EPISODE · Aug 17, 2026 · 5 MIN
2026-08-17：科技股杀跌与10%股息率的隐喻：恒指25000点保卫战背后的流动性“冰火两重天”
from 深度市场: 港股
恒指一周蒸发约八百二十点，两万五却成了全市场最敏感的数字。科技股跌破支撑，降息预期为何反而成了估值的倒刺？更反常的是，一家股息率高达十点八七趴的公司，现金流派息率竟只有六点六趴。市场究竟在错杀现金流，还是提前定价更深的风险？完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-08-17?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-17-zh-CN&utm_term=report_link
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2026-08-17：科技股杀跌与10%股息率的隐喻：恒指25000点保卫战背后的流动性“冰火两重天”
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