2026-06-17：没人买车，但大家都在买AI：5月社零跌破零轴（-0.6%），资金正加速逃离传统大消费，涌向联想与阿里的具身智能

5月社零意外跌破零轴，汽车销量大跌二十多个点，但联想却逆势成为资金追逐的AI硬件入口。腾讯回购能否托住底部？阿里抢朴朴会不会把美团拖进新一轮补贴战？当消费降温、能源退潮、AI升温同时发生，港股真正的主线可能并不在指数里。完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-06-17?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-17-zh-CN&utm_term=report_link

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2026-06-17：没人买车，但大家都在买AI：5月社零跌破零轴（-0.6%），资金正加速逃离传统大消费，涌向联想与阿里的具身智能

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