越南胡志明股票指数 (VN) 加自选

富时罗素将越南重新归类为新兴市场国家，等待2026年3月的中期审查，这一变化将于2026年9月21日生效。投资者期待已久的这一举措可能会将数十亿美元引入东南亚表现最好的股市之一。该指数提供商引用了越南自2018年被列入观察名单以来在改善市场准入和与全球标准保持一致方面取得的重大进展。关键改革包括取消对外国投资者股票交易的全额预融资要求，这是向升级迈出的重要一步。富时罗素表示，此举将提高透明度，降低交易对手风险，增强投资者信心。越南财政部长阮文成（Nguyen Van Thang）称，这一决定“清楚地证明了该国的健康发展道路和深度融入全球金融体系的能力不断增强。”

FTSE Russell has reclassified Vietnam to emerging market status, pending an interim review in March 2026, with the change set to take effect on September 21, 2026. The move, long anticipated by investors, could channel billions of dollars into one of Southeast Asia’s best-performing stock markets. The index provider cited Vietnam’s significant progress in improving market access and aligning with global standards since it was added to the watchlist in 2018. Key reforms include the removal of full pre-funding requirements on equity trades for foreign investors, a major step toward the upgrade. FTSE Russell said the move would enhance transparency, reduce counterparty risk, and boost investor confidence. Vietnam’s Finance Minister Nguyen Van Thang called the decision “clear evidence of the country’s sound development path and growing capacity to integrate deeply into the global financial system.”

越南正在等待指数提供商富时罗素周二的一项关键决定，该决定可能会使越南股市升级为新兴市场地位，加入中国和印度等同行的行列。目前，富时指数和摩根士丹利资本国际都将其标记为前沿市场——这一分类被认为对机构投资者来说风险更大、限制性更强——潜在的升级可能会吸引大量外国资金流入。富时上个月表示，将在10月7日美国股市收盘后宣布这一结果，作为其年度评估的一部分。越南基准指数今年上涨了约30%，跻身亚洲表现最佳的国家之列，尽管在汇率波动、信贷繁荣和获利回吐的情况下，外国投资者一直是净卖家。自2018年以来，越南一直在富时指数的重新分类观察名单上，但随着最近旨在满足该指数要求的市场改革，乐观情绪有所增长。

Vietnam is awaiting a key decision from index provider FTSE Russell on Tuesday that could see its stock market upgraded to emerging market status, joining peers such as China and India. Currently labeled a frontier market by both FTSE and MSCI—a classification viewed as riskier and restrictive for institutional investors—the potential upgrade could attract significant foreign inflows. FTSE said last month it would announce the outcome after the U.S. market close on October 7 as part of its annual review. Vietnam’s benchmark index has rallied about 30% this year, ranking among Asia’s best performers, though foreign investors have been net sellers amid exchange rate volatility, a credit boom, and profit-taking. Vietnam has remained on FTSE’s watchlist for reclassification since 2018, but optimism has grown following recent market reforms aimed at satisfying the index’s requirements.

越南10年期政府债券收益率升至3.80%，为2023年3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9.70个基点，在过去的12个月里，它上涨了102.20个基点。

Vietnam 10 Year Government Bond Yield increased to 3.80%, the highest since March 2023. Over the past 4 weeks, Vietnam 10Y Bond Yield gained 9.70 basis points, and in the last 12 months, it increased 102.20 basis points.

继上个月增长16.5%之后，到2025年9月，越南的国际游客人数同比增长19.5%，达到152万人。来自亚洲的游客增长了17.4%，其中中国（40.2%）、日本（14.7%）、马来西亚（41.6%）、柬埔寨（47.0%）和菲律宾（84.1%）的游客增长强劲。来自美国的入境人数增长了2.6%，主要受加拿大（7.0%）的推动。与此同时，欧洲游客激增57.0%，其中俄罗斯（240.5%）、英国（20.3%）、法国（22.2%）和德国（12.9%）的游客数量显著增加。澳大利亚游客增长了6.5%，而非洲游客增长了4.3%。今年前九个月，国际游客总数增长21.5%，达到1544万人。

International arrivals to Vietnam increased by 19.5% year-over-year to 1.52 million in September 2025, following a 16.5% growth in the previous month. Visitors from Asia rose 17.4%, led by strong gains from China (40.2%), Japan (14.7%), Malaysia (41.6%), Cambodia (47.0%), and the Philippines (84.1%). Arrivals from America grew 2.6%, driven mainly by Canada (7.0%). Meanwhile, European tourists surged 57.0%, with notable increases from Russia (240.5%), the UK (20.3%), France (22.2%), and Germany (12.9%). Visitors from Australia gained 6.5%, while those from Africa went up 4.3%. For the first nine months of the year, total international arrivals climbed 21.5% to 15.44 million.