2026-07-07：流动性黑洞与AI紧箍咒：2740亿美元解禁潮撞上“拟人化”监管，港股科技股的K型分化才刚开始

恒指放量上涨，成交冲到三千一百多亿港元，表面像是港股科技股回暖了；但同一时间，二千七百四十亿美元解禁潮正在逼近，AI拟人化监管又切断一条高粘性商业化路径。资金为什么抛开AI次新股，转身抱团腾讯、阿里、快手？这场K型分化，可能才刚刚开始。完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-07-07?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-07-zh-CN&utm_term=report_link

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2026-07-07：流动性黑洞与AI紧箍咒：2740亿美元解禁潮撞上“拟人化”监管，港股科技股的K型分化才刚开始

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