Nvidia g&acirc;y b&#7845;t ng&#7901; cho th&#7883; tr&#432;&#7901;ng khi c&ocirc;ng b&#7889; doanh thu qu&yacute; ba t&agrave;i ch&iacute;nh &#273;&#7841;t 57.01 t&#7927; USD, v&#432;&#7907;t xa d&#7921; &#273;o&aacute;n c&#7911;a Ph&#7889; Wall g&#7847;n 2 t&#7927; USD.
Trong khi &#273;&oacute;, Bitcoin &#273;&atilde; ph&#7909;c h&#7891;i l&ecirc;n tr&ecirc;n 91,000 USD sau khi t&#7841;m th&#7901;i gi&#7843;m d&#432;&#7899;i 89,000 USD. C&aacute;c nh&agrave; ph&acirc;n t&iacute;ch cho r&#7857;ng s&#7921; gi&#7843;m s&uacute;t c&#7911;a th&#7883; tr&#432;&#7901;ng ti&#7873;n m&atilde; h&oacute;a ch&#7911; y&#7871;u do lo ng&#7841;i ng&agrave;y c&agrave;ng t&#259;ng v&#7873; <a href="https://vn.beincrypto.com/bitcoin-bull-market-deepest-correction-fear-greed/" target="_blank" rel="noopener">bong b&oacute;ng AI</a> ti&#7873;m &#7849;n.
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-nvidia-smashes-wall-street-targets-during-volatility">Nvidia v&#432;&#7907;t m&#7909;c ti&ecirc;u c&#7911;a Wall Street trong l&uacute;c bi&#7871;n &#273;&#7897;ng</h2>

H&atilde;ng s&#7843;n xu&#7845;t chip l&#7899;n b&aacute;o c&aacute;o l&#7907;i nhu&#7853;n tr&ecirc;n m&#7895;i c&#7893; phi&#7871;u l&agrave; 1.30 USD v&agrave; doanh thu &#273;&#7841;t 57.01 t&#7927; USD cho qu&yacute; ba t&agrave;i ch&iacute;nh, v&#432;&#7907;t xa d&#7921; &#273;o&aacute;n l&agrave; 1.26 USD m&#7895;i c&#7893; phi&#7871;u v&agrave; 55.2 t&#7927; USD doanh thu. B&#7897; ph&#7853;n trung t&acirc;m d&#7919; li&#7879;u c&#7911;a Nvidia, h&#7895; tr&#7907; c&aacute;c &#7913;ng d&#7909;ng AI, &#273;&atilde; &#273;&oacute;ng g&oacute;p 51.2 t&#7927; USD&mdash;t&#259;ng m&#7841;nh so v&#7899;i c&aacute;c k&#7923; tr&#432;&#7899;c.
CEO Jensen Huang l&#432;u &yacute; r&#7857;ng nhu c&#7847;u m&#7841;nh m&#7869; li&ecirc;n t&#7909;c &#273;&#7889;i v&#7899;i <a href="https://finance.yahoo.com/news/nvidia-stock-soars-after-q3-earnings-forecasts-top-estimates-with-sales-for-ai-chips-off-the-charts-153409984.html" target="_blank" rel="noopener">ki&#7871;n tr&uacute;c chip Blackwell v&agrave; c&aacute;c GPU &#273;&aacute;m m&acirc;y</a> c&#7911;a c&ocirc;ng ty gi&uacute;p s&#7843;n ph&#7849;m lu&ocirc;n h&#7871;t h&agrave;ng. D&#7921; b&aacute;o d&agrave;nh cho qu&yacute; t&#432; t&agrave;i ch&iacute;nh c&#7911;a Nvidia c&#361;ng kh&aacute; m&#7841;nh m&#7869;, v&#7899;i d&#7921; ki&#7871;n doanh thu &#273;&#7841;t 65 t&#7927; USD&mdash;v&#432;&#7907;t xa d&#7921; &#273;o&aacute;n c&#7911;a c&aacute;c nh&agrave; ph&acirc;n t&iacute;ch l&agrave; 62 t&#7927; USD.
