EPISODE · Sep 8, 2026 · 5 MIN
2026-09-08：财政部注资遭遇港股冷眼：流动性撕裂下的“重防守、轻刺激”交易
from 深度市场: 港股
财政部大手笔注资，港股却没有上涨，反而走出与A股截然不同的行情。是政策利好失效，还是市场正在等待真正的信贷需求？与此同时，做空比例逼近百分之十八，AI硬件却逆势飙升，快手的可灵AI更已悄悄变成现金来源。港股究竟在交易防守、成长，还是一场尚未发生的逼空行情？本期带你拆解流动性撕裂下的关键机会与风险。完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-09-08?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-08-zh-CN&utm_term=report_link
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2026-09-08：财政部注资遭遇港股冷眼：流动性撕裂下的“重防守、轻刺激”交易
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