EPISODE · Mar 25, 2026 · 3 MIN
2026-03-25：55万亿存款搬家遭遇地缘黑天鹅：算力绿电化是防御，黄金与海油是底仓，但寒武纪的跌停才是真信号
from 深度市场: A股
交出历史最佳财报，为何换来寒武纪跌破千元大关的惨烈踩踏？当AI的尽头变成“抢电”，算电协同的阳谋下，谁在掌握真正的定价权？在存款大搬家与地缘黑天鹅交织的迷局中，科技股的估值神话正经受严峻考验。而与此同时，紫金矿业掷出巨额回购，中国海油悄然成为资管巨头的核心底仓。这究竟是单纯的避险，还是一场蓄谋已久的滞胀交易？本期节目带你拨开迷雾，寻找震荡市中的资金暗流。查看完整研报请点击：https://deepmarket.report/zh/report/cn_stocks/2026-03-25
Embed this episode
Ready to play
2026-03-25：55万亿存款搬家遭遇地缘黑天鹅：算力绿电化是防御，黄金与海油是底仓，但寒武纪的跌停才是真信号
0:00
3:42
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of 深度市场: A股?
This episode is 3 minutes long.
When was this 深度市场: A股 episode published?
This episode was published on March 25, 2026.
Can I download this 深度市场: A股 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!