EPISODE · Jun 25, 2026 · 6 MIN
2026-06-25：美股AI泡沫惊魂未定，南下资金却在以单日157亿的创纪录净流入“抄底”港股——这不仅是避险，这是定价权转移
from 深度市场: 港股
美股AI泡沫余震未散，港股却被一笔单日一百五十七亿港元的南下净流入悄悄托住。是短暂抄底，还是港股定价权正在换手？腾讯“小微”、中芯国际、蔚来港股通预期、阿里黑名单风险，背后其实指向同一个问题：谁会成为下一轮资金真正愿意定价的资产？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-06-25?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-25-zh-CN&utm_term=report_link
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2026-06-25：美股AI泡沫惊魂未定，南下资金却在以单日157亿的创纪录净流入“抄底”港股——这不仅是避险，这是定价权转移
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