2026-07-22：阿里5.4%暴涨与Kimi算力熔断：港股正在为“算力即资产”时代重新定价

当 Kimi K3 突然卡在算力瓶颈，阿里却单日暴涨 5.4%，港股到底是在为 AI 兑现价值，还是在给流动性埋下新变量？300 亿美元级 IPO、25000 点恒指关口、苹果生态想象力，同时把港股科技线推到重新定价的门口。完整研报见 https://deepmarket.report/zh/report/hk_stocks/2026-07-22?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-22-zh-CN&utm_term=report_link

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2026-07-22：阿里5.4%暴涨与Kimi算力熔断：港股正在为“算力即资产”时代重新定价

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