EPISODE · May 29, 2026 · 5 MIN
2026-05-20：算力的尽头是电力，利空的尽头是逼空：大基金抛售下沪硅产业20%涨停背后的微观博弈
from 深度市场: A股
大基金减持，本该是利空，沪硅产业却二十厘米涨停；电力公司反复澄清没有算电项目，资金却越买越猛。两点八九万亿成交背后，究竟是新牛市的起点，还是一台高速运转的存量绞肉机？本期拆解半导体、电力与资源股之间的资金暗战。完整研报链接：https://deepmarket.report/zh/report/cn_stocks/2026-05-20
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2026-05-20：算力的尽头是电力，利空的尽头是逼空：大基金抛售下沪硅产业20%涨停背后的微观博弈
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