EPISODE · Jul 17, 2026 · 5 MIN
2026-07-17：全球AI资本大腾挪：硬件崩盘下的港股互联网“To A”复兴与25000点铁底突破
from 深度市场: 港股
当全球AI硬件股突然降温，资金却没有离场，而是悄悄换了方向：卖出芯片，买入港股互联网。恒指为何能站上两万五千点？阿里接入苹果、腾讯元宝打通美团，真的会开启“To A”新周期吗？更反常的是，中东冲突升级，油价却按兵不动。市场到底在忽略什么，又在押注什么？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-07-17?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-17-zh-CN&utm_term=report_link
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2026-07-17：全球AI资本大腾挪：硬件崩盘下的港股互联网“To A”复兴与25000点铁底突破
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