2026-04-15：OpenAI退场，阿里“Happy Horse”登顶：AI资本开支的护城河拐点与戴瓦的空头陷阱

美国封锁霍尔木兹海峡，原油不涨反跌？许家印认罪，内房股却集体狂飙？这个世界的宏观逻辑是不是彻底颠倒了？本期播客我们将揭开这些反常识现象背后的真实交易底牌。当OpenAI放慢脚步，阿里如何用最烧钱的资本开支砸出一个让空头绝望的“大马”时刻？当所有人都在抢筹AI硬件，为什么我们却嗅到了极度危险的超买信号？更有违背直觉的地产多空配对交易，带你刺穿市场的表象。准备好颠覆你的认知了吗？点击获取完整研报及独家数据图表：https://deepmarket.report/zh/report/hk_stocks/2026-04-15

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2026-04-15：OpenAI退场，阿里“Happy Horse”登顶：AI资本开支的护城河拐点与戴瓦的空头陷阱

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