2026-06-15：阿里云飙涨34%的算力账单与五角大楼黑名单：中国AI大厂的"通缩"叙事终结，Capex黑洞开启——本周逢高做空电商巨头

阿里云为什么突然提价 34%，却不是简单的“涨价赚钱”？五角大楼黑名单、15 亿美元并购、油价暴跌超过 4%，再加上恒指 25,500 点的强阻力，这一周的港股，像是在揭开一个更大的反转：AI 叙事究竟是在放大估值，还是正在吞噬利润？答案，可能比你想的更冷。https://deepmarket.report/zh/report/hk_stocks/2026-06-15?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-15-zh-CN&utm_term=report_link

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2026-06-15：阿里云飙涨34%的算力账单与五角大楼黑名单：中国AI大厂的"通缩"叙事终结，Capex黑洞开启——本周逢高做空电商巨头

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