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2026-09-22:关税让步换取AI护栏?300亿美元交易底牌浮现,阿里ADR的4.3%暴涨正重夺港股定价权 episode artwork

EPISODE · Sep 22, 2026 · 4 MIN

2026-09-22:关税让步换取AI护栏?300亿美元交易底牌浮现,阿里ADR的4.3%暴涨正重夺港股定价权

from 深度市场: 港股

在中美关键峰会前夕,一场关税让步与AI安全护栏的隐秘谈判正在华盛顿与北京之间展开。与此同时,港股盘面爆发极其罕见的信号背离:南向资金连续无情甩卖阿里巴巴,隔夜美股ADR却遭遇离岸外资暴跌式逼空大涨逾4%;内资5天狂买61亿押注AI独角兽,股价为何不涨反跌?更令人心惊的是,多只高息公用事业股港股通持股竟已突破70%警戒线,一场流动性踩踏是否一触即发?恒指25500点生死线下,多空绞杀的底牌究竟是什么?阅读完整研报:https://deepmarket.report/zh/report/hk_stocks/2026-09-22?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-22-zh-CN&utm_term=report_link

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2026-09-22:关税让步换取AI护栏?300亿美元交易底牌浮现,阿里ADR的4.3%暴涨正重夺港股定价权

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