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2026-06-05:南水逆向流出与AI狂热的“去香港化”:资金正为A股纯血算力抛弃港股互联网 episode artwork

EPISODE · Jun 5, 2026 · 5 MIN

2026-06-05:南水逆向流出与AI狂热的“去香港化”:资金正为A股纯血算力抛弃港股互联网

from 深度市场: 港股

港股科技明明也有AI故事,为什么资金却开始绕路?五月南向资金三年来首次月度净流出,腾讯每天五亿港元回购托底,美团无人机订单超过七十八万单,却仍难打消市场疑虑。AI热潮没有熄火,但它正在选择新的战场。本期拆解资金为何为A股“纯血算力”重新定价港股互联网。完整研报链接:https://deepmarket.report/zh/report/hk_stocks/2026-06-05?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-05-zh-CN&utm_term=report_link

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2026-06-05:南水逆向流出与AI狂热的“去香港化”:资金正为A股纯血算力抛弃港股互联网

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