EPISODE · Aug 12, 2026 · 4 MIN
2026-08-12：腾讯的“AI资本开支陷阱”与南向资金狂买未盈利大模型的流动性倒置
from 深度市场: 港股
港股大跌之际，南向资金却把近十三亿港元集中投向刚上市、尚未盈利的AI大模型公司。腾讯营收或增长近一成，为什么自由现金流却可能大幅缩水？AI热潮究竟在创造新价值，还是正在吞噬旧利润？本期还将拆解油价避险与七亿港元回购背后的真实逻辑。完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-08-12?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-12-zh-CN&utm_term=report_link
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2026-08-12：腾讯的“AI资本开支陷阱”与南向资金狂买未盈利大模型的流动性倒置
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