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2026-09-23:险资获批南下叠加地缘溢价坍塌:25000点绝非阻力,而是港股流动性重塑的“被动买盘”新起点 episode artwork

EPISODE · Sep 23, 2026 · 4 MIN

2026-09-23:险资获批南下叠加地缘溢价坍塌:25000点绝非阻力,而是港股流动性重塑的“被动买盘”新起点

from 深度市场: 港股

当恒生指数以千亿级南向天量怒破两万五千点大关,这究竟是反弹的终局,还是一场流动性巨变的新起点?内地长久期险资罕见“开闸”南下,原油重挫跌破百元大关,微观筹码正经历历史性洗牌。然而在狂欢背后,某AI巨头看似风光的50亿美元融资,为何反遭华尔街套利基金机械性做空围剿?小米敢于大幅提价的底气又来自哪里?点击收听,穿透表象直击资本底层的真实博弈。完整研报详见:https://deepmarket.report/zh/report/hk_stocks/2026-09-23?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-23-zh-CN&utm_term=report_link

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2026-09-23:险资获批南下叠加地缘溢价坍塌:25000点绝非阻力,而是港股流动性重塑的“被动买盘”新起点

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