EPISODE · May 19, 2026 · 6 MIN
2026-05-19：算力博弈的终极反转：美国放行H200，北京却踩下刹车——做多国产存储，做空大厂AI变现转化率
from 深度市场: 港股
美国放行H200，本该点燃港股科技股，却为何变成腾讯AI估值的新压力？同一时间，长鑫存储一季度营收暴增七倍多，国产算力链突然成为资金避风港。理想降价、港交所黄金期货、T+1改革，又各自藏着怎样的反转信号？本期带你拆开这场算力博弈背后的真正资金流向。完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-05-19?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-05-19-zh-CN&utm_term=report_link
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2026-05-19：算力博弈的终极反转：美国放行H200，北京却踩下刹车——做多国产存储，做空大厂AI变现转化率
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