A股今天沪指微涨,但深市和创业板收跌,个股分化严重。港股那边更惨,恒生科技跌超2%,传要对港险征税,保险股暴跌。有个现象很有意思,DeepSeek开始对API收费了,AI的“免费午餐”还能吃多久?存储芯片龙头业绩好得不得了,市盈率才个位数,股价却在跌,葛卫东都进场了。这到底是市场在犯傻,还是我们没看到的风险?美股道指、标普都新高了,纳指还在纠结,大家都在等一个信号。一边是机会,一边是陷阱,行情太分裂了。
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Apple Podcasts | #164 |
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港股/A股每日回顾 launched 8 months ago and published 1147 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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