2026-04-21：霍尔木兹的海水与A股的2.6万亿：当地缘恐慌被AI基建的超级资本开支“强行定价”
霍尔木兹海峡让油价逼近九十美元，纳指十三连涨戛然而止，可A股却用两点六一万亿成交额冲向四千一百点。是地缘风险被低估，还是AI基建和商业航天正在改写定价规则？外资六连买、融资盘狂飙、光纤价格暴涨六倍半，真正的赢家可能不是最热的连板股。完整研报链接：https://deepmarket.report/zh/report/cn_stocks/2026-04-21?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-cn_stocks-zh&utm_content=2026-04-21-zh-CN&utm_term=report_link
The skinny
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