EPISODE · Jun 9, 2026 · 5 MIN
2026-06-09：宏观流动性退潮与AI算力通胀的碰撞：KOSPI熔断后港股硬科技的系统性重估与被动资金博弈
from 深度市场: 港股
韩国KOSPI熔断，港股却只小幅回调，这真的是避风港，还是暴风眼前的平静？腾讯一边三百亿美元发债、一边大额回购，智谱被动资金涌入，美团却被南向抛售。资金正在悄悄重写港股硬科技的定价剧本，真正的主线可能不在最热的AI应用里。完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-06-09?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-09-zh-CN&utm_term=report_link
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2026-06-09：宏观流动性退潮与AI算力通胀的碰撞：KOSPI熔断后港股硬科技的系统性重估与被动资金博弈
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