<p>Th&#7883; tr&#432;&#7901;ng ch&#7913;ng kho&aacute;n ch&acirc;u &Aacute; kh&#7903;i &#273;&#7847;u n&#259;m 2026 &#273;&#7847;y s&ocirc;i &#273;&#7897;ng v&agrave;o ng&agrave;y th&#7913; N&#259;m, v&#7899;i nh&oacute;m c&#7893; phi&#7871;u b&aacute;n d&#7851;n v&agrave; AI d&#7851;n &#273;&#7847;u xu h&#432;&#7899;ng t&#259;ng, trong khi bitcoin l&#7841;i t&#7887; ra kh&aacute; d&egrave; d&#7863;t m&#7863;c d&ugrave; b&#7889;i c&#7843;nh th&#7883; tr&#432;&#7901;ng chung l&#7841;c quan v&#7873; c&aacute;c t&agrave;i s&#7843;n r&#7911;i ro.</p>
<p><a href="https://www.chinadailyhk.com/hk/article/626368" target="_blank" rel="noreferrer noopener">Shanghai Biren Technology</a> &ndash; startup GPU &#273;&#7847;u ti&ecirc;n c&#7911;a Trung Qu&#7889;c l&ecirc;n s&agrave;n t&#7841;i H&#7891;ng K&ocirc;ng &ndash; &#273;&atilde; t&#259;ng gi&aacute; h&#417;n g&#7845;p &#273;&ocirc;i ngay trong phi&ecirc;n giao d&#7883;ch &#273;&#7847;u ti&ecirc;n. Gi&aacute; c&#7893; phi&#7871;u &#273;&#432;&#7907;c m&#7903; c&#7917;a &#7903; m&#7913;c 35.70 HKD, v&#432;&#7907;t xa m&#7913;c gi&aacute; IPO l&agrave; 19.60 HKD, v&agrave; c&oacute; l&uacute;c t&#259;ng v&#7885;t &#273;&#7871;n 119% l&ecirc;n 42.88 HKD.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-biren-s-hong-kong-debut-sparks-ai-chip-frenzy">Biren ra m&#7855;t t&#7841;i Hong Kong l&agrave;m d&#7845;y l&ecirc;n c&#417;n s&#7889;t chip AI</h2>

<p>&#272;&#7907;t ph&aacute;t h&agrave;nh &#273;&atilde; thu h&uacute;t s&#7913;c mua k&#7927; l&#7909;c, khi c&aacute;c nh&agrave; &#273;&#7847;u t&#432; nh&#7887; l&#7867; &#273;&#259;ng k&yacute; mua v&#432;&#7907;t 2,347 l&#7847;n so v&#7899;i l&#432;&#7907;ng c&#7893; phi&#7871;u ch&agrave;o b&aacute;n, v&agrave; c&aacute;c l&#7879;nh &#273;&#7863;t mua t&#7915; t&#7893; ch&#7913;c c&#361;ng cao g&#7845;p 26 l&#7847;n s&#7889; c&#7893; ph&#7847;n c&oacute; s&#7861;n. C&ocirc;ng ty huy &#273;&#7897;ng &#273;&#432;&#7907;c 5.58 t&#7927; HKD (t&#432;&#417;ng &#273;&#432;&#417;ng 717 tri&#7879;u USD), &#273;&#7883;nh gi&aacute; kho&#7843;ng 11 t&#7927; USD.</p>
