EPISODE · Sep 29, 2026 · 3 MIN
2026-09-29：抛弃Beta买Alpha：南向单日砸盘65亿背后，是百万张Nvidia特批预期与险资出海的暗流涌动
from 深度市场: 港股
南向资金单日狂砸65亿港元，盈富基金惨遭机构无情甩卖，港股真要迎来大撤退？然而在惊慌失措的表象之下，一场百万张英伟达芯片的灰度特批传闻正引爆科技大厂的算力狂欢，更有光纤老牌龙头获外资巨头暴击式上调目标价73%！在国庆长假与PMI数据揭晓前夕，资金究竟在上演怎样的“卖Beta买Alpha”暗战？点击获取完整专业研报：https://deepmarket.report/zh/report/hk_stocks/2026-09-29?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-29-zh-CN&utm_term=report_link
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2026-09-29：抛弃Beta买Alpha：南向单日砸盘65亿背后，是百万张Nvidia特批预期与险资出海的暗流涌动
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