2026-09-28：跨境电商的“去神话”时刻：Shein Q3在美销售锐减，今日公募首战将重塑港股成长股定价锚

估值从千亿美元跌至两百亿，希音在美销售突遭两位数下滑，极致性价比的神话是否已被关税与成本击穿？与此同时，华盛顿周末突现三百亿关税减让共识，中美AI沟通机制悄然落地，港股制造业与科技巨头能否迎来暴力空头回补？但在美联储降息曙光下，香港本地老牌地产商的债务大考与长假流动性真空却暗藏杀机。多空交织的超级周，谁在出清，谁在突围？完整研报请查阅：https://deepmarket.report/zh/report/hk_stocks/2026-09-28?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-28-zh-CN&utm_term=report_link

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2026-09-28：跨境电商的“去神话”时刻：Shein Q3在美销售锐减，今日公募首战将重塑港股成长股定价锚

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