<p>C&aacute;c nh&agrave; ph&acirc;n t&iacute;ch cho r&#7857;ng c&aacute;c startup AI Trung Qu&#7889;c &#273;ang l&ecirc;n s&agrave;n nhanh ch&oacute;ng h&#417;n so v&#7899;i c&aacute;c c&ocirc;ng ty &#273;&#7891;ng ng&agrave;nh t&#7841;i M&#7929;, nh&#7901; ch&iacute;nh s&aacute;ch n&#7897;i &#273;&#7883;a h&#7895; tr&#7907; v&agrave; l&#7897; tr&igrave;nh doanh thu doanh nghi&#7879;p r&otilde; r&agrave;ng. Xu h&#432;&#7899;ng n&agrave;y c&#361;ng cho th&#7845;y s&#7921; kh&aacute;c bi&#7879;t gi&#7919;a hai c&#432;&#7901;ng qu&#7889;c v&#7873; ph&aacute;t tri&#7875;n AI: Trung Qu&#7889;c h&#432;&#7899;ng m&#7841;nh v&agrave;o th&#432;&#417;ng m&#7841;i h&oacute;a nhanh, c&ograve;n M&#7929; l&#7841;i th&#7853;n tr&#7885;ng t&#7853;p trung nhi&#7873;u v&agrave;o nghi&ecirc;n c&#7913;u.</p>
<p>Biren &#273;&#432;&#7907;c th&agrave;nh l&#7853;p v&agrave;o n&#259;m 2019, chuy&ecirc;n ph&aacute;t tri&#7875;n GPU &#273;a n&#259;ng v&agrave; c&aacute;c h&#7879; th&#7889;ng t&iacute;nh to&aacute;n th&ocirc;ng minh. N&#259;m 2022, c&ocirc;ng ty thu h&uacute;t s&#7921; ch&uacute; &yacute; v&#7899;i chip BR100, &#273;&#432;&#7907;c coi l&agrave; &#273;&#7889;i th&#7911; n&#7897;i &#273;&#7883;a c&#7911;a c&aacute;c b&#7897; vi x&#7917; l&yacute; ti&ecirc;n ti&#7871;n t&#7915; Nvidia. D&ugrave; b&#7883; Ch&iacute;nh ph&#7911; M&#7929; &#273;&#432;a v&agrave;o danh s&aacute;ch ki&#7875;m so&aacute;t xu&#7845;t kh&#7849;u (Entity List) v&agrave;o th&aacute;ng 10/2023, d&ograve;ng ti&#7873;n &#273;&#7847;u t&#432; v&agrave;o c&ocirc;ng ty v&#7851;n r&#7845;t m&#7841;nh m&#7869;.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-baidu-s-kunlunxin-files-for-hong-kong-ipo">Kunlunxin c&#7911;a Baidu n&#7897;p h&#7891; s&#417; IPO t&#7841;i H&#7891;ng K&ocirc;ng</h2>

<p>Ti&#7871;p n&#7889;i &#273;&agrave; t&#259;ng tr&#432;&#7903;ng m&#7843;ng chip AI, <a href="https://www.prnewswire.com/news-releases/baidu-announces-proposed-spin-off-and-separate-listing-of-kunlunxin-302651578.html" target="_blank" rel="noreferrer noopener">Baidu &#273;&atilde; x&aacute;c nh&#7853;n</a> v&agrave;o ng&agrave;y th&#7913; S&aacute;u r&#7857;ng &#273;&#417;n v&#7883; chip Kunlunxin c&#7911;a m&igrave;nh &#273;&atilde; n&#7897;p h&#7891; s&#417; l&ecirc;n S&#7903; Giao d&#7883;ch Ch&#7913;ng kho&aacute;n H&#7891;ng K&ocirc;ng &#273;&#7875; chu&#7849;n b&#7883; ni&ecirc;m y&#7871;t. &#272;&#7897;ng th&aacute;i n&agrave;y cho th&#7845;y Trung Qu&#7889;c &#273;ang ti&#7871;p t&#7909;c &#273;&#7849;y m&#7841;nh x&acirc;y d&#7921;ng c&aacute;c gi&#7843;i ph&aacute;p c&ocirc;ng ngh&#7879; trong n&#432;&#7899;c, &#273;&#7889;i ph&oacute; v&#7899;i c&aacute;c h&#7841;n ch&#7871; xu&#7845;t kh&#7849;u t&#7915; M&#7929;.</p>
