2026-09-03：恒指25000点流动性猎杀完成，中美利差达312bp极限——智谱API暴增27倍宣告中国AI商业化跨越奇点

恒指跌穿25000点后为何又迅速拉回？表面是油价与美债冲击，背后却可能是一场衍生品驱动的流动性猎杀。与此同时，智谱AI云端API收入暴增2736%，商业模式正在改写；SHEIN首日破发，腾讯却逆势发债回购。港股的真正分水岭，究竟在基本面，还是312个基点的中美利差？本期带你拆解关键线索：https://deepmarket.report/zh/report/hk_stocks/2026-09-03?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-03-zh-CN&utm_term=report_link

Episode metadata supplied by the publisher feed · Published Sep 3, 2026

Embed this episode

Attribution link and audio player

Ready to play

2026-09-03：恒指25000点流动性猎杀完成，中美利差达312bp极限——智谱API暴增27倍宣告中国AI商业化跨越奇点

0:00 5:12

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

青腾树下青腾 | JustPod 本节目是青腾推出的一档聚焦前沿话题的播客，每期邀请两到三位青腾同学从个人视角出发，展开有意思、有碰撞、有洞见的对话。「青腾树下」是这样一个对话场域，这里有创业者与创业者的深度对话，也有基于同学情谊的走心聊天，他们在这里探讨最前沿的商业话题，也分享最真实的人生故事。我们希望传递有价值的商业观点，记录创业者们的思考和故事，启发这个时代更多的创造者。本节目由青腾出品，JustPod制作发行。

Frequently Asked Questions

How long is this episode of 深度市场: 港股?

This episode is 5 minutes long.

When was this 深度市场: 港股 episode published?

This episode was published on September 3, 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!