EPISODE · Oct 6, 2026 · 3 MIN
2026-10-06：创纪录的21万澳门单日客流与阿里百亿美元单季Capex：中国宏观资产的“增量不增利”镜像
from 深度市场: 港股
澳门单日客流突破21万创历史新高，游客单次消费为何却崩跌至三年冰点？阿里巴巴AI云收入亮眼提速，为何单季狂烧百亿美元Capex引发聪明资金集体观望？在港股成交骤降三成、跌破千亿关口的缩量变局下，资金正悄然发起一场从虚到实的残酷大迁徙。当消费降级遭遇重资产吞噬，谁在裸泳，谁又握有真正的定价权？完整研报及图表分析请访问：https://deepmarket.report/zh/report/hk_stocks/2026-10-06?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-10-06-zh-CN&utm_term=report_link
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2026-10-06：创纪录的21万澳门单日客流与阿里百亿美元单季Capex：中国宏观资产的“增量不增利”镜像
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