EPISODE · May 15, 2026 · 4 MIN
2026-05-15：资本开支的囚徒困境：阿里与腾讯用利润换取AI门票，南向资金却在加速套现
from 深度市场: 港股
港股成交额冲到三千亿以上，指数却几乎原地不动，这到底是牛市蓄力，还是资金悄悄换仓？阿里用现金流换AI云收入，腾讯被南向资金连续抛售，半导体财报超预期却遭遇反向卖出。真正的线索，可能藏在那几个关键技术位里。完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-05-15?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-05-15-zh-CN&utm_term=report_link
Embed this episode
Ready to play
2026-05-15：资本开支的囚徒困境：阿里与腾讯用利润换取AI门票，南向资金却在加速套现
0:00
4:58
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
Frequently Asked Questions
How long is this episode of 深度市场: 港股?
This episode is 4 minutes long.
When was this 深度市场: 港股 episode published?
This episode was published on May 15, 2026.
Can I download this 深度市场: 港股 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!