EPISODE · May 22, 2026 · 5 MIN
2026-05-22：自由现金流的“诸神黄昏”：当阿里用218亿流出换取AI门票，南水正以61亿净卖出重置港股估值体系
from 深度市场: 港股
当阿里云的AI收入高速增长，为什么市场反而盯上了二百一十八亿人民币的自由现金流净流出？当南向资金一天撤走六十一亿港元，资金却继续买入中芯、关注联想和浙江世宝，港股真正的主线是不是已经悄悄换了剧本？本期 DeepMarket 带你拆解这场从互联网信仰到硬件现金流的估值重置。完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-05-22?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-05-22-zh-CN&utm_term=report_link
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2026-05-22：自由现金流的“诸神黄昏”：当阿里用218亿流出换取AI门票，南水正以61亿净卖出重置港股估值体系
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