2026-09-11：油价破百重燃美债风暴，港股科网板块正陷入“股权稀释”与“AI内卷”的双重估值陷阱

油价冲上100美元，美国十年期国债收益率来到4.86%，港股科技股为何立刻承压？更耐人寻味的是，南向资金一边买入腾讯7.22亿港元，一边卖出智谱9.67亿港元；而B站发零息可转债，却得到腾讯2亿美元认购。AI融资潮究竟是在押注未来，还是在稀释当下？完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-09-11?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-11-zh-CN&utm_term=report_link

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2026-09-11：油价破百重燃美债风暴，港股科网板块正陷入“股权稀释”与“AI内卷”的双重估值陷阱

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