<p>L&#7897; tr&igrave;nh IPO t&#7841;i H&#7891;ng K&ocirc;ng ti&#7871;p t&#7909;c s&ocirc;i &#273;&#7897;ng v&#7899;i h&agrave;ng lo&#7841;t c&ocirc;ng ty AI v&agrave; nh&agrave; s&#7843;n xu&#7845;t chip. Zhipu AI v&agrave; Iluvatar CoreX d&#7921; ki&#7871;n s&#7869; l&ecirc;n s&agrave;n v&agrave;o ng&agrave;y 08/01/2026, trong khi ch&#7881; ri&ecirc;ng ng&agrave;y &#273;&#7847;u n&#259;m m&#7899;i &#273;&atilde; c&oacute; b&#7843;y doanh nghi&#7879;p n&#7897;p h&#7891; s&#417; xin ni&ecirc;m y&#7871;t.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-korean-chipmakers-hit-record-highs-kospi-breaks-all-time-high">C&aacute;c nh&agrave; s&#7843;n xu&#7845;t chip H&agrave;n Qu&#7889;c l&#7853;p k&#7927; l&#7909;c m&#7899;i, KOSPI v&#432;&#7907;t m&#7913;c cao nh&#7845;t m&#7885;i th&#7901;i &#273;&#7841;i</h2>

<p>Th&#7883; tr&#432;&#7901;ng ch&#7913;ng kho&aacute;n H&agrave;n Qu&#7889;c c&#361;ng &#273;&oacute;n nh&#7853;n s&#7921; l&#7841;c quan t&#7915; nh&oacute;m c&#7893; phi&#7871;u b&aacute;n d&#7851;n. Ch&#7881; s&#7889; KOSPI t&#259;ng 1.6% l&ecirc;n 4,281 &#273;i&#7875;m, thi&#7871;t l&#7853;p m&#7913;c k&#7927; l&#7909;c m&#7899;i ngay khi m&#7903; c&#7917;a phi&ecirc;n giao d&#7883;ch.</p>
<p>Samsung Electronics t&#259;ng m&#7841;nh 3.5% l&ecirc;n &#273;&#7881;nh m&#7899;i trong 52 tu&#7847;n l&agrave; 124,100 won sau khi CEO c&ocirc;ng b&#7889; d&ograve;ng chip HBM4 nh&#7853;n &#273;&#432;&#7907;c s&#7921; quan t&acirc;m l&#7899;n t&#7915; kh&aacute;ch h&agrave;ng. SK Hynix c&#361;ng l&#7853;p &#273;&#7881;nh m&#7899;i trong phi&ecirc;n, ch&#7841;m m&#7913;c 668,000 won.</p>
<p>Nhi&#7873;u chuy&ecirc;n gia d&#7921; b&aacute;o t&iacute;ch c&#7921;c v&#7873; tri&#7875;n v&#7885;ng ng&agrave;nh. Daol Investment &amp; Securities n&acirc;ng gi&aacute; m&#7909;c ti&ecirc;u cho c&#7893; phi&#7871;u Samsung l&ecirc;n 160,000 won v&agrave; cho SK Hynix l&ecirc;n 950,000 won. Daishin Securities c&ograve;n d&#7921; b&aacute;o n&#259;m nay SK Hynix c&oacute; th&#7875; &#273;&#7841;t 100,000 t&#7927; won l&#7907;i nhu&#7853;n ho&#7841;t &#273;&#7897;ng &ndash; m&#7897;t c&#7897;t m&#7889;c l&#7883;ch s&#7917; v&#7899;i &ldquo;&ocirc;ng l&#7899;n&rdquo; ng&agrave;nh b&#7897; nh&#7899; n&agrave;y.</p>
