2026-03-18：霍尔木兹海峡的油价狂飙与港股避风港幻觉？腾讯财报前的AI资本开支终极考问

腾讯财报前夜，AI资本开支是利润的助推器，还是压垮股价的最后稻草？耀才证券单日暴涨近五成，蚂蚁集团入局背后，隐藏着怎样的离岸金融版图博弈？美团股价徘徊在生死线，是反转在即还是深渊将至？面对港交所上市门槛的骤降与制造业内卷的隐忧，投资者该如何避开幻觉，捕捉真正的阿尔法？本期节目，我们将深度拆解这些市场热点背后的硬逻辑，为您提供最冷静的投资观察。完整研报请访问：https://deepmarket.report/zh/report/hk_stocks/2026-03-18

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2026-03-18：霍尔木兹海峡的油价狂飙与港股避风港幻觉？腾讯财报前的AI资本开支终极考问

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