EPISODE · Jun 30, 2026 · 6 MIN
2026-06-30：想要IPO额度先买7倍芯片？百度昆仑芯的“循环融资”揭开AI硬件底牌，而南向资金正暴击恒指ETF
from 深度市场: 港股
恒指涨了，成交爆了，南向资金却净流出一百多亿；指数ETF被砸，腾讯和中芯却被精准扫货。更反常的是，百度昆仑芯传出五百亿美元IPO，却被一个“想拿额度先买芯片”的条款推上风口。这到底是AI硬件新叙事，还是港股流动性的一次大换仓？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-06-30?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-30-zh-CN&utm_term=report_link
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2026-06-30：想要IPO额度先买7倍芯片？百度昆仑芯的“循环融资”揭开AI硬件底牌，而南向资金正暴击恒指ETF
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