2026-04-16：周期错位下的暴力洗盘：中国3月进口激增27%暴捶“内需坍塌”叙事，南水今日却抛售BAT爆买盲盒

三月进口暴增二十七点八个点，真的是内需复苏的信号吗？港股成交放到两千四百多亿，恒指却没站稳两万六；阿里大涨，南水反而卖出近六点八亿，却把资金砸向泡泡玛特和中芯国际。宏观在说一套，资金在做另一套，这场错位背后，谁才是真正的主线？完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-04-16

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2026-04-16：周期错位下的暴力洗盘：中国3月进口激增27%暴捶“内需坍塌”叙事，南水今日却抛售BAT爆买盲盒

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