EPISODE · May 28, 2026 · 5 MIN
2026-05-28：华为“韬定律”重塑半导体估值锚，但极致拥挤的微观结构正迫使机构向防御性资产大撤退
from 深度市场: A股
当华为“韬定律”把国产半导体带向三维堆叠的新叙事，市场却用三点二六万亿成交和跌破4100点，给出了完全不同的答案：资金不是冲向更热的科技，而是转身拥抱茅台、防御和现金流。半导体到底是被错杀，还是太拥挤？真正的主线，可能藏在这次看似矛盾的切换里。完整研报链接：https://deepmarket.report/zh/report/cn_stocks/2026-05-28
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2026-05-28：华为“韬定律”重塑半导体估值锚，但极致拥挤的微观结构正迫使机构向防御性资产大撤退
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