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 | 30 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessInvesting |
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Latest Episodes
当阿里云的AI收入高速增长，为什么市场反而盯上了二百一十八亿人民币的自由现金流净流出？当南向资金一天撤走六十一亿港元，资金却继续买入中芯、关注联想和浙江世宝，港股真正的主线是不是已经悄悄换了剧本？本期 DeepMarket 带你拆解这场从互联网信仰到硬件现金流的估值重置。完整研报链接：deepmarket.report/zh/report/hk_stocks/2026-05-22
三十年期美债冲到五点二附近，港股估值被压住，为什么中芯和华虹却突然被南水爆买？这到底是国产替代的牛市起点，还是一场由空头回补点燃的短线逼空？腾讯五亿回购又为何挡不住技术压力？本期拆开这场看似矛盾的港股行情。完整研报链接：deepmarket.report/zh/report/hk_stocks/2026-05-21
当大模型开始按量收费，港股AI的估值游戏突然变了：腾讯涨了，纯AI标的却盘中重挫超过十个点。资金真的不爱AI了吗？还是它只是在寻找能把算力、流量和模型变成现金流的赢家？从腾讯、阿里，到中海油、华润电力，再到小鹏的弱势信号，本期拆开这场“叙事溢价向自由现金流投降”的转折。完整研报链接：deepmarket.report/zh/report/hk_stocks/2026-05-20
美国放行H200，本该点燃港股科技股，却为何变成腾讯AI估值的新压力？同一时间，长鑫存储一季度营收暴增七倍多，国产算力链突然成为资金避风港。理想降价、港交所黄金期货、T+1改革，又各自藏着怎样的反转信号？本期带你拆开这场算力博弈背后的真正资金流向。完整研报链接：deepmarket.report/zh/report/hk_stocks/2026-05-19
峰会落地，港股却没有迎来想象中的欢呼，反而上演“买预期、卖事实”。两万六千六百点为何成了多空反复争夺的天花板？外资撤离科技股时，为什么中国海外发展、华润置地这些内房龙头却逆势吸金？更反常的是，油价高企明明利好电动车，比亚迪短线信号却偏弱。真正的Alpha，可能藏在市场最不一致的地方。完整研报链接：deepmarket.report/zh/report/hk_stocks/2026-05-18
当市场还在等降息，油价却突然把剧本改了。恒指跌破五十日均线，南下资金又暂时缺席，谁在裸泳，谁反而成了避风港？比亚迪出海很强，为何短线信号偏空？腾讯AI合作落地，为什么仍只能观望？本期带你拆开港股流动性真空里的真正主线。完整研报链接：deepmarket.report/zh/report/hk_stocks/2026-05-04
当AI神话第一次被市场追问“到底赚不赚钱”，港股的风向也悄悄变了。华虹遭遇设备禁令，比亚迪利润骤降五成多，科技股被迫交出ROI答卷；另一边，油价逼近一百美元，三十年国债利率只有2.2%，高股息资产反而成为资金暗线。今天真正的主角，可能不是最热的科技，而是最会派息的现金流。完整研报链接：deepmarket.report/zh/report/hk_stocks/2026-04-29
一天出逃41亿，南向资金真的在撤退吗？不，他们只是在玩一场极其暴力的“换牌游戏”！当盈富基金遭遇巨量砸盘时，中芯国际却被巨资疯狂扫货。DeepSeek V4 适配华为昇腾，究竟如何引爆了芯片股的逼空行情？阿里物流园转战深交所REITs，背后又藏着怎样的市值管理算盘？本期节目带你看透资金的“哑铃型”避险策略，揭秘大模型内卷下的科技股暗流。完整研报及图表请访问：deepmarket.report/zh/report/hk_stocks/2026-04-28
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