EPISODE · Jul 14, 2026 · 5 MIN
2026-07-14：霍尔木兹幽灵叠加AI主权溢价：腾讯20亿美元“被迫”接盘Manus与石油地缘定价重构
from 深度市场: 港股
腾讯二十亿美元接回 Manus，看似补上 AI Agent 拼图，为什么技术面却还没给出看多确认？霍尔木兹通行船只从一百三十艘骤降到十四艘，油价和港股资金流正在悄悄改写定价逻辑。本期 DeepMarket 带你看懂：真正的机会，可能不在最热闹的故事里。完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-07-14?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-14-zh-CN&utm_term=report_link
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2026-07-14：霍尔木兹幽灵叠加AI主权溢价：腾讯20亿美元“被迫”接盘Manus与石油地缘定价重构
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