2026-09-25：美债5.1%刺穿估值底线，南水断流叠加AI基金强行闯关——今日港股将是一场离岸资金的“饥饿游戏”

当中秋长假切断每日数百亿的南向资金，港股瞬间沦为流动性孤岛；而另一边，十年期美债收益率却刺穿5.1%关键关口，逾200基点的惊人负利差正在引爆套息交易绞肉机！在缺乏接盘侠的真空交易日，强行闯关上市的AI科技ETF是否会引发踩踏？老牌家族财团为何急于甩卖高速公路、狂买算力中心？新鸿基罕见坦承暴利时代终结，腾讯与美团的估值鸿沟又揭示了什么？本期播客带你穿透离岸市场的惊险暗流。完整研报与深度数据：https://deepmarket.report/zh/report/hk_stocks/2026-09-25?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-25-zh-CN&utm_term=report_link

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2026-09-25：美债5.1%刺穿估值底线，南水断流叠加AI基金强行闯关——今日港股将是一场离岸资金的“饥饿游戏”

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