2026-08-20：利润暴涨385%却遭11%抛售？华虹半导体的血案与百度114亿Capex背后的“AI现金流黑洞”

利润暴涨近四倍，华虹半导体为何遭遇近12%的抛售？百度GPU云收入暴增283%，自由现金流却扩大至负80亿元，AI究竟是增长引擎，还是现金流黑洞？险资南下、苹果牵手阿里，又能否改变港股科技股的命运？本期带你拆解财报背后的反常信号。完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-08-20?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-20-zh-CN&utm_term=report_link

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2026-08-20：利润暴涨385%却遭11%抛售？华虹半导体的血案与百度114亿Capex背后的“AI现金流黑洞”

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