edbi \u0111\u1ea1t m\u1ee9c 1.900 USD.<\/p>\n
Melek n\u00f3i r\u1eb1ng h\u00e0nh \u0111\u1ed9ng ch\u00ednh s\u00e1ch ti\u1ec1n t\u1ec7 t\u00edch c\u1ef1c c\u1ee7a C\u1ee5c D\u1ef1 tr\u1eef Li\u00ean bang, v\u1ed1n l\u00e0 y\u1ebfu t\u1ed1 chi ph\u1ed1i gi\u00e1 v\u00e0ng cho \u0111\u1ebfn n\u0103m 2022, s\u1ebd ti\u1ebfp t\u1ee5c k\u00ecm h\u00e3m kim lo\u1ea1i qu\u00fd n\u00e0y trong n\u0103m t\u1edbi. \u00d4ng n\u00f3i th\u00eam r\u1eb1ng C\u1ee5c D\u1ef1 tr\u1eef Li\u00ean bang g\u1ea7n nh\u01b0 ch\u01b0a s\u1eb5n s\u00e0ng \u0111\u1ec3 xoay tr\u1ee5c ch\u00ednh s\u00e1ch ti\u1ec1n t\u1ec7 c\u1ee7a m\u00ecnh.<\/p>\n
Melek c\u0169ng nh\u1ea5n m\u1ea1nh th\u00eam r\u1eb1ng: “V\u1edbi l\u1ea1m ph\u00e1t v\u1eabn \u0111ang ho\u00e0nh h\u00e0nh, Fed c\u00f3 th\u1ec3 kh\u00f4ng c\u00f3 l\u1ef1a ch\u1ecdn n\u00e0o kh\u00e1c ngo\u00e0i vi\u1ec7c duy tr\u00ec l\u1eadp tr\u01b0\u1eddng ch\u00ednh s\u00e1ch di\u1ec1u h\u00e2u trong 12 th\u00e1ng t\u1edbi ho\u1eb7c l\u00e2u h\u01a1n. Ch\u00fang t\u00f4i k\u1ef3 v\u1ecdng r\u1eb1ng l\u00e3i su\u1ea5t qu\u1ef9 c\u1ee7a Fed s\u1ebd \u0111\u1ea1t 5,50% v\u00e0o gi\u1eefa n\u0103m 2023 v\u00e0 s\u1ebd kh\u00f4ng c\u00f3 \u0111\u1ee3t n\u1edbi l\u1ecfng n\u00e0o m\u1ea1nh m\u1ebd cho \u0111\u1ebfn th\u1eddi \u0111i\u1ec3m cu\u1ed1i n\u0103m 2023. Do \u0111\u00f3, ch\u00fang t\u00f4i cho r\u1eb1ng c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n nh\u00ecn chung s\u1ebd kh\u00f4ng quan t\u00e2m \u0111\u1ebfn v\u00e0ng, \u00edt nh\u1ea5t l\u00e0 trong nh\u1eefng th\u00e1ng \u0111\u1ea7u n\u0103m 2023\u201d.<\/p>\n
\u201cH\u01a1n n\u1eefa, c\u00f3 m\u1ed9t r\u1ee7i ro l\u00e0 c\u00e1c v\u1ecb th\u1ebf mua l\u1edbn do c\u00e1c v\u0103n ph\u00f2ng gia \u0111\u00ecnh v\u00e0 c\u1eeda h\u00e0ng kinh doanh \u0111\u1ed9c quy\u1ec1n n\u1eafm gi\u1eef c\u00f3 th\u1ec3 b\u1ecb thanh l\u00fd, v\u00ec vi\u1ec7c n\u1eafm gi\u1eef c\u00e1c v\u1ecb th\u1ebf ng\u00e0y c\u00e0ng tr\u1edf n\u00ean \u0111\u1eaft \u0111\u1ecf,\u201d \u00f4ng n\u00f3i. “Vi\u1ec7c b\u00e1n m\u1ed9t s\u1ed1 v\u1ecb th\u1ebf \u0111\u00f3 s\u1ebd \u0111\u1ea9y kim lo\u1ea1i m\u00e0u v\u00e0ng v\u00e0o l\u00e3nh th\u1ed5 $1575\/oz trong v\u00e0i th\u00e1ng t\u1edbi.” TDS \u0111\u00e3 b\u00e1n kh\u1ed1ng v\u00e0ng m\u1ed9t c\u00e1ch c\u00f3 chi\u1ebfn thu\u1eadt k\u1ec3 t\u1eeb cu\u1ed1i th\u00e1ng 7, th\u00eam v\u1ecb th\u1ebf gi\u1ea3m gi\u00e1 c\u1ee7a n\u00f3 v\u00e0o gi\u1eefa th\u00e1ng 9 v\u1edbi m\u1ee5c ti\u00eau l\u00e0 $1580\/oz.<\/p>\n
