EPISODE · Mar 20, 2026 · 3 MIN
2026-03-20：算力全面提价与“十五五”资金局：4000点关口的估值重构与现货逼空
from 深度市场: A股
当阿里云和百度云逆势暴涨算力价格30%，这究竟是成本失控的无奈之举，还是算力霸权确立的终极信号？一家存储芯片公司净利润暴增429%，背后隐藏的竟然不是基本面牛市，而是一场残酷的现货逼空局！与此同时，不起眼的“绿电证书”正悄然开启万亿资产负债表的重构。4000点关口，长线资金的底牌究竟是什么？本期节目带你拆解A股深水区的错位定价与隐秘杀机。完整研报请见：https://deepmarket.report/zh/report/cn_stocks/2026-03-20
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2026-03-20：算力全面提价与“十五五”资金局：4000点关口的估值重构与现货逼空
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