Vietnam Insight

Positive movements in the markets. US stock futures held steady on Friday following another strong session on Wall Street, where both the S&P 500 and Nasdaq Composite closed at fresh record highs. On Thursday, the S&P 500 rose 0.27%, the Nasdaq edged up 0.09%, and the Dow advanced 0.43%, as investors largely brushed off the latest tariff escalations from the Trump administration, including new 50% duties on copper imports and Brazilian goods. President Donald Trump also signaled that fresh tariff proposal letters could be sent to Canada and the European Union as soon as today. In corporate news, Nvidia added 0.75%, extending gains after becoming the first public company to surpass a $4 trillion valuation, further fueling the AI-driven tech rally. Tesla jumped 4.7% on optimism around its robotaxi expansion and plans to integrate xAI’s Grok chatbot into its vehicles. Delta Air Lines surged 12% after reaffirming its full-year earnings guidance, lifting sentiment in the travel sector.

Break out of 1,400, towards 1,500. VNINDEX closed at 1,445.64 (+14.32 points, +1.00%) with high liquidity exceeding the 20-session average. The market had 185 stocks increasing and 119 stocks decreasing. The group of stocks contributing the most to the market's increase were VIC, VHM, VRE while VNM MBB VCB contributed to the market's decrease. Foreign investors net bought about 1,074 billion, the value mainly concentrated in stocks SSI and SHB

Trading Strategy: Investors should temporarily stop buying new stocks that have increased significantly. Priority should be given to holding more. If participating in new purchases, you can participate with a low proportion, prioritizing groups that are closely following the MA 20/50/200 support and are in an uptrend. You can prioritize real estate, banking, and energy groups that are in low areas and have an accumulation base.