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2026-06-01:出海救了比亚迪,国家队砸盘芯片股:当内卷遭遇减持,做多港股只剩两条出路 episode artwork

EPISODE · Jun 1, 2026 · 5 MIN

2026-06-01:出海救了比亚迪,国家队砸盘芯片股:当内卷遭遇减持,做多港股只剩两条出路

from 深度市场: 港股

恒指涨了,为什么半导体却突然失速?比亚迪海外销量暴增八成,却可能埋着关税变量;美团亏损大幅收窄,腾讯每天五亿回购,又把港股托出另一条路。本期我们拆开一个反常识问题:做多港股,真的还看指数吗?完整研报链接:https://deepmarket.report/zh/report/hk_stocks/2026-06-01?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-01-zh-CN&utm_term=report_link

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2026-06-01:出海救了比亚迪,国家队砸盘芯片股:当内卷遭遇减持,做多港股只剩两条出路

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