EPISODE · May 29, 2026 · 5 MIN
2026-05-29：创业板逆袭上证：中际旭创1.3万亿市值的狂欢，与“钻石散热”叙事的极致逼空
from 深度市场: A股
创业板点位第一次压过上证，真的是中国版纳斯达克成人礼，还是三只光模块巨头撑起的流动性幻觉？更反常识的是，AI芯片越强，河南人造钻石越火，散热材料正在从珠宝柜台走向数据中心机房。本期拆解中际旭创一点三三万亿市值、金刚石散热逼空、超级电容替代逻辑，以及最容易被忽略的拥挤交易风险。完整研报链接：https://deepmarket.report/zh/report/cn_stocks/2026-05-29?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-cn_stocks-zh&utm_content=2026-05-29-zh-CN&utm_term=report_link
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2026-05-29：创业板逆袭上证：中际旭创1.3万亿市值的狂欢，与“钻石散热”叙事的极致逼空
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