EPISODE · May 29, 2026 · 6 MIN
2026-05-29：忘掉宏观的“买票充量”：比亚迪4nm智驾芯片与阿里AI智能体正在重塑港股硬科技定价权
from 深度市场: 港股
当恒指还在两万五千点附近反复拉扯，真正的变化可能已经不在指数里：比亚迪把4纳米智驾芯片塞进成本曲线，阿里把AI从烧钱模型推向企业级数字员工，香港IPO规模甚至超过纳斯达克。宏观数据像是被票据撑起的幻象，硬科技却在悄悄重估。到底谁在获得港股新的定价权？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-05-29?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-05-29-zh-CN&utm_term=report_link
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2026-05-29：忘掉宏观的“买票充量”：比亚迪4nm智驾芯片与阿里AI智能体正在重塑港股硬科技定价权
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