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Artwork for 深度市场: 港股

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。 完整研报和数据图表: deepmarket.report/zh/podcast/hk-zh?utm_source=podcast&utm_medium=rss_channel&utm_campaign=podcast-hk_stocks-zh&utm_content=feed-hk-zh&utm_term=channel_link

PublishesDailyEpisodes87Founded5 months ago
Language
Chinese (Simplified)
Number of ListenersCategories
InvestingBusiness

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Artwork for 深度市场: 港股

Latest Episodes

腾讯一季度还像现金奶牛,转眼却因528亿元AI资本开支让自由现金流首次转负。它是在重演Meta的失控,还是在抢占算力霸权?与此同时,南向资金净流出,却疯狂涌向少数AI资产,康师傅反而凭利润和股息跑赢科技股。本期拆解现金流、油价、指数扩容与关键技术位,看看真正的风险藏在哪里:deepmarket.report/zh/report/hk_stocks/2026-08-13?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-h... more

港股大跌之际,南向资金却把近十三亿港元集中投向刚上市、尚未盈利的AI大模型公司。腾讯营收或增长近一成,为什么自由现金流却可能大幅缩水?AI热潮究竟在创造新价值,还是正在吞噬旧利润?本期还将拆解油价避险与七亿港元回购背后的真实逻辑。完整研报:deepmarket.report/zh/report/hk_stocks/2026-08-12?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_c... more

黄金冲破四千三百五十美元,老铺黄金尾盘大涨超过十二个点;另一边,恒指站上两百五十天线,腾讯却在财报前面对一个更难的问题:AI投入会不会让现金牛变成重资产生意?当两万六千点阻力、科技指数扩容和私有化套利同时出现,港股的“哑铃”究竟在平衡,还是在酝酿新的分化?deepmarket.report/zh/report/hk_stocks/2026-08-11?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-... more

当南向资金一周涌入港股超过十五亿美元时,阿里、腾讯、小米被抢筹,银行股却遭到撤离;与此同时,二十吨黄金正从伦敦回流香港,半导体出口接近翻番。这是一次普通的风格轮动,还是港股正在按一套新的“脱钩定价”重估?腾讯三百一十九亿元AI开支又会给答案带来怎样的反转?完整研报:deepmarket.report/zh/report/hk_stocks/2026-08-10?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_st... more

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深度市场: 港股 launched 5 months ago and published 87 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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