2026-10-02：失去南向资金的底牌：当港股遭遇$100原油、5%美债与流动性真空

当百元原油、5%美债收益率与港股通关闭四天的流动性真空同时撞车，港股正迎来一场残酷的极限测试！为什么中国石油在油价逼空下迎来突破良机，而昔日神话希音却因成本暴增利润暴跌逾66%？万科单年巨亏近890亿元，究竟击碎了资本市场的什么核心信仰？两万四千五百点支撑位悬空，做市商正在如何悄悄收割点差？本期带你穿透迷雾，看清离岸资金的真实博弈。完整研报与图表详见：https://deepmarket.report/zh/report/hk_stocks/2026-10-02?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-10-02-zh-CN&utm_term=report_link

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2026-10-02：失去南向资金的底牌：当港股遭遇$100原油、5%美债与流动性真空

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