EPISODE · Oct 7, 2026 · 3 MIN
2026-10-07：北水回归前夜的“真空期逼空”与500亿美元Moonshot估值：在流动性幻觉中寻找结构性Alpha
from 深度市场: 港股
成交不足千亿却强势收涨，港股的“真空期逼空”究竟是牛市抢跑，还是节后踩踏的前奏？估值五百亿美元的月之暗面突传赴港IPO，背后阿里的投资神话是否暗藏合规暗礁？当美股存储巨头暴跌证伪消费电子复苏，哪类资产正迎来致命考验？北水回归前夜，带你穿透流动性幻觉。完整研报详见：https://deepmarket.report/zh/report/hk_stocks/2026-10-07?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-10-07-zh-CN&utm_term=report_link
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2026-10-07：北水回归前夜的“真空期逼空”与500亿美元Moonshot估值：在流动性幻觉中寻找结构性Alpha
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