EPISODE · Jul 20, 2026 · 6 MIN
2026-07-20：苹果AI入华落锤与“特供版”红利：BABA的双端通吃与1.96万亿流动性抽水测验
from 深度市场: 港股
苹果AI入华，真正受益的会是阿里，还是市场想象中的整个AI板块？一边是Qwen拿到端侧入口，一边是一点九六万亿逆回购到期考验资金水位；最反常的是，有些“AI股”越讲故事，风险反而越近。本期拆解港股科技的分化暗线。完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-07-20?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-20-zh-CN&utm_term=report_link
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2026-07-20：苹果AI入华落锤与“特供版”红利：BABA的双端通吃与1.96万亿流动性抽水测验
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