越南股市周报
Oct 05 – Oct 09, 2026
市场概览
Aveluro 分类系统本周识别出 10 条高影响力新闻事件。
本周重要新闻
The State Bank of Vietnam adjusted its real estate credit growth calculation for 2026, excluding incremental loans to hotels, resorts, and eco-tourism from the real estate credit cap, while keeping them within each bank's overall credit room.
The State Bank of Vietnam adjusted its real estate credit growth calculation for 2026, excluding incremental loans to hotels, resorts, and eco-tourism from the real estate credit cap, while keeping them within each bank's overall credit room. This is expected to ease capital bottlenecks and improve liquidity in the property market.
The Vietnamese government issued Decision 1919/QD-TTg amending the National Credit Rating Improvement Plan, targeting an investment-grade sovereign rating of Baa3/BBB- or higher by 2030, with average GDP growth of at least 10% per year in 2026-2030 and public debt capped at 60% of GDP.
Fed officials signal they may hold rates steady at the October 27-28 meeting after weaker-than-expected September jobs data, though upcoming CPI remains a key variable.
Fed officials signal they may hold rates steady at the October 27-28 meeting after weaker-than-expected September jobs data, though upcoming CPI remains a key variable. The Fed raised rates by 25bps in September to 3.75-4%.
Vietnam's National Technology Innovation Fund (NATIF) plans to roll out eight support and funding programs in 2027, including loan interest subsidies, IP development, and commercialization of research, under Decree 268/2025/ND-CP.
Vietnam's National Technology Innovation Fund (NATIF) plans to roll out eight support and funding programs in 2027, including loan interest subsidies, IP development, and commercialization of research, under Decree 268/2025/ND-CP. Specific criteria and support levels are still being drafted.
HOSE announced 65 stocks will be ineligible for margin trading in Q4/2026, down from 73 previously, including many under warning status, negative-profit, or audit-qualified categories.
HoREA proposed amendments to the draft Land Law, including allowing revocation of land use certificates when land is objectively destroyed and restoring separate provisions on land parcel splitting and merging.
Vietnam's Ministry of Industry and Trade is finalizing a draft decree on petroleum trading that would let businesses set retail fuel prices themselves while the state retains oversight of taxes, fees, and standard business costs.
Vietnam's Ministry of Industry and Trade is finalizing a draft decree on petroleum trading that would let businesses set retail fuel prices themselves while the state retains oversight of taxes, fees, and standard business costs. The draft also allows remote-area stations to price up to 2% above the announced level.
Domestic gold bar and plain ring prices were little changed on the morning of October 5, with SJC, DOJI, PNJ and Bao Tin Manh Hai quoting gold bars at 140.5-143.5 million VND per tael.
Domestic gold bar and plain ring prices were little changed on the morning of October 5, with SJC, DOJI, PNJ and Bao Tin Manh Hai quoting gold bars at 140.5-143.5 million VND per tael. International gold traded around 4,148 USD/oz after a sharp decline last week.
LPS's Board of Directors approved a resolution to purchase additional shares in SCEX's capital increase, deepening their strategic partnership and advancing LPS's comprehensive wealth management model.
Gold fell about 3.4% for the week to close at $4,142/oz as inflation concerns and expectations of further Fed rate hikes kept pressure on prices, with analysts warning the metal remains stuck between economic weakness and high yields.