EPISODE · Aug 5, 2026 · 4 MIN
2026-08-05：汇丰"缩水版"回购戳破高息股幻象，药明康德的"抗制裁"业绩确认CXO反转——港股进入极端的成长/价值切换期
from 深度市场: 港股
恒指跌破26000点，真正的变化却不在指数，而在资金从汇丰等高息股，转向药明康德、光模块和半导体。药明康德在监管压力下，美国收入为何反而大增？汇丰利润超预期，回购却只有市场预期的一半不到。AI软件又将面对超过500亿港元解禁潮，这场成长与价值的换座，谁会成为最后的赢家？完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-08-05?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-05-zh-CN&utm_term=report_link
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2026-08-05：汇丰"缩水版"回购戳破高息股幻象，药明康德的"抗制裁"业绩确认CXO反转——港股进入极端的成长/价值切换期
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