2026-04-30：港股“硬科技”溢价觉醒：美团万亿AI的国产算力实验与商米暴涨241%背后的资金迁徙

恒指站回两万六，真正的主角却不是指数。美团悄悄上线万亿参数模型，商米科技首日暴涨两百四十一个点，港股资金为什么突然抛开旧故事，转向“能落地、有现金流”的硬科技？更反常的是，南向资金却在节前卖出近四十亿港元。反弹背后，到底是新主线启动，还是流动性真空前的短暂错觉？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-04-30?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-04-30-zh-CN&utm_term=report_link

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2026-04-30：港股“硬科技”溢价觉醒：美团万亿AI的国产算力实验与商米暴涨241%背后的资金迁徙

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