{"id":31377,"date":"2023-12-07T10:35:35","date_gmt":"2023-12-07T10:35:35","guid":{"rendered":"https:\/\/masterskills.org\/blog\/luan-chuyen-nganh-sector-rotation-la-gi-noi-dung-va-y-nghia.html"},"modified":"2023-12-23T08:10:35","modified_gmt":"2023-12-23T01:10:35","slug":"luan-chuyen-nganh-sector-rotation-la-gi-noi-dung-va-y-nghia","status":"publish","type":"post","link":"https:\/\/masterskills.org\/blog\/luan-chuyen-nganh-sector-rotation-la-gi-noi-dung-va-y-nghia.html","title":{"rendered":"Lu\u00e2n chuy\u1ec3n ng\u00e0nh (Sector Rotation) l\u00e0 g\u00ec? N\u1ed9i dung v\u00e0 \u00fd ngh\u0129a"},"content":{"rendered":"
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Lu\u00e2n chuy\u1ec3n ng\u00e0nh (Sector Rotation)<\/font><\/h2>\n

\u0110\u1ecbnh ngh\u0129a<\/b><\/p>\n

Lu\u00e2n chuy\u1ec3n ng\u00e0nh<\/b> trong ti\u1ebfng Anh l\u00e0 Sector Rotation<\/b>.\u00a0Lu\u00e2n chuy\u1ec3n ng\u00e0nh<\/i> l\u00e0 h\u00e0nh \u0111\u1ed9ng chuy\u1ec3n t\u00e0i s\u1ea3n \u0111\u1ea7u t\u01b0 t\u1eeb\u00a0ng\u00e0nh n\u00e0y sang ng\u00e0nh\u00a0kh\u00e1c.<\/p>\n

Lu\u00e2n chuy\u1ec3n ng\u00e0nh<\/i> li\u00ean quan \u0111\u1ebfn vi\u1ec7c s\u1eed d\u1ee5ng ti\u1ec1n thu \u0111\u01b0\u1ee3c t\u1eeb vi\u1ec7c b\u00e1n ch\u1ee9ng kho\u00e1n li\u00ean quan \u0111\u1ebfn m\u1ed9t l\u0129nh v\u1ef1c \u0111\u1ea7u t\u01b0 c\u1ee5 th\u1ec3 \u0111\u1ec3 mua ch\u1ee9ng kho\u00e1n trong m\u1ed9t l\u0129nh v\u1ef1c kh\u00e1c.\u00a0Chi\u1ebfn l\u01b0\u1ee3c n\u00e0y \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng nh\u01b0 m\u1ed9t ph\u01b0\u01a1ng ph\u00e1p \u0111\u1ec3 n\u1eafm b\u1eaft l\u1ee3i nhu\u1eadn t\u1eeb c\u00e1c\u00a0chu k\u00ec th\u1ecb tr\u01b0\u1eddng\u00a0v\u00e0 \u0111a d\u1ea1ng h\u00f3a danh m\u1ee5c \u0111\u1ea7u t\u01b0 trong m\u1ed9t\u00a0kho\u1ea3ng th\u1eddi gian c\u1ee5 th\u1ec3.<\/p>\n

N\u1ed9i dung v\u00e0 \u00fd ngh\u0129a c\u1ee7a lu\u00e2n chuy\u1ec3n ng\u00e0nh<\/font><\/h3>\n

– Lu\u00e2n chuy\u1ec3n ng\u00e0nh<\/i> t\u00ecm c\u00e1ch t\u1eadn d\u1ee5ng l\u00ed<\/span> thuy\u1ebft r\u1eb1ng kh\u00f4ng ph\u1ea3i t\u1ea5t c\u1ea3 c\u00e1c l\u0129nh v\u1ef1c c\u1ee7a n\u1ec1n kinh t\u1ebf \u0111\u1ec1u ho\u1ea1t \u0111\u1ed9ng t\u1ed1t c\u00f9ng m\u1ed9t l\u00fac.<\/p>\n