Gi&aacute;m &#273;&#7889;c t&agrave;i ch&iacute;nh Colette Kress ch&#7881; ra y&#7871;u t&#7889; th&uacute;c &#273;&#7849;y kh&aacute;c cho k&#7871;t qu&#7843; c&#7911;a c&ocirc;ng ty: c&aacute;c b&#7897; gia t&#7889;c d&#7921;a tr&ecirc;n CUDA &#273;ang m&#7903; r&#7897;ng tu&#7893;i th&#7885; ph&#7847;n c&#7913;ng, t&#259;ng gi&aacute; tr&#7883; kh&aacute;ch h&agrave;ng v&agrave; c&#7911;ng c&#7889; l&#7907;i th&#7871; c&#7841;nh tranh c&#7911;a Nvidia trong h&#7841; t&#7847;ng AI. D&ugrave; &#273;&#417;n v&#7883; tr&ograve; ch&#417;i ch&#7881; thu &#273;&#432;&#7907;c 4.3 t&#7927; USD&mdash;k&eacute;m h&#417;n so v&#7899;i d&#7921; ki&#7871;n&mdash;nh&#432;ng v&#7851;n mang l&#7841;i l&#7907;i nhu&#7853;n &#273;&aacute;ng k&#7875;.
Gi&aacute; tr&#7883; th&#7883; tr&#432;&#7901;ng c&#7911;a Nvidia g&#7847;n &#273;&acirc;y &#273;&atilde; v&#432;&#7907;t qua 5 ngh&igrave;n t&#7927; USD, c&#7911;ng c&#7889; v&#7883; th&#7871; c&ocirc;ng ty c&oacute; gi&aacute; tr&#7883; nh&#7845;t th&#7871; gi&#7899;i. C&#7893; phi&#7871;u c&#7911;a Nvidia &#273;&atilde; t&#259;ng 37% t&#7915; &#273;&#7847;u n&#259;m &#273;&#7871;n nay v&agrave; 25% trong 12 th&aacute;ng qua. C&#7893; phi&#7871;u &#273;&atilde; t&#259;ng 5% sau b&aacute;o c&aacute;o thu nh&#7853;p, trong khi nh&#7919;ng nh&agrave; s&#7843;n xu&#7845;t chip kh&aacute;c nh&#432; AMD v&agrave; Micron c&#361;ng h&#432;&#7903;ng l&#7907;i t&#7915; <a href="https://vn.beincrypto.com/top-3-price-prediction-bitcoin-gold-silver-bulls-come-ashore-ahead-of-october-fomc-minutes/" target="_blank" rel="noopener">l&agrave;n s&oacute;ng AI</a>.
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-bitcoin-rebounds-as-ai-investment-sentiment-returns">Bitcoin ph&#7909;c h&#7891;i khi t&acirc;m l&yacute; &#273;&#7847;u t&#432; AI tr&#7903; l&#7841;i</h2>

Bitcoin &#273;&atilde; ph&#7909;c h&#7891;i v&agrave;o s&aacute;ng th&#7913; N&#259;m t&#7841;i ch&acirc;u &Aacute;, t&#259;ng l&ecirc;n tr&ecirc;n 91,000 USD sau khi gi&#7843;m xu&#7889;ng d&#432;&#7899;i 89,000 USD. S&#7921; ph&#7909;c h&#7891;i nhanh ch&oacute;ng cho th&#7845;y m&#7897;t s&#7889; nh&agrave; &#273;&#7847;u t&#432; xem gi&aacute; hi&#7879;n t&#7841;i l&agrave; c&#417; h&#7897;i mua v&agrave;o m&#7863;c d&ugrave; c&oacute; nh&#7919;ng b&#7845;t &#7893;n.
C&aacute;c nh&agrave; &#273;&#7847;u t&#432; l&#7899;n g&#7847;n &#273;&acirc;y &#273;&atilde; th&#7853;n tr&#7885;ng v&#7899;i c&#7893; phi&#7871;u AI. Peter Thiel &#273;&atilde; r&uacute;t 100 tri&#7879;u USD kh&#7887;i Nvidia. SoftBank &#273;&atilde; b&aacute;n kho&#7843;ng 5.8 t&#7927; USD c&#7893; phi&#7871;u. Nh&#7919;ng &#273;&#7897;ng th&aacute;i n&agrave;y &#273;&atilde; g&acirc;y ra tranh lu&#7853;n v&#7873; vi&#7879;c li&#7879;u c&aacute;c cu&#7897;c t&#259;ng gi&aacute; do AI th&uacute;c &#273;&#7849;y c&oacute; th&#7875; k&eacute;o d&agrave;i.
