2026-09-30：美债5.2%绞杀下的“筹码互换”：外资机械平仓，南水42亿左侧填坑——港股正在经历历史级的定价权交接

美债收益率冲破5.2%，外资不计成本机械平仓，港股正在经历历史级的定价权交接。另一边，南向资金单月超42亿疯狂逆势扫货，险资大举左侧填坑。当散户超购200倍的硬科技新股沦为回拨陷阱，长假前夕南水缺席的周五，港股究竟会迎来估值黄金底，还是流动性真空下的精准屠杀？完整研报请见：https://deepmarket.report/zh/report/hk_stocks/2026-09-30?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-09-30-zh-CN&utm_term=report_link

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2026-09-30：美债5.2%绞杀下的“筹码互换”：外资机械平仓，南水42亿左侧填坑——港股正在经历历史级的定价权交接

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