EPISODE · Sep 2, 2026 · 4 MIN
2026-09-02：港股微观撕裂：外资在抛售Shein的“降级”神话，南水正以77亿天量抄底AI基础设施
from 深度市场: 港股
恒指跌近一个点，南向资金却豪掷77亿港元，谁在逆势接盘，谁又正在被外资悄悄降级？Shein从近千亿美元估值跌到约265亿美元，阿里677亿资本开支押注AI，百度即将纳入港股通，这场港股内部的资金重排，究竟是错杀还是新一轮风险定价？完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-09-02?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-02-zh-CN&utm_term=report_link
Embed this episode
Ready to play
2026-09-02：港股微观撕裂：外资在抛售Shein的“降级”神话，南水正以77亿天量抄底AI基础设施
0:00
4:46
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 September 2, 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!