2026-04-23：DeepSeek的200亿美元估值让南水感到恐惧：抛售阿里腾讯，全面转投地缘避险与硬科技

当 DeepSeek 的估值狂飙至200亿美元，为何却成了南向资金眼中的“恐怖故事”？一场违背直觉的资金大逃亡正在港股上演：聪明钱无情抛售阿里腾讯，转头将数十亿筹码砸向传统石油与造车新势力。大厂的 AI 焦虑如何演变成吞噬分红的现金流黑洞？中东的“延迟波动率”又怎样让中海油成为短缺时代的硬通货？极氪半小时破万的订单背后，造车淘汰赛的残酷真相究竟是什么？本期节目带你拆解资金倒流背后的深层逻辑。完整研报及图表请见：https://deepmarket.report/zh/report/hk_stocks/2026-04-23

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2026-04-23：DeepSeek的200亿美元估值让南水感到恐惧：抛售阿里腾讯，全面转投地缘避险与硬科技

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