B\u00ean c\u1ea1nh nh\u1eefng l\u00fd do \u0111\u01b0\u1ee3c \u0111\u01b0a ra v\u1ec1 tri\u1ec3n v\u00f2ng gi\u1ea3m gi\u00e1 trong c\u00e1c th\u00e1ng t\u1edbi, \u00f4ng Melek c\u0169ng gi\u1ea3i th\u00edch v\u1ec1 tri\u1ec3n v\u1ecdng xa h\u01a1n r\u1eb1ng gi\u00e1 V\u00e0ng s\u1ebd leo l\u00ean l\u1ea1i c\u00e1c m\u1ee9c cao v\u00e0o giai \u0111o\u1ea1n n\u1eeda cu\u1ed1i n\u0103m 2023.<\/p>\n
\u00d4ng n\u00f3i r\u1eb1ng h\u00e0nh \u0111\u1ed9ng gi\u00e1 hi\u1ec7n t\u1ea1i cho th\u1ea5y th\u1ecb tr\u01b0\u1eddng \u0111ang c\u00f3 ph\u1ea3n \u1ee9ng khi C\u1ee5c D\u1ef1 tr\u1eef Li\u00ean bang b\u1eaft \u0111\u1ea7u ph\u00e1t t\u00edn hi\u1ec7u \u0111\u1ea3o ng\u01b0\u1ee3c vi\u1ec7c t\u0103ng l\u00e3i su\u1ea5t. \u00d4ng n\u00f3i: \u201cTh\u1ef1c t\u1ebf l\u00e0 g\u1ea7n \u0111\u00e2y, v\u00e0ng \u0111\u00e3 ph\u1ea3n \u1ee9ng v\u1edbi nh\u1eefng hy v\u1ecdng m\u1edd nh\u1ea1t v\u1ec1 vi\u1ec7c ch\u00ednh s\u00e1ch ti\u1ec1n t\u1ec7 b\u1ecb \u0111\u1ea3o ng\u01b0\u1ee3c, thuy\u1ebft ph\u1ee5c ch\u00fang t\u00f4i r\u1eb1ng v\u00e0ng s\u1ebd ph\u1ea3n \u1ee9ng tr\u01b0\u1edbc khi ng\u00e2n h\u00e0ng trung \u01b0\u01a1ng Hoa K\u1ef3 th\u1ef1c s\u1ef1 b\u00e1o hi\u1ec7u \u00fd \u0111\u1ecbnh b\u1eaft \u0111\u1ea7u r\u1eddi kh\u1ecfi qu\u1ef9 \u0111\u1ea1o th\u1eaft ch\u1eb7t\u201d.<\/p>\n
\u201cX\u00e1c su\u1ea5t r\u1ea5t cao l\u00e0 l\u00e3i su\u1ea5t s\u1ebd gi\u1ea3m \u0111\u00e1ng k\u1ec3 tr\u01b0\u1edbc khi \u0111\u1ea1t \u0111\u01b0\u1ee3c m\u1ee5c ti\u00eau l\u1ea1m ph\u00e1t 2%, \u0111i\u1ec1u n\u00e0y s\u1ebd th\u00fac \u0111\u1ea9y nhi\u1ec1u nh\u00e0 \u0111\u1ea7u t\u01b0 mua v\u00e0ng tr\u1edf l\u1ea1i \u0111\u1ec3 b\u00f9 \u0111\u1eafp cho vi\u1ec7c m\u1ea5t \u0111i l\u1ee3i nhu\u1eadn tr\u00ean th\u1ecb tr\u01b0\u1eddng tr\u00e1i phi\u1ebfu.\u201d<\/p>\n
Kh\u00f4ng ch\u1ec9 V\u00e0ng m\u00e0 gi\u00e1 b\u1ea1c c\u0169ng \u0111ang \u0111\u01b0\u1ee3c d\u1ef1 \u0111o\u00e1n s\u1ebd gi\u1ea3m xu\u1ed1ng d\u01b0\u1edbi 18 USD\/ounce v\u00e0o qu\u00fd \u0111\u1ea7u ti\u00ean c\u1ee7a n\u0103m t\u1edbi. TDS v\u1eabn duy tr\u00ec tri\u1ec3n v\u1ecdng gi\u1ea3m gi\u00e1 n\u00e0y ngay c\u1ea3 khi gi\u00e1 B\u1ea1c \u0111\u00e3 t\u0103ng g\u1ea7n 20% trong th\u00e1ng tr\u01b0\u1edbc, \u1ed5n \u0111\u1ecbnh quanh m\u1ee9c 21,50 USD\/ounce.<\/p>\n
Sau c\u00f9ng, TDS nh\u1eadn th\u1ea5y gi\u00e1 b\u1ea1c s\u1ebd k\u1ebft th\u00fac v\u00e0o kho\u1ea3ng 21 USD\/ounce v\u00e0o n\u0103m t\u1edbi v\u00e0 \u0111\u1ea9y l\u00ean 23 USD\/ounce v\u00e0o cu\u1ed1i n\u0103m 2024.<\/p>\n
Tuy nhi\u00ean, TDS kh\u00f4ng ho\u00e0n to\u00e0n \u0111\u00e1nh gi\u00e1 gi\u1ea3m \u0111\u1ed1i v\u1edbi t\u1ea5t c\u1ea3 c\u00e1c kim lo\u1ea1i qu\u00fd. TDS nh\u00ecn th\u1ea5y ti\u1ec1m n\u0103ng t\u0103ng gi\u00e1 \u0111\u1ed1i v\u1edbi b\u1ea1ch kim t\u1eeb nhu c\u1ea7u ng\u00e0y c\u00e0ng t\u0103ng trong l\u0129nh v\u1ef1c \u00f4 t\u00f4 v\u00e0 s\u1ef1 quan t\u00e2m m\u1edbi c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0.<\/p>\n
