EPISODE · Apr 29, 2026 · 5 MIN
2026-04-29：OpenAI跌落神坛引发AI资本开支恐慌，但港股风暴眼在华虹与比亚迪——抛售伪科技，转向红利与石油
from 深度市场: 港股
AI曾经是市场最会讲故事的主角，但当OpenAI的增长失速，资金突然开始追问：烧掉的资本开支，能不能换回真正利润？港股的答案更出人意料，风暴眼不是一个，而是华虹和比亚迪；避风港也未必能无脑追。真正的机会，藏在叙事切换后的分层里。完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-04-29?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-04-29-zh-CN&utm_term=report_link
Embed this episode
Ready to play
2026-04-29：OpenAI跌落神坛引发AI资本开支恐慌，但港股风暴眼在华虹与比亚迪——抛售伪科技，转向红利与石油
0:00
5:07
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
Frequently Asked Questions
How long is this episode of 深度市场: 港股?
This episode is 5 minutes long.
When was this 深度市场: 港股 episode published?
This episode was published on April 29, 2026.
Can I download this 深度市场: 港股 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!