{"id":449,"date":"2025-08-22T16:08:06","date_gmt":"2025-08-22T16:08:06","guid":{"rendered":"https:\/\/lachongagent.com\/?p=449"},"modified":"2025-08-22T16:14:59","modified_gmt":"2025-08-22T16:14:59","slug":"quant-funds-rebound-after-july-drawdown-as-hedge-funds-pile-into-ai-big-seven","status":"publish","type":"post","link":"https:\/\/lachongagent.com\/vi\/quant-funds-rebound-after-july-drawdown-as-hedge-funds-pile-into-ai-big-seven\/","title":{"rendered":"Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ecbnh l\u01b0\u1ee3ng gi\u1ea3m th\u00e1ng 7 nh\u01b0ng ph\u1ee5c h\u1ed3i, qu\u1ef9 ph\u00f2ng h\u1ed9 t\u0103ng mua \u201cAI Big Seven\u201d"},"content":{"rendered":"<p>[Th\u00e1ng 8\/2025] \u2014 C\u00e1c chi\u1ebfn l\u01b0\u1ee3c giao d\u1ecbch \u0111\u1ecbnh l\u01b0\u1ee3ng \u0111\u00e3 tr\u1ea3i qua m\u1ed9t th\u00e1ng 7 \u0111\u1ea7y bi\u1ebfn \u0111\u1ed9ng, khi nhi\u1ec1u m\u00f4 h\u00ecnh \u0111a chi\u1ebfn l\u01b0\u1ee3c v\u00e0 theo xu h\u01b0\u1edbng ch\u1ecbu \u00e1p l\u1ef1c t\u1eeb bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh c\u1ee7a th\u1ecb tr\u01b0\u1eddng. Theo s\u1ed1 li\u1ec7u ng\u00e0nh, c\u00e1c chi\u1ebfn l\u01b0\u1ee3c c\u1ed5 phi\u1ebfu h\u1ec7 th\u1ed1ng h\u00f3a ghi nh\u1eadn m\u1ee9c l\u1ee3i nhu\u1eadn kho\u1ea3ng -2%, ch\u1ee7 y\u1ebfu do b\u1ea5t \u1ed5n v\u0129 m\u00f4 v\u00e0 s\u1ef1 d\u1ecbch chuy\u1ec3n gi\u1eefa c\u00e1c ng\u00e0nh.<\/p>\n\n\n\n<p>Tuy v\u1eady, tu\u1ea7n cu\u1ed1i th\u00e1ng \u0111\u00e3 ch\u1ee9ng ki\u1ebfn s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a c\u00e1c ch\u1ec9 s\u1ed1 l\u1edbn, gi\u00fap l\u1ea5y l\u1ea1i m\u1ed9t ph\u1ea7n thua l\u1ed7 tr\u01b0\u1edbc \u0111\u00f3. M\u1ed9t s\u1ed1 qu\u1ef9 \u0111\u1ecbnh l\u01b0\u1ee3ng h\u00e0ng \u0111\u1ea7u v\u1eabn duy tr\u00ec l\u1ee3i nhu\u1eadn d\u01b0\u01a1ng t\u1eeb \u0111\u1ea7u n\u0103m, cho th\u1ea5y s\u1ef1 b\u1ec1n b\u1ec9 c\u1ee7a c\u00e1c m\u00f4 h\u00ecnh \u0111a d\u1ea1ng h\u00f3a.<\/p>\n\n\n\n<p>Song song, c\u00e1c qu\u1ef9 ph\u00f2ng h\u1ed9 ti\u1ebfp t\u1ee5c gia t\u0103ng t\u1ef7 tr\u1ecdng c\u1ed5 phi\u1ebfu thu\u1ed9c nh\u00f3m \u201cAI Big Seven\u201d \u2014 Microsoft, Google, Amazon, Apple, Nvidia, Tesla, v\u00e0 Meta. B\u00e1o c\u00e1o qu\u00fd II cho th\u1ea5y c\u00e1c nh\u00e0 qu\u1ea3n l\u00fd h\u00e0ng \u0111\u1ea7u \u0111\u00e3 t\u0103ng mua c\u00e1c c\u1ed5 phi\u1ebfu n\u00e0y, \u0111\u1eb7t c\u01b0\u1ee3c v\u00e0o l\u00e0n s\u00f3ng GenAI v\u00e0 t\u00e1c \u0111\u1ed9ng chuy\u1ec3n \u0111\u1ed5i c\u1ee7a n\u00f3 trong nhi\u1ec1u ng\u00e0nh.