EPISODE · Sep 7, 2026 · 4 MIN
2026-09-07：3000亿注资内银是化债的护城河还是EPS的毒药？叠加港股通扩容，我们在今天做多流动性，做空基本面错觉
from 深度市场: 港股
三千亿特别国债注资内银，究竟是在修复金融系统，还是稀释股东收益？港股通扩容带来的南下资金，能否让百度、慧眼科技延续涨势？知乎豪掷十五亿押注AI，却没有投资管理权；腾讯的死亡交叉，又为何还不能直接看空？本期拆解流动性狂欢背后的基本面错觉，以及几个关键价位。完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-09-07?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-07-zh-CN&utm_term=report_link
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2026-09-07：3000亿注资内银是化债的护城河还是EPS的毒药？叠加港股通扩容，我们在今天做多流动性，做空基本面错觉
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