– C\u00e1c nh\u00e0 qu\u1ea3n l\u00ed<\/span> s\u1eed d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c lu\u00e2n<\/i> chuy\u1ec3n ng\u00e0nh<\/i> nh\u1eb1m m\u1ee5c \u0111\u00edch lu\u00e2n chuy\u1ec3n v\u1ed1n \u0111\u1ea7u t\u01b0 sang c\u00e1c l\u0129nh v\u1ef1c m\u00e0 h\u1ecd x\u00e1c \u0111\u1ecbnh l\u00e0 mang l\u1ea1i c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 sinh l\u1eddi.<\/p>\n

– Nghi\u00ean c\u1ee9u chuy\u00ean s\u00e2u v\u1ec1 n\u1ec1n kinh t\u1ebf v\u00e0 d\u1eef li\u1ec7u t\u1eeb C\u1ee5c nghi\u00ean c\u1ee9u kinh t\u1ebf qu\u1ed1c gia c\u1ee7a M\u1ef9 (NBER) gi\u00fap h\u1ed7 tr\u1ee3 \u0111\u1ea7u t\u01b0 lu\u00e2n chuy\u1ec3n ng\u00e0nh. C\u00e1c lo\u1ea1i h\u00ecnh \u0111\u1ea7u t\u01b0 lu\u00e2n chuy\u1ec3n ng\u00e0nh kh\u00e1c c\u00f3 th\u1ec3 xoay quanh xu h\u01b0\u1edbng theo m\u00f9a ho\u1eb7c theo n\u0103m v\u1edbi d\u1eef li\u1ec7u h\u1ed7 tr\u1ee3 l\u1ee3i th\u1ebf \u0111\u1ec3 lu\u00e2n chuy\u1ec3n<\/span> trong v\u00e0 ngo\u00e0i c\u00e1c danh m\u1ee5c c\u00f3 l\u1ee3i nhu\u1eadn kh\u00e1c nhau trong su\u1ed1t c\u1ea3 n\u0103m.<\/p>\n

– Chi\u1ebfn l\u01b0\u1ee3c lu\u00e2n chuy\u1ec3n ng\u00e0nh<\/b> theo chu k\u00ec<\/span> th\u1ecb tr\u01b0\u1eddng kinh t\u1ebf th\u01b0\u1eddng t\u00ecm c\u00e1ch x\u00e1c \u0111\u1ecbnh c\u00e1c c\u01a1 h\u1ed9i ng\u00e0nh t\u0103ng gi\u00e1 trong vi\u1ec7c m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng v\u00e0 gi\u1ea3m thi\u1ec3u t\u1ed5n th\u1ea5t th\u00f4ng qua lu\u00e2n chuy\u1ec3n ng\u00e0nh \u0111\u1ebfn c\u00e1c thi\u00ean \u0111\u01b0\u1eddng an to\u00e0n trong th\u1ecb tr\u01b0\u1eddng suy tho\u00e1i.<\/p>\n

– Theo m\u1ed9t ngh\u0129a n\u00e0o \u0111\u00f3, lu\u00e2n chuy\u1ec3n ng\u00e0nh<\/i> l\u00e0 m\u1ed9t kh\u00e1i ni\u1ec7m m\u00e0 h\u1ea7u h\u1ebft c\u00e1c nh\u00e0 qu\u1ea3n l\u00ed<\/span> danh m\u1ee5c \u0111\u1ea7u t\u01b0 ch\u1ee7 \u0111\u1ed9ng lu\u00f4n ghi nh\u1edb khi xem x\u00e9t c\u00e1c lo\u1ea1i h\u00ecnh \u0111\u1ea7u t\u01b0. Tuy nhi\u00ean, th\u1ef1c hi\u1ec7n c\u00e1c chi\u1ebfn l\u01b0\u1ee3c lu\u00e2n chuy\u1ec3n ng\u00e0nh \u0111\u00f2i h\u1ecfi t\u1ea7m nh\u00ecn xa v\u00e0 kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng chuy\u00ean s\u00e2u \u0111\u1ec3 th\u00e0nh c\u00f4ng.<\/p>\n

