2026-09-15：港股AI叙事正在切换：Z.AI的50亿美元“抽血”与Ligent的7亿美元“卖水”——模型穷竭，基建称王

市销率高达近600倍的AI独角兽，三周内疯狂“吸血”50亿美元，为何反遭对冲基金联手做空套利？与此同时，近半数筹码被顶流基石锁定的光模块龙头IPO，却掀起了数百倍的认购狂潮。“模型穷竭，基建称王”的残酷大洗牌正在港股上演。更致命的是，恒指红利指数编制规则突变，一大批小盘高股息股正面临一场猝不及防的流动性踩踏！在宏观信贷断崖与大模型资本见顶的夹击下，聪明钱正遁入哪些避险资产？完整研报请访问：https://deepmarket.report/zh/report/hk_stocks/2026-09-15?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-15-zh-CN&utm_term=report_link

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2026-09-15：港股AI叙事正在切换：Z.AI的50亿美元“抽血”与Ligent的7亿美元“卖水”——模型穷竭，基建称王

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