2026-07-09：韩国熔断暴跌5.3%与港股狂飙3%的镜像反转：当软硬科技估值剪刀差遇上央行5000亿流动性池

韩国芯片股在漂亮财报后熔断暴跌，港股科技却放量狂飙近三个点。资金为什么在同一天抛开硬件、转身拥抱云端和平台股？阿里、腾讯、小米的强势，是真重估的开始，还是天量成交里的短线拥挤？更反转的是，智谱AI高位配售三百多亿，究竟是筹码压力，还是下一场交易的伏笔？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-07-09?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-09-zh-CN&utm_term=report_link

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2026-07-09：韩国熔断暴跌5.3%与港股狂飙3%的镜像反转：当软硬科技估值剪刀差遇上央行5000亿流动性池

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