2026-07-15：放弃幻想，拥抱“新核心资产”：南水单日狂扫110亿，不仅是在买AI，更是在对冲长鑫存储的流动性黑洞

恒指跌破两万四后，为何没有继续下探，反而被南向资金单日扫入近一百一十亿港元？这波钱看似追逐AI，背后却可能是在躲避长鑫存储二百九十五亿IPO带来的流动性抽吸。网易、智谱AI、长飞光纤，谁是真主线，谁只是反弹？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-07-15?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-15-zh-CN&utm_term=report_link

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2026-07-15：放弃幻想，拥抱“新核心资产”：南水单日狂扫110亿，不仅是在买AI，更是在对冲长鑫存储的流动性黑洞

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