EPISODE · Jun 22, 2026 · 4 MIN
2026-06-22：离岸流动性绞肉机：当科创板单周暴涨15%，外资为何在港股“1929式暴跌”中狂买海底捞？
from 深度市场: 港股
当科创板一周狂飙近十五个点，港股却跌得像被抽走流动性，外资为什么反而盯上海底捞？是防御资产的回归，还是一次被忽略的反共识交易？腾讯回购、阿里云承压、比亚迪出海、港交所的人民币双柜台，真正的线索藏在资金撤退后的结构性反抽里。完整研报链接：https://deepmarket.report/zh/report/hk_stocks/2026-06-22?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-06-22-zh-CN&utm_term=report_link
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2026-06-22：离岸流动性绞肉机：当科创板单周暴涨15%，外资为何在港股“1929式暴跌”中狂买海底捞？
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