EPISODE · Jul 27, 2026 · 5 MIN
2026-07-27：算力战突破与出海折价：美团1.6万亿模型落地与SHEIN流血IPO背后的港股新定价逻辑
from 深度市场: 港股
一边是美团用五万张国产算力芯片跑通一点六万亿参数模型，估值逻辑开始脱离“外卖平台”；另一边是SHEIN营收增长却利润跌近四成，仍带着三十亿美元融资冲向港交所。油价跳水、AI出海遇到合规折价，港股真正重估的到底是什么？完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-07-27?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-27-zh-CN&utm_term=report_link
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2026-07-27：算力战突破与出海折价：美团1.6万亿模型落地与SHEIN流血IPO背后的港股新定价逻辑
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