EPISODE · Jun 29, 2026 · 6 MIN
2026-06-29：阿里“窃取”数据引发抛售只是表象：AI的算力成本正在吞噬下游利润，苹果全线涨价印证了“AI硬件反噬”逻辑
from 深度市场: 港股
阿里暴跌，真只是一次数据指控引发的抛售吗？苹果全线涨价、OpenAI推迟IPO、工业利润表面大增背后，可能藏着一个更大的反转：AI的利润并没有均匀扩散，而是在被上游算力和存储环节“截流”。当恒指逼近关键支撑，谁是陷阱，谁又是避风港？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-06-29?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-29-zh-CN&utm_term=report_link
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2026-06-29：阿里“窃取”数据引发抛售只是表象：AI的算力成本正在吞噬下游利润，苹果全线涨价印证了“AI硬件反噬”逻辑
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