2026-07-31：亚洲最大AI硬件IPO破发与85亿南水出逃：市场正强行将AI主线从“卖铲人”向“应用端”切换

八十五点七亿港元南向资金流出，AI硬件龙头IPO却在首日破发；另一边，腾讯获得逆势买入，建行也因高利率重新被看见。市场真的是在撤离AI，还是正把筹码从“卖铲人”精准搬到应用端？中芯六十二港元附近的超跌信号，又会不会只是一次短暂喘息？答案藏在这场港股资金重估里。完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-07-31?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-07-31-zh-CN&utm_term=report_link

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2026-07-31：亚洲最大AI硬件IPO破发与85亿南水出逃：市场正强行将AI主线从“卖铲人”向“应用端”切换

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