EPISODE · Aug 7, 2026 · 4 MIN
2026-08-07：离岸重税恐慌与AI现货逼空：当20%的“回头税”砸崩保险股，南水为何在爆买MiniMax？
from 深度市场: 港股
一则20%离岸保单税传闻，为什么能让保险股瞬间失血，却挡不住南向资金把MiniMax推高17%？当腾讯的AI调用量暴增68倍，利润却可能要等到2027年后才兑现，港股究竟是在拥抱未来，还是在追逐流动性？本期拆解保险、AI、汽车与芯片的资金暗线，完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-08-07?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-07-zh-CN&utm_term=report_link
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2026-08-07：离岸重税恐慌与AI现货逼空：当20%的“回头税”砸崩保险股，南水为何在爆买MiniMax？
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