2026-07-29：韩国芯片崩盘11%，恒指逆势收涨0.4%——当“估值避风港”取代“AI信仰”

韩国Kospi单日跌了约11%，半导体基金一周流出110亿美元，为什么恒指却逆势收涨0.41%，南向资金还连续五天扫入超过200亿港元？当AI信仰开始降温，港股会不会因低估值和高股息成为新的避风港？地平线40亿元扭亏背后，又藏着怎样必须核实的利润谜题？完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-07-29?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-29-zh-CN&utm_term=report_link

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2026-07-29：韩国芯片崩盘11%，恒指逆势收涨0.4%——当“估值避风港”取代“AI信仰”

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