EPISODE · Apr 10, 2026 · 4 MIN
2026-04-10：中东战火烧掉高波Beta，但光模块和黄金正在定价两套互不兼容的宏观叙事
from 深度市场: A股
上证指数四千点屡攻不破，散户疯狂涌入的同时，主力为何悄悄套现两百六十亿？外资对冲基金表面削减亚洲仓位，背地里却死死抱住AI资产不放，这出“叶公好龙”的戏码究竟掩盖了什么真相？中际旭创市值狂飙七千七百亿，究竟是业绩兑现还是随时崩盘的超买陷阱？当所有人都在为中东战火推高金价狂欢时，一项被忽视的“隐形税收”正在悄悄吞噬A股制造业的利润。低空经济即将迎来科创板第一股，但这究竟是产业爆发的起点，还是一场游资与一级市场合谋的套现陷阱？本期播客带你揭开市场表象下的流动性背离与致命错位。完整研报及数据图表请访问：https://deepmarket.report/zh/report/cn_stocks/2026-04-10
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2026-04-10：中东战火烧掉高波Beta，但光模块和黄金正在定价两套互不兼容的宏观叙事
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