EPISODE · Aug 27, 2026 · 5 MIN
2026-08-27：阿里800亿配售非缺钱而是买时间：全栈AI资本开支进入拼刺刀阶段，南向资金正用脚投票
from 深度市场: 港股
账上接近五千亿元现金的阿里，为何仍折价配售八百亿港元？更意外的是，南向资金没有逃走，反而一天买入12.13亿。与此同时，腾讯遭卖出却持续回购，长飞光纤突然吸金超10亿，麦当劳三千多家门店押注低价外卖。这是港股全面转强，还是一场只属于少数赛道的资金迁徙？完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-08-27?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-27-zh-CN&utm_term=report_link
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2026-08-27：阿里800亿配售非缺钱而是买时间：全栈AI资本开支进入拼刺刀阶段，南向资金正用脚投票
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