EPISODE · Sep 14, 2026 · 4 MIN
2026-09-14：负收益率买单AI可转债，沙特原油断供进入5天倒计时——当资产荒遭遇供给冲击
from 深度市场: 港股
借钱给AI独角兽竟然要“倒贴利息”？负收益率可转债背后，机构究竟在疯抢怎样的看涨期权？与此同时，沙特关键输油管道瘫痪，全球4%的原油实物供给告急，红海港口库存仅剩不到一周，一场史诗级逼空风暴是否一触即发？当传统大卖场遭遇两千个前置仓的降维打击，消费版图正在被谁重构？本期深度市场，为你拆解资产荒遭遇供给冲击下的极端分化行情与交易底牌。完整研报详见：https://deepmarket.report/zh/report/hk_stocks/2026-09-14?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-14-zh-CN&utm_term=report_link
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2026-09-14：负收益率买单AI可转债，沙特原油断供进入5天倒计时——当资产荒遭遇供给冲击
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