EPISODE · Aug 31, 2026 · 4 MIN
2026-08-31：沃尔什的“失语”与车企的“170天账期”：流动性紧缩下的港股杠杆断裂风险
from 深度市场: 港股
美联储新主席为何选择“少给指引”，却让九月加息概率从36%跳到58%？阿里102亿美元配售背后，近3000亿港元成交究竟是谁在调仓？更值得玩味的是，车企170天账期与黄金3340美元新高，正在把港股分成两种截然不同的资产。完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-08-31?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-31-zh-CN&utm_term=report_link
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2026-08-31：沃尔什的“失语”与车企的“170天账期”：流动性紧缩下的港股杠杆断裂风险
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