越南之“伤”几时能好？_老虎社区_美港股上老虎 - 老虎社区

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越南之“伤”几时能好？

金吾财讯
2023-10-20

越南在2022年给我们带来了一份亮眼的经济数据报告，全年GDP增长率为8.02%，这份成绩单不仅在亚洲地区独领风骚，放在全世界也是首屈一指的存在。不过到了2023年，情况急转直下，2023年上半年GDP增速仅为3.72%，远低于此前设定的至少6.2%的增长目标。为什么会出现这样的情况？越南经济什么时候能恢复？

……

经济开放度非常的大的越南，如今是纺织品、服装、鞋类和主要国际品牌电子产品的重要生产国之一。据媒体报导，2021年越南货物和服务出口额占整体GDP比重达到93%，对外资企业严重依赖，外资企业出口占越南出口总额的75%左右。如此高的出口依存度，只要外部环境稍有风吹草动，越南国内经济就会随之大幅波动。

对于关注越南市场的投资者来说，越南盾是否会重走日元被迫升值的老路，也是值得关注的重点。

$越南制造加工出口(00422)$

$南方东英越南30(03004)$

$富时越南30指数主连 2310(FVNmain)$

# “美债火山”大爆发！市场会持续承压吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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纯天然绿色学渣
·2023-10-21
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今年不仅仅是他们有问题，全世界都有这样的问题
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- 金吾财讯:
  [丢脸]
  2023-10-25
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奔跑吧美股
·2023-10-21
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搞的我都想去越南搞投资了
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- 金吾财讯:
  去吧，去吧，现在别投资房产就行[捂嘴]
  2023-10-25
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梅川洼子
·2023-10-21
弱弱的问一句，有么有什么渠道投资越南的股票？
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弹力绳22
·2023-10-21
抄袭咱们的道路，肯定逃不出咱们的魔咒
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