EPISODE · Mar 28, 2026 · 12 MIN
2026-03-28：算力“跳单”恐慌与锂矿现货逼空：A股缩量深V背后的定价逻辑重构
from 深度市场: A股
算力巨头惨遭大客户“跳单”，一天蒸发500亿市值，AI硬件的护城河真的不堪一击吗？另一边，远在非洲的一纸禁令竟让A股锂矿掀起涨停狂潮，但这是真反转还是诱多陷阱？当央行喊出“适度宽松”，为何资金却疯狂涌向那些“骨瘦如柴”的传统周期股？高盛大胆预测中国企业盈利暴涨14%，底层的财富密码究竟藏在哪里？本期节目带你拨开缩量深V的迷雾，揭秘A股定价逻辑的惊天重构！点击链接，获取独家完整研报与交易信号：https://deepmarket.report/zh/report/cn_stocks/2026-03-28
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2026-03-28：算力“跳单”恐慌与锂矿现货逼空：A股缩量深V背后的定价逻辑重构
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