越南胡志明股票指数 (VN) 加自选

2025年1月至10月，越南的外国直接投资（FDI）同比增长8.8%，达到213亿美元，为至少2007年以来的十个月最高水平。与此同时，表明未来支出的外国直接投资承诺额增长了15.6%，达到315.2亿美元，反映了投资者对越南长期经济前景的信心。在此期间，越南的海外投资活动也有所加强，共有148个新项目获得投资证书，总价值达7.428亿美元，同比增长72.8%。此外，28个现有项目的资本调整总额为3.582亿美元，比去年同期增长了八倍多。总体而言，越南的对外投资总额，包括新发放和调整后的资本，达到11亿美元，是去年同期的2.3倍。

Foreign direct investment (FDI) in Vietnam rose 8.8% year-on-year to USD 21.3 billion from January to October 2025, marking the highest level for a ten-month period since at least 2007. Meanwhile, FDI pledges, which indicate future disbursements, climbed 15.6% to USD 31.52 billion, reflecting investors’ confidence in Vietnam’s long-term economic prospects. Vietnam’s overseas investment activity also strengthened during the period, with 148 new projects receiving investment certificates worth a total of USD 742.8 million, up 72.8% from a year earlier. In addition, 28 existing projects recorded capital adjustments totaling USD 358.2 million, up more than eightfold from a year earlier. Overall, Vietnam’s total outbound investment, including both newly granted and adjusted capital, reached USD 1.1 billion, 2.3 times higher than the same period last year.

继上个月增长19.5%之后，2025年10月，越南的国际游客人数同比增长22.1%，达到173万人。来自亚洲的游客增长了21.5%，其中以中国（41.9%）、马来西亚（37.1%）、柬埔寨（49.3%）和菲律宾（68.4%）为首。来自美国的入境人数也增长了8.2%，特别是来自加拿大（8.1%）和美国（6.6%）。此外，来自欧洲的游客增长了34.9%，其中俄罗斯（261%）、英国（17.2%）、法国（15.9%）和德国（7.4%）的游客数量有所增加。来自澳大利亚的游客增长了14.5%，而来自非洲的游客则增长了28%。今年前十个月，游客人数增长了21.5%，达到1717万人次。

International arrivals to Vietnam increased by 22.1% year-on-year to 1.73 million in October 2025, following a 19.5% rise in the previous month. Visitors from Asia rose by 21.5%, led by China (41.9%), Malaysia (37.1%), Cambodia (49.3%), and the Philippines (68.4%). Arrivals from America also grew 8.2%, particularly from Canada (8.1%) and the US (6.6%). Moreover, visitors from Europe climbed 34.9%, supported by higher numbers from Russia (261%), the UK (17.2%), France (15.9%), and Germany (7.4%). Tourists from Australia rose 14.5%, while those from Africa jumped by 28%. For the first ten months of the year, tourist arrivals advanced by 21.5% to 17.17 million.

越南的年通货膨胀率从9月份的3.38%的三个月高点降至2025年10月的3.25%。主要的下行压力来自住房和建筑材料（9月份为6.76%对6.87%）以及文化、娱乐和旅游（1.81%对1.84%）的通胀放缓。运输价格也小幅下跌（-0.02%对1.46%），而邮政和通信价格持续下跌（-0.54%对-0.62%）。相比之下，食品和食品（2.09%对2.06%）、服装、帽子和鞋类（1.50%对1.41%）以及药品和医疗保健服务（12.63%对12.62%）的通货膨胀率有所上升。与此同时，不包括波动性项目的核心通胀率从9月份的3.18%升至10月份的三个月高点3.30%。按月计算，消费者价格指数上涨0.20%，而前一个月上涨0.42%。

Vietnam’s annual inflation rate eased to 3.25% in October 2025 from a three-month high of 3.38% in September. The main downward pressure came from slower inflation in housing and construction materials (6.76% vs 6.87% in September) and culture, entertainment, and tourism (1.81% vs 1.84%). Prices also edged lower for transport (-0.02% vs 1.46%), while deflation persisted for post and communication (-0.54% vs -0.62%). In contrast, inflation ticked higher for food and foodstuffs (2.09% vs 2.06%), garments, hats, and footwear (1.50% vs 1.41%), and medicine and healthcare services (12.63% vs 12.62%). Meanwhile, core inflation, which excludes volatile items, rose to a three-month high of 3.30% in October from 3.18% in September. On a monthly basis, consumer prices increased 0.20%, following a 0.42% gain in the previous month.

2025年10月，越南零售额同比增长7.2%，低于上个月11.3%的两年多高点。最新数据标志着自去年10月以来零售活动增长最疲软，原因是所有行业的销售增长放缓。商品（9月份为5.7%对10.4%）、住宿和餐饮服务（14.1%对15%）、旅行和旅游（18.8%对19.7%）以及其他服务（9.4%对12.4%）的贸易增长放缓。10月份零售额环比增长0.2%，较前一时期的2%有所放缓。考虑到1月至10月期间，零售活动比去年同期增长了9.3%。

Vietnam’s retail sales rose by 7.2% year-on-year in October 2025, slowing from a more than two-year high of 11.3% advance in the previous month. The latest figure marked the softest growth in retail activity since October last year, due to slower sales increase across all sectors. Trade growth moderated for goods (5.7% vs 10.4% in September), accommodation and food services (14.1% vs 15%), travel and tourism (18.8% vs 19.7%), and other services (9.4% vs 12.4%). On a monthly basis, retail sales grew by 0.2% in October, easing from a 2% gain in the preceding period. Considering the January to October period, retail activity was 9.3% higher compared to the same period a year ago.