EPISODE · May 27, 2026 · 6 MIN
2026-05-27：巨头“失血”与“τ定律”的狂欢：南水抛售300亿腾讯阿里，转战成熟制程代工与AI硬件
from 深度市场: 港股
恒指几乎没动，资金却在暗处完成了一次大迁徙：三百亿港元从腾讯、阿里撤出，转身涌向中芯、华虹和联想。是互联网巨头的现金流神话松动，还是“τ定律”正在改写成熟制程的估值命运？当AI投入越来越贵，谁才是这轮港股结构行情真正的赢家？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-05-27?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-05-27-zh-CN&utm_term=report_link
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2026-05-27：巨头“失血”与“τ定律”的狂欢：南水抛售300亿腾讯阿里，转战成熟制程代工与AI硬件
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