EPISODE · May 11, 2026 · 5 MIN
2026-05-11：A股硬科技的极致拥挤：高盛的“硬件溢价”叙事掩盖了光模块飙升的应收账款与宽基ETF的倒挂暗流
from 深度市场: A股
高盛喊出沪深300五千三百点，为什么头部宽基ETF却在百亿级流出？光模块利润暴增的同时，应收账款悄悄冲到九十五亿；碳酸锂重返二十万，又到底是反转还是逼空？这一期，我们拆开A股硬科技最耀眼、也最拥挤的一面。完整研报链接：https://deepmarket.report/zh/report/cn_stocks/2026-05-11?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-cn_stocks-zh&utm_content=2026-05-11-zh-CN&utm_term=report_link
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2026-05-11：A股硬科技的极致拥挤：高盛的“硬件溢价”叙事掩盖了光模块飙升的应收账款与宽基ETF的倒挂暗流
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