EPISODE · May 13, 2026 · 5 MIN
2026-05-13：腾讯的AI资本开支账单与中石油的现货溢价：港股“杠铃策略”的微观撕裂
from 深度市场: 港股
港股看似只是缩量震荡，真正的裂缝却藏在账本里：中石油因百美元油价拿到防守溢价，腾讯却可能被三百六十亿AI资本开支反向重估；京东悄悄站上关键均线，泡泡玛特的Labubu美国销量却突然下滑四成多。旧经济在发光，科技股在付账，谁才是这轮港股杠铃策略的真正赢家？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-05-13?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-05-13-zh-CN&utm_term=report_link
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2026-05-13：腾讯的AI资本开支账单与中石油的现货溢价：港股“杠铃策略”的微观撕裂
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