EPISODE · Apr 29, 2026 · 5 MIN
2026-04-29：白马股财报“难产”与题材股闪崩齐飞：哑铃策略的尽头，是算力硬件与煤炭的极度抱团
from 深度市场: A股
白马股为什么突然“交卷迟到”？近七倍题材牛股闪崩后，资金又为何转身抱紧煤炭和算力硬件？这不是简单的避险，也不只是题材退潮，而是一场A股定价权的重新排座。五粮液、神华、中际旭创、水发燃气，谁在被抛弃，谁又在被悄悄加仓？完整研报链接：https://deepmarket.report/zh/report/cn_stocks/2026-04-29
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2026-04-29：白马股财报“难产”与题材股闪崩齐飞：哑铃策略的尽头，是算力硬件与煤炭的极度抱团
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