深度市场: 港股
DeepMarket深度市场：港股 — 每个交易日为你带来 AI 驱动的港股简报。 5 分钟内了解恒指动向、南向资金和重点标的。 完整研报请访问 deepmarket.report。 仅供参考，不构成个人投资建议。
| Publishes | Daily | Episodes | 44 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | InvestingBusiness |
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Latest Episodes
港股科技明明也有AI故事，为什么资金却开始绕路？五月南向资金三年来首次月度净流出，腾讯每天五亿港元回购托底，美团无人机订单超过七十八万单，却仍难打消市场疑虑。AI热潮没有熄火，但它正在选择新的战场。本期拆解资金为何为A股“纯血算力”重新定价港股互联网。完整研报链接：deepmarket.report/zh/report/hk_stocks/2026-06-05
腾讯暴涨十个点，真的是微信AI打开了新增长曲线，还是二十个百分点以上沽空比率下的一场逼空幻觉？零跑交付破八万辆却被技术面泼冷水，上海二手房创近六年同期高位却不是全面复苏。本期 DeepMarket 带你拆开港股这场多空拉扯，看谁是基本面拐点，谁只是情绪烟花。完整研报链接：deepmarket.report/zh/report/hk_stocks/2026-06-04
恒指跨过两万六，真的是牛市归来，还是一次被微信右滑点燃的估值重写？腾讯一天涨超十个点，美团少亏近百亿，阿里把多模态API价格打到极低，小米又拿出二百亿回购。热闹背后，千亿解禁和过热技术信号也在悄悄靠近。本期带你听懂这场港股科技股狂欢的真正引线。deepmarket.report/zh/report/hk_stocks/2026-06-03
三千三百亿港元成交额背后，港股并不是简单上涨，而是在悄悄重排座次：美团单季营销花掉二百三十亿，平台经济的利润神话被重新审视；与此同时，英伟达AI PC点燃联想、华勤、蓝思，硬件供应链突然从“代工厂”变成“卖铲人”。资金到底在逃离什么，又在拥抱什么？完整研报链接：deepmarket.report/zh/report/hk_stocks/2026-06-02
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深度市场: 港股 launched 3 months ago and published 44 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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