2026-04-17：宁德时代重返两万亿，但ETF单日净流出48亿：不要在流动性海啸中错把“落袋为安”当成“主升浪”
宁德时代单季狂赚两百零七亿，市值重返两万亿，创业板也冲上近十一年新高。但就在市场一片热闹时，股票型ETF却一天净流出近四十九亿。到底是谁在买，谁在悄悄卖？AI算力、周期有色、茅台分红，哪条线才是真正的资金密码？完整研报链接：https://deepmarket.report/zh/report/cn_stocks/2026-04-17?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-cn_stocks-zh&utm_content=2026-04-17-zh-CN&utm_term=report_link
The skinny
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