9月7日13:00｜512890午盘跌1.41%，10年国债至1.6792%

[ { "event_id": "20260907-noon-512890-snapshot-1190", "title": "512890 午盘报 1.190 元，跌 1.41%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T03:31:45Z", "event_type": "fund_flow", "asset_keys": ["DIVIDEND"], "direction_score": -0.24, "confidence": 0.91, "horizon": "intraday", "raw_facts": { "asset": "SSE.512890", "trade_date_local": "2026-09-07", "snapshot": "午间收盘", "price_yuan": 1.190, "change_pct": -1.41, "half_day_turnover_yuan": 474000000, "source_publication_time_local": "2026-09-07 11:31:45" }, "transmission_chain": "新浪基金午盘快照显示 512890 报 1.190 元、下跌 1.41%，半日成交额 4.74 亿元。快照同时记录价格和成交额，但没有给出基金端净申购或净赎回，不能据此推断资金流向。", "invalidation_conditions": "若新浪基金或交易所数据修正午盘价格、涨跌幅或半日成交额，本事件按修正值重估。", "source_urls": [ "http://finance.sina.com.cn/money/fund/aiassistant/etfwp/2026-09-07/doc-iniqykzy9624019.shtml" ], "source_tier": "Tier B" }, { "event_id": "20260907-noon-512890-top10-holdings-all-down", "title": "512890 十只重仓股午盘全线下跌", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T03:31:45Z", "event_type": "fund_flow", "asset_keys": ["DIVIDEND"], "direction_score": -0.31, "confidence": 0.88, "horizon": "intraday", "raw_facts": { "asset": "SSE.512890", "trade_date_local": "2026-09-07", "snapshot": "午间收盘", "top_ten_holdings_change_pct": { "上海银行": -1.56, "南京银行": -1.42, "平安银行": -1.85, "成都银行": -0.51, "格力电器": -0.41, "江苏银行": -1.22, "山东高速": -0.88, "沪农商行": -1.78, "陕鼓动力": -0.12, "民生银行": -0.55 }, "down_count": 10, "flat_count": 0, "up_count": 0, "source_publication_time_local": "2026-09-07 11:31:45" }, "transmission_chain": "新浪基金列示的十只重仓股午盘涨跌幅全部为负，512890 同期下跌 1.41%。这组快照显示主要列示权重股午盘同向走弱，但来源未提供权重或因果分解，不能把个股跌幅直接换算为 ETF 贡献。", "invalidation_conditions": "若新浪基金或相关交易所行情修正任一重仓股午盘涨跌幅，或修正涨跌家数，本事件按修正数据重估。", "source_urls": [ "http://finance.sina.com.cn/money/fund/aiassistant/etfwp/2026-09-07/doc-iniqykzy9624019.shtml" ], "source_tier": "Tier B" }, { "event_id": "20260907-110006-512890-trades-834421", "title": "512890 11:00—11:30 成交 8344.21 万元", "event_time_utc": "2026-09-07T03:00:06Z", "event_time_quality": "exact", "published_at_utc": null, "event_type": "fund_flow", "asset_keys": ["DIVIDEND"], "direction_score": -0.10, "confidence": 0.95, "horizon": "intraday", "raw_facts": { "asset": "SSE.512890", "trade_date_local": "2026-09-07", "observed_interval_local": "11:00:06—11:30:02", "trade_count": 297, "volume_lots": 699278, "turnover_wan_yuan": 8344.21, "turnover_yuan": 83442100, "price_start_yuan": 1.194, "price_end_yuan": 1.190, "price_change_yuan": -0.004, "segments": [ { "interval_local": "11:00—11:15", "trade_count": 145, "volume_lots": 370948, "turnover_wan_yuan": 4431.65 }, { "interval_local": "11:15—11:30", "trade_count": 152, "volume_lots": 328330, "turnover_wan_yuan": 3912.56 } ], "last_segment_vs_first_segment_turnover_change_pct": -11.71, "largest_trade": { "trade_time_local": "11:01:39", "price_yuan": 1.193, "volume_lots": 58171, "turnover_wan_yuan": 694 }, "source_note": "搜狐逐笔页面缺少完整日期页眉；日期与标的按本次调度窗口归属。成交额为场内二级市场成交额，不等同基金申购赎回金额。" }, "transmission_chain": "搜狐逐笔记录显示 11:00—11:30 共成交 297 笔、699278 手、8344.21 万元，价格从 1.194 元走到 1.190 元。后 15 分钟成交额 3912.56 万元，较前 15 分钟 4431.65 万元减少 11.71%；场内成交额不能单独判断买卖方向，也不能替代基金端净申赎数据。", "invalidation_conditions": "若行情源补充或修正 9 月 7 日 11:00—11:30 的逐笔记录、区间边界、价格、成交量或成交额，本事件按修正值重估。", "source_urls": [ "[https://hq.[stock.sohu.com/cn/890/cn_512890-3-7.html](https://hq.stock.sohu.com/cn/890/cn_512890-3-7.html)](https://stock.sohu.com/cn/890/cn_512890-3-7.html](https://hq.stock.sohu.com/cn/890/cn_512890-3-7.html))", "[https://hq.[stock.sohu.com/cn/890/cn_512890-3-8.html](https://hq.stock.sohu.com/cn/890/cn_512890-3-8.html)](https://stock.sohu.com/cn/890/cn_512890-3-8.html](https://hq.stock.sohu.com/cn/890/cn_512890-3-8.html))" ], "source_tier": "Tier B" }, { "event_id": "20260907-10y-government-bond-yield-16792", "title": "9 月 7 日 10 年期国债收益率降至 1.6792%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": null, "event_type": "rate_path", "asset_keys": ["DIVIDEND"], "direction_score": 0.05, "confidence": 0.99, "horizon": "1-5d", "raw_facts": { "asset": "SSE.512890", "trade_date_local": "2026-09-07", "government_bond_maturity_years": 10, "yield_pct": 1.6792, "previous_date_local": "2026-09-04", "previous_yield_pct": 1.6803, "change_bp": -0.11, "source_note": "中国货币网政府债券利率历史数据；页面未提供日内发布时间。" }, "transmission_chain": "中国货币网数据显示 10 年期国债收益率由 9 月 4 日的 1.6803%降至 9 月 7 日的 1.6792%，下降 0.11bp。长端利率小幅下行通常有利于观察高股息资产的相对吸引力，但单日变动幅度有限，不能单独判定红利风格已经发生趋势性切换。", "invalidation_conditions": "若中国货币网修正 9 月 7 日或 9 月 4 日 10 年期国债收益率，本事件按修正值重估。", "source_urls": [ "https://www.chinamoney.com.cn/chinese/sddsintigy" ], "source_tier": "Tier A" } ]