2026-07-08：南向资金的真实投票：抛弃“AI铲子”，抢筹互联网“现金牛”——港股正步入去泡沫化的价值重估时刻

当AI硬件还在讲增长故事，南向资金却悄悄换了选票：抛开“铲子股”，转身抢筹腾讯、美团这些互联网现金牛。更反常的是，港交所也站上了价值重估的舞台，背后竟和八千亿债券通额度、人民币黄金清算有关。港股这轮分化，到底是短线避险，还是一次定价体系的重写？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-07-08?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-08-zh-CN&utm_term=report_link

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2026-07-08：南向资金的真实投票：抛弃“AI铲子”，抢筹互联网“现金牛”——港股正步入去泡沫化的价值重估时刻

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