EPISODE · May 12, 2026 · 5 MIN
2026-05-12：3.57万亿天量下的极致撕裂：当“光芯”虹吸71%流动性，散户在4200点加杠杆，机构却悄然将平仓线上调至115%
from 深度市场: A股
三点五七万亿成交、上证冲过四千二，看起来像全面牛市；但真正的秘密藏在资金流里：光模块和芯片竟吸走七成一流动性，而散户加杠杆时，机构却悄悄把平仓线收紧到一百一十五。狂欢背后，谁在受益，谁该降温？完整研报链接：https://deepmarket.report/zh/report/cn_stocks/2026-05-12?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-cn_stocks-zh&utm_content=2026-05-12-zh-CN&utm_term=report_link
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2026-05-12：3.57万亿天量下的极致撕裂：当“光芯”虹吸71%流动性，散户在4200点加杠杆，机构却悄然将平仓线上调至115%
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