<p>Xu&#7845;t kh&#7849;u b&aacute;n d&#7851;n trong th&aacute;ng 12 t&#259;ng 22.2% so v&#7899;i c&ugrave;ng k&#7923; n&#259;m ngo&aacute;i, &#273;&#7841;t 173.4 t&#7927; USD &ndash; l&#7853;p k&#7927; l&#7909;c m&#7899;i nh&#7901; nhu c&#7847;u &#273;&#7847;u t&#432; v&agrave;o server AI v&agrave; chip HBM t&#259;ng cao.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-taiwan-chips-rally-as-tsmc-cements-2nm-dominance">C&#7893; phi&#7871;u chip &#272;&agrave;i Loan t&#259;ng khi TSMC c&#7911;ng c&#7889; v&#7883; th&#7871; d&#7851;n &#273;&#7847;u v&#7873; c&ocirc;ng ngh&#7879; 2nm</h2>

<p>C&aacute;c &ldquo;&ocirc;ng l&#7899;n&rdquo; b&aacute;n d&#7851;n c&#7911;a &#272;&agrave;i Loan c&#361;ng g&oacute;p ph&#7847;n v&agrave;o &#273;&agrave; t&#259;ng c&#7911;a khu v&#7921;c. C&#7893; phi&#7871;u TSMC t&#259;ng 1.44% l&ecirc;n 303.89 USD trong phi&ecirc;n ch&iacute;nh v&agrave; ti&#7871;p t&#7909;c t&#259;ng th&ecirc;m l&ecirc;n 309.42 USD (+1.82%) sau gi&#7901; giao d&#7883;ch. MediaTek c&#361;ng b&#7853;t m&#7841;nh 2.8% l&ecirc;n 1,470 TWD.</p>
<p>&#272;&agrave; t&#259;ng n&agrave;y di&#7877;n ra trong b&#7889;i c&#7843;nh xu&#7845;t hi&#7879;n th&ocirc;ng tin chi&#7871;n l&#432;&#7907;c &#273;&#7847;u t&#432; 2nm &#273;&#7847;y m&#7841;nh m&#7869; c&#7911;a TSMC &#273;ang mang l&#7841;i k&#7871;t qu&#7843; t&iacute;ch c&#7921;c. Truy&#7873;n th&ocirc;ng &#272;&agrave;i Loan cho bi&#7871;t doanh thu t&#7915; c&ocirc;ng ngh&#7879; 2nm c&#7911;a TSMC c&oacute; th&#7875; v&#432;&#7907;t qua c&#7843; 3nm v&agrave; 5nm v&agrave;o qu&yacute; 3 n&#259;m 2026 &ndash; t&#7889;c &#273;&#7897; t&#259;ng tr&#432;&#7903;ng ch&#432;a t&#7915;ng c&oacute; v&#7899;i m&#7897;t ti&#7871;n tr&igrave;nh c&ocirc;ng ngh&#7879; m&#7899;i.</p>
<p>TSMC l&ecirc;n k&#7871; ho&#7841;ch v&#7853;n h&agrave;nh t&#7893;ng c&#7897;ng 10 nh&agrave; m&aacute;y s&#7843;n xu&#7845;t chip 2nm t&#7841;i &#272;&agrave;i Loan v&agrave; M&#7929;, n&acirc;ng c&ocirc;ng su&#7845;t t&#7915; 35,000 t&#7845;m wafer/th&aacute;ng hi&#7879;n t&#7841;i l&ecirc;n 100,000 t&#7845;m wafer cu&#7889;i n&#259;m 2027. &#272;&#417;n h&agrave;ng cho n&#259;m sau &#273;&atilde; k&iacute;n l&#7883;ch s&#7843;n xu&#7845;t.</p>
<p>Doanh nghi&#7879;p n&agrave;y c&#361;ng &#273;ang t&#259;ng t&#7889;c l&#7897; tr&igrave;nh chip 1.4nm, d&#7921; ki&#7871;n th&#7917; nghi&#7879;m v&agrave;o cu&#7889;i n&#259;m 2027 v&agrave; s&#7843;n xu&#7845;t h&agrave;ng lo&#7841;t n&#259;m 2028, s&#7899;m h&#417;n d&#7921; ki&#7871;n ban &#273;&#7847;u. Ri&ecirc;ng kho&#7843;n &#273;&#7847;u t&#432; t&#7841;i &#272;&agrave;i Loan &#273;&atilde; l&ecirc;n t&#7899;i 1.5 ngh&igrave;n t&#7927; TWD (69 t&#7927; USD).</p>
