2026-07-23：腾讯的“静默期”血案与智谱AI的算力狂飙：流动性正在抛弃旧网元，拥抱“硬科技”

恒指跌破两万五千点，腾讯单日重挫约七个点，南向资金却逆势买入超75亿港元——资金真的离场了吗？从腾讯静默期失去回购托底，到智谱AI 1GW国产算力中心引爆想象，再到华虹半导体成为新宠，本期拆解港股“指数震荡、结构狂热”背后的换筹密码，也提醒你，最热的硬科技，可能正站在反弹与回调的分界线上。完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-07-23?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-23-zh-CN&utm_term=report_link

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2026-07-23：腾讯的“静默期”血案与智谱AI的算力狂飙：流动性正在抛弃旧网元，拥抱“硬科技”

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