EPISODE · Jun 10, 2026 · 5 MIN
2026-06-10：腾讯做OS，阿里进黑名单：微信AI正重塑商业定价权，而1260H法案重构外资禁买池
from 深度市场: 港股
微信AI只是一个新功能吗？也许不是，它可能正在把美团、携程、滴滴变成后台管道；而阿里被纳入1260H名单，又让外资合规资金开始重新定价中国核心资产。更反常的是，中芯在十二亿多港元沽空压力下反而涨了三个多点。港股这一次，到底是错杀、轧空，还是新一轮估值重排的开端？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-06-10?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-10-zh-CN&utm_term=report_link
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2026-06-10：腾讯做OS，阿里进黑名单：微信AI正重塑商业定价权，而1260H法案重构外资禁买池
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