C&aacute;c c&#417; quan qu&#7843;n l&yacute; c&#361;ng &#273;&atilde; n&ecirc;u ra c&aacute;c r&#7911;i ro. Ng&acirc;n h&agrave;ng Anh c&#7843;nh b&aacute;o v&#7873; nh&#7919;ng nguy c&#417; h&#7879; th&#7889;ng t&#7915; vi&#7879;c s&#7917; d&#7909;ng AI r&#7897;ng r&atilde;i trong t&agrave;i ch&iacute;nh. IMF c&#361;ng &#273;&atilde; nh&#7845;n m&#7841;nh c&aacute;c nguy c&#417; bong b&oacute;ng trong c&aacute;c &#273;&aacute;nh gi&aacute; &#7893;n &#273;&#7883;nh to&agrave;n c&#7847;u c&#7911;a m&igrave;nh.
M&#7897;t kh&#7843;o s&aacute;t c&#7911;a Ng&acirc;n h&agrave;ng M&#7929; cho th&#7845;y 45% c&aacute;c nh&agrave; qu&#7843;n l&yacute; qu&#7929; nh&#7853;n th&#7845;y m&#7897;t bong b&oacute;ng AI l&agrave; m&#7889;i &#273;e d&#7885;a th&#7883; tr&#432;&#7901;ng l&#7899;n nh&#7845;t. CEO Google Sundar Pichai v&agrave; Daniel Pinto c&#7911;a JP Morgan c&#7843;nh b&aacute;o v&#7873; &ldquo;s&#7921; b&#7845;t h&#7907;p l&yacute;&rdquo;. CEO c&#7911;a Klarna b&agrave;y t&#7887; lo ng&#7841;i v&#7873; nh&#7919;ng &#273;&#7847;u t&#432; kh&#7893;ng l&#7891; v&agrave;o trung t&acirc;m d&#7919; li&#7879;u do nhu c&#7847;u AI.
Tuy nhi&ecirc;n, k&#7871;t qu&#7843; qu&yacute; ba c&#7911;a Nvidia &#273;&atilde; h&#7891;i sinh t&acirc;m l&yacute; &#273;&#7847;u t&#432; AI. Nvidia b&#7843;o v&#7879; m&ocirc; h&igrave;nh kinh doanh c&#7911;a m&igrave;nh trong cu&#7897;c g&#7885;i thu nh&#7853;p, trong khi ph&#432;&#417;ng ph&aacute;p k&#7871; to&aacute;n c&#7911;a trung t&acirc;m d&#7919; li&#7879;u &#273;&atilde; b&#7883; nghi ng&#7901;. K&#7871;t qu&#7843; m&#7841;nh m&#7869; &#273;&atilde; ch&#7913;ng minh r&#7857;ng nhu c&#7847;u AI v&#7851;n m&#7841;nh m&#7869; b&#7845;t ch&#7845;p s&#7921; ho&agrave;i nghi. Gi&aacute; Bitcoin c&#361;ng c&oacute; v&#7867; &#273;&atilde; h&#432;&#7903;ng l&#7907;i t&#7915; s&#7921; l&#7841;c quan tr&#7903; l&#7841;i.
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-risk-correlations-deepen-across-crypto-and-equities">S&#7921; t&#432;&#417;ng quan r&#7911;i ro ng&agrave;y c&agrave;ng s&acirc;u s&#7855;c gi&#7919;a ti&#7873;n &#273;i&#7879;n t&#7917; v&agrave; c&#7893; phi&#7871;u</h2>

Bi&#7871;n &#273;&#7897;ng g&#7847;n &#273;&acirc;y c&#7911;a th&#7883; tr&#432;&#7901;ng &#273;&atilde; cho th&#7845;y m&#7889;i t&#432;&#417;ng quan ng&agrave;y c&agrave;ng t&#259;ng gi&#7919;a ti&#7873;n m&atilde; h&oacute;a v&agrave; c&aacute;c t&agrave;i s&#7843;n r&#7911;i ro truy&#7873;n th&#7889;ng. S&#7921; gi&#7843;m c&#7911;a Bitcoin &#273;&atilde; ph&#7843;n &aacute;nh s&#7921; gi&#7843;m c&#7911;a c&aacute;c ch&#7881; s&#7889; ch&#7913;ng kho&aacute;n l&#7899;n nh&#432; S&amp;P 500, Nikkei 225, Hang Seng, v&agrave; Stoxx Europe 600. C&aacute;c c&#7893; phi&#7871;u li&ecirc;n quan &#273;&#7871;n ti&#7873;n m&atilde; h&oacute;a hi&#7879;n th&#432;&#7901;ng xuy&ecirc;n &#273;&#432;&#7907;c xem l&agrave; g&#7855;n b&oacute; ch&#7863;t ch&#7869; h&#417;n v&#7899;i m&ocirc;i tr&#432;&#7901;ng r&#7911;i ro to&agrave;n c&#7847;u.
