2026-09-09：布油逼近$100与出口抢跑透支：港股流动性正被“滞胀”阴云与巨无霸IPO双重虹吸

布油距离100美元只差一步，港股却迎来一场超过70亿港元的IPO抽血。出口增长25%究竟是复苏，还是关税前的最后冲刺？腾讯回购与500亿芯片预付款背后，现金流逻辑正在改变；航运期货近五成贴水，又在暗示什么？本期一起拆解滞胀阴影下，少数避风港与潜在陷阱。完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-09-09?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-09-zh-CN&utm_term=report_link

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2026-09-09：布油逼近$100与出口抢跑透支：港股流动性正被“滞胀”阴云与巨无霸IPO双重虹吸

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