2026-09-01：预售制终结刺破地产杠杆幻梦，大模型价格战加剧算力通缩——九月开局，港股流动性在“旧收息”与“真盈利”中重估

预售制改变的，可能不只是楼盘销售，而是整个地产杠杆游戏；大模型参数越大，价格却越低，谁会为这场“算力通缩”买单？当PMI跌破荣枯线、原油冲上90美元，资金为何反而追逐银行股？美团利润反转、腾讯激进降价、商汤扭亏却下跌，港股九月的真正主线，或许藏在“旧收息”与“真盈利”的分界线上。完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-09-01?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-01-zh-CN&utm_term=report_link

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2026-09-01：预售制终结刺破地产杠杆幻梦，大模型价格战加剧算力通缩——九月开局，港股流动性在“旧收息”与“真盈利”中重估

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