V&agrave;ng, th&#432;&#7901;ng &#273;&#432;&#7907;c coi l&agrave; n&#417;i tr&uacute; &#7849;n an to&agrave;n, c&#361;ng gi&#7843;m trong b&#7889;i c&#7843;nh b&#7845;t &#7893;n. Vi&#7879;c t&#259;ng l&atilde;i su&#7845;t c&#7911;a M&#7929; v&agrave; gi&#7843;m k&#7923; v&#7885;ng cho c&#7855;t gi&#7843;m l&atilde;i su&#7845;t c&#7911;a <a href="https://vn.beincrypto.com/fed-minutes-reveal-december-rate-cut-on-a-knifes-edge-as-bitcoin-slips-below-89000/" target="_blank" rel="noopener">C&#7909;c D&#7921; tr&#7919; Li&ecirc;n bang</a> trong t&#432;&#417;ng lai g&#7847;n &#273;&atilde; g&acirc;y &aacute;p l&#7921;c l&ecirc;n c&#7843; v&agrave;ng v&agrave; ti&#7873;n m&atilde; h&oacute;a. <a href="https://www.theguardian.com/technology/2025/nov/18/crypto-market-tech-bubble-bitcoin-price-ai-boom" target="_blank" rel="noopener">th&#7883; tr&#432;&#7901;ng ti&#7873;n m&atilde; h&oacute;a to&agrave;n c&#7847;u &#273;&atilde; m&#7845;t h&#417;n 1 ngh&igrave;n t&#7927; USD gi&aacute; tr&#7883;</a> trong s&aacute;u tu&#7847;n qua, m&#7845;t m&#7897;t ph&#7847;n t&#432; gi&aacute; tr&#7883; k&#7875; t&#7915; th&aacute;ng 10.
Nh&#7919;ng ph&acirc;n t&iacute;ch k&#7929; thu&#7853;t v&#7873; Bitcoin v&#7851;n ch&#432;a &#273;&#7891;ng nh&#7845;t. M&#7897;t s&#7889; nh&agrave; ph&acirc;n t&iacute;ch &#273;&aacute;nh gi&aacute; giao d&#7883;ch hi&#7879;n t&#7841;i l&agrave; s&#7921; t&iacute;ch l&#361;y l&#7841;i&mdash;nh&#7919;ng nh&agrave; &#273;&#7847;u t&#432; d&agrave;i h&#7841;n mua v&agrave;o &#7903; gi&aacute; th&#7845;p h&#417;n. Nh&#7919;ng ng&#432;&#7901;i kh&aacute;c cho r&#7857;ng s&#7921; m&#7879;t m&#7887;i c&#7911;a ng&#432;&#7901;i mua cho th&#7845;y kh&#7843; n&#259;ng &#273;i&#7873;u ch&#7881;nh s&acirc;u h&#417;n &#273;ang &#7903; ph&iacute;a tr&#432;&#7899;c.
K&#7871;t qu&#7843; m&#7841;nh m&#7869; c&#7911;a Nvidia mang l&#7841;i &#273;&ocirc;i ch&uacute;t s&#7921; tr&#7845;n an cho c&aacute;c nh&agrave; &#273;&#7847;u t&#432; gi&#7919;a nh&#7919;ng lo ng&#7841;i v&#7873; bong b&oacute;ng. Tuy nhi&ecirc;n, li&#7879;u &#273;i&#7873;u n&agrave;y c&oacute; th&#7875; ph&#7909;c h&#7891;i ni&#7873;m tin th&#7883; tr&#432;&#7901;ng r&#7897;ng r&atilde;i h&#417;n hay ch&#7913;ng t&#7887; l&agrave; m&#7897;t tr&#432;&#7901;ng h&#7907;p ri&ecirc;ng l&#7879; v&#7851;n l&agrave; &#273;i&#7873;u kh&ocirc;ng ch&#7855;c ch&#7855;n khi c&aacute;c nh&agrave; &#273;&#7847;u t&#432; &#273;i&#7873;u h&#432;&#7899;ng c&aacute;c t&iacute;n hi&#7879;u ph&#7913;c t&#7841;p v&#7873; &#273;&#7883;nh gi&aacute; c&ocirc;ng ngh&#7879; v&agrave; tri&#7875;n v&#7885;ng kinh t&#7871;.

Nvidia công bố doanh thu kỷ lục 57 tỷ USD khi Bitcoin phục hồi trên 91,000 USD