EPISODE · Jul 2, 2026 · 5 MIN
2026-07-02：百度Kunlunxin要求IPO投资者购买7倍硬件？“循环融资”幽灵闪现，叠加立讯31亿美元抽水，港股今日面临流动性与估值的双重压力测试
from 深度市场: 港股
港股假期归来，真正的压力也许不在指数，而在资金被谁抽走。立讯三十一亿美元IPO像一台水泵，Kunlunxin传闻中的“买股还要买七倍硬件”又让AI估值蒙上疑云。与此同时，零跑交付近十万台，理想却突然失速。到底是行业换王，还是流动性风暴前的错觉？完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-07-02?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-02-zh-CN&utm_term=report_link
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2026-07-02：百度Kunlunxin要求IPO投资者购买7倍硬件？“循环融资”幽灵闪现，叠加立讯31亿美元抽水，港股今日面临流动性与估值的双重压力测试
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