<\/p>\n\n\n\n<p>C\u00e1c chuy\u00ean gia nh\u1eadn \u0111\u1ecbnh, ch\u1ee7 \u0111\u1ec1 GenAI kh\u00f4ng c\u00f2n l\u00e0 xu h\u01b0\u1edbng ri\u00eang c\u1ee7a l\u0129nh v\u1ef1c c\u00f4ng ngh\u1ec7 m\u00e0 \u0111\u00e3 tr\u1edf th\u00e0nh \u0111\u1ed9ng l\u1ef1c ch\u00ednh c\u1ee7a d\u00f2ng v\u1ed1n to\u00e0n c\u1ea7u. M\u1eb7c d\u00f9 s\u1ef1 t\u1eadp trung v\u1ed1n v\u00e0o nh\u00f3m c\u1ed5 phi\u1ebfu l\u1edbn \u0111\u1eb7t ra c\u00e2u h\u1ecfi v\u1ec1 qu\u1ea3n tr\u1ecb r\u1ee7i ro v\u00e0 nguy c\u01a1 chen ch\u00fac, nh\u01b0ng ni\u1ec1m tin v\u00e0o \u0111\u1ed5i m\u1edbi AI v\u1eabn r\u1ea5t m\u1ea1nh m\u1ebd.<\/p>\n\n\n\n<p>C\u00e1c nh\u00e0 ph\u00e2n t\u00edch k\u1ef3 v\u1ecdng c\u00e1c chi\u1ebfn l\u01b0\u1ee3c h\u1ec7 th\u1ed1ng h\u00f3a s\u1ebd \u0111i\u1ec1u ch\u1ec9nh trong nh\u1eefng th\u00e1ng t\u1edbi, t\u00edch h\u1ee3p t\u00edn hi\u1ec7u li\u00ean quan \u0111\u1ebfn AI \u0111\u1ec3 th\u00edch \u1ee9ng v\u1edbi bi\u1ebfn \u0111\u1ed9ng. S\u1ef1 k\u1ebft h\u1ee3p gi\u1eefa \u0111\u1ed5i m\u1edbi c\u00f4ng ngh\u1ec7 v\u00e0 t\u00e0i ch\u00ednh \u0111\u1ecbnh l\u01b0\u1ee3ng \u0111ang \u0111\u1ecbnh h\u00ecnh c\u1ea5u tr\u00fac th\u1ecb tr\u01b0\u1eddng l\u00e2u d\u00e0i.<\/p>","protected":false},"excerpt":{"rendered":"<p>[August 2025] \u2014 Quantitative trading strategies faced notable turbulence in July as multi-strategy and trend-following models struggled with sharp market swings. According to industry data, systematic equity approaches delivered a monthly return of approximately -2%, reflecting pressure from both macroeconomic uncertainties and sector rotations. By the final week of the month, however, a rebound in [&hellip;]<\/p>","protected":false},"author":2,"featured_media":457,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-449","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"_links":{"self":[{"href":"https:\/\/lachongagent.com\/vi\/wp-json\/wp\/v2\/posts\/449","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/lachongagent.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/lachongagent.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/lachongagent.com\/vi\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/lachongagent.com\/vi\/wp-json\/wp\/v2\/comments?post=449"}],"version-history":[{"count":0,"href":"https:\/\/lachongagent.com\/vi\/wp-json\/wp\/v2\/posts\/449\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/lachongagent.com\/vi\/wp-json\/wp\/v2\/media\/457"}],"wp:attachment":[{"href":"https:\/\/lachongagent.com\/vi\/wp-json\/wp\/v2\/media?parent=449"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/lachongagent.com\/vi\/wp-json\/wp\/v2\/categories?post=449"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/lachongagent.com\/vi\/wp-json\/wp\/v2\/tags?post=449"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}