EPISODE · Aug 11, 2026 · 5 MIN
2026-08-11：黄金暴涨击穿$4300与腾讯财报前的“资本开支焦虑”——港股哑铃策略进入深水区
from 深度市场: 港股
黄金冲破四千三百五十美元，老铺黄金尾盘大涨超过十二个点；另一边，恒指站上两百五十天线，腾讯却在财报前面对一个更难的问题：AI投入会不会让现金牛变成重资产生意？当两万六千点阻力、科技指数扩容和私有化套利同时出现，港股的“哑铃”究竟在平衡，还是在酝酿新的分化？https://deepmarket.report/zh/report/hk_stocks/2026-08-11?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-11-zh-CN&utm_term=report_link
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2026-08-11：黄金暴涨击穿$4300与腾讯财报前的“资本开支焦虑”——港股哑铃策略进入深水区
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