2026-07-06：港股AI泡沫的“解禁劫”与旧势力的反扑：千亿流动性抽水下的估值重构

当两千七百四十亿美元解禁股即将涌入港股，AI独角兽的估值神话会先裂开哪里？Zhipu和MiniMax面对集中解禁，腾讯、阿里却带着回购、现金流和Kling AI重新回到牌桌。市场真正买单的，还是AI故事本身吗？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-07-06?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-06-zh-CN&utm_term=report_link

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2026-07-06：港股AI泡沫的“解禁劫”与旧势力的反扑：千亿流动性抽水下的估值重构

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