2026-06-16：霍尔木兹海峡解封遇上英伟达抢单：旧能源的崩塌与新硅基周期的暴力逼空

油价暴跌，黄金却大涨；能源退潮，航空反而迎来利润窗口；英伟达一纸“跳单”，又把建滔积层板推向配额制行情。港股真的进入全面Risk-On了吗？还是只有少数筹码正在被暴力重估？本期 DeepMarket 带你拆开这场旧能源与新硅基周期的反转交易。完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-06-16?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-16-zh-CN&utm_term=report_link

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2026-06-16：霍尔木兹海峡解封遇上英伟达抢单：旧能源的崩塌与新硅基周期的暴力逼空

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