11:00窗口：早盘资金、PCB与设备更新4条事件 (2026)

[
  {
    "event_id": "cls-cn-20260824-amec-cseac-device-release",
    "title": "中微公司将于CSEAC发布多款高端设备",
    "event_time_utc": "2026-08-24T02:36:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-24T02:36:00Z",
    "event_type": "capacity_plan",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 84,
    "horizon": "weeks",
    "raw_facts": {
      "actual": {
        "source_statement": "据中微公司2026年8月24日消息",
        "conference": "第十四届半导体设备材料及核心部件展（CSEAC 2026）",
        "event_date_local": "2026年8月31日至9月2日",
        "venue": "无锡太湖国际博览中心",
        "company_plan": "中微公司将携多款核心产品及创新解决方案亮相展会，并举办新品发布会",
        "product_categories": ["刻蚀设备", "薄膜设备", "MOCVD设备"],
        "product_count": "原文未披露"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "中微公司预告8月31日至9月2日发布刻蚀、薄膜和MOCVD设备→国产半导体设备产品供给预期获得新信息→SEMICONDUCTOR设备链的价格预期边际改善。",
    "invalidation_conditions": "后续中微公司取消展会或新品发布，或官方披露的发布内容与上述设备类别不符。",
    "source_urls": ["https://m.cls.cn/telegraph"],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260824-a-share-compute-selloff-update",
    "title": "创业板指跌逾3%，下跌个股近4100只",
    "event_time_utc": "2026-08-24T02:43:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-24T02:43:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": -2},
    "confidence": 95,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "创业板指": "跌逾3.00%",
        "沪指": "跌0.50%",
        "深成指": "跌1.98%",
        "算力硬件": "跌幅居前",
        "沪深京三市下跌个股": "近4100只",
        "update_type": "盘中数值更新",
        "supersedes": "cls-cn-20260824-a-share-compute-semiconductor-selloff"
      },
      "consensus": "原文未披露",
      "prior": {
        "event_id": "cls-cn-20260824-a-share-compute-semiconductor-selloff",
        "创业板指": "跌逾2%",
        "沪指": "跌0.40%",
        "深成指": "跌1.19%",
        "沪深京三市下跌个股": "近3100只",
        "published_at_local": "2026年8月24日09:45"
      }
    },
    "transmission_chain": "创业板指跌逾3%、算力硬件跌幅居前且下跌个股近4100只→A股科技硬件风险偏好进一步走弱→SEMICONDUCTOR短线价格承压。",
    "invalidation_conditions": "后续创业板指和算力硬件明显收复跌幅，且沪深京三市下跌个股数量显著回落。",
    "source_urls": ["https://m.cls.cn/telegraph"],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260824-pcb-upstream-selloff",
    "title": "PCB上游下挫，中材科技触及跌停",
    "event_time_utc": "2026-08-24T02:48:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-24T02:48:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": -2},
    "confidence": 95,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "PCB概念": "盘中震荡下挫",
        "领跌上游方向": ["玻纤", "铜箔", "CCL"],
        "中材科技": {"last_price": "48.520元", "change": "-5.39元", "change_pct": "-10.00%", "status": "触及跌停"},
        "中英科技": {"last_price": "74.400元", "change": "-12.46元", "change_pct": "-14.34%"},
        "德福科技": {"last_price": "80.610元", "change": "-10.03元", "change_pct": "-11.07%"},
        "方邦股份": {"last_price": "114.780元", "change": "-15.10元", "change_pct": "-11.63%"},
        "世名科技": {"last_price": "13.510元", "change": "-1.31元", "change_pct": "-8.84%"},
        "长海股份": {"last_price": "16.220元", "change": "-1.43元", "change_pct": "-8.10%"},
        "生益科技": {"last_price": "123.790元", "change": "-9.01元", "change_pct": "-6.78%"},
        "金安国纪": {"last_price": "58.850元", "change": "-4.89元", "change_pct": "-7.67%"}
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "PCB上游玻纤、铜箔和CCL领跌，且多只材料与PCB个股跌幅超过10%→算力硬件上游材料风险偏好走弱→SEMICONDUCTOR短线估值承压。",
    "invalidation_conditions": "后续同一交易日PCB及玻纤、铜箔、CCL方向收复跌幅，且上述个股跌幅明显收窄。",
    "source_urls": ["http://finance.sina.com.cn/roll/2026-08-24/doc-inipkriv0108755.shtml", "https://m.cls.cn/telegraph"],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260824-electronics-fund-outflow",
    "title": "电子板块净流出超212亿元，兆易创新净卖出超24亿元",
    "event_time_utc": "2026-08-24T02:55:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-24T02:55:00Z",
    "event_type": "fund_flow",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": -2},
    "confidence": 94,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "data_provider": "财联社星矿",
        "scope": "2026年8月24日早盘",
        "电子板块主力资金净流出": "超212亿元",
        "半导体板块资金流向": "净流出，具体金额原文未披露",
        "通信板块资金流向": "净流出，具体金额原文未披露",
        "兆易创新主力资金净卖出": "超24亿元",
        "其他资金净流出居前个股": ["中际旭创", "天孚通信", "新易盛"]
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "电子板块净流出超212亿元、半导体与通信列入净流出方向且兆易创新净卖出超24亿元→科技硬件资金风险偏好走弱→SEMICONDUCTOR短线价格承压。",
    "invalidation_conditions": "后续电子与半导体板块转为主力资金净流入，且兆易创新及其他净流出居前个股的资金流向明显反转。",
    "source_urls": ["https://baijiahao.baidu.com/s?id=1874371727925624963&wfr=spider&for=pc", "https://m.cls.cn/telegraph"],
    "source_tier": "B"
  }
]
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