2026-04-23：抛弃红利防御，拥抱万亿CPO：2.58万亿天量背后的“算力基础设施化”与“市梦率”重估
两点五八万亿成交额涌入A股，表面是科技狂欢，背后却是一场残酷筛选：中际旭创逼近万亿，却短线跌破关键均线；协创数据百亿成交低换手，却只像反抽不是主升；英维克从明星变成警示牌。资金真的抛弃红利了吗，还是只是在重定价“算力基础设施”？完整链接：https://deepmarket.report/zh/report/cn_stocks/2026-04-23?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-cn_stocks-zh&utm_content=2026-04-23-zh-CN&utm_term=report_link
The skinny
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