EPISODE · Sep 17, 2026 · 3 MIN
2026-09-17：放弃信贷狂热的央行与意外加息的美联储：中美货币政策底层逻辑双重切换，南下资金210亿爆买算力链
from 深度市场: 港股
当中国央行正式宣布告别信贷崇拜，美联储却意外加息并放话2027年前绝不降息，全球资产定价的锚彻底颠覆！为何恒指微波不惊之下，南下资金敢一天暴买210亿算力链？联想3600亿订单背后藏着怎样的AI下沉真相？而阿里遭遇的集体诉讼，又会否引发整个中概互联板块的黑名单风暴？本期为您抽丝剥茧。完整研报详见：https://deepmarket.report/zh/report/hk_stocks/2026-09-17?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-17-zh-CN&utm_term=report_link
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2026-09-17：放弃信贷狂热的央行与意外加息的美联储：中美货币政策底层逻辑双重切换，南下资金210亿爆买算力链
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