2026-05-04：油价逼空、通胀交易回归，恒指50日均线告破——在流动性真空期，出海叙事与B2B基建是仅存的避风港

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：https://deepmarket.report/zh/report/hk_stocks/2026-05-04?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-05-04-zh-CN&utm_term=report_link

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2026-05-04：油价逼空、通胀交易回归，恒指50日均线告破——在流动性真空期，出海叙事与B2B基建是仅存的避风港

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