越南抛出“年均10%增长”目标，远高于上一轮未完成的6.5%-7%

Group 1 - The core objective of Vietnam's leadership is to achieve an average economic growth rate of over 10% annually by 2030, significantly higher than the previously set target of 6.5%-7.0% for 2021-2025, which was not met [1][2] - The Vietnamese government plans to make strategic breakthroughs in three key areas: institutional reform, infrastructure development, and human resources, to support this ambitious growth target [2] - Vietnam aims to attract between $150 billion to $200 billion in foreign direct investment (FDI) from 2026 to 2030, funded by an expanded fiscal deficit projected to reach around 5% of GDP [2] Group 2 - Despite external pressures, Vietnam's economy has shown resilience, with GDP growth of 8.46% in Q4 2025, surpassing economists' expectations of 7.7%, driven by strong manufacturing and export performance [3] - Vietnam's manufacturing sector grew over 10% in the last quarter, contributing significantly to economic growth, while exports surged nearly 24% year-on-year, achieving a record trade surplus with the U.S. [3] - The impact of U.S. tariffs, which were imposed at 20% in August 2025, may have delayed effects, prompting Vietnam to seek stronger trade relationships with other partners to mitigate risks [3] Group 3 - The pursuit of high growth targets has revealed vulnerabilities in Vietnam's financial system, with credit growth reaching 17.9%, significantly outpacing the 14% growth in deposits, leading to liquidity shortages in the banking sector [4] - Fitch Ratings has warned that the rapid lending pace in Vietnam's banking sector exceeds overall economic growth, increasing financial risks associated with credit-driven growth [4] - Regulatory measures, including dollar swap transactions, have been implemented to inject liquidity into the market and alleviate pressure on the banking system [4]