EPISODE · Jun 3, 2026 · 6 MIN
2026-06-03：存储现货逼空与两万亿天量：A股4070点之上的“硬科技”重估与跨境ETF熔断
from 深度市场: A股
两万八千亿成交把A股推上四千零七十点，但真正上涨的，可能只是少数硬科技。中韩半导体ETF为何被临停？长江存储市占率逼近美光，是否意味着存储芯片正在摆脱周期命运？当CPO、PCB一路狂奔，美的回购和赛力斯修复又藏着什么反共识线索？完整研报链接：https://deepmarket.report/zh/report/cn_stocks/2026-06-03?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-cn_stocks-zh&utm_content=2026-06-03-zh-CN&utm_term=report_link
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2026-06-03：存储现货逼空与两万亿天量：A股4070点之上的“硬科技”重估与跨境ETF熔断
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