EPISODE · Aug 19, 2026 · 4 MIN
2026-08-19：南水单日爆买140亿，智谱却单日闪崩16%——港股AI正在经历从“市梦率”到“市现率”的惨烈出清
from 深度市场: 港股
南向资金单日净买入140亿港元，为什么指数几乎没动，智谱却一度暴跌16%？当资金从大模型应用转向云与指数，阿里押注3800亿AI基建能否换来45%的云增长，腾讯527亿资本开支又会带来什么代价？这场从“市梦率”到“市现率”的重估，真正的赢家可能还没揭晓。完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-08-19?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-19-zh-CN&utm_term=report_link
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2026-08-19：南水单日爆买140亿，智谱却单日闪崩16%——港股AI正在经历从“市梦率”到“市现率”的惨烈出清
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