2026-04-08：腾讯的“Meta时刻”与DeepSeek的“去N卡化”：中国AI算力的底层逻辑正在暴力重构

当腾讯交出无可挑剔的财报，为何股价却遭遇滑铁卢？华尔街究竟在害怕什么“Meta时刻”？另一边，中国最强 AI 模型 DeepSeek 突然抛弃英伟达，全面拥抱华为芯片，这一史诗级“换芯”将如何暴力重构中国算力产业链的底层逻辑？从产能爆满的华虹半导体，到疯狂逼空的璧仞科技，谁是真正的王者，谁又在裸泳？本期节目，我们拨开市场迷雾，直击资本最深处的博弈。完整研报及深度数据请见：https://deepmarket.report/zh/report/hk_stocks/2026-04-08

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2026-04-08：腾讯的“Meta时刻”与DeepSeek的“去N卡化”：中国AI算力的底层逻辑正在暴力重构

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