C\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a TDS cho bi\u1ebft trong b\u00e1o c\u00e1o: “M\u1eb7c d\u00f9 s\u1ef1 th\u00e2m nh\u1eadp c\u1ee7a EV ch\u1eafc ch\u1eafn \u0111ang t\u0103ng l\u00ean, nh\u01b0ng m\u1ed9t ph\u1ea7n l\u1edbn s\u1ef1 t\u0103ng tr\u01b0\u1edfng trong \u0111\u1ed9i xe \u0111\u1ebfn t\u1eeb c\u00e1c lo\u1ea1i xe hybrid, lo\u1ea1i xe v\u1eabn s\u1eed d\u1ee5ng m\u1ed9t l\u01b0\u1ee3ng \u0111\u00e1ng k\u1ec3 nguy\u00ean li\u1ec7u PGM”. “Nh\u00ecn chung, t\u1ef7 tr\u1ecdng b\u1ea1ch kim trong t\u1ed5ng l\u01b0\u1ee3ng ti\u00eau th\u1ee5 PGM d\u00e0nh cho \u00f4 t\u00f4 \u0111\u00e3 th\u1ef1c s\u1ef1 t\u0103ng l\u00ean trong nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y. \u0110\u1ed3ng th\u1eddi, sau hai n\u0103m li\u00ean ti\u1ebfp d\u00f2ng v\u1ed1n \u0111\u1ea7u t\u01b0 b\u1ecb r\u00fat ra, ch\u00ednh s\u00e1ch xoay tr\u1ee5c c\u1ee7a ng\u00e2n h\u00e0ng trung \u01b0\u01a1ng cu\u1ed1i c\u00f9ng s\u1ebd th\u00fac \u0111\u1ea9y s\u1ef1 k\u1ebft h\u1ee3p c\u1ee7a c\u1ea3 nhu c\u1ea7u c\u00f4ng nghi\u1ec7p v\u00e0 nhu c\u1ea7u \u0111\u1ea7u t\u01b0 gia t\u0103ng.<\/p>\n
\u00d4ng Melek \u0111\u00e3 k\u1ebft lu\u1eadn trong b\u00e0i ph\u1ecfng v\u1ea5n r\u1eb1ng: \u201cTh\u1ecb tr\u01b0\u1eddng \u0111\u00e3 ph\u1ee5c h\u1ed3i \u0111\u00e1ng k\u1ec3 trong nh\u1eefng th\u00e1ng g\u1ea7n \u0111\u00e2y, nh\u01b0ng v\u1edbi s\u1ef1 y\u1ebfu k\u00e9m v\u1ec1 v\u0129 m\u00f4 v\u00e0 m\u00f4i tr\u01b0\u1eddng kim lo\u1ea1i qu\u00fd v\u1eabn c\u00f2n kh\u00f3 kh\u0103n trong nh\u1eefng th\u00e1ng \u0111\u1ea7u n\u0103m 2023, ch\u00fang t\u00f4i s\u1ebd t\u00ecm mua \u1edf m\u1ee9c gi\u00e1 th\u1ea5p h\u01a1n $900\/oz\u201d.<\/p>\n
Ng\u00e2n h\u00e0ng nh\u1eadn th\u1ea5y gi\u00e1 b\u1ea1ch kim s\u1ebd gi\u1ea3m xu\u1ed1ng c\u00f2n 875 USD\/ounce trong qu\u00fd \u0111\u1ea7u ti\u00ean c\u1ee7a n\u0103m t\u1edbi, sau \u0111\u00f3 t\u0103ng l\u00ean 1.100 USD\/ounce v\u00e0o cu\u1ed1i n\u0103m nay. TDS c\u0169ng nh\u1eadn th\u1ea5y gi\u00e1 b\u1ea1ch kim s\u1ebd t\u0103ng tr\u00ean 1.200 \u0111\u00f4 la v\u00e0o cu\u1ed1i n\u0103m 2024.<\/p>\n
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Theo d\u00f5i ch\u00fang t\u00f4i t\u1ea1i channel Telegram \u0111\u1ec3 c\u1eadp nh\u1eadt chi ti\u1ebft h\u01a1n c\u00e1c b\u00e0i ph\u00e2n t\u00edch v\u1ec1 th\u1ecb tr\u01b0\u1eddng trong ng\u00e0y, tin t\u1ee9c v\u00e0 t\u00edn hi\u1ec7u. <\/p>\n
Link tele:<\/strong> https:\/\/t.me\/zfxnews<\/a><\/p>\n