EPISODE · May 17, 2026 · 5 MIN
2026-05-18:中美峰会落地后的“买预期卖事实”:26600点技术铁顶与外资撤离共振,但真正的Alpha在逆势走强的内房与EV生态
from 深度市场: 港股
峰会落地,港股却没有迎来想象中的欢呼,反而上演“买预期、卖事实”。两万六千六百点为何成了多空反复争夺的天花板?外资撤离科技股时,为什么中国海外发展、华润置地这些内房龙头却逆势吸金?更反常的是,油价高企明明利好电动车,比亚迪短线信号却偏弱。真正的Alpha,可能藏在市场最不一致的地方。完整研报链接:https://deepmarket.report/zh/report/hk_stocks/2026-05-18?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-05-18-zh-CN&utm_term=report_link
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2026-05-18:中美峰会落地后的“买预期卖事实”:26600点技术铁顶与外资撤离共振,但真正的Alpha在逆势走强的内房与EV生态
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