EPISODE · Aug 10, 2026 · 6 MIN
2026-08-10：黄金回流与出口向东：中国宏观的“脱钩交易”正在重塑港股流动性定价
from 深度市场: 港股
当南向资金一周涌入港股超过十五亿美元时，阿里、腾讯、小米被抢筹，银行股却遭到撤离；与此同时，二十吨黄金正从伦敦回流香港，半导体出口接近翻番。这是一次普通的风格轮动，还是港股正在按一套新的“脱钩定价”重估？腾讯三百一十九亿元AI开支又会给答案带来怎样的反转？完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-08-10?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-10-zh-CN&utm_term=report_link
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2026-08-10：黄金回流与出口向东：中国宏观的“脱钩交易”正在重塑港股流动性定价
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This episode was published on August 10, 2026.
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