EPISODE · Mar 27, 2026 · 14 MIN
2026-03-27：放弃幻想，拥抱“枯燥”：当宁德时代开始拼股息率，高频量化被戴上紧箍咒，A股的绝对收益时代已经到来
from 深度市场: A股
当昔日的“成长图腾”宁德时代开始豪掷三百亿拼股息，当呼风唤雨的高频量化被戴上紧箍咒，A股的游戏规则正在发生极其暴力的底层重构。为什么三桶油的罕见涨停根本不是因为中东局势，而是机构在疯狂买入“通胀保护看涨期权”？为什么千亿白马董事长被留置，会让量化算法无视基本面疯狂砸盘？放弃对高估值故事的幻想，拥抱现金流的“枯燥”，A股的绝对收益时代已经悄然降临。本期节目带你硬核拆解资本在宏观不确定性下的集体“向内求索”，寻找资产荒下的避风港与左侧布局的黄金坑。完整研报、数据和图表请见：https://deepmarket.report/zh/report/cn_stocks/2026-03-27
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2026-03-27：放弃幻想，拥抱“枯燥”：当宁德时代开始拼股息率，高频量化被戴上紧箍咒，A股的绝对收益时代已经到来
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