2026-07-10：解禁潮反成逼空阵地：智谱AI折价配股314亿不跌反涨21%，南水98亿爆买背后的“国运溢价”与流动性重构

三百一十四亿港元折价配股，按常识应该砸盘，智谱AI却反手涨出逼空行情；腾讯被南下资金卖出，阿里和半导体却被大举扫货。港股的核心资产，正在被重新定义吗？两万四千点之上，是科技重估的起点，还是宏观压力的天花板？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-07-10?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-10-zh-CN&utm_term=report_link

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2026-07-10：解禁潮反成逼空阵地：智谱AI折价配股314亿不跌反涨21%，南水98亿爆买背后的“国运溢价”与流动性重构

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