EPISODE · Aug 14, 2026 · 5 MIN
2026-08-14：腾讯失血与联想封神：当AI资本开支从“吞噬利润的黑洞”变成“硬件厂商的盛宴”
from 深度市场: 港股
腾讯一天跌了差不多四个半点，自由现金流竟然转负，南向资金却逆势扫入五十六亿港元；另一边，联想暴涨两成，五百四十亿美元AI服务器订单让“卖铲人”成为全场焦点。资本开支究竟是利润黑洞，还是产业链财富转移的起点？中芯与建滔的反常数据，又藏着什么信号？https://deepmarket.report/zh/report/hk_stocks/2026-08-14?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-14-zh-CN&utm_term=report_link
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2026-08-14：腾讯失血与联想封神：当AI资本开支从“吞噬利润的黑洞”变成“硬件厂商的盛宴”
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