EPISODE · Jun 26, 2026 · 5 MIN
2026-06-26：放弃大盘，下注算力硬件：南向资金单日狂卖88亿港元，Alibaba陷入AI“窃取”指控，建滔与中芯成新避风港
from 深度市场: 港股
南向资金一天卖出八十八亿港元，港股真的被抛弃了吗？反常的是，钱并没有消失，而是从盈富基金、阿里，转向建滔和中芯这些算力硬件标的。当AI大模型遭遇合规阴影，卖材料、卖芯片的公司却可能成为新避风港。这场资金搬家，究竟是短线轮动，还是港股定价逻辑的重写？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-06-26?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-26-zh-CN&utm_term=report_link
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2026-06-26：放弃大盘，下注算力硬件：南向资金单日狂卖88亿港元，Alibaba陷入AI“窃取”指控，建滔与中芯成新避风港
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