EPISODE · May 8, 2026 · 5 MIN
2026-05-08：南向资金的“去互联网化”：卖出27亿腾讯，买入中芯与Kimi——港股AI硬件与大模型正在重塑估值体系
from 深度市场: 港股
港股大涨，南向资金却净流出近四十八亿港元；腾讯被卖二十七亿，中芯却被连续扫货。更吊诡的是，美团重仓Kimi，把一个两亿美元收入体量的大模型公司推到两百亿美元估值。港股真正的主线，是互联网复苏，还是AI硬件重新定价？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-05-08?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-05-08-zh-CN&utm_term=report_link
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2026-05-08：南向资金的“去互联网化”：卖出27亿腾讯，买入中芯与Kimi——港股AI硬件与大模型正在重塑估值体系
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