14时南向净买入37.67亿,核心持股与回购状态更新

14时南向净买入37.67亿,核心持股与回购状态更新

覆盖 2026 年 9 月 9 日 11:00—14:00 的南向资金增量、核心股回购、恒科指数与港股通持股数据边界。

[
  {
    "event_id": "eastmoney-hk-20260909-southbound-net-buy-3767-1405",
    "title": "14:05南向净买入37.671740亿元人民币",
    "event_time_utc": "2026-09-09T06:05:48Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-09T06:05:48Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 1},
    "confidence": 93,
    "horizon": "intraday",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "东方财富 push2delay kamt 接口",
      "observation_time_local": "2026-09-09 14:05:48 Asia/Shanghai",
      "interface_update_time_utc": "2026-09-09T06:05:48Z",
      "interface_status": "sh2hk、sz2hk status=1;交易中;amtStatus=1",
      "unit": "接口原始 buyAmt、sellAmt、netBuyAmt 单位为万元人民币;亿元人民币=除以10000",
      "southbound_buy_amt_wan_rmb": 3230011.35,
      "southbound_sell_amt_wan_rmb": 2853293.95,
      "southbound_net_buy_amt_wan_rmb": 376717.4,
      "southbound_net_buy_hundred_million_rmb": "37.671740亿元人民币(净买入)",
      "sh2hk_buy_amt_wan_rmb": 2057360.57,
      "sh2hk_sell_amt_wan_rmb": 1825748.31,
      "sh2hk_net_buy_amt_wan_rmb": 231612.26,
      "sh2hk_net_buy_hundred_million_rmb": "23.161226亿元人民币(净买入)",
      "sz2hk_buy_amt_wan_rmb": 1172650.78,
      "sz2hk_sell_amt_wan_rmb": 1027545.64,
      "sz2hk_net_buy_amt_wan_rmb": 145105.14,
      "sz2hk_net_buy_hundred_million_rmb": "14.510514亿元人民币(净买入)",
      "previous_same_day_observation": "2026-09-09 10:04:09,南向净买入11.807428亿元人民币",
      "revision_relation": "supersedes eastmoney-hk-20260909-southbound-net-buy-1180"
    },
    "transmission_chain": "14:05接口显示沪港通与深港通均为净买入且总额升至37.671740亿元人民币→跨境成交需求在该时点偏向买方→HSTECH场外资金流变量获得正向更新。",
    "invalidation_conditions": "港交所公布或更正2026-09-09南向日度成交净额,或东方财富接口回撤、修正该盘中观察值时,本事件由官方日度值或更新后的滚动值替代。",
    "source_urls": [
      "https://push2delay.eastmoney.com/api/qt/kamt/get?fields1=f1,f2,f3,f4&fields2=f51,f52,f53,f54,f55,f56,f57,f58,f59,f60,f61,f62,f63,f64&ut=b2884a393a59ad64002292a3e90d46a5"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "hkex-hk-20260909-core-buyback-status-1400",
    "title": "11:00—14:00五家核心股无回购标题",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-09T06:05:50Z",
    "event_type": "buyback",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 96,
    "horizon": "intraday",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "香港交易所披露易 Listed Company Information Title Search",
      "title_search_query_range": "from=20260909&to=20260909",
      "observation_window_local": "2026-09-09 11:00 → 14:00 Asia/Shanghai",
      "retrieval_observation_local": "2026-09-09 14:05:50 Asia/Shanghai",
      "buyback_title_matches_in_window": "3条,均为非核心公司",
      "non_core_buyback_records": [
        "02057 中通快递-W,12:01",
        "00210 DAPHNE INT'L,12:05",
        "09896 MNSO,12:05"
      ],
      "core_company_codes_checked": {
        "腾讯控股": "00700",
        "阿里巴巴-W": "09988",
        "美团-W": "03690",
        "小米集团-W": "01810",
