恒生科技ETF 09:00窗口新增5条事件 (2026)

[
  {
    "event_id": "stcn-hk-20260814-southbound-net-sell-1316bn",
    "title": "8月14日南向资金净卖出13.16亿港元",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-14T13:58:00Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 94,
    "horizon": "days",
    "raw_facts": {
      "event_date_bjt": "2026-08-14",
      "hang_seng_index_close": "25116.85点",
      "hang_seng_index_change": "-1.10%",
      "southbound_total_turnover": "1171.29亿港元",
      "southbound_buy_turnover": "579.06亿港元",
      "southbound_sell_turnover": "592.22亿港元",
      "southbound_net_flow": "净卖出13.16亿港元",
      "shanghai_stock_connect_turnover": "741.99亿港元",
      "shanghai_stock_connect_net_flow": "净买入2.87亿港元",
      "shenzhen_stock_connect_turnover": "429.30亿港元",
      "shenzhen_stock_connect_net_flow": "净卖出16.03亿港元",
      "tracked_constituent_flows": {
        "腾讯控股": "净买入11.14亿港元",
        "阿里巴巴-W": "净卖出10.63亿港元",
        "美团-W": "净卖出4.26亿港元"
      },
      "source_published_at_bjt": "2026-08-14 21:58"
    },
    "transmission_chain": "南向资金全天净卖出13.16亿港元且深港股通净卖出16.03亿港元→恒生科技权重股资金分化与边际流动性收缩→HSTECH短期资金面承压，腾讯净买入与阿里、美团净卖出使方向保持混合。",
    "invalidation_conditions": "后续港股通收盘数据修正全天净卖出金额、沪深分项或权重股净买卖方向时，以修正值替代本事件。",
    "source_urls": ["https://www.stcn.com/article/detail/4076222.html"],
    "source_tier": "B"
  },
  {
    "event_id": "10jqka-hk-20260814-xiaomi-buyback-194w",
    "title": "小米8月14日回购194万股",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-14T10:37:14Z",
    "event_type": "buyback",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 1},
    "confidence": 92,
    "horizon": "weeks",
    "raw_facts": {
      "company": "小米集团-W（01810）",
      "buyback_date_bjt": "2026-08-14",
      "shares_repurchased": "194万股",
      "consideration": "4981.03万港元",
      "repurchase_price_range": "每股25.64—25.72港元",
      "source_published_at_bjt": "2026-08-14 18:37:14",
      "source_attribution": "同花顺页面转引智通财经；原文未披露注销或库存股处置安排"
    },
    "transmission_chain": "小米以4981.03万港元回购194万股→流通股本与可交易供给的边际变化、每股权益信号增强→小米权重对HSTECH的支撑信号偏正，但实际指数贡献取决于权重与后续价格反应。",
    "invalidation_conditions": "公司或港交所后续公告更正回购股数、金额、价格区间，或披露该批股份未完成回购时，以更正或最终披露替代本事件。",
    "source_urls": ["https://stock.10jqka.com.cn/hks/20260814/c678971508.shtml"],
    "source_tier": "B"
  },
  {
    "event_id": "census-us-20260814-retail-sales-july",
    "title": "美国7月零售销售环比下降0.6%",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-14T00:00:00Z",
    "event_type": "rate_path",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 95,
    "horizon": "days",
    "raw_facts": {
      "source_published_date": "2026-08-14",
      "reference_period": "2026年7月",
      "retail_and_food_services_sales": "7636亿美元",
      "month_over_month_change": "-0.6%（±0.4%）",
      "year_over_year_change": "+5.0%（±0.5%）",
      "may_to_july_year_over_year_change": "+6.3%（±0.5%）",
      "sales_excluding_motor_vehicle_and_parts_month_over_month": "-0.3%",
      "sales_excluding_motor_vehicle_parts_and_gasoline_month_over_month": "-0.2%",
      "motor_vehicle_and_parts_dealers_month_over_month": "-1.8%",
      "nonstore_retailers_month_over_month": "-2.2%",
      "source_publisher": "美国人口普查局"
    },
    "transmission_chain": "美国7月零售与餐饮销售环比下降0.6%且汽车、非店面零售分项走弱→美国消费动能与美联储后续利率路径预期重新定价→美元利率与全球科技估值的方向相互抵消，HSTECH单向影响暂定中性。",
    "invalidation_conditions": "美国人口普查局后续修订7月零售销售环比、同比或主要分项数字时，以修订值替代本事件。",
    "source_urls": ["https://www.census.gov/retail/sales.html", "https://www.census.gov/retail/marts/www/marts_current.pdf"],
    "source_tier": "A"
  },
  {
    "event_id": "xinhua-cn-20260817-overnight-repo-schedule",
    "title": "央行8月17日至19日开展隔夜逆回购",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-12T09:59:52Z",
    "event_type": "rate_path",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 96,
    "horizon": "days",
    "raw_facts": {
      "scheduled_operation_dates_bjt": "2026-08-14、2026-08-17至2026-08-19",
      "current_window_operation_date_bjt": "2026-08-17",
      "operation_type": "隔夜逆回购",
      "operation_method": "固定利率、数量招标",
      "daily_upper_limit": "不超过6000亿元",
      "specific_operation_amount": "原文未披露",
      "specific_operation_rate": "原文未披露",
      "source_published_at_bjt": "2026-08-12 17:59:52",
      "source_publisher": "中国人民银行公告，经新华网报道"
    },
    "transmission_chain": "央行在税期等流动性敏感时点安排每日上限6000亿元的隔夜逆回购→短端资金供给与隔夜利率波动获得缓冲→港元联系汇率对应的美元利率路径未被直接改变，HSTECH利率方向暂定中性。",
    "invalidation_conditions": "央行后续公告取消、调整8月17日操作日期、每日上限、招标方式，或披露实际操作结果与本安排不一致时，以后续公告替代本事件。",
    "source_urls": ["http://www.news.cn/20260812/80b2a79136cd4c09ae9ccff38a6cb778/c.html"],
    "source_tier": "A"
  },
  {
    "event_id": "stcn-hk-20260816-southbound-week-089bn",
    "title": "上周南向资金合计净买入0.89亿港元",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-16T04:54:00Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 90,
    "horizon": "weeks",
    "raw_facts": {
      "period_bjt": "2026-08-10至2026-08-14",
      "southbound_weekly_net_flow": "合计净买入0.89亿港元",
      "hang_seng_tech_index_weekly_change": "-3.1%",
      "tracked_constituent_weekly_flows": {
        "腾讯控股": "净买入77.29亿港元",
        "小米集团-W": "净买入9.65亿港元",
        "阿里巴巴-W": "净卖出26.14亿港元",
        "美团-W": "净卖出3.2亿港元"
      },
      "source_published_at_bjt": "2026-08-16 12:54",
      "source_publisher": "人民财讯，数据来自证券时报·数据宝"
    },
    "transmission_chain": "上周南向资金总量仅净买入0.89亿港元但腾讯、小米获买入而阿里、美团被卖出→资金集中在少数权重股且指数周跌3.1%→HSTECH的资金结构出现分化，整体方向不作单边判定。",
    "invalidation_conditions": "后续港股通周度统计修订周度净流向或成分股净买卖金额时，以修订后的周度统计替代本事件。",
    "source_urls": ["https://stcn.com/article/detail/4078793.html"],
    "source_tier": "B"
  }
]
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