2026-10-05：美债风暴与流动性黑洞交织：5.22%无风险利率重压下，抛弃港股“均值回归”的线性幻想

当美债收益率冲上5.22%，香港银行总结余跌入540亿危险水位，港股的均值回归幻想为何沦为泡影？南向资金缺席的黄金周里，量化做市商正如何发起无情绞杀？阿里突遭海外集体诉讼暗雷，而新世界发展却靠断臂求生逆势狂飙近10%，市场究竟在为怎样的逻辑买单？完整研报及图表详见：https://deepmarket.report/zh/report/hk_stocks/2026-10-05?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-10-05-zh-CN&utm_term=report_link

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2026-10-05：美债风暴与流动性黑洞交织：5.22%无风险利率重压下，抛弃港股“均值回归”的线性幻想

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