        "京东集团-SW": "09618"
      },
      "core_buyback_title_matches_in_window": "0条",
      "core_buyback_shares_or_amount_in_window": "原文未披露(核心股无命中)"
    },
    "transmission_chain": "披露易在11:00至14:00只列出三家非核心公司回购,五家核心股回购标题为0条→观察范围内没有新增核心回购造成流通股收缩的信息→HSTECH回购路由维持中性。",
    "invalidation_conditions": "港交所标题检索补录、公司公告或港交所更正显示11:00至14:00存在上述五家公司回购公告时,本状态事件由对应公告事件替代。",
    "source_urls": [
      "https://www1.hkexnews.hk/search/titlesearch.xhtml?lang=EN&market=SEHK&category=0&from=20260909&to=20260909"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "hsi-hk-20260909-index-update-status-1405",
    "title": "截至14:05恒科未见成分或权重调整",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-09T06:05:48Z",
    "event_type": "index_rebalance",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 90,
    "horizon": "days",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "恒生指数公司媒体中心新闻稿页面",
      "retrieval_observation_local": "2026-09-09 14:05 Asia/Shanghai",
      "new_hstech_constituent_weight_or_freefloat_announcements": "0条",
      "latest_visible_hstech_related_items": "2026-08-27上市公司可持续发展评级;2026-08-21指数检讨结果;2026-08-10恒生科技指数编算方法修订方案征询",
      "page_scope_note": "媒体中心列表显示新闻稿、指数或技术通告标题与日期;具体成分、权重或流通量变动以对应公告正文为准"
    },
    "transmission_chain": "截至14:05恒生指数公司媒体中心未列出9月9日恒生科技指数成分、权重或流通量调整→指数编制规则没有新增可交易变更→HSTECH指数再平衡路由维持中性。",
    "invalidation_conditions": "恒生指数公司随后发布或补录2026-09-09公布或生效的恒生科技指数成分、权重或流通量调整时,本状态事件由对应指数调整事件替代。",
    "source_urls": [
      "https://www.hsi.com.hk/chi/newsroom/press-releases"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "sina-hk-20260908-core-holdings-ratio-status-1400",
    "title": "五家核心股未进入港股通占比异动榜",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-09T00:38:08Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 72,
    "horizon": "days",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF;港股通持股比例替代观察口径",
      "source": "新浪财经转载智通财经《智通港股通占比异动统计|9月9日》",
      "source_publication_time_local": "2026-09-09 08:36 Asia/Shanghai",
      "data_disclosure_date_local": "2026-09-08 Asia/Shanghai",
      "settlement_basis": "港交所数据根据T+2日结算",
      "tables_checked": "最新日占比增持榜前20、最新日占比减持榜前20、5日占比增持榜前10、5日占比减持榜前10、20日占比增持榜前10、20日占比减持榜前10",
      "core_stocks_absent_from_all_checked_tables": [
        "腾讯控股_00700",
        "阿里巴巴-W_09988",
        "美团-W_03690",
        "小米集团-W_01810",
        "京东集团-SW_09618"
      ],
      "full_daily_holding_amount_or_share_change": "原文未披露",
      "scope_boundary": "该页面只列出占比变动最大的股票;五家核心股未入榜不等于持仓没有变化,不能替代逐日持股额或持股数快照"
    },
    "transmission_chain": "新核验的港股通占比异动榜未覆盖五家核心权重股→该榜单无法提供核心成分的逐日持股方向或规模→HSTECH持股路由保持数据缺口状态。",
    "invalidation_conditions": "港交所或其他可核验来源返回2026-09-08对应五家核心股的逐日持股额、持股数或持股比例时,本替代状态由逐日数据事件替代;若新浪财经或智通财经更正榜单覆盖范围,按更正结果替代。",
    "source_urls": [
      "https://finance.sina.com.cn/stock/hkstock/ggscyd/2026-09-09/doc-iniresxy8903602.shtml"
    ],
    "source_tier": "B"
  }
]

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