2026-06-24：恒指国企步入技术性熊市，但南水单日狂扫103亿港元——大陆资金正在香港疯狂“造芯”

恒生国企指数刚进技术性熊市，南向资金却单日狂买一百零三亿港元，而且不是买互联网，而是转身扫向芯片、材料和防御消费。港股到底是在筑底，还是在换一套全新的定价逻辑？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-06-24?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-24-zh-CN&utm_term=report_link

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2026-06-24：恒指国企步入技术性熊市，但南水单日狂扫103亿港元——大陆资金正在香港疯狂“造芯”

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