EPISODE · Jun 2, 2026 · 5 MIN
2026-06-02：硬件狂欢与O2O失血：英伟达AI PC引爆终端重估，美团单季狂烧230亿面临价值重估
from 深度市场: 港股
三千三百亿港元成交额背后，港股并不是简单上涨，而是在悄悄重排座次：美团单季营销花掉二百三十亿，平台经济的利润神话被重新审视；与此同时，英伟达AI PC点燃联想、华勤、蓝思，硬件供应链突然从“代工厂”变成“卖铲人”。资金到底在逃离什么，又在拥抱什么？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-06-02?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-02-zh-CN&utm_term=report_link
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2026-06-02：硬件狂欢与O2O失血：英伟达AI PC引爆终端重估，美团单季狂烧230亿面临价值重估
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