EPISODE · Apr 22, 2026 · 5 MIN
2026-04-22：算力“卖水人”的财报幻灭与“宁王”的资本重构：当硬件周期的剪刀差撕裂A股
from 深度市场: A股
指数只涨了零点零几个点，A股内部却像被剪刀剪开：宁德时代一天赚两亿多，英维克却在算力风口里一字跌停。为什么同样站在硬件周期里，有人收预付款，有人被应收账款吞没？这期 DeepMarket 拆开财报背后的现金流密码，看清真正的定价权在哪里。完整研报链接：https://deepmarket.report/zh/report/cn_stocks/2026-04-22
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2026-04-22：算力“卖水人”的财报幻灭与“宁王”的资本重构：当硬件周期的剪刀差撕裂A股
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