EPISODE · May 21, 2026 · 5 MIN
2026-05-21：30年期美债破5.2%与英伟达财报共振：港股长端估值承压，南水爆买芯片的现货逼空逻辑
from 深度市场: 港股
三十年期美债冲到五点二附近，港股估值被压住，为什么中芯和华虹却突然被南水爆买？这到底是国产替代的牛市起点，还是一场由空头回补点燃的短线逼空？腾讯五亿回购又为何挡不住技术压力？本期拆开这场看似矛盾的港股行情。完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-05-21?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-05-21-zh-CN&utm_term=report_link
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2026-05-21：30年期美债破5.2%与英伟达财报共振：港股长端估值承压，南水爆买芯片的现货逼空逻辑
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