EPISODE · May 14, 2026 · 6 MIN
2026-05-14：科技双雄的十字路口：阿里为AI烧光百亿现金流，腾讯靠缩减边缘业务死守利润——外资更愿为谁买单？
from 深度市场: 港股
阿里单季自由现金流流出一百七十三亿，却因为AI故事引来反直觉买盘；腾讯不激进扩张，靠六百九十八亿核心净利、回购和分红守住防线。一个烧钱换未来，一个收缩守利润，外资究竟会为谁买单？更意外的是，存储涨价正在改写小米、澜起和整个硬件链的胜负手。完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-05-14?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-05-14-zh-CN&utm_term=report_link
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2026-05-14：科技双雄的十字路口：阿里为AI烧光百亿现金流，腾讯靠缩减边缘业务死守利润——外资更愿为谁买单？
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