EPISODE · Jul 3, 2026 · 5 MIN
2026-07-03：Meta的算力“余粮”引发港股半导体血案：当AI基建狂潮遭遇产能过剩，谁在裸泳？
from 深度市场: 港股
当Meta开始出售“多余”的AI算力，市场突然意识到：过去被视为稀缺资源的算力，可能正在变成库存。港股半导体单日重挫十三个点，但恒指却被腾讯回购和美团买入硬生生托住。AI基建狂欢，是短暂降温，还是估值体系的转折？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-07-03?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-03-zh-CN&utm_term=report_link
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2026-07-03：Meta的算力“余粮”引发港股半导体血案：当AI基建狂潮遭遇产能过剩，谁在裸泳？
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