越南胡志明股票指数 (VN) 加自选

据彭博社报道，越南周二启动了一项全面的基础设施建设计划，在全国范围内启动了约250个项目，以刺激经济增长。一份政府声明称，政府正在资助129个项目，价值478万亿越南盾（180亿美元），涵盖城市发展、交通和研究设施，而另外121个项目，包括外国投资者在内的其他来源，总计305亿美元，也在进行中。主要项目包括湄公河三角洲的Rach Mieu 2大桥、西贡码头国际金融中心、Viettel的研发中心和Vingroup在河内的国家会展中心。这一举措出台之际，越南正努力实现其今年至少8%的雄心勃勃的GDP增长目标，因为全球逆风和美国贸易协议的细节悬而未决，该协议将对越南商品征收20%的关税。

Vietnam on Tuesday launched a sweeping infrastructure drive with the groundbreaking or inauguration of around 250 projects nationwide to spur economic growth, according to Bloomberg News. The government is funding 129 projects worth VND 478 trillion (USD 18 billion), spanning urban development, transportation, and research facilities, while another 121 projects totaling USD 30.5 billion from other sources, including foreign investors, are also underway, a government statement said. Key ventures include the Rach Mieu 2 Bridge in the Mekong Delta, the Saigon Marina International Financial Center, Viettel’s R&D Center, and Vingroup’s National Exhibition and Convention Center in Hanoi. The push comes as Vietnam strives to meet its ambitious GDP growth target of at least 8% this year amid global headwinds and pending details of a U.S. trade deal that will impose a 20% tariff on Vietnamese goods.

越南10年期政府债券收益率升至3.56%，为2023年4月以来的最高水平。在过去的4周里，越南10年期债券收益率上涨了19.90个基点，在过去的12个月里，它上涨了70.60个基点。

Vietnam 10 Year Government Bond Yield increased to 3.56%, the highest since April 2023. Over the past 4 weeks, Vietnam 10Y Bond Yield gained 19.90 basis points, and in the last 12 months, it increased 70.60 basis points.

越南政府周四表示，越南总理范明钦已指示央行从明年开始取消信贷增长的年度上限。相反，越南国家银行（SBV）被敦促制定标准，确保银行以“高效和健康”的方式运营。目前的信贷增长上限为16%，这是自2011年以来用于控制通货膨胀和稳定金融体系的工具。虽然配额制度曾经发挥了关键作用，但随着越南银行现在遵循巴塞尔协议II和III的风险框架，其局限性正变得越来越明显。当局认为，这一上限可能会阻碍经济复苏和增长。据当地媒体报道，截至6月30日，自2024年底以来，经济中的信贷增长了9.9%，超过了17.2万亿越南盾（约合6780亿美元）。

Vietnamese Prime Minister Pham Minh Chinh has directed the central bank to remove the annual cap on credit growth starting next year, the government said Thursday. Instead, the State Bank of Vietnam (SBV) is urged to develop standards that ensure banks operate in an “efficient and healthy” manner. The current credit growth cap is 16%, a tool used since 2011 to control inflation and stabilize the financial system following a period of overheating. While the quota system once played a key role, its limitations are becoming apparent as Vietnamese banks now follow Basel II and III risk frameworks. Authorities believe the cap could hinder economic recovery and growth. As of June 30, credit in the economy had increased 9.9% since the end of 2024, surpassing VND 17.2 quadrillion (approximately USD 678 billion), according to local media reports.

2025年7月，越南的国际游客人数同比增长35.7%，达到156万人，增速高于6月份的17.1%。来自亚洲的游客增长了31.9%，其中菲律宾（70%）、老挝（60.4%）、中国（56.9%）、印度（53.3%）和柬埔寨（44.2%）的游客增长强劲。此外，来自美洲的游客增长了18.8%，主要是加拿大（47.9%）；来自欧洲的游客激增86.2%，其中俄罗斯（288.7%）、荷兰（107.4%）、法国（60.6%）、瑞士（59%）和波兰（53.3%）的游客增长显著。与此同时，来自澳大利亚的游客人数增长了25.7%，来自非洲的游客增长了25.4%。2025年前七个月，国际游客总数激增22.5%，达到1223万人。

International arrivals to Vietnam rose 35.7% year-on-year to 1.56 million in July 2025, accelerating from a 17.1% gain in June. Visitors from Asia increased by 31.9%, led by strong growth from Philippines (70%), Laos (60.4%), China (56.9%), India (53.3%), and Cambodia (44.2%). Additionally, arrivals from the Americas grew 18.8%, mostly driven by Canada (47.9%); while tourists from Europe surged 86.2%, with notable gains from Russia (288.7%), Netherlands (107.4%), France (60.6%), Switzerland (59%), and Poland (53.3%). At the same time, arrivals from Australia climbed 25.7% and those from Africa grew 25.4%. In the first seven months of 2025, total international arrivals surged 22.5% to 12.23 million.