EPISODE · Aug 18, 2026 · 4 MIN
2026-08-18：抛弃宏观幻想，买入硬核现实：南水30亿押注“新质生产力”，港股定价权正发生历史性交接
from 深度市场: 港股
恒指大涨、成交额突破两千亿，真正改变港股方向的却可能不是宏观刺激，而是南向资金正在完成一场硬科技换仓：为何同属晶圆代工，中芯国际被重金买入，华虹却遭抛售？商汤扭亏是商业化拐点，还是估值故事的下一幕？阿里卖游戏押注AI，又会不会先牺牲利润？本期带你拆解资金交接、重点标的与关键风险。完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-08-18?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-18-zh-CN&utm_term=report_link
Embed this episode
Ready to play
2026-08-18：抛弃宏观幻想，买入硬核现实：南水30亿押注“新质生产力”，港股定价权正发生历史性交接
0:00
4:52
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
Frequently Asked Questions
How long is this episode of 深度市场: 港股?
This episode is 4 minutes long.
When was this 深度市场: 港股 episode published?
This episode was published on August 18, 2026.
Can I download this 深度市场: 港股 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!