EPISODE · Aug 4, 2026 · 5 MIN
2026-08-04：硬件跌倒，模型吃饱：阿里Qwen3.8-Max逼宫闭源生态，港股“具身智能”定价权争夺战打响
from 深度市场: 港股
存储ETF一天跌了十几个点，阿里却凭二点四万亿参数模型大涨约七个点。市场是否正从“卖铲子”转向为模型与真实终端付费？比亚迪卖出四十一点九万辆车，为什么估值钥匙反而可能藏在一个叫“小迪”的机器人身上？港交所的新国债期货，又会如何改变港股的筹码？完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-08-04?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-04-zh-CN&utm_term=report_link
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2026-08-04：硬件跌倒，模型吃饱：阿里Qwen3.8-Max逼宫闭源生态，港股“具身智能”定价权争夺战打响
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