<p>C&aacute;c chuy&ecirc;n gia cho r&#7857;ng vi&#7879;c TSMC m&#7903; r&#7897;ng c&ocirc;ng su&#7845;t s&#7843;n xu&#7845;t c&agrave;ng n&#7899;i r&#7897;ng kho&#7843;ng c&aacute;ch v&#7899;i Samsung v&agrave; Intel, d&ugrave; m&#7897;t s&#7889; kh&aacute;ch h&agrave;ng hi&#7879;n c&#361;ng &#273;ang t&iacute;nh &#273;&#7871;n ph&#432;&#417;ng &aacute;n h&#7907;p t&aacute;c v&#7899;i Samsung do TSMC khan hi&#7871;m ngu&#7891;n cung.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-bitcoin-lags-behind-the-rally">Bitcoin t&#7909;t l&#7841;i ph&iacute;a sau &#273;&agrave; t&#259;ng gi&aacute;</h2>

<p>Tr&aacute;i ng&#432;&#7907;c v&#7899;i s&#7921; b&ugrave;ng n&#7893; c&#7911;a th&#7883; tr&#432;&#7901;ng ch&#7913;ng kho&aacute;n, gi&aacute; bitcoin ch&#7881; nh&iacute;ch nh&#7865; 0.3% l&ecirc;n 88,895 USD, ch&#432;a t&#7853;n d&#7909;ng &#273;&#432;&#7907;c t&acirc;m l&yacute; chu&#7897;ng c&aacute;c t&agrave;i s&#7843;n r&#7911;i ro.</p>
<p>Trong tu&#7847;n v&#7915;a qua, bitcoin v&#7851;n gi&#7857;ng co trong v&ugrave;ng gi&aacute; 87,000&ndash;90,000 USD, nhi&#7873;u nh&agrave; giao d&#7883;ch t&#7887; ra l&#432;&#7905;ng l&#7921;, ch&#432;a m&#7841;nh d&#7841;n &#273;&#7849;y gi&aacute; l&ecirc;n cao d&ugrave; c&aacute;c y&#7871;u t&#7889; v&#297; m&ocirc; thu&#7853;n l&#7907;i. Ether c&#361;ng di&#7877;n bi&#7871;n kh&aacute; ch&#7853;m r&atilde;i, nh&iacute;ch nh&#7865; 0.4% l&ecirc;n kho&#7843;ng 2,997 USD.</p>
<p>B&#7913;c tranh &#273;&#7889;i l&#7853;p n&agrave;y th&#7875; hi&#7879;n kho&#7843;ng c&aacute;ch ng&agrave;y c&agrave;ng l&#7899;n gi&#7919;a l&agrave;n s&oacute;ng t&#259;ng tr&#432;&#7903;ng nh&#7901; AI &#7903; th&#7883; tr&#432;&#7901;ng truy&#7873;n th&#7889;ng <a href="https://vn.beincrypto.com/openai-amd-deal-chip-monopoly-nvidia/" target="_blank" rel="noreferrer noopener">v&agrave; s&#7921; ch&#7853;t v&#7853;t t&igrave;m &#273;i&#7875;m t&#7921;a m&#7899;i c&#7911;a th&#7883; tr&#432;&#7901;ng crypto</a>. D&ugrave; c&aacute;c t&#7893; ch&#7913;c v&#7851;n quan t&acirc;m &#273;&#7871;n t&agrave;i s&#7843;n s&#7889;, song d&ograve;ng ti&#7873;n v&agrave; s&#7921; ch&uacute; &yacute; &#273;ang d&#7891;n m&#7841;nh v&agrave;o c&#7893; phi&#7871;u ng&agrave;nh b&aacute;n d&#7851;n khi n&#259;m 2026 b&#7855;t &#273;&#7847;u.</p>


Ngày giao dịch đầu tiên của châu Á năm 2026: chip AI gây chú ý trong khi Bitcoin đi ngang