– C\u00e1c qu\u0129<\/span> lu\u00e2n chuy\u1ec3n ng\u00e0nh \u0111\u01b0\u1ee3c qu\u1ea3n l\u00ed<\/span> chuy\u00ean nghi\u1ec7p c\u00f3 th\u1ec3 l\u00e0 m\u1ed9t kho\u1ea3n \u0111\u1ea7u t\u01b0 t\u1ed1t b\u1edfi v\u00ec c\u00e1c qu\u0129 n\u00e0y lu\u00f4n t\u00ecm c\u00e1ch duy tr\u00ec v\u1ecb th\u1ebf trong c\u00e1c l\u0129nh v\u1ef1c c\u00f3 l\u1ee3i nh\u1ea5t tr\u00ean th\u1ecb tr\u01b0\u1eddng \u1edf t\u1ea5t c\u1ea3 c\u00e1c giai \u0111o\u1ea1n c\u1ee7a m\u1ed9t chu k\u00ec<\/span> kinh t\u1ebf.<\/p>\n

H\u1ea1n ch\u1ebf c\u1ee7a lu\u00e2n chuy\u1ec3n ng\u00e0nh<\/font><\/h3>\n

– Chi\u1ebfn l\u01b0\u1ee3c lu\u00e2n chuy\u1ec3n ng\u00e0nh<\/i> c\u00f3 th\u1ec3 t\u1ed1n k\u00e9m \u0111\u1ec3 th\u1ef1c hi\u1ec7n v\u00ec nh\u1eefng chi ph\u00ed li\u00ean quan c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng ti\u00eau c\u1ef1c \u0111\u1ebfn l\u1ee3i nhu\u1eadn. Di chuy\u1ec3n v\u1ed1n trong v\u00e0 ngo\u00e0i ng\u00e0nh c\u00f3 th\u1ec3 m\u1ea5t kh\u00e1 nhi\u1ec1u ph\u00ed giao d\u1ecbch v\u00e0 hoa h\u1ed3ng. V\u00ec l\u00ed<\/span> do \u0111\u00f3, lu\u00e2n chuy\u1ec3n ng\u00e0nh th\u01b0\u1eddng l\u00e0 m\u1ed9t chi\u1ebfn l\u01b0\u1ee3c \u0111\u01b0\u1ee3c c\u00e2n nh\u1eafc d\u00e0nh cho c\u00e1c nh\u00e0 qu\u1ea3n l\u00ed<\/span> t\u1ed5 ch\u1ee9c ho\u1eb7c nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 gi\u00e1 tr\u1ecb t\u00e0i s\u1ea3n r\u00f2ng cao.<\/p>\n

– Lu\u00e2n chuy\u1ec3n ng\u00e0nh<\/b> c\u0169ng \u0111\u00f2i h\u1ecfi s\u1ef1 ch\u1ee7 \u0111\u1ed9ng trong ph\u00e2n t\u00edch \u0111\u1ea7u t\u01b0 v\u00e0 d\u1eef li\u1ec7u kinh t\u1ebf. Lu\u00e2n chuy\u1ec3n ng\u00e0nh<\/i> th\u01b0\u1eddng ph\u00f9 h\u1ee3p v\u1edbi c\u00e1c nh\u00e0 qu\u1ea3n l\u00ed<\/span> danh m\u1ee5c \u0111\u1ea7u t\u01b0 chuy\u00ean nghi\u1ec7p v\u00ec nh\u1eefng h\u1ea1n ch\u1ebf v\u1ec1 th\u1eddi gian v\u00e0 kh\u1ea3 n\u0103ng truy c\u1eadp d\u1eef li\u1ec7u li\u00ean quan.<\/p>\n

(T\u00e0i li\u1ec7u tham kh\u1ea3o: Sector Rotation, Investopedia)<\/i><\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

\n Lu\u00e2n chuy\u1ec3n ng\u00e0nh (ti\u1ebfng Anh: Sector Rotation) l\u00e0 h\u00e0nh \u0111\u1ed9ng chuy\u1ec3n t\u00e0i s\u1ea3n \u0111\u1ea7u t\u01b0 t\u1eeb ng\u00e0nh n\u00e0y sang ng\u00e0nh kh\u00e1c.\n <\/div>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[417],"tags":[],"_links":{"self":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts\/31377"}],"collection":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/comments?post=31377"}],"version-history":[{"count":0,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts\/31377\/revisions"}],"wp:attachment":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/media?parent=31377"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/categories?post=31377"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/tags?post=31377"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}