EPISODE · Jul 24, 2026 · 5 MIN
2026-07-24：抽血效应下的半导体大屠杀与“中东套利”：长鑫存储86亿美元IPO如何带崩港股芯片，而国泰航空正在发地缘财
from 深度市场: 港股
恒指放量站上两万五，最先倒下的却是芯片股：一笔八十六亿美元的超级IPO，真会把港股半导体的流动性抽走吗？更反直觉的是，油价突破一百美元后，国泰航空为何预计半年利润大增六成以上？当资金撤离硬科技、涌向互联网、银行与资源股，这场风格切换才刚刚开始，还是已经接近拥挤？完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-07-24?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-24-zh-CN&utm_term=report_link
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2026-07-24：抽血效应下的半导体大屠杀与“中东套利”：长鑫存储86亿美元IPO如何带崩港股芯片，而国泰航空正在发地缘财
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