EPISODE · Mar 29, 2026 · 13 MIN
2026-03-29：算力的尽头是电力，但并购的尽头可能是商誉减值——当A股开始为全球Tech Capex买单
from 深度市场: A股
当全行业都在抱怨新能源产能过剩时，为什么下游车企却排队给宁德时代狂砸近500亿预付款？当现货逼空遇上AI端侧爆发，一家存储芯片公司如何做到短短两个月赚翻去年全年的利润？本期节目，我们将带你揭开A股2.6万亿融资盘“堰塞湖”背后的资金大调仓真相。全球科技巨头上千亿美元的算力军备竞赛，正在国内映射出怎样的造富神话？而那些打着“算力的尽头是电力”旗号疯狂跨界并购的妖股，又隐藏着怎样致命的财务陷阱？别让宏大叙事蒙蔽了双眼，跟随我们看透财报背后的底牌。完整研报及核心数据图表，请访问：https://deepmarket.report/zh/report/cn_stocks/2026-03-29
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2026-03-29：算力的尽头是电力，但并购的尽头可能是商誉减值——当A股开始为全球Tech Capex买单
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