EPISODE · Jul 21, 2026 · 4 MIN
2026-07-21：Kimi K3开源刺破“稀缺性”泡沫：智谱两日蒸发3000亿，但650亿“国家队”资金正将港股推向全球AI避险中心
from 深度市场: 港股
Kimi K3一开源，为什么最先倒下的不是算力，而是“稀缺性”神话？智谱两天蒸发3000亿，阿里却借着开源一路抬头，650亿ETF尾盘突袭又把港股推上风口。这轮反弹到底是新趋势，还是一次精心设计的空头回补？完整研报见：https://deepmarket.report/zh/report/hk_stocks/2026-07-21?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-21-zh-CN&utm_term=report_link
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2026-07-21：Kimi K3开源刺破“稀缺性”泡沫：智谱两日蒸发3000亿，但650亿“国家队”资金正将港股推向全球AI避险中心
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